Investing in index funds has become a popular strategy for individuals looking to build wealth over time with minimal effort and risk. An index fund is a type of mutual fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index, such as Nifty 50. These funds offer a diversified investment by holding a wide range of stocks, making them less volatile compared to individual stock picks.
For long-term investors, index funds provide a cost-effective way to gain exposure to the overall market, typically with lower management fees and a history of steady returns. Whether you’re a beginner or a seasoned investor, index funds can be a simple, low-maintenance way to grow your wealth while mitigating risk. In this article, we explore index funds which delivered returns of over 15% in the past 3 years.
Name | AUM (₹ Crore) | CAGR 3Y (%) | Expense Ratio |
Motilal Oswal Nifty Midcap 150 Index Fund | 1986.88 | 19.32 | 0.30 |
Nippon India Nifty Midcap 150 Index Fund | 1544.54 | 19.09 | 0.30 |
Nippon India Nifty Smallcap 250 Index Fund | 1922.22 | 15.83 | 0.35 |
DSP Nifty 50 Equal Weight Index Fund | 1984.11 | 14.80 | 0.39 |
HDFC NIFTY50 Equal Weight Index Fund | 1407.48 | 14.75 | 0.40 |
Note: The above-mentioned Index Funds have been selected and sorted based on 3Y CAGR as of April 17, 2025
Motilal Oswal Nifty Midcap 150 Index Fund aims to provide return that corresponds to the performance ofthe Nifty Midcap 150 Index, subject to tracking error.
Key Metrics
Nippon India Nifty Midcap 150 Index Fund is a mutual fund scheme designed to track the performance of the Nifty Midcap 150 Index.
Key Metrics
Nippon India Nifty Smallcap 250 Index Fund aims to provide investment returns closely corresponding to the total returns of the securities.
Key Metrics
Index funds are a popular choice for investors who want a simple, cost-effective way to grow their wealth. They provide broad market exposure, low fees, and long-term growth potential, making them ideal for beginners and seasoned investors alike.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Published on: Apr 18, 2025, 9:58 AM IST
Sachin Gupta
Sachin Gupta is a Content Writer with 6+ years of experience in the stock market, including global markets like the US, Canada, and Australia. At Angel One, Sachin specialises in creating financial content that simplifies complex market trends. Sachin holds a Master's in Commerce, specialising in Economics.
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