ટોચના 3 શ્રેષ્ઠ પ્રદર્શન સેન્સેક્સ ઇન્ડેક્સ મ્યુચ્યુઅલ ફંડ્સ 2022 | Fincash.com

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ટોચના 3 શ્રેષ્ઠ પ્રદર્શન સેન્સેક્સ ઇન્ડેક્સ ફંડ્સ 2022
મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
Top 3 Others - Index Fund Funds

2022 - 2023 રોકાણ માટે શ્રેષ્ઠ સેન્સેક્સ ઇન્ડેક્સ મ્યુચ્યુઅલ ફંડ્સ

Updated on November 11, 2024 , 62746 views

ઈન્ડેક્સ ફંડ્સ મ્યુચ્યુઅલ ફંડ સ્કીમ્સનો સંદર્ભ લો કે જેના પોર્ટફોલિયોમાં એવા શેરનો સમાવેશ થાય છે જે ચોક્કસ બેન્ચમાર્ક માટે ભાગ બનાવે છેબજાર અનુક્રમણિકા આ ભંડોળ નિષ્ક્રિય વ્યૂહરચનાને અનુસરે છે જેમાં; તેઓ ઇન્ડેક્સની કામગીરીની નકલ કરવાનો પ્રયાસ કરે છે. આ યોજનાઓના પોર્ટફોલિયોમાં બેન્ચમાર્ક ઇન્ડેક્સના સમાન પ્રમાણમાં શેર હશે. આ યોજનાઓની કામગીરી સંબંધિત બેન્ચમાર્કની કામગીરી પર આધાર રાખે છે. સેન્સેક્સ ઇન્ડેક્સમ્યુચ્યુઅલ ફંડ ઇન્ડેક્સ ફંડ્સનો સંદર્ભ લો કે જેઓ તેમના પોર્ટફોલિયોના નિર્માણ માટે બેન્ચમાર્ક તરીકે BSE સેન્સેક્સનો ઉપયોગ કરે છે. તમે ઈન્ડેક્સમાં સીધું રોકાણ કરી શકતા નથી, તેથી લોકો ઈન્ડેક્સની આ પ્રોક્સીનો પ્રયાસ કરે છે. ચાલો ઈન્ડેક્સ ફંડનો ખ્યાલ સમજીએ.

ઉદાહરણ:

જો સેન્સેક્સમાં ONGC લિમિટેડના શેરનું પ્રમાણ 15% હોય તો, સેન્સેક્સ ઇન્ડેક્સ ફંડનો પોર્ટફોલિયો પણ તેના ફંડના 15% નાણાં ONGCના શેરમાં ફાળવશે.

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ટોચના 3 શ્રેષ્ઠ પ્રદર્શન સેન્સેક્સ ઇન્ડેક્સ ફંડ્સ 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Nippon India Index Fund - Sensex Plan Growth	₹39.3138 ↓ -0.50	₹757	-1.5	7.3	20.4	9.2	14.8	19.5
LIC MF Index Fund Sensex Growth	₹145.249 ↓ -1.84	₹88	-1.7	7	19.7	8.8	14.3	19
LIC MF Index Fund Nifty Growth	₹129.958 ↓ -1.79	₹340	-2.5	6.8	21.2	9.3	14.7	19.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 24

1. Nippon India Index Fund - Sensex Plan

The primary investment objective of the scheme is to replicate the composition of the Sensex, with a view to generate returns that are commensurate with the performance of the Sensex, subject to tracking errors.

Nippon India Index Fund - Sensex Plan is a Others - Index Fund fund was launched on 28 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. Ranked 74 in Index Fund category. Return for 2023 was 19.5% , 2022 was 5% and 2021 was 22.4% .

Below is the key information for Nippon India Index Fund - Sensex Plan

Nippon India Index Fund - Sensex Plan Growth
Launch Date	28 Sep 10
NAV (13 Nov 24)	₹39.3138 ↓ -0.50 (-1.25 %)
Net Assets (Cr)	₹757 on 30 Sep 24
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.58
Sharpe Ratio	1.77
Information Ratio	-9.71
Alpha Ratio	-0.57
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-7 Days (0.25%),7 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,933
31 Oct 21	₹14,924
31 Oct 22	₹15,371
31 Oct 23	₹16,252
31 Oct 24	₹20,331

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Nippon India Index Fund - Sensex Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

Duration	Returns
1 Month	-4.4%
3 Month	-1.5%
6 Month	7.3%
1 Year	20.4%
3 Year	9.2%
5 Year	14.8%
10 Year
15 Year
Since launch	10.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	5%
2021	22.4%
2020	16.6%
2019	14.2%
2018	6.2%
2017	27.9%
2016	2%
2015	-4.7%
2014	28.7%

Fund Manager information for Nippon India Index Fund - Sensex Plan

Name	Since	Tenure
Himanshu Mange	23 Dec 23	0.86 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 30 Sep 24

Asset Allocation

Asset Class	Value
Cash	0.14%
Equity	99.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	14%	₹107 Cr	615,020 ↑ 28,518
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹74 Cr	574,225 ↑ 26,627
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	10%	₹74 Cr	551,638 ↑ 25,578
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	7%	₹52 Cr	294,526 ↑ 13,657
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	5%	₹37 Cr	754,513 ↑ 34,987
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹35 Cr	218,159 ↑ 10,116
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	5%	₹35 Cr	95,292 ↑ 4,419
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	4%	₹33 Cr	82,598 ↑ 3,830
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹27 Cr	231,928 ↑ 10,754
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	3%	₹26 Cr	312,890 ↑ 14,508

2. LIC MF Index Fund Sensex

The main investment objective of the fund is to generate returns commensurate with the performance of the index either Nifty / Sensex based on the plans by investing in the respective index stocks subject to tracking errors.

LIC MF Index Fund Sensex is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch. Ranked 79 in Index Fund category. Return for 2023 was 19% , 2022 was 4.6% and 2021 was 21.9% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (13 Nov 24)	₹145.249 ↓ -1.84 (-1.25 %)
Net Assets (Cr)	₹88 on 30 Sep 24
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	1.72
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Months (1%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,927
31 Oct 21	₹14,818
31 Oct 22	₹15,197
31 Oct 23	₹16,038
31 Oct 24	₹19,952

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for LIC MF Index Fund Sensex

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

Duration	Returns
1 Month	-4.5%
3 Month	-1.7%
6 Month	7%
1 Year	19.7%
3 Year	8.8%
5 Year	14.3%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19%
2022	4.6%
2021	21.9%
2020	15.9%
2019	14.6%
2018	5.6%
2017	27.4%
2016	1.6%
2015	-5.4%
2014	29.3%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.08 Yr.

Data below for LIC MF Index Fund Sensex as on 30 Sep 24

Asset Allocation

Asset Class	Value
Cash	0.14%
Equity	99.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	14%	₹12 Cr	68,351 ↓ -32
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	10%	₹8 Cr	63,701 ↓ -228
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	10%	₹8 Cr	61,108 ↓ -44
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	7%	₹6 Cr	32,569 ↑ 755
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	5%	₹4 Cr	84,067 ↑ 1,302
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹4 Cr	24,176 ↓ -377
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	5%	₹4 Cr	10,595 ↓ -205
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	4%	₹4 Cr	9,181 ↑ 175
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹3 Cr	25,514 ↓ -77
State Bank of India (Financial Services) Equity, Since 31 Mar 09 \| SBIN	3%	₹3 Cr	34,490 ↓ -11

3. LIC MF Index Fund Nifty

LIC MF Index Fund Nifty is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch. Ranked 80 in Index Fund category. Return for 2023 was 19.8% , 2022 was 4.7% and 2021 was 23.8% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (13 Nov 24)	₹129.958 ↓ -1.79 (-1.36 %)
Net Assets (Cr)	₹340 on 30 Sep 24
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.95
Sharpe Ratio	2.01
Information Ratio	-10.68
Alpha Ratio	-1.04
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Months (1%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,809
31 Oct 21	₹14,831
31 Oct 22	₹15,174
31 Oct 23	₹16,043
31 Oct 24	₹20,360

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for LIC MF Index Fund Nifty

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

Duration	Returns
1 Month	-5.6%
3 Month	-2.5%
6 Month	6.8%
1 Year	21.2%
3 Year	9.3%
5 Year	14.7%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.8%
2022	4.7%
2021	23.8%
2020	14.7%
2019	12.6%
2018	2.6%
2017	28.6%
2016	2.7%
2015	-4.1%
2014	31.1%

Fund Manager information for LIC MF Index Fund Nifty

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.08 Yr.

Data below for LIC MF Index Fund Nifty as on 30 Sep 24

Asset Allocation

Asset Class	Value
Cash	0.25%
Equity	99.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	12%	₹38 Cr	221,658 ↓ -111
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹27 Cr	200,348 ↑ 924
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	8%	₹26 Cr	204,348 ↓ -2,386
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	6%	₹18 Cr	105,197 ↓ -151
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	4%	₹13 Cr	273,499 ↑ 682
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	4%	₹13 Cr	78,525 ↓ -92
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹13 Cr	34,661 ↑ 192
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	4%	₹12 Cr	29,842 ↓ -303
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹10 Cr	83,340 ↓ -38
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	3%	₹9 Cr	111,678 ↓ -782

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