ಟಾಪ್ 3 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022 | Fincash.com

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ಟಾಪ್ 3 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಸೆನ್ಸೆಕ್ಸ್ ಇಂಡೆಕ್ಸ್ ಫಂಡ್‌ಗಳು 2022
ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Top 3 Others - Index Fund Funds

ಹೂಡಿಕೆಗಳಿಗಾಗಿ ಅತ್ಯುತ್ತಮ ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022 - 2023

Updated on March 30, 2025 , 63070 views

ಸೂಚ್ಯಂಕ ನಿಧಿಗಳು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಸ್ಕೀಮ್‌ಗಳನ್ನು ಉಲ್ಲೇಖಿಸಿ, ಅದರ ಪೋರ್ಟ್‌ಫೋಲಿಯೋ ನಿರ್ದಿಷ್ಟ ಮಾನದಂಡಕ್ಕೆ ಭಾಗವಾಗಿರುವ ಷೇರುಗಳನ್ನು ಒಳಗೊಂಡಿರುತ್ತದೆಮಾರುಕಟ್ಟೆ ಸೂಚ್ಯಂಕ ಈ ನಿಧಿಗಳು ನಿಷ್ಕ್ರಿಯ ತಂತ್ರವನ್ನು ಅನುಸರಿಸುತ್ತವೆ; ಅವರು ಸೂಚ್ಯಂಕದ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಪುನರಾವರ್ತಿಸಲು ಪ್ರಯತ್ನಿಸುತ್ತಾರೆ. ಈ ಸ್ಕೀಮ್‌ಗಳ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಬೆಂಚ್‌ಮಾರ್ಕ್ ಇಂಡೆಕ್ಸ್‌ನಲ್ಲಿರುವ ಅದೇ ಅನುಪಾತದಲ್ಲಿ ಷೇರುಗಳನ್ನು ಹೊಂದಿರುತ್ತದೆ. ಈ ಯೋಜನೆಗಳ ಕಾರ್ಯಕ್ಷಮತೆಯು ಆಯಾ ಮಾನದಂಡದ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಅವಲಂಬಿಸಿರುತ್ತದೆ. ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು BSE ಸೆನ್ಸೆಕ್ಸ್ ಅನ್ನು ತಮ್ಮ ಬಂಡವಾಳವನ್ನು ನಿರ್ಮಿಸಲು ಮಾನದಂಡವಾಗಿ ಬಳಸುವ ಸೂಚ್ಯಂಕ ನಿಧಿಗಳನ್ನು ಉಲ್ಲೇಖಿಸಿ. ನೀವು ನೇರವಾಗಿ ಸೂಚ್ಯಂಕಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸಾಧ್ಯವಿಲ್ಲದ ಕಾರಣ, ಜನರು ಈ ಸೂಚ್ಯಂಕಗಳ ಪ್ರಾಕ್ಸಿಗಳಿಗೆ ಪ್ರಯತ್ನಿಸುತ್ತಾರೆ. ಸೂಚ್ಯಂಕ ನಿಧಿಗಳ ಪರಿಕಲ್ಪನೆಯನ್ನು ಅರ್ಥಮಾಡಿಕೊಳ್ಳೋಣ.

ವಿವರಣೆ:

ಸೆನ್ಸೆಕ್ಸ್‌ನಲ್ಲಿ ONGC ಲಿಮಿಟೆಡ್ ಷೇರುಗಳ ಪ್ರಮಾಣವು 15% ಆಗಿದ್ದರೆ, ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕ ನಿಧಿಯ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಕೂಡ ONGC ಷೇರುಗಳಲ್ಲಿ ತನ್ನ ನಿಧಿಯ ಹಣದ 15% ಅನ್ನು ನಿಯೋಜಿಸುತ್ತದೆ.

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ಟಾಪ್ 3 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಸೆನ್ಸೆಕ್ಸ್ ಇಂಡೆಕ್ಸ್ ಫಂಡ್‌ಗಳು 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
LIC MF Index Fund Sensex Growth	₹141.772 ↓ -2.60	₹78	-3.3	-10	2.7	8.9	21.8	8.2
Nippon India Index Fund - Sensex Plan Growth	₹38.4659 ↓ -0.70	₹761	-3.1	-9.7	3.4	9.3	22.4	8.9
LIC MF Index Fund Nifty Growth	₹127.637 ↓ -1.96	₹295	-2.4	-10.3	3.3	9.6	22.8	8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25

1. 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 13.1% since its launch. Ranked 79 in Index Fund category. Return for 2024 was 8.2% , 2023 was 19% and 2022 was 4.6% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (01 Apr 25)	₹141.772 ↓ -2.60 (-1.80 %)
Net Assets (Cr)	₹78 on 28 Feb 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	-0.41
Information Ratio	-8.57
Alpha Ratio	-1.18
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 Mar 20	₹10,000
31 Mar 21	₹16,719
31 Mar 22	₹19,759
31 Mar 23	₹19,957
31 Mar 24	₹24,979
31 Mar 25	₹26,262

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 1 Apr 25

Duration	Returns
1 Month	3.7%
3 Month	-3.3%
6 Month	-10%
1 Year	2.7%
3 Year	8.9%
5 Year	21.8%
10 Year
15 Year
Since launch	13.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.2%
2022	19%
2021	4.6%
2020	21.9%
2019	15.9%
2018	14.6%
2017	5.6%
2016	27.4%
2015	1.6%
2014	-5.4%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.49 Yr.

Data below for LIC MF Index Fund Sensex as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	0.03%
Equity	99.97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	15%	₹12 Cr	69,625 ↑ 402
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	10%	₹8 Cr	64,941 ↑ 390
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	10%	₹7 Cr	62,325 ↑ 415
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	7%	₹6 Cr	33,246 ↑ 200
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹4 Cr	24,617 ↑ 140
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	4%	₹3 Cr	10,756 ↑ 78
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	4%	₹3 Cr	85,280 ↑ 645
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	4%	₹3 Cr	9,313 ↑ 64
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹3 Cr	26,195 ↑ 120
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	3%	₹3 Cr	13,499

2. 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 9.7% since its launch. Ranked 74 in Index Fund category. Return for 2024 was 8.9% , 2023 was 19.5% and 2022 was 5% .

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 (01 Apr 25)	₹38.4659 ↓ -0.70 (-1.79 %)
Net Assets (Cr)	₹761 on 28 Feb 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.58
Sharpe Ratio	-0.36
Information Ratio	-9.57
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 Mar 20	₹10,000
31 Mar 21	₹16,795
31 Mar 22	₹19,942
31 Mar 23	₹20,189
31 Mar 24	₹25,378
31 Mar 25	₹26,846

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 1 Apr 25

Duration	Returns
1 Month	3.8%
3 Month	-3.1%
6 Month	-9.7%
1 Year	3.4%
3 Year	9.3%
5 Year	22.4%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.9%
2022	19.5%
2021	5%
2020	22.4%
2019	16.6%
2018	14.2%
2017	6.2%
2016	27.9%
2015	2%
2014	-4.7%

Fund Manager information for Nippon India Index Fund - Sensex Plan

Name	Since	Tenure
Himanshu Mange	23 Dec 23	1.27 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	0.03%
Equity	99.97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	15%	₹117 Cr	677,560 ↑ 15,890
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹76 Cr	631,771 ↑ 14,816
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	10%	₹73 Cr	605,893 ↑ 14,208
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	7%	₹55 Cr	323,478 ↑ 7,585
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹38 Cr	239,659 ↑ 5,620
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹33 Cr	104,658 ↑ 2,454
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	4%	₹33 Cr	828,954 ↑ 19,439
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	4%	₹32 Cr	90,717 ↑ 2,127
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹26 Cr	254,920 ↑ 5,978
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	3%	₹25 Cr	131,743 ↑ 3,090

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 12.5% since its launch. Ranked 80 in Index Fund category. Return for 2024 was 8.8% , 2023 was 19.8% and 2022 was 4.7% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (01 Apr 25)	₹127.637 ↓ -1.96 (-1.51 %)
Net Assets (Cr)	₹295 on 28 Feb 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.95
Sharpe Ratio	-0.42
Information Ratio	-10.54
Alpha Ratio	-1.13
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 Mar 20	₹10,000
31 Mar 21	₹16,987
31 Mar 22	₹20,186
31 Mar 23	₹20,119
31 Mar 24	₹25,847
31 Mar 25	₹27,264

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 1 Apr 25

Duration	Returns
1 Month	4.6%
3 Month	-2.4%
6 Month	-10.3%
1 Year	3.3%
3 Year	9.6%
5 Year	22.8%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.8%
2022	19.8%
2021	4.7%
2020	23.8%
2019	14.7%
2018	12.6%
2017	2.6%
2016	28.6%
2015	2.7%
2014	-4.1%

Fund Manager information for LIC MF Index Fund Nifty

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.49 Yr.

Data below for LIC MF Index Fund Nifty as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	0.11%
Equity	99.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	13%	₹39 Cr	226,701 ↑ 672
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	9%	₹25 Cr	210,185 ↑ 565
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹24 Cr	202,370 ↑ 613
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	6%	₹18 Cr	107,183
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	4%	₹13 Cr	79,863 ↑ 278
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹11 Cr	35,103 ↑ 207
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	4%	₹11 Cr	277,399 ↑ 1,604
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	4%	₹11 Cr	30,500 ↑ 181
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹9 Cr	84,854
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	3%	₹8 Cr	43,741 ↑ 254

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