Prime 5 Giant Cap Index Funds With Finest Returns in 5 Years: Giant cap index funds put money into India’s prime 100 firms.
So, they will withhold market fluctuations higher than mid cap and small cap index funds.
The funds comply with main indices corresponding to Nifty 50, Nifty Subsequent 50, Nifty 100, and BSE Sensex.
For the reason that funds comply with an index, the fund supervisor does not must analysis a lot for inventory choice.
Therefore, the funds have a low expense ratio.
Giant cap index funds fall within the passive fund class.
From an investor’s perspective, they get an opportunity to put money into India’s blue-chip firms via a single fund.
Since funds have a excessive fairness proportion, they’re dangerous and therefore appropriate for traders with a long-term funding horizon.
Right here, we take you thru the highest 5 giant cap index mutual funds which have given the very best annualised returns (CAGR) within the 5-year interval.
Additionally understand how a Rs 1,50,000 one-time funding in all of them has carried out in the identical timeframe.
UTI Nifty Subsequent 50 Index Fund Direct – Development
The fund has given 22.25 per cent annualised return within the 5-year interval.
It has belongings beneath administration (AUM) of Rs 4,239 crore, whereas its web asset worth (NAV) is Rs 21.7 as on March 13, 2025.
Benchmarked in opposition to NIFTY Subsequent 50 TRI, the fund has given 12.17 per cent annualised return since its inception in June 2018.
At an expense ratio of 0.35 per cent, the fund has Rs 500 because the minimal SIP and Rs 5,000 because the minimal lump sum funding.
A Rs 1,50,000 one-time funding within the fund in 5 years has jumped to Rs 4,09,577.
DSP Nifty Subsequent 50 Index Fund Direct – Development
The fund has given 22.03 per cent annualised return the 5-year timeframe.
It has belongings beneath administration (AUM) of Rs 807 crore, whereas its web asset worth (NAV) is Rs 23.15.
Benchmarked in opposition to NIFTY Subsequent 50 TRI, the fund has given 14.84 per cent annualised return since its launch in February 2019.
With an expense ratio of 0.26 per cent, the fund has Rs 105 because the minimal SIP and lump sum funding every.
A Rs 1,50,000 one-time funding within the 5-year interval has transformed into Rs 4,05,905.
ICICI Prudential Nifty Subsequent 50 Index Direct-Development
The fund has given 21.98 per cent annualised return within the 5-year interval.
It has a fund measurement of Rs 6,083 crore, whereas its unit value is Rs 54.47.
Benchmarked in opposition to NIFTY Subsequent 50 TRI, the fund has given 13.98 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.31 per cent, the fund has Rs 105 because the minimal SIP and lump sum funding every.
A Rs 1,50,000 one-time funding within the fund has jumped to Rs 4,05,074 within the 5-year timeframe.
Motilal Oswal Nifty Subsequent 50 Index Fund Direct – Development
The fund has given 21.92 per cent annualised return in 5 years.
Its AUM is Rs 270 crore, whereas its NAV is Rs 21.02.
Benchmarked in opposition to NIFTY Subsequent 50 TRI, the fund has given 15.37 per cent annualised return since its beginning in December 2019.
With an expense ratio of 0.36 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 510 because the minimal lump sum funding.
A Rs 1,50,000 one-time funding within the fund has grown to Rs 4,04,079 in 5 years.
Bandhan Nifty 50 Index Fund Direct Plan-Development
The fund has given 21.21 per cent annualised return in 5 years.
It has AUM of Rs 1,604 crore, whereas its NAV is Rs 49.34.
Benchmarked in opposition to Nifty 50 Complete Return, the fund has given 12.48 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.10 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 1,000 because the minimal lump sum funding.
A Rs 1,50,000 one-time funding within the fund has jumped to Rs 3,92,449 within the 5-year interval.
