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 | 18,345.17 | 172.43 | 1,500.00 |
HDFC Index Fund-NIFTY 50 Plan | 14,219.56 | 239.97 | 100.00 |
ICICI Pru Nifty 50 Index Fund | 8,941.14 | 259.41 | 500.00 |
HDFC Index Fund-BSE Sensex | 7,365.30 | 769.04 | 100.00 |
ICICI Pru Nifty Next 50 Index Fund | 5,283.54 | 68.63 | 500.00 |
Nippon India Index Fund-Nifty 50 Plan | 1,648.68 | 45.17 | 100 |
Bandhan Nifty 50 Index Fund | 1,265.70 | 54.87 | 100 |
Tata NIFTY 50 Index Fund | 810.59 | 167.02 | 150.00 |
LIC MF Nifty Next 50 Index Fund | 90.25 | 60.11 | 3,000.00 |
Sundaram Nifty 100 Equal Weight Fund | 85.73 | 191.02 | 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.) |
Sundaram Nifty 100 Equal Weight Fund | 0.57 | 1,000.00 |
LIC MF Nifty Next 50 Index Fund | 0.32 | 3,000.00 |
ICICI Pru Nifty Next 50 Index Fund | 0.3 | 500.00 |
HDFC Index Fund-NIFTY 50 Plan | 0.2 | 100.00 |
HDFC Index Fund-BSE Sensex | 0.2 | 100.00 |
Nippon India Index Fund-Nifty 50 Plan | 0.2 | 100 |
Tata NIFTY 50 Index Fund | 0.2 | 150.00 |
UTI Nifty 50 Index Fund | 0.18 | 1,500.00 |
ICICI Pru Nifty 50 Index Fund | 0.17 | 500.00 |
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 | 24.13 | 3,000.00 |
ICICI Pru Nifty Next 50 Index Fund | 24.09 | 500.00 |
Sundaram Nifty 100 Equal Weight Fund | 21.93 | 1,000.00 |
Bandhan Nifty 50 Index Fund | 17.79 | 100 |
UTI Nifty 50 Index Fund | 17.7 | 1,500.00 |
Tata NIFTY 50 Index Fund | 17.68 | 150.00 |
HDFC Index Fund-NIFTY 50 Plan | 17.66 | 100.00 |
ICICI Pru Nifty 50 Index Fund | 17.66 | 500.00 |
Nippon India Index Fund-Nifty 50 Plan | 17.65 | 100 |
HDFC Index Fund-BSE Sensex | 17.03 | 100.00 |
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 |
UTI Nifty 50 Index Fund | UTI Asset Management Company Private Limited | 0 |
Tata NIFTY 50 Index Fund | Tata Asset Management Private Limited | 0.25 |
Sundaram Nifty 100 Equal Weight Fund | Sundaram Asset Management Company Limited | 0 |
Nippon India Index Fund-Nifty 50 Plan | Nippon Life India Asset Management Limited | 0.25 |
LIC MF Nifty Next 50 Index Fund | LIC Mutual Fund Asset Management Limited | 0 |
ICICI Pru Nifty Next 50 Index Fund | ICICI Prudential Asset Management Company Limited | 0 |
ICICI Pru Nifty 50 Index Fund | ICICI Prudential Asset Management Company Limited | 0 |
HDFC Index Fund-NIFTY 50 Plan | HDFC Asset Management Company Limited | 0.25 |
HDFC Index Fund-BSE Sensex | HDFC Asset Management Company Limited | 0.25 |
Bandhan Nifty 50 Index Fund | Bandhan AMC Limited | 0 |
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 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
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.
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.
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.
We hope you’re clear on the topic, but there’s more to explore in stocks, commodities, mutual funds, and related areas. Here are important topics to learn about.
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.