fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909ٹاپ 3 بہترین کارکردگی کا مظاہرہ کرنے والے سینسیکس انڈیکس میوچل فنڈز 2022 | Fincash.com

فنکاش »باہمی چندہ »بہترین انڈیکس فنڈز

Table of Contents

سرمایہ کاری 2022 - 2023 کے لیے بہترین سنسیکس انڈیکس میوچل فنڈز

Updated on December 23, 2024 , 62851 views

انڈیکس فنڈز میوچل فنڈ اسکیموں کا حوالہ دیں جن کا پورٹ فولیو ایسے حصص پر مشتمل ہے جو کسی خاص بینچ مارک کا حصہ بنتے ہیں۔مارکیٹ انڈیکس یہ فنڈز ایک غیر فعال حکمت عملی کی پیروی کرتے ہیں جس میں؛ وہ انڈیکس کی کارکردگی کو نقل کرنے کی کوشش کرتے ہیں۔ ان اسکیموں کے پورٹ فولیو میں اسی تناسب سے حصص ہوں گے جیسے وہ بینچ مارک انڈیکس میں ہیں۔ ان اسکیموں کی کارکردگی متعلقہ بینچ مارک کی کارکردگی پر منحصر ہے۔ سینسیکس انڈیکسباہمی چندہ انڈیکس فنڈز کا حوالہ دیتے ہیں جو بی ایس ای سینسیکس کو اپنے پورٹ فولیو کی تعمیر کے لیے بینچ مارک کے طور پر استعمال کرتے ہیں۔ چونکہ آپ انڈیکس میں براہ راست سرمایہ کاری نہیں کر سکتے، لوگ انڈیکس کے ان پراکسیوں کی کوشش کرتے ہیں۔ آئیے انڈیکس فنڈز کے تصور کو سمجھتے ہیں۔

مثال:

اگر سینسیکس میں ONGC لمیٹڈ کے حصص کا تناسب 15% ہے تو، یہاں تک کہ Sensex انڈیکس فنڈ کا پورٹ فولیو بھی ONGC کے حصص میں اپنے فنڈ کی رقم کا 15% مختص کرے گا۔

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best-Sensex-Index-Funds

سرفہرست 3 بہترین کارکردگی کا مظاہرہ کرنے والے سینسیکس انڈیکس فنڈز 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
LIC MF Index Fund Sensex Growth ₹146.553
↓ -0.13 		₹84-7.71.310.411.413.719
Nippon India Index Fund - Sensex Plan Growth ₹39.693
↓ -0.03 		₹766-7.51.711.111.814.319.5
LIC MF Index Fund Nifty Growth ₹130.762
↓ -0.14 		₹319-8.60.711.211.814.119.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

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 13.4% 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 (24 Dec 24) ₹146.553 ↓ -0.13   (-0.09 %)
Net Assets (Cr) ₹84 on 30 Nov 24
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.98
Sharpe Ratio 0.95
Information Ratio -8.32
Alpha Ratio -1.12
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,848
30 Nov 21₹13,997
30 Nov 22₹15,494
30 Nov 23₹16,518
30 Nov 24₹19,692

LIC MF Index Fund Sensex SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 24 Dec 24

DurationReturns
1 Month -0.9%
3 Month -7.7%
6 Month 1.3%
1 Year 10.4%
3 Year 11.4%
5 Year 13.7%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sumit Bhatnagar3 Oct 231.16 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.29%
Equity99.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 500180		15%₹12 Cr68,663
↑ 312
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 532174		10%₹8 Cr64,072
↑ 371
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | 500325		9%₹8 Cr61,615
↑ 507
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | 500209		7%₹6 Cr32,929
↑ 360
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 500875		5%₹4 Cr84,067
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | 532454		5%₹4 Cr24,376
↑ 200
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | 500510		5%₹4 Cr10,645
↑ 50
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | 532540		5%₹4 Cr9,211
↑ 30
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215		4%₹3 Cr25,925
↑ 411
State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | 500112		3%₹3 Cr34,931
↑ 441

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 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 (24 Dec 24) ₹39.693 ↓ -0.03   (-0.09 %)
Net Assets (Cr) ₹766 on 30 Nov 24
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.58
Sharpe Ratio 1
Information Ratio -9.72
Alpha Ratio -0.55
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,892
30 Nov 21₹14,133
30 Nov 22₹15,717
30 Nov 23₹16,784
30 Nov 24₹20,121

Nippon India Index Fund - Sensex Plan SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual 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 24 Dec 24

DurationReturns
1 Month -0.9%
3 Month -7.5%
6 Month 1.7%
1 Year 11.1%
3 Year 11.8%
5 Year 14.3%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Himanshu Mange23 Dec 230.94 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.08%
Equity99.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 500180		15%₹113 Cr627,950
↑ 12,930
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532174		10%₹76 Cr586,298
↑ 12,073
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | 500325		9%₹73 Cr563,236
↑ 11,598
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | 500209		7%₹56 Cr300,718
↑ 6,192
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500875		5%₹37 Cr770,376
↑ 15,863
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | 500510		5%₹36 Cr97,295
↑ 2,003
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | 532454		5%₹36 Cr222,745
↑ 4,586
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | 532540		5%₹36 Cr84,335
↑ 1,737
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215		4%₹27 Cr236,804
↑ 4,876
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | 500112		3%₹27 Cr319,469
↑ 6,579

3. LIC MF Index Fund Nifty

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 CAGR/Annualized return of 12.8% 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 (24 Dec 24) ₹130.762 ↓ -0.14   (-0.11 %)
Net Assets (Cr) ₹319 on 30 Nov 24
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio 0.99
Information Ratio -10.84
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,743
30 Nov 21₹14,027
30 Nov 22₹15,545
30 Nov 23₹16,658
30 Nov 24₹19,974

LIC MF Index Fund Nifty SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual 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 24 Dec 24

DurationReturns
1 Month -0.8%
3 Month -8.6%
6 Month 0.7%
1 Year 11.2%
3 Year 11.8%
5 Year 14.1%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sumit Bhatnagar3 Oct 231.16 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.31%
Equity99.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK		13%₹40 Cr223,285
↑ 1,627
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK		8%₹27 Cr207,090
↑ 2,742
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE		8%₹26 Cr199,526
↓ -822
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		6%₹20 Cr105,812
↑ 615
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC		4%₹13 Cr273,499
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT		4%₹13 Cr34,661
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS		4%₹13 Cr30,059
↑ 217
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL		4%₹13 Cr78,896
↑ 371
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | AXISBANK		3%₹10 Cr83,791
↑ 451
State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN		3%₹10 Cr113,273
↑ 1,595

میوچل فنڈز میں آن لائن سرمایہ کاری کیسے کریں؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 3.8, based on 6 reviews.
POST A COMMENT

Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2024 Shepard Technologies Private Limited. All Rights Reserved