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
