Top 7 Index Mutual Funds With up to 31% Return in 5 Years: Rs 15,000 monthly SIP investment in No 1 scheme has jumped to Rs 18.93 lakh
Top 7 Index Mutual Funds With Highest Return in 5 Years: Index mutual funds are passive mutual funds that follow an index. The fund manager keeps the same set of stocks and in the same proportion in the index fund as there are in the index that the fund is following. An index fund can follow an index like Nifty 50, BSE 500, or Nifty Next 50.
Top 7 Index Mutual Funds With Highest Return in 5 Years: For beginners who don't know much about mutual fund investment or for investors who don't have much time to track their fund performance, a comparatively safer way is to invest in a fund that follows a benchmark index. Index mutual funds are such mutual funds that follow a particular benchmark, such as Nifty 50, BSE 500, or Nifty Next 50. The fund manager picks the same stocks and in the same proportion as there are in the index that the fund follows. Since the fund manager doesn't have to do much research or reshuffling, index funds are passive funds and have a low expense ratio. Though index funds are equity mutual funds subject to market fluctuations, they can be a stable investment option in the long run. We take you through the top 7 index mutual funds with best annualised SIP returns (XIRR) in the 5-year period. Also know how a Rs 15,000 monthly SIP investment has performed in each fund during that time frame.
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Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth
The fund has given 30.25 per cent annualised SIP return in the 5-year period.
It has assets under management (AUM) of Rs 1,894 crore, while its net asset value (NAV) is Rs 37.36.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 28.33 per cent annualised returns since its inception in August 2019.
Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth
With an expense ratio of 0.3 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 510 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in 5 years, or a total investment of Rs 9 lakh has converted into Rs 18.93 lakh.
Motilal Oswal Nasdaq 100 FOF Direct - Growth
The fund has given 21.88 per cent annualised returns in 5 years.
It has AUM of Rs 5,138 crore, while its NAV is Rs 36.6928.
Benchmarked against Nasdaq 100 TRI, the fund has given 23.25 per cent annualised returns since its debut 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 investment.
A Rs 15,000 monthly SIP investment in the fund has ballooned to Rs 15.5 lakh in the 5-year period.
Axis Nifty 100 Index Fund Direct-Growth
The fund has given 18.65 per cent annualised returns in the 5-year time frame.
It has an asset base of Rs 1,662 crore, while its NAV is Rs 22.04.
Benchmarked against NIFTY 100 TRI, the fund has given 16.83 per cent annualised returns since its launch 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 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has converted into Rs 14.81 lakh in 5 years.
Bandhan Nifty 50 Index Fund Direct Plan-Growth
The fund has given 17.92 per cent annualised returns in the 5-year period.
It has AUM of Rs 18,105 crore, while its unit price is Rs 232.8056.
Benchmarked against Nifty 50 Total Return, the fund has given 13.52 per cent annualised returns since its starting in January 2013.
Bandhan Nifty 50 Index Fund Direct Plan-Growth
At an expense ratio of 0.20 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP investment in the fund has jumped to Rs 14.08 lakh in the 5-year time frame.
UTI Nifty 50 Index Fund Direct-Growth
The fund has given 17.97 per cent annualised returns in 5 years.
It has an asset base of Rs 19,626 crore, while its unit price is Rs 167.3.
Benchmarked against Nifty 50 Total Return, the fund has given 13.4 per cent annualised returns since its beginning in January 2013.
UTI Nifty 50 Index Fund Direct-Growth
With an expense ratio of 0.19 per cent, the fund has Rs 500 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has swelled to Rs 14.09 lakh in the 5-year period.
SBI Nifty Index Direct Plan-Growth
The fund has given 17.94 per cent annualised returns in the 5-year time frame.
It has a fund size of Rs 8,465 crore, while its NAV is Rs 222.5978.
Benchmarked against Nifty 50 Total Return, the fund has given 13.11 per cent annualised returns since its inception in January 2013.
SBI Nifty Index Direct Plan-Growth
At an expense ratio of 0.20 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 14.08 lakh in 5 years.
HDFC Nifty 50 Index Direct -Growth
The fund has given 17.92 per cent annualised returns in the 5-year period.
It has AUM of Rs 18,105 crore, while its unit price is Rs 232.8056.
Benchmarked against Nifty 50 Total Return, the fund has given 13.52 per cent annualised returns since its launch in January 2013.
HDFC Nifty 50 Index Direct -Growth
With an expense ratio of 0.20 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP investment in the fund has jumped to Rs 14.08 lakh in the 5-year period.