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: 248
💰 Total AUM: 2,16,173 Cr

Best performing Index Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Motilal Oswal Nifty Midcap 150 Index Fund	3,004.72	0.27	16.98%	24.11%	20.95%
Motilal Oswal Nifty Smallcap 250 Index Fund	1,021.03	0.33	7.05%	20.75%	19.06%
Nippon India Nifty Smallcap 250 Index Fund	2,681.50	0.35	6.15%	20.27%	18.82%
Motilal Oswal S&P 500 Index Fund	4,236.59	0.65	17.00%	22.84%	17.28%
DSP Nifty 50 Equal Weight Index Fund	2,416.78	0.41	15.84%	18.94%	16.44%
DSP NIFTY Next 50 Index Fund	1,143.10	0.28	13.65%	22.20%	15.26%
LIC MF Nifty Next 50 Index Fund	99.93	0.38	13.50%	21.99%	15.24%
UTI Nifty Next 50 Index Fund	6,009.74	0.35	13.54%	22.17%	15.22%
Motilal Oswal Nifty Next 50 Index Fund	400.69	0.32	13.51%	22.23%	15.20%
Sundaram Nifty 100 Equal Weight Fund	130.81	0.52	14.27%	19.82%	15.13%

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Overview of Index Mutual Funds

Motilal Oswal Nifty Midcap 150 Index Fund

AUM
₹ 3,004.72 Cr.
Expense Ratio
0.27%
5Y CAGR
20.95%

Performance

The fund's annualised performance has been 23.82% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.7% vs its category average of 14.65%.

Composition

Mid Cap makes up for the majority of the fund at 78.18% along with the largest allocation towards Specialized Finance at 9.4%.

Motilal Oswal Nifty Smallcap 250 Index Fund

AUM
₹ 1,021.03 Cr.
Expense Ratio
0.33%
5Y CAGR
19.06%

Performance

The fund's annualised performance has been 21.89% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.61% vs its category average of 14.65%.

Composition

Small Cap makes up for the majority of the fund at 89.99% along with the largest allocation towards Pharmaceuticals at 9.81%.

Nippon India Nifty Smallcap 250 Index Fund

AUM
₹ 2,681.50 Cr.
Expense Ratio
0.35%
5Y CAGR
18.82%

Performance

The fund's annualised performance has been 24.14% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.61% vs its category average of 14.65%.

Composition

Small Cap makes up for the majority of the fund at 89.96% along with the largest allocation towards Pharmaceuticals at 9.81%.

Motilal Oswal S&P 500 Index Fund

AUM
₹ 4,236.59 Cr.
Expense Ratio
0.65%
5Y CAGR
17.28%

Performance

The fund's annualised performance has been 19.84% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 19.45% vs its category average of 14.65%.

Composition

Small Cap makes up for the majority of the fund at NaN% along with the largest allocation towards Technology Hardware at 15.91%.

DSP Nifty 50 Equal Weight Index Fund

AUM
₹ 2,416.78 Cr.
Expense Ratio
0.41%
5Y CAGR
16.44%

Performance

The fund's annualised performance has been 12.99% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.37% vs its category average of 14.65%.

Composition

Large Cap makes up for the majority of the fund at 96.02% along with the largest allocation towards IT Services & Consulting at 9.99%.

DSP NIFTY Next 50 Index Fund

AUM
₹ 1,143.10 Cr.
Expense Ratio
0.28%
5Y CAGR
15.26%

Performance

The fund's annualised performance has been 15.39% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.76% vs its category average of 14.65%.

Composition

Large Cap makes up for the majority of the fund at 80.63% along with the largest allocation towards Power Generation at 8.67%.

LIC MF Nifty Next 50 Index Fund

AUM
₹ 99.93 Cr.
Expense Ratio
0.38%
5Y CAGR
15.24%

Performance

The fund's annualised performance has been 14.25% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.63% vs its category average of 14.65%.

Composition

Large Cap makes up for the majority of the fund at 80.65% along with the largest allocation towards Power Generation at 8.67%.

UTI Nifty Next 50 Index Fund

AUM
₹ 6,009.74 Cr.
Expense Ratio
0.35%
5Y CAGR
15.22%

Performance

The fund's annualised performance has been 13.01% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.69% vs its category average of 14.65%.

Composition

Large Cap makes up for the majority of the fund at 80.77% along with the largest allocation towards Power Generation at 8.68%.

Motilal Oswal Nifty Next 50 Index Fund

AUM
₹ 400.69 Cr.
Expense Ratio
0.32%
5Y CAGR
15.2%

Performance

The fund's annualised performance has been 15.79% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.78% vs its category average of 14.65%.

Composition

Large Cap makes up for the majority of the fund at 80.97% along with the largest allocation towards Power Generation at 8.71%.

Sundaram Nifty 100 Equal Weight Fund

AUM
₹ 130.81 Cr.
Expense Ratio
0.52%
5Y CAGR
15.13%

Performance

The fund's annualised performance has been 12.41% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.44% vs its category average of 14.65%.

Composition

Large Cap makes up for the majority of the fund at 84.51% along with the largest allocation towards IT Services & Consulting at 6.9%.

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.