Two Index Fund- Nifty And Sensex- Has Given Over 50% Returns In 3 Years

Index funds are mutual funds that invest in popular market indexes but are not actively managed. The Fund Manager does not choose which industries and stocks to include in the fund's portfolio; instead, the Fund Manager simply invests in all of the stocks that make up the index to be tracked. These two index funds are passively managed funds; The fund aims to provide returns that closely correspond to the returns of the SENSEX and NIFTY.

Tata Index Fund - SENSEX - Direct Plan

This is an open-ended index Sensex fund from the house of Tata Mutual Funds. It is a large-cap equity medium-sized fund of its category. The fund's Direct Plan Assets under Management as of 28 February 2022 is Rs 120.4 Crores. The NAV of the fund declared on 25th March 2022 is Rs 147.4557. The expense ratio of the fund is 0.29%, which is close to its category average. The fund is rated one star by the CRISIL, and 4 stars by the Value Research. The scheme's performance is relatively weak among its peer funds. The fund is highly and could also attract losses to the investments.

The financial, technology, energy, consumer staples, and construction sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Financial and Technology industries. You can start investing in this fund with a minimum required amount of Rs 5000 and a SIP of Rs 150.

Tata Index Fund - NIFTY - Direct Plan

This is also an open-ended Index Nifty fund from the house of Tata Mutual Fund. It is a Large Cap medium-sized fund of its category. The Direct Plan of the Fund has Rs 232 crore Assets Under Management as of 28 February 2022. The NAV (Net Asset Value) of the Fund was declared on Rs 111.8961. Its expense ratio is 0.16%, which is below the category and what other funds of its category charge. The fund is rated one star by the CRISIL, and 3 stars by the Value Research. The fund's risk and return grades are average. However, on risk meter, it is a highly risky fund to invest in. Also, the fund's returns performance is well among its peer funds.

The financial, technology, energy, consumer staples, and automobile sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Financial and Technology industries. You may begin investing in this fund with a minimum of Rs 5000 and a monthly SIP of Rs 150.

Absolute And Annualised Returns Of The Funds

Absolute Returns

Tenure	SENSEX	NIFTY
1 Year	18.60%	20.69%
2 Year	100.53%	106.14%
3 Year	54.49%	54.66%
5 Year	102.07%	96.50%
Since Inception	207.45%	211.76%

Annualised Returns

Tenure	SENSEX	NIFTY
1 Year	18.60%	20.69%
2 Year	41.61%	43.58%
3 Year	15.59%	15.63%
5 Year	15.09%	14.45%
Since Inception	12.94%	13.11%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.