Top Performing Index Funds: Check Top Performing Index Mutual Funds to invest you money | The Economic Times (2024)

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| 24 April, 2024, 11:35 PM IST | Today's ePaper

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    Discover, screen and invest in mutual funds

    Top Performing Index Funds

    Index Funds are the ones which replicate the performance of a specific index like the NSE Nifty, BSE Sensex etc. This category is designed for the investors who want to invest through passive investment route. Passive investment means investment is done by the fund manager in the same securities as are there in the underlying index and in the same proportion too without changing the composition of the portfolio. Top performing Index funds are the funds with greater returns in the Index funds category.

    1. Useful in economic downturn cycle when generating alpha becomes difficult for a fund manager in an actively managed scheme
    2. Low cost investment vehicle because of its low expense ratio
    3. Equity index funds are suitable for moderately aggressive to aggressive investors who may be new to equity investments and may have little knowledge of stock markets too but believe in its growth story & want to be driven by it
    4. Investors should stay invested in an equity index fund with an investment horizon of atleast 5 years and in a debt index fund with an investment horizon of atleast 3 years

    Sort By

    • Name
    • Rating
    • Fund Size
    • Expense Ratio
    • Min. SIP Investment

    Return Duration

    • NAV & Returns data as on:

    Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth

    • Fund Size₹589.25 Cr.
    • Expense ratio0.36%
    • 3Y Return30.28%
    • Risk RatingVery High
    • Category Returns20.58%43.07%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹500.00

    Nippon India Nifty Smallcap 250 Index Fund Direct - Growth

    • Fund Size₹1092.77 Cr.
    • Expense ratio0.35%
    • 3Y Return30.16%
    • Risk RatingVery High
    • Category Returns20.58%43.07%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹1000.00

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct - Growth

    • Fund Size₹169.16 Cr.
    • Expense ratio0.45%
    • 3Y Return28.08%
    • Risk RatingVery High
    • Category Returns16.34%39.40%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth

    • Fund Size₹1404.15 Cr.
    • Expense ratio0.30%
    • 3Y Return28.00%
    • Risk RatingVery High
    • Category Returns16.34%39.40%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹500.00

    Nippon India Nifty Midcap 150 Index Fund Direct - Growth

    • Fund Size₹1162.94 Cr.
    • Expense ratio0.30%
    • 3Y Return27.74%
    • Risk RatingVery High
    • Category Returns16.34%39.40%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    UTI Nifty200 Momentum 30 Index Fund Direct - Growth

    • Fund Size₹4848.58 Cr.
    • Expense ratio0.46%
    • 3Y Return25.83%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹500.00

    Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct - Growth

    • Fund Size₹131.53 Cr.
    • Expense ratio0.48%
    • 3Y Return23.41%
    • Risk RatingVery High
    • Category Returns20.58%43.07%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    Kotak Nifty Next 50 Index Fund Direct - Growth

    • Fund Size₹171.95 Cr.
    • Expense ratio0.35%
    • 3Y Return23.06%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    DSP Nifty Next 50 Index Fund Direct - Growth

    • Fund Size₹468.29 Cr.
    • Expense ratio0.30%
    • 3Y Return22.96%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    LIC MF Nifty Next 50 Index Fund Direct-Growth

    • Fund Size₹73.87 Cr.
    • Expense ratio0.32%
    • 3Y Return22.90%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹1000.00

    Nippon India Nifty Next 50 Junior BeES FoF Direct - Growth

    • Fund Size₹339.76 Cr.
    • Expense ratio0.09%
    • 3Y Return22.88%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    UTI Nifty Next 50 Index Fund Direct - Growth

    • Fund Size₹3528.82 Cr.
    • Expense ratio0.35%
    • 3Y Return22.85%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹500.00

    ICICI Prudential Nifty Next 50 Index Direct-Growth

    • Fund Size₹4443.55 Cr.
    • Expense ratio0.30%
    • 3Y Return22.81%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    Motilal Oswal Nifty Next 50 Index Fund Direct - Growth

    • Fund Size₹208.06 Cr.
    • Expense ratio0.35%
    • 3Y Return22.77%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹500.00

    HSBC Nifty Next 50 Index Fund Direct - Growth

    • Fund Size₹100.29 Cr.
    • Expense ratio0.35%
    • 3Y Return22.60%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹500.00

    DSP Nifty 50 Equal Weight Index Fund Direct - Growth

    • Fund Size₹1195.37 Cr.
    • Expense ratio0.40%
    • 3Y Return21.90%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    Sundaram Nifty 100 Equal Weight Fund Direct-Growth

    • Fund Size₹72.32 Cr.
    • Expense ratio0.57%
    • 3Y Return21.36%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    Nippon India Nifty 50 Value 20 Index Fund Direct - Growth

    • Fund Size₹588.43 Cr.
    • Expense ratio0.25%
    • 3Y Return20.52%
    • Risk RatingVery High
    • Category Returns16.50%33.84%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

    Motilal Oswal Nifty 500 Index Fund Direct - Growth

    • Fund Size₹740.88 Cr.
    • Expense ratio0.38%
    • 3Y Return20.18%
    • Risk RatingVery High
    • Category Returns8.28%34.64%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹500.00

    Axis Nifty 100 Index Fund Direct - Growth

    • Fund Size₹1309.87 Cr.
    • Expense ratio0.22%
    • 3Y Return17.79%
    • Risk RatingVery High
    • Category Returns8.28%45.28%
    • Sub-CategoryIndex Funds

    Min. SIP Investment₹100.00

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    Top Performing Index Funds: Check Top Performing Index Mutual Funds to invest you money | The Economic Times (3)Top Performing Index Funds: Check Top Performing Index Mutual Funds to invest you money | The Economic Times (4)

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    Top Performing Index Funds: Check Top Performing Index Mutual Funds to invest you money | The Economic Times (2024)

    FAQs

    What are the big 3 index funds? ›

    The passive index fund industry is dominated by BlackRock, Vanguard, and State Street, which we call the “Big Three.” We comprehensively map the ownership of the Big Three in the United States and find that together they constitute the largest shareholder in 88 percent of the S&P 500 firms.

    What are the highest paying index funds? ›

    Eight top dividend index funds to buy
    FundDividend YieldRisk Level
    iShares Core High Dividend ETF (NYSEMKT:HDV)3.51%Average
    ProShares S&P 500 Dividend Aristocrats ETF (NYSEMKT:NOBL)2.32%Average
    Schwab U.S. Dividend Equity ETF (NYSEMKT:SCHD)3.39%Average
    Vanguard High Dividend Yield ETF (NYSEMKT:VYM)3.00%Average
    5 more rows
    Jul 24, 2024

    What is the number one index fund? ›

    5 of the best index funds tracking the S&P 500
    Index fundMinimum investmentExpense ratio
    Schwab S&P 500 Index Fund (SWPPX)No minimum.0.02%.
    Fidelity Zero Large Cap Index (FNILX)No minimum.0.0%.
    Fidelity 500 Index Fund (FXAIX)No minimum.0.015%.
    T. Rowe Price Equity Index 500 Fund (PREIX)$2,500.0.19%.
    2 more rows
    Aug 1, 2024

    Is it a good time to invest in the S&P 500? ›

    Also, research suggests that when it comes to the S&P 500's historical returns, there's never been a bad time to buy as long as you're a long-term investor.

    What are the top 3 stock indexes? ›

    In the United States, the three leading stock indexes are the Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite.

    Which is better, Vanguard or BlackRock? ›

    If you're looking for an option that lets you play a hands-on role in your investing decisions, Vanguard might be the better option. If you're looking for passive options, either firm could be the answer.

    Is it safe to put all your money in an index fund? ›

    Lower risk: Because they're diversified, investing in an index fund is lower risk than owning a few individual stocks. That doesn't mean you can't lose money or that they're as safe as a CD, for example, but the index will usually fluctuate a lot less than an individual stock.

    What fund has the highest return? ›

    Summary: Best Mutual Funds
    Fund (ticker)10-Year Avg. Ann. Return
    Fidelity U.S. Sustainability Index Fund (FITLX)14.77% since inception (May 2017)
    Schwab S&P 500 Index Fund (SWPPX)12.70%
    Shelton Nasdaq-100 Index Investor Fund (NASDX)17.09%
    Schwab Fundamental US Large Company Index Fund (SFLNX)11.29%
    6 more rows
    4 days ago

    What is better than index funds? ›

    Exchange-traded funds (ETFs) and index funds are similar in many ways but ETFs are considered to be more convenient to enter or exit. They can be traded more easily than index funds and traditional mutual funds, similar to how common stocks are traded on a stock exchange.

    Which fund gives the highest return? ›

    List of Long Duration Duration Mutual Funds in India
    Fund NameCategory1Y Returns
    Motilal Oswal Midcap FundEquity64.9%
    Quant Tax Plan FundEquity25.8%
    Invesco India Infrastructure FundEquity70.8%
    Kotak Infrastructure and Economic Reform FundEquity57.0%
    12 more rows

    What is the number one mutual fund? ›

    Top 25 Mutual Funds
    RankSymbolFund Name
    1VSMPXVanguard Total Stock Market Index Fund;Institutional Plus
    2FXAIXFidelity 500 Index Fund
    3VFIAXVanguard 500 Index Fund;Admiral
    4VTSAXVanguard Total Stock Market Index Fund;Admiral
    21 more rows

    What fund consistently beat the S&P 500? ›

    10 funds that beat the S&P 500 by over 20% in 2023
    Fund2023 performance (%)5yr performance (%)
    MS INVF US Insight52.2634.65
    Sands Capital US Select Growth Fund51.376.97
    Natixis Loomis Sayles US Growth Equity49.56111.67
    T. Rowe Price US Blue Chip Equity49.5481.57
    6 more rows
    Jan 4, 2024

    What will 10000 be worth in 20 years? ›

    The table below shows the present value (PV) of $10,000 in 20 years for interest rates from 2% to 30%. As you will see, the future value of $10,000 over 20 years can range from $14,859.47 to $1,900,496.38.

    What is the best mutual fund to invest in in 2024? ›

    Best-performing U.S. equity mutual funds
    TickerName5-Year Return (%)
    FDGRXFidelity Growth Company Fund23.11
    SCIOXColumbia Seligman Tech & Info Adv22.54
    FSBDXFidelity Series Blue Chip Growth22.33
    FBGRXFidelity Blue Chip Growth21.51
    3 more rows

    How long should you hold index funds? ›

    The Optimal Holding Period for Index Funds

    This timeframe allows your investments to weather short-term market volatility and benefit from the long-term growth potential of the stock market. Over rolling 7-year periods, the S&P 500 index has delivered positive returns 95% of the time since 1926.

    Is Voo better than Spy? ›

    In the long run, the funds' broad diversification, low turnover, and low fees outweigh these risks.” While the two ETFs follow the same strategy, they earn different ratings. VOO earns a top rating of Gold, while SPY earns the next best rating of Silver.

    Which of the 3 indexes have more than 3000 stocks? ›

    Nasdaq Composite Index NASDAQ Composite Index

    IXIC.US)$(also referred to as), which is primarily used to track the overall price movements of a basket of stocks listed on the Nasdaq exchange, including more than 3000 constituent stocks.

    What are the three biggest investment funds? ›

    The world's largest mutual funds by assets
    Fund (ticker symbol)Assets under managementExpense ratio
    Source: Morningstar, as of Feb. 27, 2024
    Vanguard Total Stock Market Index (VTSAX)$1.47 trillion0.04%
    Fidelity 500 Index (FXAIX)$484.4 billion0.015%
    Vanguard 500 Index (VFIAX)$398.4 billion0.04%
    4 more rows
    Feb 28, 2024

    Who are the top three index fund managers? ›

    This Article examines the large, steady, and continuing growth of the Big Three index fund managers—BlackRock, Vanguard, and State Street Global Advisors.

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