Top 7 Index Funds With Best SIP Returns in 1 Year: Rs 25,000 monthly SIP investment in No. 1 fund has jumped to Rs 3,67,822
Top 7 Index Funds With Best SIP Returns in 1 Year: Index mutual funds are passive funds where the fund manager of a fund mimics an index. The investors who are not well-versed with mutual fund investing or those who are seeking similar returns as an index can invest in index funds.
Top 7 Index Funds With Best SIP Returns in 1 Year: Mutual fund investment attracts a lot of new investors. But many of the enthusiasts don't know much about how mutual funds work. They don't know the parameters to track the performance of their fund. But they want to begin investing from some point. For such investors, passive funds can be the investment option. Index funds are also passive funds where the fund manager doesn't need to reshuffle the stocks of the fund regularly as they do in an active fund. They need to mimic the performance of the index that the fund is following. They need to have stocks in the fund in the same proportion as in the index and keep changing them when the index composition changes. Index funds come with a low expense ratio compared to the ratio of active funds. Know the top 7 index funds with highest annualised SIP return (XIRR) in 1 year, and Rs 25,000 monthly SIP in each fund has performed in the same period.
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Motilal Oswal Nasdaq 100 FOF Direct - Growth
The fund has given 44.42 per cent annualised SIP return in 1 year.
It has assets under management (AUM) of Rs 5,138 crore, while its net asset value (NAV) is Rs 38.8.
Benchmarked against Nasdaq 100 TRI, the fund has given 24.32 per cent annualised return since its launch in November 2018.
Motilal Oswal Nasdaq 100 FOF Direct - Growth
At an expense ratio of 0.24 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 25,000 monthly SIP investment in the 1-year period, or a total investment of Rs 3,00,000, has swelled to Rs 3,67,822.
Motilal Oswal Nifty Next 50 Index Fund Direct - Growth
The fund has given 25.93 per cent annualised SIP return in the 1-year period.
It has AUM of Rs 297 crore, while its NAV is Rs 25.54.
Benchmarked against NIFTY Next 50 TRI, the fund has given 20.99 per cent annualised return since its inception in December 2019.
Motilal Oswal Nifty Next 50 Index Fund Direct - Growth
With an expense ratio of 0.35 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 510 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has converted into Rs 3,40,476 in the 1-year time frame.
Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth
The fund has given 21.89 per cent annualised SIP return in the 1-year time frame.
It has an asset base of Rs 1,894 crore, while its NAV is Rs 38.36.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 28.86 per cent annualised return since its debut in August 2019.
Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth
At an expense ratio of 0.30 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 510 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has grown to Rs 3,34,346 in the 1-year period.
UTI Nifty200 Momentum 30 Index Fund Direct - Growth
The fund has given 17.77 per cent annualised SIP return in 1 year.
It has AUM of Rs 8,121 crore, while its unit price is Rs 24.07.
Benchmarked against Nifty 200 Momentum 30 TRI, the fund has given 26.71 per cent annualised return since its beginning in December 2019.
UTI Nifty200 Momentum 30 Index Fund Direct - Growth
With an expense ratio of 0.39 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 510 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has jumped to Rs 3,28,026 in the 1-year time frame.
Mirae Asset Equity Allocator FoF Direct - Growth
The fund has given 16.66 per cent annualised SIP return in the 1-year period.
It has a fund size of Rs 853 crore, while its NAV is Rs 24.67.
Benchmarked against NIFTY 200 TRI, the fund has given 23.95 per cent annualised return since its starting in September 2020.
Mirae Asset Equity Allocator FoF Direct - Growth
At an expense ratio of 0.05 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund is now worth Rs 3,26,323.
Axis Nifty 100 Index Fund Direct-Growth
The fund has given 15.38 per cent annualised SIP return in the 1-year time frame.
It has an asset base of Rs 1,662 crore, while its unit price is Rs 22.4.
Benchmarked against NIFTY 100 TRI, the fund has given 17.13 per cent annualised return since its inception in September 2019.
Axis Nifty 100 Index Fund Direct-Growth
With an expense ratio of 0.21 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has swelled to Rs 3,24,342 in the 1-year period.
HDFC BSE Sensex Index Fund Direct-Growth
The fund has given 14.74 per cent annualised SIP return in 1 year.
It has AUM of Rs 7,650 crore, while its unit price is Rs 761.56.
Benchmarked against BSE Sensex TRI, the fund has given 13.76 per cent annualised return since its launch in January 2013.
HDFC BSE Sensex Index Fund Direct-Growth
At an expense ratio of 0.2 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has converted into Rs 3,23,347 in the 1-year time frame.