The table below shows a list of Top Performing Index Funds in 10 Years based on AUM, NAV & Minimum SIP.
| Name | AUM | NAV | Minimum SIP (rs.) |
| UTI Nifty 50 Index Fund | 20,082.94 | 171.25 | 1,500.00 |
| HDFC Nifty 50 Index Fund | 18,412.12 | 238.3 | 100 |
| ICICI Pru Nifty 50 Index Fund | 11,919.15 | 257.62 | 100 |
| HDFC BSE Sensex Index Fund | 7,812.82 | 773.64 | 100 |
| ICICI Pru Nifty Next 50 Index Fund | 7,010.42 | 67.44 | 100 |
| Bandhan Nifty 50 Index Fund | 1,564.74 | 54.45 | 100 |
| Tata NIFTY 50 Index Fund | 1,079.62 | 165.79 | 150 |
| Nippon India Index Fund-BSE Sensex Plan | 766.29 | 43.97 | 1,500.00 |
| Tata BSE Sensex Index Fund | 368.49 | 216.88 | 1,500.00 |
| LIC MF Nifty Next 50 Index Fund | 96.87 | 59.05 | 1,000.00 |
Content:
- What Is an Index Fund?
- Best Top Performed Index Fund in 10 Years
- List Of Top Performing Index Funds in 10 Years
- Top Performed Index Fund in 10 Years
- Who Should Invest In Top Performed Index Fund in 10 Years?
- How To Invest In Top Performed Index Fund in 10 Years?
- Performance Metrics Of Best Performed Index Fund in 10 Years?
- Benefits Of Investing In Top Performed Index Fund in 10 Years?
- Challenges Of Investing In The Best Performed Index Fund in 10 Years?
- Introduction to Top Performed Index Fund in 10 Years
- Best Top Performed Index Fund in 10 Years – FAQs
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.
| Name | Expense Ratio | Minimum SIP (rs.) |
| LIC MF Nifty Next 50 Index Fund | 0.32 | 1,000.00 |
| ICICI Pru Nifty Next 50 Index Fund | 0.31 | 100 |
| Tata BSE Sensex Index Fund | 0.26 | 1,500.00 |
| HDFC BSE Sensex Index Fund | 0.2 | 100 |
| HDFC Nifty 50 Index Fund | 0.2 | 100 |
| Nippon India Index Fund-BSE Sensex Plan | 0.2 | 1,500.00 |
| SBI Nifty Index Fund | 0.2 | 500 |
| Tata NIFTY 50 Index Fund | 0.19 | 150 |
| UTI Nifty 50 Index Fund | 0.18 | 1,500.00 |
| ICICI Pru Nifty 50 Index Fund | 0.18 | 100 |
| Bandhan Nifty 50 Index Fund | 0.1 | 100 |
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.
| Name | CAGR 3Y | Minimum SIP (rs.) |
| LIC MF Nifty Next 50 Index Fund | 20.02 | 1,000.00 |
| ICICI Pru Nifty Next 50 Index Fund | 19.99 | 100 |
| Bandhan Nifty 50 Index Fund | 13.73 | 100 |
| UTI Nifty 50 Index Fund | 13.62 | 1,500.00 |
| SBI Nifty Index Fund | 13.62 | 500 |
| HDFC Nifty 50 Index Fund | 13.59 | 100 |
| Tata NIFTY 50 Index Fund | 13.59 | 150 |
| ICICI Pru Nifty 50 Index Fund | 13.58 | 100 |
| Nippon India Index Fund-BSE Sensex Plan | 13.29 | 1,500.00 |
| HDFC BSE Sensex Index Fund | 13.27 | 100 |
| Tata BSE Sensex Index Fund | 13.16 | 1,500.00 |
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.
| Name | AMC | Exit Load |
| ICICI Pru Nifty Next 50 Index Fund | ICICI Prudential Asset Management Company Limited | 0 |
| LIC MF Nifty Next 50 Index Fund | LIC Mutual Fund Asset Management Limited | 0 |
| Bandhan Nifty 50 Index Fund | Bandhan AMC Limited | 0 |
| HDFC BSE Sensex Index Fund | HDFC Asset Management Company Limited | 0.25 |
| UTI Nifty 50 Index Fund | UTI Asset Management Company Private Limited | 0 |
| HDFC Nifty 50 Index Fund | HDFC Asset Management Company Limited | 0.25 |
| Tata NIFTY 50 Index Fund | Tata Asset Management Private Limited | 0.25 |
| ICICI Pru Nifty 50 Index Fund | ICICI Prudential Asset Management Company Limited | 0 |
| Tata BSE Sensex Index Fund | Tata Asset Management Private Limited | 0.25 |
| Nippon India Index Fund-BSE Sensex Plan | Nippon Life India Asset Management Limited | 0 |
| SBI Nifty Index Fund | SBI Funds Management Limited | 0.2 |
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.
- 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.
- 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.
- Minimal Tracking Error: The fund maintains minimal tracking error, closely following the performance of its benchmark index, ensuring it delivers expected market returns.
- 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 offered by UTI Asset Management Company. Launched on 01/01/2013, this fund has been operational for over 11 years. It aims to provide returns that closely correspond to the total returns of the securities represented by the Nifty 50 Index.
The fund manages assets worth ₹20,082.94 crores and has achieved a 5-year CAGR of 13.62%. With an exit load of 0% and an expense ratio of 0.18%, it is considered a low-cost investment option. Classified under the Very High-risk category by SEBI, its asset allocation comprises 99.82% Equity and 0.18% Other.
HDFC Nifty 50 Index Fund
HDFC Nifty 50 Index Fund Direct-Growth is a Large Cap Index mutual fund scheme from HDFC Asset Management Company. This fund was launched on 01/01/2013, making it one of the well-established options for investors seeking to mimic the performance of the Nifty 50 Index.
The fund holds assets valued at ₹18,412.12 crores and has delivered a 5-year CAGR of 13.59%. With an expense ratio of 0.20% and an exit load of 0.25%, it is designed to be a cost-efficient choice. SEBI has classified this fund under the Very High-risk category. Its asset allocation includes 99.85% Equity and 0.15% Other.
ICICI Pru Nifty 50 Index Fund
ICICI Prudential Nifty 50 Index Fund Direct-Growth is an Index mutual fund scheme managed by ICICI Prudential Asset Management. Launched on 01/01/2013, this fund replicates the performance of the Nifty 50 Index, offering a diversified exposure to blue-chip companies.
The fund’s assets under management stand at ₹11,919.15 crores, with a 5-year CAGR of 13.58%. It has an expense ratio of 0.18% and an exit load of 0%, making it an attractive choice for long-term investors. As a Very High-risk fund, its portfolio comprises 99.83% Equity and 0.17% Other.
HDFC BSE Sensex Index Fund
HDFC BSE Sensex Index Fund Direct-Growth is a Large Cap Index mutual fund scheme from HDFC Asset Management Company. Launched on 01/01/2013, it aims to replicate the performance of the BSE Sensex.
The fund manages assets worth ₹7,812.82 crores and has achieved a 5-year CAGR of 13.27%. It has an expense ratio of 0.20% and an exit load of 0.25%. Classified under the Very High-risk category by SEBI, its portfolio consists of 99.87% Equity and 0.13% Other.
ICICI Pru Nifty Next 50 Index Fund
ICICI Prudential Nifty Next 50 Index Fund Direct-Growth is a Large Cap Index mutual fund scheme from ICICI Prudential Mutual Fund. Launched on 01/01/2013, this fund has been in existence for over 11 years, tracking the performance of the Nifty Next 50 Index.
The fund manages assets valued at ₹7,010.42 crores and boasts a 5-year CAGR of 19.99%. It has an expense ratio of 0.31% and an exit load of 0%. The fund is classified as Very High-risk, with its asset allocation consisting of 99.68% Equity and 0.32% Other.
Bandhan Nifty 50 Index Fund
Bandhan Nifty 50 Index Fund Direct-Growth is a Large Cap Index mutual fund scheme from Bandhan AMC. This fund, launched on 01/01/2013, is designed to replicate the Nifty 50 Index and provides exposure to India’s top 50 companies by market capitalization.
The fund holds assets worth ₹1,564.74 crores and has delivered a 5-year CAGR of 13.73%. With an expense ratio of 0.10% and an exit load of 0%, it is a cost-effective option for passive investors. The fund’s portfolio comprises 99.89% Equity and 0.11% Other.
Tata NIFTY 50 Index Fund
Tata NIFTY 50 Index Fund Direct-Growth is a Large Cap Index mutual fund scheme offered by Tata Asset Management. Launched on 01/01/2013, it seeks to deliver returns closely aligned with the Nifty 50 Index.
Managing assets of ₹1,079.62 crores, the fund has achieved a 5-year CAGR of 13.59%. It charges an expense ratio of 0.19% and imposes an exit load of 0.25%. Classified under the Very High-risk category, its asset allocation includes 99.88% Equity and 0.12% Other.
Nippon India Index Fund-BSE Sensex Plan
Nippon India Index Fund-BSE Sensex Plan Direct-Growth is a Large Cap Index mutual fund scheme from Nippon Life India Asset Management. Launched on 01/01/2013, the fund tracks the BSE Sensex, providing exposure to India’s top 30 companies.
The fund has ₹766.29 crores in assets under management and a 5-year CAGR of 13.29%. With an expense ratio of 0.20% and an exit load of 0%, it is designed for investors seeking long-term equity growth. The fund’s portfolio comprises 99.86% Equity and 0.14% Other.
Tata BSE Sensex Index Fund
Tata BSE Sensex Index Fund Direct-Growth is a Large Cap Index mutual fund scheme from Tata Asset Management. Launched on 01/01/2013, it aims to replicate the performance of the BSE Sensex.
The fund manages assets worth ₹368.49 crores and has a 5-year CAGR of 13.16%. It has an expense ratio of 0.26% and an exit load of 0.25%. As a Very High-risk fund, its portfolio allocation includes 99.87% Equity and 0.13% Other.
LIC MF Nifty Next 50 Index Fund
LIC MF Nifty Next 50 Index Fund Direct-Growth is a Large Cap Index mutual fund scheme from LIC Mutual Fund. Launched on 01/01/2013, the fund replicates the performance of the Nifty Next 50 Index.
The fund holds assets worth ₹96.87 crores and has a 5-year CAGR of 20.02%. With an expense ratio of 0.32% and an exit load of 0%, it offers exposure to mid-large cap companies. Its asset allocation includes 99.67% Equity and 0.33% Other.
Best Top Performed Index Fund in 10 Years – FAQs
Best Performed Index Funds in 10 Years # 1: UTI Nifty 50 Index Fund
Best Performed Index Funds in 10 Years # 2: HDFC Nifty 50 Index Fund
Best Performed Index Funds in 10 Years # 3: ICICI Pru Nifty 50 Index Fund
Best Performed Index Funds in 10 Years # 4: HDFC BSE Sensex Index Fund
Best Performed Index Funds in 10 Years # 5: ICICI Pru Nifty Next 50 Index Fund
These funds are listed based on the Highest AUM.
The Top Performed Index Funds in 10 Years, based on expense ratio, include LIC MF Nifty Next 50 Index Fund, ICICI Pru Nifty Next 50 Index Fund, Tata BSE Sensex Index Fund, HDFC BSE Sensex Index Fund, and HDFC Nifty 50 Index Fund.
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.
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.
