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Top Performed Index Fund in 10 Years English

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Top Performed Index Fund in 10 Years

The table below shows a list of Top Performing Index Funds in 10 Years based on AUM, NAV & Minimum SIP.

NameAUMNAVMinimum SIP (rs.)
UTI Nifty 50 Index Fund18,345.17172.431,500.00
HDFC Index Fund-NIFTY 50 Plan14,219.56239.97100.00
ICICI Pru Nifty 50 Index Fund8,941.14259.41500.00
HDFC Index Fund-BSE Sensex7,365.30769.04100.00
ICICI Pru Nifty Next 50 Index Fund5,283.5468.63500.00
Nippon India Index Fund-Nifty 50 Plan1,648.6845.17100
Bandhan Nifty 50 Index Fund1,265.7054.87100
Tata NIFTY 50 Index Fund810.59167.02150.00
LIC MF Nifty Next 50 Index Fund90.2560.113,000.00
Sundaram Nifty 100 Equal Weight Fund85.73191.021,000.00

What Is an Index Fund?

An index fund is a type of mutual fund or exchange-traded fund (ETF) designed to replicate the performance of a specific financial market index, such as the S&P 500. It provides broad market exposure, low operating expenses, and low portfolio turnover, making it a popular choice for investors seeking a diversified and cost-effective investment strategy.

Best Top Performed Index Fund in 10 Years

The table below shows the Best Top Performed Index Funds in 10 Years based on Expense Ratio and Minimum SIP.

NameExpense RatioMinimum SIP (rs.)
Sundaram Nifty 100 Equal Weight Fund0.571,000.00
LIC MF Nifty Next 50 Index Fund0.323,000.00
ICICI Pru Nifty Next 50 Index Fund0.3500.00
HDFC Index Fund-NIFTY 50 Plan0.2100.00
HDFC Index Fund-BSE Sensex0.2100.00
Nippon India Index Fund-Nifty 50 Plan0.2100
Tata NIFTY 50 Index Fund0.2150.00
UTI Nifty 50 Index Fund0.181,500.00
ICICI Pru Nifty 50 Index Fund0.17500.00
Bandhan Nifty 50 Index Fund0.1100

List Of Top Performing Index Funds in 10 Years

The table below shows the Top Performed Index Funds in 10 Years based on CAGR 3Y and Minimum SIP.

NameCAGR 3YMinimum SIP (rs.)
LIC MF Nifty Next 50 Index Fund24.133,000.00
ICICI Pru Nifty Next 50 Index Fund24.09500.00
Sundaram Nifty 100 Equal Weight Fund21.931,000.00
Bandhan Nifty 50 Index Fund17.79100
UTI Nifty 50 Index Fund17.71,500.00
Tata NIFTY 50 Index Fund17.68150.00
HDFC Index Fund-NIFTY 50 Plan17.66100.00
ICICI Pru Nifty 50 Index Fund17.66500.00
Nippon India Index Fund-Nifty 50 Plan17.65100
HDFC Index Fund-BSE Sensex17.03100.00

Top Performed Index Fund in 10 Years

The table below shows the Top Performed Index Funds in 10 Years based on AMC and Exit Load.

NameAMCExit Load
UTI Nifty 50 Index FundUTI Asset Management Company Private Limited0
Tata NIFTY 50 Index FundTata Asset Management Private Limited0.25
Sundaram Nifty 100 Equal Weight FundSundaram Asset Management Company Limited0
Nippon India Index Fund-Nifty 50 PlanNippon Life India Asset Management Limited0.25
LIC MF Nifty Next 50 Index FundLIC Mutual Fund Asset Management Limited0
ICICI Pru Nifty Next 50 Index FundICICI Prudential Asset Management Company Limited0
ICICI Pru Nifty 50 Index FundICICI Prudential Asset Management Company Limited0
HDFC Index Fund-NIFTY 50 PlanHDFC Asset Management Company Limited0.25
HDFC Index Fund-BSE SensexHDFC Asset Management Company Limited0.25
Bandhan Nifty 50 Index FundBandhan AMC Limited0

Who Should Invest In Top Performed Index Fund in 10 Years?

Investing in a top-performing index fund from the past decade is ideal for long-term investors seeking steady growth, those who prefer low-maintenance investments, and individuals looking to diversify their portfolios. It’s particularly suitable for risk-averse investors, as these funds typically offer broad market exposure and lower volatility compared to individual stocks. However, thorough research and understanding of risks are essential.

How To Invest In Top Performed Index Fund in 10 Years?

To invest in a top-performing index fund from the past 10 years, start by researching funds with strong historical performance and low expense ratios. Open a brokerage account, then choose the fund and purchase shares. Regularly review your investment, considering factors like market changes and your financial goals. Diversify your portfolio to balance risk and returns.

Performance Metrics Of Best Performed Index Fund in 10 Years?

Performance metrics of the best-performing index funds over 10 years emphasize steady returns, low costs, and minimal tracking errors. These funds mirror market performance, offering reliable growth with low risk.

  1. Steady Returns: The index fund consistently mirrors the benchmark, providing steady, reliable returns over a decade, making it a strong choice for long-term investors.
  1. Low Expense Ratio: With a low expense ratio, more investor capital remains invested, enhancing overall returns and making the fund cost-effective for long-term holding.
  1. Minimal Tracking Error: The fund maintains minimal tracking error, closely following the performance of its benchmark index, ensuring it delivers expected market returns.
  1. Market Resilience: The fund shows resilience during market fluctuations, maintaining stability and recovering in line with the broader market, a sign of strong performance.

Benefits Of Investing In Top Performed Index Fund in 10 Years?

The main benefits of investing in a top-performing index fund over the past decade include diversification, lower costs, consistent returns, and reduced risk. These factors contribute to a stable and potentially rewarding investment experience.

1. Diversification: Investing in index funds spreads your investment across numerous stocks or bonds, reducing the impact of poor performance by any single asset.

2. Lower Costs: Index funds typically have lower management fees compared to actively managed funds, which helps in maximizing net returns.

3. Consistent Returns: Historically, top-performing index funds have provided steady returns, reflecting broad market trends rather than individual stock performance.

4. Reduced Risk: With a diversified portfolio and lower fees, index funds generally present lower risk compared to investing in individual stocks or actively managed funds.

Challenges Of Investing In The Best Performed Index Fund in 10 Years?

The main challenges of investing in the best-performing index fund over the past decade include market fluctuations, potential underperformance in changing conditions, lack of personalization, and possible high initial investment requirements. These factors can impact overall investment success.

1. Market Fluctuations: Index funds are subject to market volatility, which can lead to periods of poor performance, affecting short-term returns.

2. Underperformance in Changing Conditions: A fund that performed well in the past may not continue to do so, especially if market conditions or economic factors change significantly.

3. Lack of Personalization: Index funds follow a predetermined market index and do not account for individual investment preferences or goals, which might not align with every investor’s needs.

4. High Initial Investment Requirements: Some top-performing index funds may have higher minimum investment thresholds, which can be a barrier for new or smaller investors.

Introduction to Top Performed Index Fund in 10 Years

UTI Nifty 50 Index Fund

UTI Nifty 50 Index Fund Direct-Growth is a Large Cap Index mutual fund scheme from UTI Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

UTI Nifty 50 Index Fund Direct-Growth as an Index fund, manages assets valued at ₹16,924.52 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.57%. This fund has an exit load of 0% and an expense ratio of 0.18%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.7%, and Other – 0.3%.

HDFC Index Fund-NIFTY 50 Plan

HDFC Index Fund Nifty 50 Plan Direct-Growth is a Large Cap Index mutual fund scheme from HDFC Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

HDFC Index Fund Nifty 50 Plan Direct -Growth as an Index fund, manages assets valued at ₹14,219.56 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.47%. This fund has an exit load of 0.25% and an expense ratio of 0.2%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.61%, and Other – 0.39%.

ICICI Pru Nifty 50 Index Fund

ICICI Prudential Nifty 50 Index Direct Plan-Growth is a Large Cap Index mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

ICICI Prudential Nifty 50 Index Direct Plan-Growth as an Index fund, manages assets valued at ₹9,800.42 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.55%. This fund has an exit load of 0% and an expense ratio of 0.17%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.65%, and Other – 0.35%.

HDFC Index Fund-BSE Sensex

HDFC Index Fund – BSE Sensex Plan Direct-Growth is a Large Cap Index mutual fund scheme from HDFC Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

HDFC Index Fund – BSE Sensex Plan Direct-Growth as an Index fund, manages assets valued at ₹6,820.43 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 17.85%. This fund has an exit load of 0.25% and an expense ratio of 0.2%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.57%, and Other – 0.43%.

ICICI Pru Nifty Next 50 Index Fund

ICICI Prudential Nifty Next 50 Index Direct-Growth is a Large Cap Index mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

ICICI Prudential Nifty Next 50 Index Direct-Growth as an Index fund, manages assets valued at ₹5,844.95 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 23.8%. This fund has an exit load of 0% and an expense ratio of 0.3%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.61%, and Other – 0.39%.

Nippon India Index Fund-Nifty 50 Plan

Nippon India Index Fund Nifty 50 Plan Direct-Growth is a Large Cap Index mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Nippon India Index Fund Nifty 50 Plan Direct-Growth as an Index fund, manages assets valued at ₹1,648.68 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.86%. This fund has an exit load of 0.25% and an expense ratio of 0.2%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.59%, and Other – 0.41%.

Bandhan Nifty 50 Index Fund

Bandhan Nifty 50 Index Fund Direct Plan-Growth is a Large Cap Index mutual fund scheme from Bandhan Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

Bandhan Nifty 50 Index Fund Direct Plan-Growth as an Index fund, manages assets valued at ₹1,265.70 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.11%. This fund has an exit load of 0% and an expense ratio of 0.1%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.58%, and Other – 0.42%.

Tata NIFTY 50 Index Fund

The Tata NIFTY 50 Index Fund is a diversified equity scheme that tracks the NIFTY 50 Index, offering investors broad market exposure. It was launched on February 25, 2021.

ICICI Prudential Nifty Next 50 Index Direct-Growth as an Index fund, manages assets valued at ₹810.59 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.85%. This fund has an exit load of 0.25% and an expense ratio of 0.2%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.61%, and Other – 0.39%.

Best Top Performed Index Fund in 10 Years – FAQs  

1. Which Are The Best Performed Index Funds in 10 Years?

Best Performed Index Funds in 10 Years # 1: UTI Nifty 50 Index Fund
Best Performed Index Funds in 10 Years # 2: HDFC Index Fund-NIFTY 50 Plan
Best Performed Index Funds in 10 Years # 3: ICICI Pru Nifty 50 Index Fund
Best Performed Index Funds in 10 Years # 4: HDFC Index Fund-BSE Sensex
Best Performed Index Funds in 10 Years # 5: ICICI Pru Nifty Next 50 Index Fund

These funds are listed based on the Highest AUM.

2. What Are The Top Performed Index Funds in 10 Years?

The Top Performed Index Funds in 10 Years, based on expense ratio, include Sundaram Nifty 100 Equal Weight Fund, LIC MF Nifty Next 50 Index Fund, ICICI Pru Nifty Next 50 Index Fund, HDFC Index Fund-NIFTY 50 Plan, and HDFC Index Fund-BSE Sensex.

3. Can I Invest In the Top Performed Index Fund in 10 Years?

Yes, investing in a top-performing index fund over the past 10 years can be a good strategy. Such funds typically offer diversified, lower-risk investments with steady returns. However, past performance doesn’t guarantee future results, so it’s essential to do thorough research and consider your risk tolerance.

4. Is It Good To Invest In Top Performed Index Fund in 10 Years In India?

Investing in top-performing Index Funds in India over the past 10 years can be beneficial due to diversification and professional management. However, assess their historical performance, fees, and alignment with your financial goals and risk tolerance before making investment decisions.

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.

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