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Index Mutual Funds

Index Mutual Funds

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 118
  • 💰 Total AUM: 96,913 Cr

Best performing Index Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Index Mutual Funds

UTI Nifty Next 50 Index Fund
  • AUM
    ₹ 3,528.82 Cr.
  • Expense Ratio
    0.35%
  • 5Y CAGR
    17.52%
Performance
The fund's annualised performance has been 15.17% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.34% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 81.54% along with the largest allocation towards Industrial Machinery at 7.41%.
LIC MF Nifty Next 50 Index Fund
  • AUM
    ₹ 73.87 Cr.
  • Expense Ratio
    0.32%
  • 5Y CAGR
    17.28%
Performance
The fund's annualised performance has been 15.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.29% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 81.3% along with the largest allocation towards Industrial Machinery at 7.37%.
DSP NIFTY Next 50 Index Fund
  • AUM
    ₹ 434.94 Cr.
  • Expense Ratio
    0.3%
  • 5Y CAGR
    17.28%
Performance
The fund's annualised performance has been 18.76% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.33% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 81.36% along with the largest allocation towards Industrial Machinery at 7.39%.
ICICI Pru Nifty Next 50 Index Fund
  • AUM
    ₹ 4,443.55 Cr.
  • Expense Ratio
    0.3%
  • 5Y CAGR
    17.24%
Performance
The fund's annualised performance has been 15.74% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.34% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 81.42% along with the largest allocation towards Industrial Machinery at 7.4%.
DSP Nifty 50 Equal Weight Index Fund
  • AUM
    ₹ 1,118.15 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    16.94%
Performance
The fund's annualised performance has been 13.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.2% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 97.85% along with the largest allocation towards IT Services & Consulting at 11.72%.
Sundaram Nifty 100 Equal Weight Fund
  • AUM
    ₹ 72.32 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    16.61%
Performance
The fund's annualised performance has been 13.1% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.03% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 85.74% along with the largest allocation towards IT Services & Consulting at 6.75%.
Bandhan Nifty 50 Index Fund
  • AUM
    ₹ 1,179.84 Cr.
  • Expense Ratio
    0.1%
  • 5Y CAGR
    14.55%
Performance
The fund's annualised performance has been 13.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.85% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 99.32% along with the largest allocation towards Private Banks at 25.59%.
UTI Nifty 50 Index Fund
  • AUM
    ₹ 15,648.55 Cr.
  • Expense Ratio
    0.21%
  • 5Y CAGR
    14.37%
Performance
The fund's annualised performance has been 13.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.86% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 99.07% along with the largest allocation towards Private Banks at 25.53%.
ICICI Pru Nifty 50 Index Fund
  • AUM
    ₹ 6,954.57 Cr.
  • Expense Ratio
    0.19%
  • 5Y CAGR
    14.36%
Performance
The fund's annualised performance has been 13.28% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.85% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 99.18% along with the largest allocation towards Private Banks at 25.56%.
Tata NIFTY 50 Index Fund
  • AUM
    ₹ 626.48 Cr.
  • Expense Ratio
    0.2%
  • 5Y CAGR
    14.32%
Performance
The fund's annualised performance has been 13.3% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.83% vs its category average of 12.76%.
Composition
Large Cap makes up for the majority of the fund at 99.39% along with the largest allocation towards Private Banks at 25.67%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.