Table of Contents
Top 9 Others - Index Fund Funds
इंडेक्स फंड म्युच्युअल फंड योजनांचा संदर्भ घ्या ज्यांचा पोर्टफोलिओ वापरून तयार केला जातोबाजार आधार म्हणून निर्देशांक. दुसऱ्या शब्दांत, इंडेक्स फंडाची कामगिरी विशिष्ट निर्देशांकाच्या कामगिरीवर अवलंबून असते. या योजना निष्क्रीयपणे व्यवस्थापित केल्या जातात. या फंडांमध्ये समभाग समान प्रमाणात असतात कारण ते विशिष्ट निर्देशांकात असतात.
भारतात, अनेक योजना निफ्टी किंवा सेन्सेक्स यांचा पोर्टफोलिओ तयार करण्यासाठी आधार म्हणून वापरतात. उदाहरणार्थ, जर निफ्टी पोर्टफोलिओमध्ये SBI चे शेअर्स असतील ज्यांचे प्रमाण १२% असेल तर; निफ्टी इंडेक्स फंडात 12% इक्विटी शेअर्स असतील.
ते निष्क्रीयपणे विशिष्ट निर्देशांकाच्या कामगिरीचा मागोवा घेतात. सक्रियपणे व्यवस्थापित फंडांच्या विपरीत, इंडेक्स फंड हे बाजाराला मागे टाकण्यासाठी नसतात, परंतु निर्देशांकाच्या कामगिरीची नक्कल करतात. जेव्हा एगुंतवणूकदार इंडेक्स फंडामध्ये गुंतवणूक करण्याची योजना आखत आहे, त्यांनी फंडाच्या ट्रॅकिंग त्रुटीकडे लक्ष दिले पाहिजे. ट्रॅकिंग एरर हे ट्रॅक करत असलेल्या बेंचमार्कमधून फंड रिटर्नचे विचलन मोजते. हा इंडेक्स फंडाचा परतावा आणि त्याचा बेंचमार्क परतावा यातील फरक आहे. ट्रॅकिंग एरर जितकी कमी तितकी फंडाची कामगिरी चांगली.
काहीगुंतवणुकीचे फायदे इंडेक्स फंडांमध्ये हे आहेत:
इंडेक्स हा वेगवेगळ्या स्टॉक्स आणि सिक्युरिटीजचा संग्रह असतो. ते गुंतवणूकदारांना विविधीकरण देतात ज्याचा मुख्य हेतू आहेमालमत्ता वाटप. हे सुनिश्चित करते की गुंतवणूकदाराची सर्व अंडी एकाच टोपलीत नाहीत.
इतर म्युच्युअल फंड योजनांच्या तुलनेत इंडेक्स फंडाचा ऑपरेटिंग खर्च कमी असतो. याठिकाणी, फंड मॅनेजर्सकडे कंपन्यांचे सखोल संशोधन करण्यासाठी संशोधन विश्लेषकांची वेगळी टीम असण्याची गरज नाही, ज्यासाठी एक महत्त्वपूर्ण रक्कम खर्च केली जाते. इंडेक्स फंडांमध्ये, व्यवस्थापकाला फक्त निर्देशांकाची प्रतिकृती तयार करण्याची आवश्यकता असते. त्यामुळे इंडेक्स फंडाच्या बाबतीत खर्चाचे प्रमाण कमी असते.
फंड फक्त विशिष्ट निर्देशांकाच्या हालचालीचे अनुसरण करत असल्याने, व्यवस्थापकाला कोणत्या स्टॉकमध्ये गुंतवणूक करायची हे निवडण्याची गरज नाही. व्यवस्थापकाची स्वतःची शैली असल्याने हा एक प्लस पॉइंट आहेगुंतवणूक (जे काही वेळा बाजाराशी सुसंगत नसते) मध्ये रेंगाळत नाही.
सेन्सेक्स किंवा निफ्टीमधील कंपनीचे वेटेज हे तिच्या फ्रीवर अवलंबून असतेतरंगणे बाजार भांडवल. निर्देशांकाच्या एकूण बाजार भांडवलाची ही टक्केवारी आहे. तर, जर एखाद्या कंपनीचे बाजार भांडवल रु१ कोटी, तर इंडेक्सचे जर रु 200 कोटी असतील तर त्याच्या स्टॉकचे वेटेज 0.5% आहे.
हे इंडेक्स फंड बीएसई सेन्सेक्सचा बेचमार्क इंडेक्स म्हणून मागोवा घेतात आणि वर चर्चा केल्याप्रमाणे वेटेज लॉगिनवर आधारित बीएसई सेन्सेक्सवर 30 कंपन्यांमध्ये गुंतवणूक करतात. याम्युच्युअल फंडाचे प्रकार ETF चे समर्थन आहे (एक्सचेंज ट्रेडेड फंड) एक्स्चेंजवर व्यवहार केला.
हे इंडेक्स फंड NSE NIFTY 50 ला बेकमार्क इंडेक्स म्हणून ट्रॅक करतात आणि वर चर्चा केल्याप्रमाणे वेटेज लॉगिनवर आधारित निफ्टी 50 वर 50 कंपन्यांमध्ये गुंतवणूक करतात. या प्रकारच्याम्युच्युअल फंड ETF च्या (Exchange Traded Funds) द्वारे समर्थित आहेत.
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हे इंडेक्स फंड NSE NIFTY Junior 50 ला बेचमार्क इंडेक्स म्हणून ट्रॅक करतात आणि वर चर्चा केल्याप्रमाणे वेटेज लॉगिनवर आधारित NSE NIFTY Junior 50 वर 50 कंपन्यांमध्ये गुंतवणूक करतात. या प्रकारच्या म्युच्युअल फंडांना ETF च्या (Exchange Traded Funds) द्वारे समर्थन दिले जाते.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Index Fund - Sensex Plan Growth ₹40.1716
↓ -0.27 ₹757 -2.7 7.3 25.1 10.9 15.2 19.5 LIC MF Index Fund Sensex Growth ₹148.444
↓ -1.00 ₹88 -2.8 7 24.4 10.4 14.8 19 Franklin India Index Fund Nifty Plan Growth ₹194.149
↓ -1.05 ₹744 -2.7 7.8 27.5 11.6 15.6 20.2 SBI Nifty Index Fund Growth ₹212.586
↓ -1.15 ₹8,729 -2.8 7.8 27.7 11.8 15.8 20.7 IDBI Nifty Index Fund Growth ₹36.2111
↓ -0.02 ₹208 9.1 11.9 16.2 20.3 11.7 Nippon India Index Fund - Nifty Plan Growth ₹40.8048
↓ -0.22 ₹2,030 -2.8 7.7 27.5 11.5 15.4 20.5 ICICI Prudential Nifty Next 50 Index Fund Growth ₹61.4537
↓ -0.31 ₹7,184 -6.6 7.7 58.8 18.5 19.3 26.3 IDBI Nifty Junior Index Fund Growth ₹51.7834
↓ -0.26 ₹101 -6.6 7.5 57.9 18.3 19 25.7 LIC MF Index Fund Nifty Growth ₹133.526
↓ -0.72 ₹340 -3 7.4 26.9 11.1 15.3 19.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24
*कमीत कमी असलेल्या इंडेक्स म्युच्युअल फंडांची यादी खाली दिली आहे15 कोटी
किंवा निव्वळ मालमत्तेमध्ये अधिक.
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 Below is the key information for Nippon India Index Fund - Sensex Plan Returns up to 1 year are on 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 Below is the key information for LIC MF Index Fund Sensex Returns up to 1 year are on The Investment Objective of the Scheme is to invest in companies whose securities are included in the Nifty and subject to tracking errors, endeavouring to attain results commensurate with the Nifty 50 under NSENifty Plan Franklin India Index Fund Nifty Plan is a Others - Index Fund fund was launched on 4 Aug 00. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Index Fund Nifty Plan Returns up to 1 year are on The scheme will adopt a passive investment strategy. The scheme will
invest in stocks comprising the Nifty 50 Index in the same proportion as in the
index with the objective of achieving returns equivalent to the Total Returns
Index of Nifty 50 Index by minimizing the performance difference between the
benchmark index and the scheme. The Total Returns Index is an index that
reflects the returns on the index from index gain/loss plus dividend payments
by the constituent stocks. SBI Nifty Index Fund is a Others - Index Fund fund was launched on 17 Jan 02. It is a fund with Moderately High risk and has given a Below is the key information for SBI Nifty Index Fund Returns up to 1 year are on The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme. IDBI Nifty Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Nifty Index Fund Returns up to 1 year are on The primary investment objective of the scheme is to replicate the composition of the Nifty 50, with a view to generate returns that are commensurate with the
performance of the Nifty 50, subject to tracking errors. Nippon India Index Fund - Nifty 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 Below is the key information for Nippon India Index Fund - Nifty Plan Returns up to 1 year are on The fund's objective is to invest in companies whose securities are included in Nifty Junior Index and to endeavor to achieve the returns of the above index as closely as possible, though subject to tracking error. The fund intends to track only 90-95% of the Index i.e. it will always keep cash balance between 5-10% of the Net Asset to meet the redemption and other liquidity requirements. However, as and when the liquidity in the Index improves the fund intends to track up to 100% of the Index. The fund will not seek to outperform the CNX Nifty Junior. The objective is that the performance of the NAV of the fund should closely track the performance of the CNX Nifty Junior over the same period subject to tracking error. ICICI Prudential Nifty Next 50 Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Nifty Next 50 Index Fund Returns up to 1 year are on The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the CNX Nifty Junior Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of CNX Nifty Junior Index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the CNX Nifty Junior Index (Total Returns Index) and the scheme. IDBI Nifty Junior Index Fund is a Others - Index Fund fund was launched on 20 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Nifty Junior Index Fund Returns up to 1 year are on 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 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 Below is the key information for LIC MF Index Fund Nifty Returns up to 1 year are on 1. Nippon India Index Fund - Sensex Plan
CAGR/Annualized
return of 10.4% since its launch. Ranked 74 in Index Fund
category. Return for 2023 was 19.5% , 2022 was 5% and 2021 was 22.4% . Nippon India Index Fund - Sensex Plan
Growth Launch Date 28 Sep 10 NAV (31 Oct 24) ₹40.1716 ↓ -0.27 (-0.67 %) 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 Returns for Nippon India Index Fund - Sensex Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -5.7% 3 Month -2.7% 6 Month 7.3% 1 Year 25.1% 3 Year 10.9% 5 Year 15.2% 10 Year 15 Year Since launch 10.4% 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 0.77 Yr. Data below for Nippon India Index Fund - Sensex Plan as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 0.23% Equity 99.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK13% ₹102 Cr 586,502
↓ -6,843 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE10% ₹78 Cr 263,030
↓ -3,632 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 5321749% ₹70 Cr 547,598
↓ -6,498 Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY7% ₹53 Cr 280,869
↓ -3,843 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹37 Cr 719,526
↓ -8,739 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL5% ₹36 Cr 208,043
↓ -2,159 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS4% ₹34 Cr 78,768
↓ -1,090 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹33 Cr 90,873
↓ -1,240 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹27 Cr 221,174
↓ -350 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN3% ₹24 Cr 298,382
↓ -4,126 2. LIC MF Index Fund Sensex
CAGR/Annualized
return of 13.6% since its launch. Ranked 79 in Index Fund
category. Return for 2023 was 19% , 2022 was 4.6% and 2021 was 21.9% . LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (31 Oct 24) ₹148.444 ↓ -1.00 (-0.67 %) 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 Returns for LIC MF Index Fund Sensex
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -5.8% 3 Month -2.8% 6 Month 7% 1 Year 24.4% 3 Year 10.4% 5 Year 14.8% 10 Year 15 Year Since launch 13.6% 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 0.99 Yr. Data below for LIC MF Index Fund Sensex as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 0.33% Equity 99.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK13% ₹12 Cr 68,383
↓ -246 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE10% ₹9 Cr 30,576
↓ -586 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 5321749% ₹8 Cr 63,929
↓ -586 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY7% ₹6 Cr 31,814
↓ -1,271 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC5% ₹4 Cr 82,765
↓ -1,975 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹4 Cr 24,553
↑ 297 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT5% ₹4 Cr 10,800
↑ 73 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS4% ₹4 Cr 9,006
↓ -251 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹3 Cr 25,591
↓ -192 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN3% ₹3 Cr 34,501
↓ -536 3. Franklin India Index Fund Nifty Plan
CAGR/Annualized
return of 13% since its launch. Ranked 76 in Index Fund
category. Return for 2023 was 20.2% , 2022 was 4.9% and 2021 was 24.3% . Franklin India Index Fund Nifty Plan
Growth Launch Date 4 Aug 00 NAV (31 Oct 24) ₹194.149 ↓ -1.05 (-0.54 %) Net Assets (Cr) ₹744 on 30 Sep 24 Category Others - Index Fund AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk Moderately High Expense Ratio 0.62 Sharpe Ratio 2.06 Information Ratio -3.83 Alpha Ratio -0.53 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (1%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,787 31 Oct 21 ₹14,840 31 Oct 22 ₹15,236 31 Oct 23 ₹16,180 31 Oct 24 ₹20,627 Returns for Franklin India Index Fund Nifty Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -6.1% 3 Month -2.7% 6 Month 7.8% 1 Year 27.5% 3 Year 11.6% 5 Year 15.6% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.2% 2022 4.9% 2021 24.3% 2020 14.7% 2019 12% 2018 3.2% 2017 28.3% 2016 3.3% 2015 -3.6% 2014 31.2% Fund Manager information for Franklin India Index Fund Nifty Plan
Name Since Tenure Sandeep Manam 18 Oct 21 2.96 Yr. Shyam Sriram 26 Sep 24 0.01 Yr. Data below for Franklin India Index Fund Nifty Plan as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 0.19% Equity 99.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK11% ₹84 Cr 485,921
↓ -3,897 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE9% ₹64 Cr 217,251
↓ -2,843 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹57 Cr 451,353
↓ -6,957 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY6% ₹43 Cr 230,432
↓ -3,407 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 11 | ITC4% ₹30 Cr 586,607 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 04 | BHARTIARTL4% ₹29 Cr 171,687
↓ -1,311 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS4% ₹28 Cr 65,834 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT4% ₹28 Cr 75,483
↓ -610 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | 5322153% ₹22 Cr 182,394
↓ -2,613 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN3% ₹19 Cr 247,041
↓ -2,481 4. SBI Nifty Index Fund
CAGR/Annualized
return of 14.5% since its launch. Ranked 75 in Index Fund
category. Return for 2023 was 20.7% , 2022 was 5.1% and 2021 was 24.7% . SBI Nifty Index Fund
Growth Launch Date 17 Jan 02 NAV (31 Oct 24) ₹212.586 ↓ -1.15 (-0.54 %) Net Assets (Cr) ₹8,729 on 30 Sep 24 Category Others - Index Fund AMC SBI Funds Management Private Limited Rating ☆ Risk Moderately High Expense Ratio 0.5 Sharpe Ratio 2.05 Information Ratio -21.55 Alpha Ratio -0.56 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.2%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,765 31 Oct 21 ₹14,885 31 Oct 22 ₹15,290 31 Oct 23 ₹16,277 31 Oct 24 ₹20,778 Returns for SBI Nifty Index Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -6.2% 3 Month -2.8% 6 Month 7.8% 1 Year 27.7% 3 Year 11.8% 5 Year 15.8% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.7% 2022 5.1% 2021 24.7% 2020 14.6% 2019 12.5% 2018 3.8% 2017 29.1% 2016 3.4% 2015 -4.2% 2014 30.5% Fund Manager information for SBI Nifty Index Fund
Name Since Tenure Raviprakash Sharma 1 Feb 11 13.67 Yr. Pradeep Kesavan 1 Dec 23 0.84 Yr. Data below for SBI Nifty Index Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 0.12% Equity 99.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 03 | HDFCBANK11% ₹988 Cr 5,706,706
↑ 2,362 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE9% ₹753 Cr 2,551,090
↓ -10,933 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | ICICIBANK8% ₹675 Cr 5,300,228
↓ -28,530 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY6% ₹508 Cr 2,707,615
↓ -28,023 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹363 Cr 6,998,136
↑ 1,269 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 04 | BHARTIARTL4% ₹345 Cr 2,016,478
↓ -9,197 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS4% ₹328 Cr 768,934
↑ 1,696 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 04 | LT4% ₹326 Cr 885,632
↑ 584 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322153% ₹264 Cr 2,144,211
↓ -8,797 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN3% ₹228 Cr 2,894,431
↓ -11,939 5. IDBI Nifty Index Fund
CAGR/Annualized
return of 10.3% since its launch. Ranked 83 in Index Fund
category. . IDBI Nifty Index Fund
Growth Launch Date 25 Jun 10 NAV (28 Jul 23) ₹36.2111 ↓ -0.02 (-0.06 %) Net Assets (Cr) ₹208 on 30 Jun 23 Category Others - Index Fund AMC IDBI Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 0.9 Sharpe Ratio 1.04 Information Ratio -3.93 Alpha Ratio -1.03 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,778 31 Oct 21 ₹14,755 31 Oct 22 ₹15,102 Returns for IDBI Nifty Index Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month 3.7% 3 Month 9.1% 6 Month 11.9% 1 Year 16.2% 3 Year 20.3% 5 Year 11.7% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for IDBI Nifty Index Fund
Name Since Tenure Data below for IDBI Nifty Index Fund as on 30 Jun 23
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Nippon India Index Fund - Nifty Plan
CAGR/Annualized
return of 10.5% since its launch. Ranked 78 in Index Fund
category. Return for 2023 was 20.5% , 2022 was 4.6% and 2021 was 24% . Nippon India Index Fund - Nifty Plan
Growth Launch Date 28 Sep 10 NAV (31 Oct 24) ₹40.8048 ↓ -0.22 (-0.54 %) Net Assets (Cr) ₹2,030 on 30 Sep 24 Category Others - Index Fund AMC Nippon Life Asset Management Ltd. Rating ☆ Risk Moderately High Expense Ratio 0.56 Sharpe Ratio 2.05 Information Ratio -11.1 Alpha Ratio -0.64 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 ₹9,750 31 Oct 21 ₹14,781 31 Oct 22 ₹15,106 31 Oct 23 ₹16,063 31 Oct 24 ₹20,485 Returns for Nippon India Index Fund - Nifty Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -6.1% 3 Month -2.8% 6 Month 7.7% 1 Year 27.5% 3 Year 11.5% 5 Year 15.4% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.5% 2022 4.6% 2021 24% 2020 14.3% 2019 12.3% 2018 3.5% 2017 29% 2016 2.5% 2015 -3.9% 2014 31.9% Fund Manager information for Nippon India Index Fund - Nifty Plan
Name Since Tenure Himanshu Mange 23 Dec 23 0.78 Yr. Data below for Nippon India Index Fund - Nifty Plan as on 30 Sep 24
Asset Allocation
Asset Class Value Equity 100.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK11% ₹230 Cr 1,329,930
↑ 50,269 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE9% ₹176 Cr 594,506
↑ 19,765 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK8% ₹157 Cr 1,235,104
↑ 39,698 Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY6% ₹118 Cr 630,988
↑ 17,299 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹85 Cr 1,630,871
↑ 61,257 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL4% ₹80 Cr 469,867
↑ 15,445 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS4% ₹76 Cr 179,190
↑ 7,075 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹76 Cr 206,395
↑ 7,851 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 5322153% ₹62 Cr 499,693
↑ 16,707 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN3% ₹53 Cr 674,520
↑ 22,531 7. ICICI Prudential Nifty Next 50 Index Fund
CAGR/Annualized
return of 13.5% since its launch. Ranked 5 in Index Fund
category. Return for 2023 was 26.3% , 2022 was 0.1% and 2021 was 29.5% . ICICI Prudential Nifty Next 50 Index Fund
Growth Launch Date 25 Jun 10 NAV (31 Oct 24) ₹61.4537 ↓ -0.31 (-0.50 %) Net Assets (Cr) ₹7,184 on 30 Sep 24 Category Others - Index Fund AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.7 Sharpe Ratio 3.86 Information Ratio -11.66 Alpha Ratio -0.72 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 ₹9,475 31 Oct 21 ₹14,511 31 Oct 22 ₹14,752 31 Oct 23 ₹15,210 31 Oct 24 ₹24,147 Returns for ICICI Prudential Nifty Next 50 Index Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -9.3% 3 Month -6.6% 6 Month 7.7% 1 Year 58.8% 3 Year 18.5% 5 Year 19.3% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.3% 2022 0.1% 2021 29.5% 2020 14.3% 2019 0.6% 2018 -8.8% 2017 45.7% 2016 7.6% 2015 6.2% 2014 43.6% Fund Manager information for ICICI Prudential Nifty Next 50 Index Fund
Name Since Tenure Nishit Patel 18 Jan 21 3.7 Yr. Priya Sridhar 1 Feb 24 0.67 Yr. Ajaykumar Solanki 1 Feb 24 0.67 Yr. Data below for ICICI Prudential Nifty Next 50 Index Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 0.06% Equity 99.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5002954% ₹304 Cr 5,924,445
↑ 915,742 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | HAL4% ₹293 Cr 663,842
↑ 106,048 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 16 | INDIGO4% ₹289 Cr 604,284
↑ 109,896 Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 22 | 5004004% ₹285 Cr 5,900,270
↑ 855,631 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 24 | 5328103% ₹248 Cr 5,082,124
↑ 756,816 REC Ltd (Financial Services)
Equity, Since 31 Mar 24 | 5329553% ₹242 Cr 4,359,678
↑ 673,106 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 24 | DIVISLAB3% ₹242 Cr 443,690
↑ 443,690 Indian Oil Corp Ltd (Energy)
Equity, Since 31 Mar 22 | IOC3% ₹236 Cr 13,093,895
↑ 2,157,270 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 21 | CHOLAFIN3% ₹234 Cr 1,456,739
↑ 205,583 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323433% ₹233 Cr 820,992
↑ 127,558 8. IDBI Nifty Junior Index Fund
CAGR/Annualized
return of 12.4% since its launch. Ranked 8 in Index Fund
category. Return for 2023 was 25.7% , 2022 was 0.4% and 2021 was 29.6% . IDBI Nifty Junior Index Fund
Growth Launch Date 20 Sep 10 NAV (31 Oct 24) ₹51.7834 ↓ -0.26 (-0.50 %) Net Assets (Cr) ₹101 on 30 Sep 24 Category Others - Index Fund AMC IDBI Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.87 Sharpe Ratio 3.82 Information Ratio -7.45 Alpha Ratio -1.2 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,437 31 Oct 21 ₹14,445 31 Oct 22 ₹14,727 31 Oct 23 ₹15,129 31 Oct 24 ₹23,896 Returns for IDBI Nifty Junior Index Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -9.3% 3 Month -6.6% 6 Month 7.5% 1 Year 57.9% 3 Year 18.3% 5 Year 19% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.7% 2022 0.4% 2021 29.6% 2020 13.7% 2019 0.5% 2018 -9.3% 2017 43.6% 2016 6.9% 2015 5.8% 2014 42.8% Fund Manager information for IDBI Nifty Junior Index Fund
Name Since Tenure Sumit Bhatnagar 3 Oct 23 1 Yr. Data below for IDBI Nifty Junior Index Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 0.93% Equity 99.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5002954% ₹4 Cr 80,564
↑ 8,322 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | HAL4% ₹4 Cr 9,091
↑ 1,104 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 16 | INDIGO4% ₹4 Cr 8,381
↑ 1,252 Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 22 | 5004004% ₹4 Cr 83,033
↑ 10,703 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 24 | DIVISLAB3% ₹3 Cr 6,370
↑ 6,370 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 24 | 5328103% ₹3 Cr 71,033
↑ 8,650 REC Ltd (Financial Services)
Equity, Since 31 Mar 24 | 5329553% ₹3 Cr 61,041
↑ 7,844 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323433% ₹3 Cr 11,567
↑ 1,630 Indian Oil Corp Ltd (Energy)
Equity, Since 31 Mar 22 | IOC3% ₹3 Cr 181,180
↑ 23,940 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 21 | CHOLAFIN3% ₹3 Cr 20,175
↑ 2,225 9. LIC MF Index Fund Nifty
CAGR/Annualized
return of 13% since its launch. Ranked 80 in Index Fund
category. Return for 2023 was 19.8% , 2022 was 4.7% and 2021 was 23.8% . LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (31 Oct 24) ₹133.526 ↓ -0.72 (-0.54 %) 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 Returns for LIC MF Index Fund Nifty
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -6.2% 3 Month -3% 6 Month 7.4% 1 Year 26.9% 3 Year 11.1% 5 Year 15.3% 10 Year 15 Year Since launch 13% 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 0.99 Yr. Data below for LIC MF Index Fund Nifty as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 0.28% Equity 99.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK11% ₹38 Cr 221,769
↓ -2,623 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE9% ₹29 Cr 99,712
↓ -861 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK8% ₹26 Cr 206,734
↓ -2,313 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY6% ₹20 Cr 105,348
↓ -1,933 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹14 Cr 272,817
↓ -330 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL4% ₹13 Cr 78,617
↓ -532 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹13 Cr 30,145
↑ 72 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹13 Cr 34,469
↓ -185 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹10 Cr 83,378
↓ -799 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN3% ₹9 Cr 112,460
↓ -1,597
असोसिएशन ऑफ म्युच्युअल फंड इन इंडिया (AMFI) ने सांगितले की इंडेक्स फंडांनी एयूएम गोळा केलेरु. 7717 कोटी
नोव्हेंबर 2019 रोजी. निष्क्रिय लार्ज-कॅप ईटीएफ सक्रियपणे व्यवस्थापित केलेल्या तुलनेत 11.53% परतावा देतातलार्ज कॅप फंड ज्याने 10.19% ऑफर केले.
सोने ETFs वर उभा राहिलारु. 5,540.40 कोटी
नोव्हेंबर 2019 पर्यंत. हे रु.च्या तुलनेत येते. डिसेंबर 2018 मध्ये 4,571 कोटी. इतर ETF चे AUM रु. होते. रु.च्या तुलनेत 1,63,923.66 कोटी. 2018 च्या अखेरीस 1,07,363 कोटी.
2019 च्या मोठ्या भागाने लार्ज-कॅप योजना रिटर्न चार्टच्या शीर्षस्थानी असल्याचे साक्षीदार आहे. 2020 मध्येही, टॉप 15 लार्ज-कॅप योजनांपैकी नऊ योजना आहेतनिष्क्रिय निधी.
जगभरातील सध्याच्या परिस्थितीमुळे, वित्तीय बाजारांना गंभीर चिंतेच्या समस्यांचा सामना करावा लागत आहे. भूतकाळात गुंतवणूकदार जोखीम पत्करण्यास तयार होते, परंतु आजच्या परिस्थितीमुळे बहुसंख्य गुंतवणूकदारांना धोका पत्करावा लागला आहे.सुरक्षित आश्रयस्थान. याचा अर्थ ते अशा गुंतवणुकीच्या शोधात आहेत ज्यातून जास्त परतावा मिळेल किंवा किमान स्थिर परतावा मिळेल.
अनेक गुंतवणूकदार आता एक्स्चेंज-ट्रेडेड फंड किंवा इंडेक्स फंड यासारख्या निष्क्रिय पद्धतींद्वारे गुंतवणूक करण्याचा विचार करत आहेत. AMFI नुसार, इंडेक्स फंडातील आवक सार्वकालिक उच्चांकाचा सामना करत आहेरु. 2076.5 कोटी
मार्च 2020 मध्ये.
ते ज्या प्रकारे कार्य करतात आणि गुंतवणूकदारावर परिणाम करतात त्यामध्ये विशिष्ट फरक आहेत.
टॅब्युलर निष्क्रिय निधी आणि सक्रिय निधीमध्ये फरक करते:
निष्क्रिय निधी | सक्रिय निधी |
---|---|
त्यांच्याकडे निधी व्यवस्थापकांचा सक्रिय सहभाग नाही | बाजारातील कामगिरीच्या आधारे विविध सिक्युरिटीजमधील निधी निवडण्यासाठी फंड व्यवस्थापक बरेच उद्योग संशोधन करतात आणि त्यानुसार पावले उचलतात. |
कमी खर्चिक | गुंतवणुकीसाठी एखादे काम ठेवले जात असल्याने ते महाग असू शकते |
कमी खर्चाचे प्रमाण असल्यामुळे लोकप्रिय | उच्च खर्च गुणोत्तरामुळे कमी लोकप्रिय असू शकते |
एक मोठा तोटा म्हणजे लवचिकता नसणे. फंड फक्त निर्देशांकाचा मागोवा घेत असल्याने, ते उच्च परतावा मिळवण्याची संधी गमावू शकतात जी बाजारातील विसंगती आणि निर्देशांकाशी संबंधित नसलेल्या आश्चर्यांमुळे उद्भवू शकतात. सामान्यतः, मूल्य समभागांना निर्देशांकाचा भाग बनणे फार कठीण जाते.
त्यांचा बाजाराशी थेट संबंध आहे. म्हणून, जेव्हा शेअर बाजार एकंदरीत घसरतो, तेव्हा इंडेक्स म्युच्युअल फंडाचे मूल्यही कमी होते.
काही तोटे असूनही, ज्या गुंतवणूकदारांना गुंतवणूक करायची आहे त्यांच्यासाठी टॉप इंडेक्स फंड फायदेशीर ठरू शकतात.इक्विटी कमीतकमी जोखमीसहघटक. तज्ञांच्या म्हणण्यानुसार, गुंतवणूकदारांना त्यांच्या गुंतवणुकीचा सर्वोत्तम फायदा घेण्यासाठी त्यांच्या गुंतवणूक पोर्टफोलिओमध्ये 5-6% इंडेक्स फंड समाविष्ट करण्याची सूचना केली जाते.
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तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा
दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!
अ: जर तुम्हाला दीर्घकालीन गुंतवणूक करायची असेल तर तुम्ही इंडेक्स फंडाचा विचार करू शकता. या फंडांचे पोर्टफोलिओ NSE आणि SENSEX च्या रचना आणि वर्तनाचा मागोवा घेऊन तयार केले जातात. हे पोर्टफोलिओ दीर्घ कालावधीतील समभागांच्या कामगिरीचे आणि समभागांचे मूल्यमापन करून विकसित केले जात असल्याने, तुमची गुंतवणूक कामगिरी न होण्याची शक्यता कमी केली जाते. म्हणूनच, इंडेक्स म्युच्युअल फंडामध्ये गुंतवणूक करण्याचा सल्ला दिला जातो, विशेषतः जर तुम्ही जोखीम कमी करू इच्छित असाल.
अ: तुम्ही इंडेक्स म्युच्युअल फंडाचा दीर्घकालीन कामगिरीवर आधारित वैयक्तिक पोर्टफोलिओ निवडावा. काही अधिक विश्वासार्ह फंड म्हणजे SBI, LICI, ICICI प्रुडेन्शियल UTI आणि इतर तत्सम इंडेक्स फंड बेंचमार्किंगसाठी आधार म्हणून वापरले जातात.
अ: इंडेक्स फंड निष्क्रीयपणे व्यवस्थापित केले जातात. अशा प्रकारे, इंडेक्स फंडांचे एकूण खर्चाचे प्रमाण किंवा TER सक्रियपणे व्यवस्थापित फंडांपेक्षा कमी आहे. याचा अर्थ तुमची गुंतवणूक कमी असेल आणि तुम्ही अपेक्षित असलेला खर्च तितका कमी असू शकतो०.२% ते ०.५%
तुमच्या गुंतवणुकीचे. इंडेक्स फंडात गुंतवणुकीचा मुख्य फायदा म्हणजे कमी TER.
अ: SBI निफ्टी इंडेक्स फंड निष्क्रीयपणे व्यवस्थापित केला जातो आणि वाढीचा दर दर्शवितो१५.१९%
निफ्टी 50 विरुद्ध, ज्याचा वाढीचा दर आहे१५.५%
. त्यामुळे तुम्ही एसबीआय निफ्टी इंडेक्स फंडमध्ये 10 वर्षांची गुंतवणूक केल्यास, तुम्हाला अपेक्षित असेल८५.७७%
तुमच्या गुंतवणुकीवर परतावा.
अ: ICICI प्रुडेन्शियल निफ्टी इंडेक्स फंडाची श्रेणी सरासरी आहे१६.७८%
. समजा, जर तुम्ही 5 वर्षांसाठी गुंतवणूक केली, तर तुम्ही पूर्ण परताव्याची अपेक्षा करू शकता४५.८८%
.
अ: इंडेक्स फंड्समध्ये प्रामुख्याने टॉप कंपन्यांचा समावेश असतो ज्यांचे स्टॉक बेंचमार्क म्हणून वापरले जातात. याव्यतिरिक्त, एकाच पोर्टफोलिओमध्ये, तुमच्याकडे अनेक आघाडीच्या कंपन्या असतील, याचा अर्थ तुमची गुंतवणूक गमावण्याची शक्यता कमी होईल. या ऑटो डायव्हर्सिफिकेशनमुळे गुंतवणुकदाराची गुंतवणूक गमावण्याचा धोका आपोआप कमी होतो.
अ: जेव्हा तुम्ही तुमची गुंतवणूक किमान 5 वर्षे ठेवण्यास तयार असाल तेव्हा तुम्ही इंडेक्स फंडमध्ये गुंतवणूक करावी.
अ: जर तुम्ही नवशिक्या असाल तर तुम्ही फंड मॅनेजरशी चर्चा करावी. ते तुम्हाला योग्य निधीचा निर्णय घेण्यास मदत करतात. याव्यतिरिक्त, तुम्ही गुंतवणुकीच्या कालावधीचा देखील विचार केला पाहिजे.
अ: ज्या व्यक्तींना जास्त धोका पत्करायचा नसतोम्युच्युअल फंडात गुंतवणूक इंडेक्स फंडात गुंतवणूक करण्याचा विचार करू शकता. हे फंड गुंतवणुकदारांना खात्रीशीर परताव्याची खात्री देत नाहीत तर गुंतवणूकदाराकडून मोठ्या गुंतवणुकीचीही आवश्यकता नसते.
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