Top Index Funds to Invest :Index funds are a safe option for investing in equity. The specialty of index funds is that they track some index or the other. It can be said that the index fund is likely to give returns in accordance with the index it tracks. Investments made in index funds are made in the shares of companies included in its benchmark index, in proportion to their weightage. The cost of investing in index funds is also low, because their expense ratio is very low. In this way, a very small amount is deducted as expense ratio from the returns generated by these funds. Here we have given information about the 5 best funds on the basis of returns and assets under management. Out of these, 4 funds are 22 years old, while 1 is 11 years old.
NFO: SBI Mutual Fund launched Nifty 500 Index Fund, this scheme will invest in stocks with every market cap
HDFC Index Fund Nifty 50 Plan
Return on one time investment
1 Year Return: 26.47%
3 Year Return: 13.74% p.a.
5 Year Return: 18.90% p.a.
7 Year Return: 14.89% p.a.
10 Year Return: 13.14% p.a.
Return since launch: 15.38% p.a.
Returns in SIP
Those who did SIP in the 22-year-old HDFC Index Fund Nifty 50 plan have got 14.01 percent annualized return in 22 years. In this, if someone made an upfront investment of Rs 1 lakh and did a monthly SIP of Rs 10,000, then his value increased to Rs 1,73,41,147. While the total investment was Rs 27.40 lakh.
Launch Date : July 17, 2002
Return since launch: 15.38% p.a.
Benchmark : NIFTY 50 TRI
Total AUM : Rs 18,127 crore
Expense Ratio : 0.36%
SIP Stars: 10 mutual funds with the strongest rating, all made 10 thousand SIP into 50 lakhs, became toppers for 10 years
ICICI Prudential Nifty 50 Index Fund
Return on one time investment
1 Year Return: 26.47%
3 Year Return: 13.73% p.a.
5 Year Return: 18.89% p.a.
7 Year Return: 14.68% p.a.
10 Year Return: 12.86% p.a.
Return since launch: 14.90% p.a.
Returns in SIP
Those who did SIP in the 22-year-old ICICI Pru Nifty 50 Index Fund have got 14.90 percent annualized return in 22 years. In this, if someone made an upfront investment of Rs 1 lakh and did a monthly SIP of Rs 10,000, then his value increased to Rs 1,97,17,806. While the total investment was Rs 27.40 lakh.
Launch Date : February 26, 2002
Return since launch: 15.40% p.a.
Benchmark : NIFTY 50 TRI
Total AUM : Rs 11,525 crore
Expense Ratio : 0.35%
SSY: I am ready to deposit Rs 55000 every year in Sukanya Scheme, how much fund will I get on maturity, calculate immediately
SBI Nifty Index Fund
Return on one time investment
1 Year Return: 26.33%
3 Year Return: 13.63% p.a.
5 Year Return: 18.64% p.a.
7 Year Return: 14.58% p.a.
10 Year Return: 12.68% p.a.
Return since launch: 14.67% p.a.
Returns in SIP
Those who did SIP in the 22-year-old SBI Nifty Index Plan have got 14 percent annualized return in 22 years. In this, if someone made an upfront investment of Rs 1 lakh and did a monthly SIP of Rs 10,000, then his value increased to Rs 1,73,22,588. While the total investment was Rs 27.40 lakh.
Launch Date : January 17, 2002
Return since launch: 14.67% p.a.
Benchmark : NIFTY 50 TRI
Total AUM : Rs 8,484 crore
Expense Ratio : 0.48%
Give the power of top up to SIP, after 15 years your wealth will increase by 25 lakhs every year, this is the magic of compounding
HDFC Index Fund – S&P BSE Sensex Plan
Return on one time investment
1 Year Return: 23.19%
3 Year Return: 12.88% p.a.
5 Year Return: 18.22% p.a.
7 Year Return: 15.22% p.a.
10 Year Return: 12.99% p.a.
Return since launch: 15.35% p.a.
Returns in SIP
Those who did SIP in the 22 year old HDFC Index Fund – S&P BSE Sensex Plan have got 14.1 percent annualized return in 22 years. In this, if someone made an upfront investment of Rs 1 lakh and did a monthly SIP of Rs 10,000, then his value increased to Rs 1,75,66,946. While the total investment was Rs 27.40 lakh.
Launch Date : July 17, 2002
Return since launch: 15.35% p.a.
Benchmark : BSE Sensex TRI
Total AUM : 7775 Crore
Expense Ratio : 0.36%
Mutual Fund Star: Baroda AMC’s 4 year old scheme is amazing, giving 32% annual return, value of 10 thousand monthly SIP became 8.5 lakh
UTI Nifty 50 Index Fund
Return on one time investment
1 Year Return: 26.69%
3 Year Return: 13.98% p.a.
5 Year Return: 19.21% p.a.
7 Year Return: 15.16% p.a.
10 Year Return: 13.38% p.a.
Return since launch: 14.10% p.a.
Returns in SIP
Those who did SIP in the 11 year old UTI Nifty 50 Index Fund have got 15.67 percent annualized return in 11 years. In this, if someone made an upfront investment of Rs 1 lakh and did a monthly SIP of Rs 10,000, then his value increased to Rs 37,79,976. While the total investment was Rs 14.20 lakh.
Launch date: January 1, 2013
Return since launch: 14.10% p.a.
Benchmark : NIFTY 50 TRI
Total AUM : Rs 19,848 crore
Expense Ratio : 0.18%
(source: value research, forbes)
(Note: There is no guarantee that the past returns in any equity fund will continue in the future. It may or may not be maintained in the future. There is risk in the market, so seek expert advice before investing.)
