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Top Performing Index Funds in 5 Year English

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Top Performing Index Funds in 5 Years

The below table shows a list Of the Top Performing Index Funds in 5 Years based on AUM, NAV and minimum SIP.

NameAUM (Cr)NAV (Rs)Minimum SIP (Rs)
UTI Nifty 50 Index Fund19356.78171.471500
HDFC Index Fund-NIFTY 50 Plan16592.31238.64100
ICICI Pru Nifty 50 Index Fund11115.37257.97500
SBI Nifty Index Fund7940.91228.17500
HDFC Index Fund-BSE Sensex7365.30763.04100
ICICI Pru Nifty Next 50 Index Fund6643.9368.80500
UTI Nifty Next 50 Index Fund4662.7227.31500
Nippon India Index Fund-Nifty 50 Plan1795.9244.92100
ICICI Pru BSE Sensex Index Fund1623.9726.62100
DSP Nifty 50 Equal Weight Index Fund1558.9926.37100

Introduction to Top Performing Index Funds in 5 Years

Kotak Equity Opportunities Fund  

Kotak Equity Opportunities Fund is a Large & MidCap mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Kotak Equity Opportunities Fund falls under the Large & MidCap category with an AUM of ₹24,055.26 crores, a 5-year CAGR of 26.32%, an exit load of 1% and an expense ratio of 0.47%. The SEBI risk category is Very High. Its asset allocation includes 0.07% in Rights, 0.31% in Mutual Funds, 1.16% in Cash & Equivalents and 98.45% in Equity.

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Canara Robeco Emerging Equities Fund  

Canara Robeco Emerging Equities Fund is a Large & MidCap mutual fund scheme from Canara Robeco Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Canara Robeco Emerging Equities Fund falls under the Large & MidCap category with an AUM of ₹23,816.11 crores, a 5-year CAGR of 26.10%, an exit load of 1% and an expense ratio of 0.55%. The SEBI risk category is Very High. Its asset allocation includes 2.08% in Cash & Equivalents and 97.92% in Equity.

HDFC Large and Mid Cap Fund  

HDFC Large and Mid Cap Fund is a Large & MidCap mutual fund scheme from HDFC Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

HDFC Large and Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹21,459.36 crores, a 5-year CAGR of 27.77%, an exit load of 1% and an expense ratio of 0.82%. The SEBI risk category is Very High. Its asset allocation includes 0.02% in Rights, 0.16% in Mutual Funds, 0.38% in REITs & InvIT, 1.98% in Cash & Equivalents and 97.46% in Equity.

ICICI Prudential Large & Mid Cap Fund  

ICICI Prudential Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

ICICI Prudential Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹14,485.78 crores, a 5-year CAGR of 27.61%, an exit load of 1%, and an expense ratio of 0.82%. The SEBI risk category is Very High. Its asset allocation includes 0.03% in Rights, 1.25% in Treasury Bills, 3.83% in Cash & Equivalents and 94.89% in Equity.

Axis Growth Opportunities Fund  

Axis Growth Opportunities Fund is a Large & MidCap mutual fund scheme from Axis Mutual Fund. This fund has been operational for 5 years and 11 months, having been launched on October 1, 2018.

Axis Growth Opportunities Fund falls under the Large & MidCap category with an AUM of ₹13,883.28 crores, a 5-year CAGR of 26.67%, an exit load of 1% and an expense ratio of 0.56%. The SEBI risk category is Very High. Its asset allocation includes 0.14% in ADR & GDR, 0.46% in Cash & Equivalents, 1.84% in Mutual Funds and 97.56% in Equity. 

Bandhan Core Equity Fund  

Bandhan Core Equity Fund is a Large & MidCap mutual fund scheme from Bandhan Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Bandhan Core Equity Fund falls under the Large & MidCap category with an AUM of ₹5,360.46 crores, a 5-year CAGR of 28.53%, an exit load of 1% and an expense ratio of 0.67%. The SEBI risk category is Very High. Its asset allocation includes 4.63% in Cash & Equivalents and 95.37% in Equity.

UTI Large & Mid Cap Fund  

UTI Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from UTI Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

UTI Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹3,748.61 crores, a 5-year CAGR of 26.96%, an exit load of 1% and an expense ratio of 1.16%. The SEBI risk category is Very High. Its asset allocation includes 0.10% in Treasury Bills, 0.46% in Rights, 4.80% in Cash & Equivalents and 94.64% in Equity.

Edelweiss Large & Mid Cap Fund  

Edelweiss Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from Edelweiss Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Edelweiss Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹3,393.29 crores, a 5-year CAGR of 26.30%, an exit load of 1% and an expense ratio of 0.46%. The SEBI risk category is Very High. Its asset allocation includes 2.26% in Cash & Equivalents and 97.74% in Equity.

HSBC Large & Mid Cap Fund  

HSBC Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from HSBC Mutual Fund. This fund has been operational for 5 years and 6 months, having been launched on March 11, 2019.

HSBC Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹3,382.75 crores, a 5-year CAGR of 26.21%, an exit load of 1% and an expense ratio of 0.90%. The SEBI risk category is Very High. Its asset allocation includes 0.06% in Rights, 1.33% in Cash & Equivalents and 98.61% in Equity.

Quant Large & Mid Cap Fund  

Quant Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from Quant Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Quant Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹3,290.34 crores, a 5-year CAGR of 32.72%, an exit load of 1% and an expense ratio of 0.61%. The SEBI risk category is Very High. Its asset allocation includes 0.91% in Cash & Equivalents, 6.94% in Futures & Options, 7.08% in Treasury Bills and 85.07% in Equity.

What Are Index Funds?

Index Funds are a type of mutual fund or exchange-traded fund (ETF) designed to track the performance of a specific market index, such as the S&P 500 or Nifty 50. These funds aim to replicate the returns of the underlying index by investing in the same securities in approximately the same proportions.

Index Funds follow a passive investment strategy, meaning they don’t try to outperform the market but rather match its performance. This approach typically results in lower operating costs and fees compared to actively managed funds.

These funds offer investors broad market exposure, diversification, and generally lower risk compared to individual stock picking. They are suitable for investors seeking long-term growth and those who believe in the efficiency of markets.

Features Of Top Performing Index Funds in 5 Years

The main features of top-performing Index Funds in 5 years include low costs, broad market exposure, passive management, transparency and tax efficiency. These funds aim to replicate the performance of a specific market index, offering investors a simple way to invest in the overall market.

  • Low costs: Index Funds typically have lower expense ratios compared to actively managed funds, as they don’t require extensive research or frequent trading.
  • Broad market exposure: These funds provide diversification by investing in a wide range of securities that make up the underlying index, reducing single-stock risk.
  • Passive management: Index Funds follow a rules-based approach, aiming to match the performance of the benchmark index rather than trying to outperform it.
  • Transparency: The holdings of Index Funds are generally known and align with the composition of the underlying index, providing clarity to investors.

Best Performing Index Funds in 5 Years

The table below shows the Best Performing Index Funds in 5 Years based on the lowest to highest expense ratio.

NameExpense Ratio (%)Minimum SIP (Rs)
ICICI Pru Nifty 50 Index Fund0.17500
UTI Nifty 50 Index Fund0.181500
ICICI Pru BSE Sensex Index Fund0.19100
HDFC Index Fund-NIFTY 50 Plan0.2100
SBI Nifty Index Fund0.2500
HDFC Index Fund-BSE Sensex0.2100
Nippon India Index Fund-Nifty 50 Plan0.2100
ICICI Pru Nifty Next 50 Index Fund0.31500
UTI Nifty Next 50 Index Fund0.36500
DSP Nifty 50 Equal Weight Index Fund0.4100

Top Performing Index Funds in 5 Years In India

The table below shows the top-performing index Funds in 5 Years In India Based on the Highest 3Y CAGR.

NameCAGR 3Y (Cr)Minimum SIP (Rs)
ICICI Pru Nifty Next 50 Index Fund24.34500
UTI Nifty Next 50 Index Fund24.34500
DSP Nifty 50 Equal Weight Index Fund21.53100
UTI Nifty 50 Index Fund15.701500
SBI Nifty Index Fund15.70500
ICICI Pru Nifty 50 Index Fund15.67500
HDFC Index Fund-NIFTY 50 Plan15.66100
Nippon India Index Fund-Nifty 50 Plan15.66100
HDFC Index Fund-BSE Sensex14.60100
ICICI Pru BSE Sensex Index Fund14.57100

Top Performing Index Funds in 5 Years List

The table below shows the Top Performing Index Funds in the 5 Years List based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

NameAMCExit Load (%)
ICICI Pru Nifty Next 50 Index FundICICI Prudential Asset Management Company Limited0
UTI Nifty Next 50 Index FundUTI Asset Management Company Private Limited0
DSP Nifty 50 Equal Weight Index FundDSP Investment Managers Private Limited0
UTI Nifty 50 Index FundUTI Asset Management Company Private Limited0
ICICI Pru Nifty 50 Index FundICICI Prudential Asset Management Company Limited0
ICICI Pru BSE Sensex Index FundICICI Prudential Asset Management Company Limited0
SBI Nifty Index FundSBI Funds Management Limited0.2
HDFC Index Fund-NIFTY 50 PlanHDFC Asset Management Company Limited0.25
Nippon India Index Fund-Nifty 50 PlanNippon Life India Asset Management Limited0.25
HDFC Index Fund-BSE SensexHDFC Asset Management Company Limited0.25

Factors To Consider When Investing In Top Performing Index Funds in 5 Years

The main factors to consider when investing in top-performing Index Funds in 5 years include tracking error, expense ratio, fund size, underlying index and liquidity. These factors can significantly impact the fund’s performance and suitability for your portfolio.

  • Tracking error: Look for funds with low tracking error, indicating how closely the fund follows its benchmark index. Lower tracking error suggests better index replication.
  • Expense ratio: Compare expense ratios across different index funds. Lower expenses can contribute to better overall returns, as index funds aim to match market performance.
  • Fund size: Larger funds may have better economies of scale, potentially leading to lower costs. However, very large funds might face challenges in exact index replication.
  • Underlying index: Choose an index that aligns with your investment goals and risk tolerance. Different indices offer exposure to various market segments or sectors.
  • Liquidity: Consider the fund’s trading volume and bid-ask spreads, especially for ETFs. Higher liquidity can lead to easier buying and selling at fair prices.

How To Invest In Top Performing Index Funds in 5 Years?

To invest in top-performing Index Funds in 5 years, start by researching and comparing different funds based on their tracking error, expense ratios, and the indices they follow. Once you’ve selected a fund that aligns with your financial goals and risk tolerance, you can invest through Alice Blue.

Alice Blue is a user-friendly online investment platform that provides tools and resources to help you make informed investment decisions. You can choose to invest a lump sum amount or opt for a Systematic Investment Plan (SIP), which allows you to invest a fixed amount regularly.

For most investors, a SIP is recommended as it helps in rupee cost averaging and reduces the impact of market volatility on your investment over time. Remember to review and rebalance your investment periodically to ensure it remains aligned with your financial goals.

Advantages Of Investing In Top Performing Index Funds in 5 Years?

The main advantages of investing in top-performing Index Funds in 5 years include low costs, broad market exposure, simplicity, transparency and potential for consistent returns. These funds offer a straightforward way to invest in the overall market performance.

  • Low costs: Index Funds typically have lower expense ratios compared to actively managed funds, potentially leading to better long-term returns for investors.
  • Broad market exposure: These funds provide instant diversification by investing in a wide range of securities that make up the underlying index.
  • Simplicity: Index Funds offer a straightforward investment approach, making them suitable for both novice and experienced investors.
  • Transparency: The holdings of Index Funds are generally known and align with the composition of the underlying index, providing clarity to investors.

Risks Of Investing In Top Performing Index Funds in 5 Years?

The main risks of investing in top-performing Index Funds in 5 years include market risk, lack of downside protection, tracking error and potential underperformance in certain market conditions. While generally considered lower risk, these funds are not without potential drawbacks.

  • Market risk: Index Funds are subject to overall market fluctuations. When the market declines, these funds will also decrease in value.
  • Lack of downside protection: Unlike actively managed funds, Index Funds don’t attempt to minimize losses during market downturns.
  • Tracking error: There may be slight differences between the fund’s performance and the underlying index due to various factors.
  • Potential underperformance: In certain market conditions, actively managed funds may outperform Index Funds, leading to opportunity costs for investors.

Importance of Index Funds

The main importance of Index Funds lies in their ability to provide broad market exposure, offer low-cost investing options, simplify investment decisions and deliver consistent long-term returns. These funds play a crucial role in many investors’ portfolios.

  • Broad market exposure: Index Funds allow investors to easily gain exposure to entire market segments or sectors through a single investment.
  • Cost-effective investing: With lower expense ratios, Index Funds can help investors keep more of their returns over the long term.
  • Simplicity: These funds offer a straightforward way to invest, making them accessible to both novice and experienced investors.
  • Consistent performance: By tracking market indices, Index Funds aim to deliver returns that consistently match overall market performance.

How Long Can You Stay Invested in Index Funds?

The ideal investment horizon for Index Funds is typically long-term, often 5-10 years or more. This extended time frame allows investors to benefit from the overall growth of the market and helps smooth out short-term market volatility. Index Funds are designed to capture market returns over time.

However, the exact duration can vary based on individual financial goals and market conditions. Regular investments through SIPs can be an effective strategy for long-term wealth creation with Index Funds. It’s important to periodically review and rebalance your portfolio to ensure it aligns with your changing financial objectives.

Tax Implications of Investing in Index Funds

Index Funds are taxed based on their underlying assets and structure. For equity Index Funds, gains are taxed as per equity mutual fund rules in India. Short-term capital gains (holding period ≤ 1 year) are taxed at 15%, while long-term capital gains (> 1 year) up to ₹1 lakh per year are tax-free.

Long-term capital gains exceeding ₹1 lakh are taxed at 10% without indexation benefits. For debt Index Funds, gains are taxed as per debt fund rules, with different rates for short-term and long-term gains. It’s important to consider these tax implications when planning your investment strategy.

Future of Index Funds

The future of Index Funds in India looks promising, driven by factors such as increasing investor awareness, growing preference for low-cost investment options and the potential for consistent market-linked returns. As the Indian financial markets mature, Index Funds are likely to gain more popularity among retail and institutional investors.

However, their growth may be influenced by factors such as regulatory changes, the development of new indices and innovations in passive investing strategies. The increasing adoption of technology in financial services may also lead to more efficient and accessible Index Fund offerings in the future.

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Top Performing Index Funds in 5 Years – FAQs   

1. What Are Index Funds?

Index funds are mutual funds or ETFs that replicate the performance of a specific market index, such as the Nifty 50 or Sensex. By investing in the same securities as the index, these funds aim to provide broad market exposure with lower costs and minimal management.

2. What Are The Top Performing Index Funds in 5 Years?

Top Performing Index Funds in 5 Years #1: UTI Nifty 50 Index Fund
Top Performing Index Funds in 5 Years #2: HDFC Index Fund-NIFTY 50 Plan
Top Performing Index Funds in 5 Years #3: ICICI Pru Nifty 50 Index Fund
Top Performing Index Funds in 5 Years #4: SBI Nifty Index Fund
Top Performing Index Funds in 5 Years #5: HDFC Index Fund-BSE Sensex

These funds are listed based on the Highest AUM.

3. What Are Best Performing Index Funds in 5 Years?

The best-performing index funds over 5 years based on expense ratio are ICICI Pru Nifty 50 Index Fund, UTI Nifty 50 Index Fund, ICICI Pru BSE Sensex Index Fund, HDFC Index Fund-NIFTY 50 Plan and SBI Nifty Index Fund. These funds offer strong returns with lower costs.

4. How To Invest In Top-Performing Index Funds?

To invest in top-performing Index Funds, research funds using financial websites and compare their tracking error and expense ratios. Then, open an account with Alice Blue, a user-friendly investment platform. Choose between a lump sum investment or starting a Systematic Investment Plan (SIP) for regular investing.

5. Is It Good To Invest In Top Performing Index Funds in 5 Years?

Investing in top-performing Index Funds can be good for long-term investors seeking broad market exposure at low costs. They offer simplicity and the potential for consistent market-linked returns. However, consider your investment goals, risk tolerance and overall portfolio allocation before investing.

6. Can I Buy Top Performing Index Funds in 5 Years?

Yes, you can buy top-performing Index Funds through various online platforms like Alice Blue or directly from fund houses. These funds are typically open-ended, allowing purchases on any business day. Consider your investment goals and choose funds tracking indices aligned with your strategy.

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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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