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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: 211
  • 💰 Total AUM: 1,82,272 Cr

Best performing Index Mutual Funds

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

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Overview of Index Mutual Funds

Motilal Oswal Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 919.21 Cr.
  • Expense Ratio
    0.33%
  • 5Y CAGR
    34.7%
Performance
The fund's annualised performance has been 26.36% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.23% vs its category average of 18.29%.
Composition
Small Cap makes up for the majority of the fund at 88.17% along with the largest allocation towards Pharmaceuticals at 8.54%.
Motilal Oswal Nifty Midcap 150 Index Fund
  • AUM
    ₹ 2,311.95 Cr.
  • Expense Ratio
    0.26%
  • 5Y CAGR
    32.01%
Performance
The fund's annualised performance has been 26.49% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.73% vs its category average of 18.29%.
Composition
Mid Cap makes up for the majority of the fund at 80.32% along with the largest allocation towards Specialized Finance at 9.08%.
DSP Nifty 50 Equal Weight Index Fund
  • AUM
    ₹ 2,136.32 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    25.46%
Performance
The fund's annualised performance has been 13.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.36% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 95.22% along with the largest allocation towards Private Banks at 10.36%.
Motilal Oswal Nifty 500 Index Fund
  • AUM
    ₹ 2,358.60 Cr.
  • Expense Ratio
    0.17%
  • 5Y CAGR
    23.56%
Performance
The fund's annualised performance has been 18.49% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.86% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 71.6% along with the largest allocation towards Private Banks at 18.15%.
Sundaram Nifty 100 Equal Weight Fund
  • AUM
    ₹ 106.22 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    23.27%
Performance
The fund's annualised performance has been 12.76% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.71% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 87.87% along with the largest allocation towards Power Generation at 6.64%.
UTI Nifty Next 50 Index Fund
  • AUM
    ₹ 5,287.60 Cr.
  • Expense Ratio
    0.34%
  • 5Y CAGR
    22.41%
Performance
The fund's annualised performance has been 13.97% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.74% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 86.51% along with the largest allocation towards Power Generation at 8.44%.
DSP NIFTY Next 50 Index Fund
  • AUM
    ₹ 1,008.00 Cr.
  • Expense Ratio
    0.26%
  • 5Y CAGR
    22.4%
Performance
The fund's annualised performance has been 16.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.71% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 86.42% along with the largest allocation towards Power Generation at 8.43%.
Motilal Oswal Nifty Bank Index Fund
  • AUM
    ₹ 642.44 Cr.
  • Expense Ratio
    0.26%
  • 5Y CAGR
    22.39%
Performance
The fund's annualised performance has been 13.42% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.06% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 86.26% along with the largest allocation towards Private Banks at 82.66%.
ICICI Pru Nifty Next 50 Index Fund
  • AUM
    ₹ 7,479.34 Cr.
  • Expense Ratio
    0.31%
  • 5Y CAGR
    22.27%
Performance
The fund's annualised performance has been 14.99% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.75% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 86.39% along with the largest allocation towards Power Generation at 8.44%.
LIC MF Nifty Next 50 Index Fund
  • AUM
    ₹ 93.73 Cr.
  • Expense Ratio
    0.32%
  • 5Y CAGR
    22.16%
Performance
The fund's annualised performance has been 14.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.66% vs its category average of 18.29%.
Composition
Large Cap makes up for the majority of the fund at 86.68% along with the largest allocation towards Power Generation at 8.41%.
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.