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: 238
💰 Total AUM: 2,09,680 Cr

Best performing Index Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Motilal Oswal Nifty Smallcap 250 Index Fund	1,043.78	0.33	2.10%	22.13%	27.00%
Motilal Oswal Nifty Midcap 150 Index Fund	2,816.64	0.26	11.50%	23.85%	26.75%
Nippon India Nifty Smallcap 250 Index Fund	2,689.68	0.35	1.22%	21.64%	26.71%
DSP Nifty 50 Equal Weight Index Fund	2,390.58	0.40	12.80%	17.34%	21.56%
Sundaram Nifty 100 Equal Weight Fund	131.46	0.61	9.14%	17.31%	20.04%
DSP NIFTY Next 50 Index Fund	1,134.72	0.28	4.12%	17.62%	19.50%
UTI Nifty Next 50 Index Fund	5,941.07	0.34	4.27%	17.60%	19.47%
LIC MF Nifty Next 50 Index Fund	101.81	0.38	4.21%	17.44%	19.45%
Motilal Oswal Nifty Next 50 Index Fund	392.90	0.32	4.31%	17.65%	19.42%
ICICI Pru Nifty Next 50 Index Fund	8,138.81	0.31	3.83%	17.43%	19.32%

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Overview of Index Mutual Funds

Motilal Oswal Nifty Smallcap 250 Index Fund

AUM
₹ 1,043.78 Cr.
Expense Ratio
0.33%
5Y CAGR
27%

Performance

The fund's annualised performance has been 24.18% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 19.24% vs its category average of 15.52%.

Composition

Small Cap makes up for the majority of the fund at 89.91% along with the largest allocation towards Pharmaceuticals at 9.69%.

Motilal Oswal Nifty Midcap 150 Index Fund

AUM
₹ 2,816.64 Cr.
Expense Ratio
0.26%
5Y CAGR
26.75%

Performance

The fund's annualised performance has been 25.27% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.31% vs its category average of 15.52%.

Composition

Mid Cap makes up for the majority of the fund at 80.53% along with the largest allocation towards Specialized Finance at 8.59%.

Nippon India Nifty Smallcap 250 Index Fund

AUM
₹ 2,689.68 Cr.
Expense Ratio
0.35%
5Y CAGR
26.71%

Performance

The fund's annualised performance has been 27.11% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 19.23% vs its category average of 15.52%.

Composition

Small Cap makes up for the majority of the fund at 90% along with the largest allocation towards Pharmaceuticals at 9.7%.

DSP Nifty 50 Equal Weight Index Fund

AUM
₹ 2,390.58 Cr.
Expense Ratio
0.4%
5Y CAGR
21.56%

Performance

The fund's annualised performance has been 13.38% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.16% vs its category average of 15.52%.

Composition

Large Cap makes up for the majority of the fund at 94.26% along with the largest allocation towards IT Services & Consulting at 9.9%.

Sundaram Nifty 100 Equal Weight Fund

AUM
₹ 131.46 Cr.
Expense Ratio
0.61%
5Y CAGR
20.04%

Performance

The fund's annualised performance has been 12.74% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.52% vs its category average of 15.52%.

Composition

Large Cap makes up for the majority of the fund at 85.98% along with the largest allocation towards Power Generation at 7.06%.

DSP NIFTY Next 50 Index Fund

AUM
₹ 1,134.72 Cr.
Expense Ratio
0.28%
5Y CAGR
19.5%

Performance

The fund's annualised performance has been 16.24% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.75% vs its category average of 15.52%.

Composition

Large Cap makes up for the majority of the fund at 81.84% along with the largest allocation towards Power Generation at 9.74%.

UTI Nifty Next 50 Index Fund

AUM
₹ 5,941.07 Cr.
Expense Ratio
0.34%
5Y CAGR
19.47%

Performance

The fund's annualised performance has been 13.69% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.76% vs its category average of 15.52%.

Composition

Large Cap makes up for the majority of the fund at 81.88% along with the largest allocation towards Power Generation at 9.74%.

LIC MF Nifty Next 50 Index Fund

AUM
₹ 101.81 Cr.
Expense Ratio
0.38%
5Y CAGR
19.45%

Performance

The fund's annualised performance has been 14.66% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.69% vs its category average of 15.52%.

Composition

Large Cap makes up for the majority of the fund at 81.77% along with the largest allocation towards Power Generation at 9.75%.

Motilal Oswal Nifty Next 50 Index Fund

AUM
₹ 392.90 Cr.
Expense Ratio
0.32%
5Y CAGR
19.42%

Performance

The fund's annualised performance has been 16.79% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.75% vs its category average of 15.52%.

Composition

Large Cap makes up for the majority of the fund at 81.91% along with the largest allocation towards Power Generation at 9.75%.

ICICI Pru Nifty Next 50 Index Fund

AUM
₹ 8,138.81 Cr.
Expense Ratio
0.31%
5Y CAGR
19.32%

Performance

The fund's annualised performance has been 14.78% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.76% vs its category average of 15.52%.

Composition

Large Cap makes up for the majority of the fund at 81.86% along with the largest allocation towards Power Generation at 9.74%.

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.