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

Updated on November 20, 2024 , 62767 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۔

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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 (%)
Nippon India Index Fund - Sensex Plan Growth ₹40.0394
↑ 0.99 		₹747-2.37.120.611.315.119.5
LIC MF Index Fund Sensex Growth ₹147.907
↑ 3.65 		₹83-2.56.719.910.814.619
LIC MF Index Fund Nifty Growth ₹131.874
↑ 3.06 		₹319-3.85.920.711.214.919.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 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 10.3% 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 (22 Nov 24) ₹40.0394 ↑ 0.99   (2.54 %)
Net Assets (Cr) ₹747 on 31 Oct 24
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.58
Sharpe Ratio 1.31
Information Ratio -9.38
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.

DateValue
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

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 22 Nov 24

DurationReturns
1 Month -1.3%
3 Month -2.3%
6 Month 7.1%
1 Year 20.6%
3 Year 11.3%
5 Year 15.1%
10 Year
15 Year
Since launch 10.3%
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 230.86 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash0.14%
Equity99.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK		14%₹107 Cr615,020
↑ 28,518
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532174		10%₹74 Cr574,225
↑ 26,627
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE		10%₹74 Cr551,638
↑ 25,578
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY		7%₹52 Cr294,526
↑ 13,657
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC		5%₹37 Cr754,513
↑ 34,987
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL		5%₹35 Cr218,159
↑ 10,116
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		5%₹35 Cr95,292
↑ 4,419
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS		4%₹33 Cr82,598
↑ 3,830
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215		4%₹27 Cr231,928
↑ 10,754
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN		3%₹26 Cr312,890
↑ 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 13.5% 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 (22 Nov 24) ₹147.907 ↑ 3.65   (2.53 %)
Net Assets (Cr) ₹83 on 31 Oct 24
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.98
Sharpe Ratio 1.27
Information Ratio -8
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
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

   
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 Sensex

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

DurationReturns
1 Month -1.3%
3 Month -2.5%
6 Month 6.7%
1 Year 19.9%
3 Year 10.8%
5 Year 14.6%
10 Year
15 Year
Since launch 13.5%
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 231.08 Yr.

Data below for LIC MF Index Fund Sensex as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash0.14%
Equity99.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK		14%₹12 Cr68,351
↓ -32
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 532174		10%₹8 Cr63,701
↓ -228
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE		10%₹8 Cr61,108
↓ -44
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY		7%₹6 Cr32,569
↑ 755
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC		5%₹4 Cr84,067
↑ 1,302
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL		5%₹4 Cr24,176
↓ -377
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT		5%₹4 Cr10,595
↓ -205
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS		4%₹4 Cr9,181
↑ 175
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215		4%₹3 Cr25,514
↓ -77
State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN		3%₹3 Cr34,490
↓ -11

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 12.9% 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 (22 Nov 24) ₹131.874 ↑ 3.06   (2.38 %)
Net Assets (Cr) ₹319 on 31 Oct 24
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio 1.41
Information Ratio -10.69
Alpha Ratio -1.15
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
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

   
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 22 Nov 24

DurationReturns
1 Month -2.3%
3 Month -3.8%
6 Month 5.9%
1 Year 20.7%
3 Year 11.2%
5 Year 14.9%
10 Year
15 Year
Since launch 12.9%
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 231.08 Yr.

Data below for LIC MF Index Fund Nifty as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash0.25%
Equity99.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK		12%₹38 Cr221,658
↓ -111
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE		8%₹27 Cr200,348
↑ 924
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK		8%₹26 Cr204,348
↓ -2,386
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		6%₹18 Cr105,197
↓ -151
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC		4%₹13 Cr273,499
↑ 682
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL		4%₹13 Cr78,525
↓ -92
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT		4%₹13 Cr34,661
↑ 192
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS		4%₹12 Cr29,842
↓ -303
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215		3%₹10 Cr83,340
↓ -38
State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN		3%₹9 Cr111,678
↓ -782

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