Index funds, side by side
42 Index funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis BSE Sensex Index FundAxis Mutual Fund | — | — | 0.22% | -16.0% | — | ₹54 cr |
| Axis Nifty 100 Index FundAxis Mutual Fund | +7.6% | +6.8% | 0.25% | -37.0% | ₹1,34,060 | ₹2,101 cr |
| Axis Nifty 50 Index FundAxis Mutual Fund | +6.0% | — | 0.16% | -15.8% | — | ₹1,031 cr |
| Axis Nifty 500 Index FundAxis Mutual Fund | — | — | 0.16% | -18.6% | — | ₹322 cr |
| Axis Nifty Next 50 Index FundAxis Mutual Fund | +16.4% | — | 0.21% | -26.4% | — | ₹549 cr |
| DSP Nifty 50 Equal Weight Index FundDSP Mutual Fund | +10.4% | +10.4% | 0.47% | -41.0% | ₹1,55,819 | ₹2,671 cr |
| DSP Nifty 50 Index FundDSP Mutual Fund | +6.0% | +6.1% | 0.22% | -37.8% | ₹1,30,145 | ₹1,109 cr |
| DSP Nifty Next 50 Index FundDSP Mutual Fund | +16.4% | +11.1% | 0.36% | -36.0% | ₹1,60,448 | ₹1,407 cr |
| HDFC BSE Sensex Index FundHDFC Mutual Fund | +4.2% | +5.1% | 0.22% | -38.1% | ₹1,24,316 | ₹8,496 cr |
| HDFC NIFTY 100 Index FundHDFC Mutual Fund | +7.5% | — | 0.35% | -17.3% | — | ₹474 cr |
| HDFC Nifty 50 Index FundHDFC Mutual Fund | +5.9% | +6.1% | 0.29% | -38.4% | ₹1,29,893 | ₹23,784 cr |
| HDFC NIFTY LargeMidcap 250 Index FundHDFC Mutual Fund | — | — | 0.25% | -16.8% | — | ₹460 cr |
| HDFC NIFTY Midcap 150 Index FundHDFC Mutual Fund | +13.4% | — | 0.34% | -21.1% | — | ₹715 cr |
| HDFC NIFTY Next 50 index FundHDFC Mutual Fund | +16.2% | — | 0.35% | -26.7% | — | ₹2,690 cr |
| HDFC NIFTY Smallcap 250 Index FundHDFC Mutual Fund | +13.6% | — | 0.33% | -26.2% | — | ₹767 cr |
| HDFC NIFTY50 Equal Weight Index FundHDFC Mutual Fund | +10.3% | +10.4% | 0.45% | -18.0% | — | ₹1,745 cr |
| Kotak BSE Sensex Index FundKotak Mahindra Mutual Fund | — | — | 0.29% | -16.1% | — | ₹25 cr |
| Kotak Nifty 200 Momentum 30 Index FundKotak Mahindra Mutual Fund | +8.8% | — | 0.77% | -31.6% | — | ₹587 cr |
| Kotak Nifty 50 Equal Weight Index FundKotak Mahindra Mutual Fund | — | — | 0.42% | -12.5% | — | ₹78 cr |
| Kotak Nifty 50 Index FundKotak Mahindra Mutual Fund | +5.9% | +6.1% | 0.12% | -16.5% | ₹1,29,902 | ₹1,147 cr |
| Kotak Nifty Midcap 150 Index FundKotak Mahindra Mutual Fund | — | — | 0.38% | -14.0% | — | ₹48 cr |
| Kotak Nifty Next 50 Index FundKotak Mahindra Mutual Fund | +16.5% | +11.3% | 0.24% | -26.3% | ₹1,61,326 | ₹1,324 cr |
| Kotak Nifty SmallCap 250 Index FundKotak Mahindra Mutual Fund | — | — | 0.39% | -20.9% | — | ₹89 cr |
| Mirae Asset Nifty 50 Index FundMirae Asset Mutual Fund | — | — | 0.24% | -15.1% | — | ₹71 cr |
| Mirae Asset Nifty LargeMidcap 250 Index FundMirae Asset Mutual Fund | — | — | 0.39% | -15.5% | — | ₹37 cr |
| Mirae Asset Nifty Total Market Index FundMirae Asset Mutual Fund | — | — | 0.33% | -15.2% | — | ₹50 cr |
| Nippon India Nifty Midcap 150 Index FundNippon India Mutual Fund | +13.6% | +14.8% | 0.37% | -21.4% | ₹1,86,443 | ₹2,845 cr |
| Nippon India Nifty Smallcap 250 Index FundNippon India Mutual Fund | +13.4% | +13.9% | 0.41% | -27.0% | ₹1,79,814 | ₹3,518 cr |
| SBI BSE Sensex Index FundSBI Mutual Fund | +4.1% | — | 0.24% | -16.1% | — | ₹302 cr |
| SBI Nifty 500 Index FundSBI Mutual Fund | — | — | 0.33% | -16.1% | — | ₹780 cr |
| SBI Nifty Index FundSBI Mutual Fund | +5.9% | +6.1% | 0.23% | -38.4% | ₹1,29,980 | ₹13,928 cr |
| SBI Nifty Midcap 150 Index FundSBI Mutual Fund | +13.5% | — | 0.47% | -21.1% | — | ₹1,292 cr |
| SBI Nifty Next 50 Index FundSBI Mutual Fund | +16.4% | +11.1% | 0.37% | -26.5% | ₹1,60,213 | ₹2,366 cr |
| SBI Nifty Smallcap 250 Index FundSBI Mutual Fund | +13.6% | — | 0.44% | -26.2% | — | ₹1,788 cr |
| SBI Nifty50 Equal Weight Index FundSBI Mutual Fund | — | — | 0.48% | -18.1% | — | ₹1,064 cr |
| Tata Nifty Midcap 150 Index FundTata Mutual Fund | — | — | 0.23% | -14.1% | — | ₹332 cr |
| UTI - Nifty Next 50 Index FundUTI Mutual Fund | +16.4% | +11.1% | 0.42% | -39.9% | ₹1,60,230 | ₹7,547 cr |
| UTI BSE Sensex Index FundUTI Mutual Fund | +4.2% | — | 0.23% | -16.1% | — | ₹195 cr |
| UTI Nifty 200 Momentum 30 Index FundUTI Mutual Fund | +9.0% | +9.2% | 0.89% | -31.5% | ₹1,48,294 | ₹8,513 cr |
| UTI Nifty 50 Index FundUTI Mutual Fund | +5.9% | +6.1% | 0.25% | -38.4% | ₹1,30,154 | ₹29,485 cr |
| UTI Nifty Midcap 150 Index FundUTI Mutual Fund | — | — | 0.66% | -18.9% | — | ₹79 cr |
| UTI Nifty50 Equal Weight Index FundUTI Mutual Fund | +10.2% | — | 0.44% | -18.1% | — | ₹154 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.12% to 0.89%lowest to highest
Return a year over 5 years+5.1% to +14.8%lowest to highest
Worst fall from a peak-41.0% to -12.5%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.