Top 5 Index Mutual Funds of 2019

Mutual Fund

Index Mutual Funds are one of the most popular mutual funds in India. So many investors are known about the benefits of the diversifying portfolio across the assets. Index funds invest in a wider market index like nifty or sensex. The expense ratio is also low in index funds.

Here we will give a list of top five index mutual funds of 2019

  • UTI Nifty Index Fund

Asset size- Rs.1,127cr (28th February 2019)
Expense Ratio- 0.11%(28th February 2019)
Launch Date- 6th March 2000
Benchmark- NIFTY 50 Total Return
Riskometer- Moderately High
Return Since Launch- 11.07%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 9.94 15.84 12.74 15.70
S&P BSE Sensex 50 TRI 10.11 16.80 13.73 18.02
Category 7.12 14.97 13.14 16.37
Rank within Category 34 29 36 22
Number of funds in category 91 75 62 37

As on Mar 13, 2019

  • SBI Nifty Index Fund

Asset size- Rs.353cr (28th February 2019)
Expense Ratio- 0.66%(28th February 2019)
Launch Date- 4th March 2002
Benchmark- NIFTY 50 Total Return
Riskometer- Moderately High
Return Since Launch- 14.21%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 9.44 15.29 11.96 15.37
S&P BSE Sensex 50 TRI 10.11 16.80 13.73 18.02
Category 7.12 14.97 13.14 16.37
Rank within Category 38 39 45 26
Number of funds in category 91 75 62 37

As on Mar 13, 2019

  • HDFC Index Fund Nifty 50 Plan

Asset size- Rs.563cr (28th February 2019)
Expense Ratio- 0.30%(28th February 2019)
Launch Date- 17th July 2002
Benchmark- NIFTY 50 Total Return
Riskometer- Moderately High
Return Since Launch- 15.01%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 9.99 15.72 12.74 15.40
S&P BSE Sensex 50 TRI 10.11 16.80 13.73 18.02
Category 7.12 14.97 13.14 16.37
Rank within Category 32 33 35 24
Number of funds in category 91 75 62 37

As on Mar 13, 2019

  • ICICI Prudential Nifty 50 Next 50 Index Fund

Asset size- Rs.380cr (28th February 2019)
Expense Ratio- 0.85%(28th February 2019)
Launch Date- 25th July 2010
Benchmark- NIFTY Next 50 TRI
Riskometer- Moderately High
Return Since Launch- 10.98%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund -2.80 15.79 17.44
S&P BSE SENSEX Next 50 TRI 0.99 15.71 16.52
Category 7.12 14.97 13.14
Rank within Category 90 30 3
Number of funds in category 91 75 62

As on Mar 13, 2019

  • Aditya Birla Sun Life Index Fund

Asset size- Rs.141cr (28th February 2019)
Expense Ratio- 0.80%(28th February 2019)
Launch Date- 18th September 2002
Benchmark- NIFTY Next 50 Total Return
Riskometer- Moderately High
Return Since Launch- 15.71%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 8.87 14.62 11.73 15.07
S&P BSE Sensex 50 TRI 10.11 16.80 13.73 18.02
Category 7.12 14.97 13.14 16.37
Rank within Category 43 50 52 30
Number of funds in category 91 75 62 37

As on Mar 13, 2019

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