Table of Contents

निष्क्रिय निधीचे प्रकार
- 1. इंडेक्स फंड
- 2. एक्सचेंज ट्रेडेड फंड (ETFs)
निष्क्रीय निधी आणि सक्रिय निधी यांच्यातील फरक
निष्क्रीय निधी विश्वास मिळवणे किती आहे?
कोरोनाव्हायरस साथीच्या आजाराच्या दरम्यान निष्क्रिय निधी
बेस्ट पॅसिव्ह फंड 2022 - 2023
निष्कर्ष
Top 5 Others - Index Fund Funds

पॅसिव्ह फंड म्हणजे काय?

Updated on February 19, 2025 , 68889 views

पॅसिव्ह फंड हा एक प्रकारचा फंड आहे जो सातत्याने ट्रॅक ठेवतोबाजार फंडाला जास्तीत जास्त नफा मिळवून देण्यासाठी निर्देशांक. ते एका पोर्टफोलिओमध्ये गुंतवणूक करते जे अबाजार निर्देशांक जसे निफ्टी, सेन्सेक्स इ. सर्व सिक्युरिटीज आणि त्यांचे पोर्टफोलिओमधील प्रमाण फंड ज्या निर्देशांकाचा मागोवा घेत आहे सारखेच असेल.

पॅसिव्ह फंडांमध्ये, फंड मॅनेजर सक्रियपणे निवडत नाही की कोणते स्टॉक फंड बनवतील. हे एक कारण आहे की निष्क्रिय निधी सक्रिय निधीपेक्षा गुंतवणूक करणे सोपे आहे. गुंतवणूकदार पॅसिव्ह फंड खरेदी करतात जेव्हा त्यांना त्यांचा परतावा बाजाराशी सुसंगत हवा असतो. हे फंड कमी किमतीचे फंड आहेत कारण स्टॉक्स निवडण्यात आणि संशोधन करण्यासाठी कोणताही खर्च लागत नाही.

निष्क्रिय निधीचे प्रकार

निष्क्रिय निधी दोन प्रकारचे असतात, जसे की -

1. इंडेक्स फंड

इंडेक्स फंड ही एक ओपन-एंडेड योजना आहे जिथे गुंतवणूकदार ची युनिट्स खरेदी करतात आणि रिडीम करतातम्युच्युअल फंड निव्वळ मालमत्ता मूल्यांवर. दुसऱ्या शब्दांत, इंडेक्स फंडाची कामगिरी विशिष्ट निर्देशांकाच्या कामगिरीवर अवलंबून असते. इंडेक्स फंडामध्ये समभाग समान प्रमाणात असतात जसे ते विशिष्ट निर्देशांकात असतात.

2. एक्सचेंज ट्रेडेड फंड (ETFs)

एक्सचेंज ट्रेडेड फंडांची युनिट्स यादृच्छिकपणे स्टॉक एक्सचेंजमध्ये सूचीबद्ध केली जातात. गुंतवणूकदार रीअल-टाइम किमतींवर युनिट्सची खरेदी आणि विक्री करतातडीमॅट खाते.

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निष्क्रीय निधी आणि सक्रिय निधी यांच्यातील फरक

ते कार्य करण्याच्या आणि प्रभावित करण्याच्या पद्धतीमध्ये विशिष्ट फरक आहेतगुंतवणूकदार.

टॅब्युलर निष्क्रिय निधी आणि सक्रिय निधीमध्ये फरक करते:

निष्क्रिय निधी	सक्रिय निधी
निधी निवडण्यात निधी व्यवस्थापक सक्रियपणे सहभागी होत नाही	बाजारातील कामगिरीवर आधारित विविध सिक्युरिटीजमधील निधी निवडण्यासाठी निधी व्यवस्थापक भरपूर संशोधन करण्यासाठी वचनबद्ध असतात आणि त्यानुसार पावले उचलतात.
कमी खर्च येतो	जास्त खर्च येतो
कमी खर्चाच्या गुणोत्तरामुळे लोकप्रियता	महाग व्यवस्थापन ते कमी लोकप्रिय करते

निष्क्रीय निधी विश्वास मिळवणे किती आहे?

2019 मध्ये, भारतीय गुंतवणूकदारांना निष्क्रीय म्युच्युअल फंड विश्वासार्ह असल्याचे आढळले. सोने आणि यासह निष्क्रिय निधीद्वारे व्यवस्थापित एकूण मालमत्ताईटीएफ इतर इंडेक्स फंड्स सोबत खूप मोठा होता. येथे उभी असल्याचे आढळून आलेरु. 177,181 कोटी 30 नोव्हेंबर 2019 रोजी.

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 पॅसिव्ह फंड आहेत.

कोरोनाव्हायरस साथीच्या आजाराच्या दरम्यान निष्क्रिय 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.

बेस्ट पॅसिव्ह फंड 2022 - 2023

निष्क्रिय म्युच्युअल फंडाच्या वाढत्या लोकप्रियतेसह, जास्त परतावा मिळण्याची शक्यता जास्त आहे. तुम्ही गुंतवणूक करण्यासाठी निवडू शकता असे सर्वोत्तम निष्क्रिय म्युच्युअल फंड येथे आहेत:

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
LIC MF Index Fund Sensex Growth	₹140.638 ↓ -0.80	₹82	-2.5	-7.1	3.8	9.5	13	8.2
Nippon India Index Fund - Sensex Plan Growth	₹38.1187 ↓ -0.22	₹789	-2.4	-6.9	4.4	9.9	13.5	8.9
SBI Nifty Index Fund Growth	₹200.471 ↓ -1.03	₹8,752	-2.3	-7.8	4.1	10.5	14.1	9.5
IDBI Nifty Index Fund Growth	₹36.2111 ↓ -0.02	₹208	9.1	11.9	16.2	20.3	11.7
Franklin India Index Fund Nifty Plan Growth	₹183.106 ↓ -0.94	₹681	-2.3	-7.7	4.1	10.4	13.9	9.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25

*कमीत कमी असलेल्या इंडेक्स म्युच्युअल फंडांची यादी खाली दिली आहे15 कोटी किंवा निव्वळ मालमत्तेमध्ये अधिक.

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 (21 Feb 25)	₹140.638 ↓ -0.80 (-0.56 %)
Net Assets (Cr)	₹82 on 31 Jan 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	0.14
Information Ratio	-8.72
Alpha Ratio	-1.14
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 Jan 20	₹10,000
31 Jan 21	₹11,388
31 Jan 22	₹14,262
31 Jan 23	₹14,664
31 Jan 24	₹17,712
31 Jan 25	₹19,147

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 21 Feb 25

Duration	Returns
1 Month	-0.7%
3 Month	-2.5%
6 Month	-7.1%
1 Year	3.8%
3 Year	9.5%
5 Year	13%
10 Year
15 Year
Since launch	13.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.2%
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%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.33 Yr.

Data below for LIC MF Index Fund Sensex as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	0.05%
Equity	99.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	15%	₹12 Cr	68,615 ↓ -48
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	10%	₹8 Cr	63,975 ↓ -97
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	9%	₹7 Cr	61,383 ↓ -232
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	7%	₹6 Cr	32,839 ↓ -90
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	5%	₹4 Cr	83,877 ↓ -190
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹4 Cr	24,340 ↓ -36
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	5%	₹4 Cr	10,623 ↓ -22
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	5%	₹4 Cr	9,138 ↓ -73
State Bank of India (Financial Services) Equity, Since 31 Mar 09 \| SBIN	3%	₹3 Cr	34,958 ↑ 27
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹3 Cr	25,839 ↓ -86

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 (21 Feb 25)	₹38.1187 ↓ -0.22 (-0.56 %)
Net Assets (Cr)	₹789 on 31 Jan 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.58
Sharpe Ratio	0.2
Information Ratio	-10.07
Alpha Ratio	-0.56
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 Jan 20	₹10,000
31 Jan 21	₹11,450
31 Jan 22	₹14,404
31 Jan 23	₹14,863
31 Jan 24	₹18,021
31 Jan 25	₹19,592

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 21 Feb 25

Duration	Returns
1 Month	-0.6%
3 Month	-2.4%
6 Month	-6.9%
1 Year	4.4%
3 Year	9.9%
5 Year	13.5%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.9%
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%

Fund Manager information for Nippon India Index Fund - Sensex Plan

Name	Since	Tenure
Himanshu Mange	23 Dec 23	1.11 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	0.08%
Equity	99.92%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	15%	₹114 Cr	640,852 ↑ 12,902
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹77 Cr	597,544 ↑ 11,246
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	9%	₹70 Cr	573,069 ↑ 9,833
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	7%	₹58 Cr	305,954 ↑ 5,236
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	5%	₹38 Cr	784,045 ↑ 13,669
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹36 Cr	226,675 ↑ 3,930
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	5%	₹36 Cr	98,988 ↑ 1,693
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	5%	₹35 Cr	85,802 ↑ 1,467
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	3%	₹26 Cr	325,028 ↑ 5,559
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹26 Cr	241,109 ↑ 4,305

3. SBI Nifty Index Fund

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 CAGR/Annualized return of 14% since its launch. Ranked 75 in Index Fund category. Return for 2024 was 9.5% , 2023 was 20.7% and 2022 was 5.1% .

Below is the key information for SBI Nifty Index Fund

SBI Nifty Index Fund Growth
Launch Date	17 Jan 02
NAV (21 Feb 25)	₹200.471 ↓ -1.03 (-0.51 %)
Net Assets (Cr)	₹8,752 on 31 Jan 25
Category	Others - Index Fund
AMC	SBI Funds Management Private Limited
Rating	☆
Risk	Moderately High
Expense Ratio	0.5
Sharpe Ratio	0.22
Information Ratio	-21.33
Alpha Ratio	-0.55
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 Jan 20	₹10,000
31 Jan 21	₹11,369
31 Jan 22	₹14,526
31 Jan 23	₹14,905
31 Jan 24	₹18,434
31 Jan 25	₹20,089

SBI Nifty Index Fund 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 SBI Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25

Duration	Returns
1 Month	-0.9%
3 Month	-2.3%
6 Month	-7.8%
1 Year	4.1%
3 Year	10.5%
5 Year	14.1%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.5%
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%

Fund Manager information for SBI Nifty Index Fund

Name	Since	Tenure
Raviprakash Sharma	1 Feb 11	14.01 Yr.
Pradeep Kesavan	1 Dec 23	1.17 Yr.

Data below for SBI Nifty Index Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Equity	100.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 03 \| HDFCBANK	13%	₹1,097 Cr	6,190,301 ↑ 111,014
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 03 \| ICICIBANK	9%	₹736 Cr	5,743,954 ↑ 97,678
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 03 \| RELIANCE	8%	₹672 Cr	5,526,199 ↑ 90,903
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	6%	₹551 Cr	2,932,321 ↑ 47,927
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	4%	₹366 Cr	7,568,576 ↑ 113,542
Bharti Airtel Ltd (Communication Services) Equity, Since 29 Feb 04 \| BHARTIARTL	4%	₹347 Cr	2,183,303 ↑ 35,175
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 04 \| LT	4%	₹346 Cr	958,324 ↑ 14,870
Tata Consultancy Services Ltd (Technology) Equity, Since 28 Feb 05 \| TCS	4%	₹341 Cr	831,933 ↑ 12,794
State Bank of India (Financial Services) Equity, Since 31 Jan 03 \| SBIN	3%	₹249 Cr	3,132,754 ↑ 49,346
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| 532215	3%	₹247 Cr	2,321,552 ↑ 37,352

4. IDBI Nifty Index Fund

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 CAGR/Annualized return of 10.3% since its launch. Ranked 83 in Index Fund category. .

Below is the key information for IDBI Nifty Index Fund

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 Jan 20	₹10,000
31 Jan 21	₹11,376
31 Jan 22	₹14,393
31 Jan 23	₹14,714

IDBI Nifty Index Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for IDBI Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

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

5. Franklin India Index Fund Nifty Plan

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 CAGR/Annualized return of 12.6% since its launch. Ranked 76 in Index Fund category. Return for 2024 was 9.5% , 2023 was 20.2% and 2022 was 4.9% .

Below is the key information for Franklin India Index Fund Nifty Plan

Franklin India Index Fund Nifty Plan Growth
Launch Date	4 Aug 00
NAV (21 Feb 25)	₹183.106 ↓ -0.94 (-0.51 %)
Net Assets (Cr)	₹681 on 31 Jan 25
Category	Others - Index Fund
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.62
Sharpe Ratio	0.22
Information Ratio	-3.7
Alpha Ratio	-0.58
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 Jan 20	₹10,000
31 Jan 21	₹11,382
31 Jan 22	₹14,494
31 Jan 23	₹14,852
31 Jan 24	₹18,316
31 Jan 25	₹19,954

Franklin India Index Fund Nifty Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Franklin India Index Fund Nifty Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25

Duration	Returns
1 Month	-0.9%
3 Month	-2.3%
6 Month	-7.7%
1 Year	4.1%
3 Year	10.4%
5 Year	13.9%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.5%
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%

Fund Manager information for Franklin India Index Fund Nifty Plan

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.29 Yr.
Shyam Sriram	26 Sep 24	0.35 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	0.35%
Equity	99.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFCBANK	13%	₹86 Cr	485,834 ↓ -1,539
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹58 Cr	451,229 ↓ -1,429
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 03 \| RELIANCE	8%	₹53 Cr	434,368 ↓ -1,376
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	6%	₹43 Cr	230,509 ↓ -731
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 11 \| ITC	4%	₹29 Cr	595,778 ↓ -1,887
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 04 \| BHARTIARTL	4%	₹27 Cr	171,670 ↓ -544
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	4%	₹27 Cr	75,397 ↓ -239
Tata Consultancy Services Ltd (Technology) Equity, Since 28 Feb 05 \| TCS	4%	₹27 Cr	65,462 ↓ -207
State Bank of India (Financial Services) Equity, Since 31 Jan 03 \| SBIN	3%	₹20 Cr	246,414 ↓ -780
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 09 \| 532215	3%	₹19 Cr	182,545 ↓ -578

निष्कर्ष

निष्क्रिय फंड निश्चितपणे गुंतवणूकदारांसाठी आशेचा किरण ठरत आहेत, विशेषतः सध्याच्या आर्थिक संकटात. आधीगुंतवणूक कोणत्याही निष्क्रिय म्युच्युअल फंडामध्ये, योजनांशी संबंधित सर्व कागदपत्रे काळजीपूर्वक वाचण्याची खात्री करा. हे तुम्हाला सुरक्षिततेच्या भावनेसह काय अपेक्षा करावी आणि काय द्यावे हे समजून घेण्यास मदत करेल.

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.