Buy-and-hold index
Large (₹5,000 Cr+) index funds charging under 0.3% — set and forget.
What this screen looks for
- Category is index
- AUM above ₹5,000 Cr
- Expense ratio below 0.3%
- Plan is Direct
category = index AND aum > 5000 AND expense ratio < 0.3% AND plan = DirectTop matches by 3Y CAGR
9ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund leads this screen at +7.48% 3Y CAGR, ahead of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund at +7.47%.
Every fund matching this screen, ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund ICICI Prudential | ★★★☆☆ | +5.8% | +7.5% | +6.1% | 0.20% | ₹8,725Cr |
| 2 | Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Kotak Mahindra | ★★★★☆ | +6.0% | +7.5% | — | 0.20% | ₹6,718Cr |
| 3 | Bandhan CRISIL IBX Gilt June 2027 Index Fund Bandhan | ★★★☆☆ | +5.3% | +7.3% | +6.0% | 0.20% | ₹5,697Cr |
| 4 | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund Aditya Birla Sun Life | ★★★☆☆ | +5.9% | +7.2% | +6.0% | 0.21% | ₹7,712Cr |
| 5 | SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund SBI | ★★★☆☆ | +6.0% | +7.2% | — | 0.21% | ₹8,291Cr |
| 6 | UTI Nifty 50 Index Fund UTI | ★★★☆☆ | -8.9% | +5.5% | +6.1% | 0.25% | ₹27,826Cr |
| 7 | SBI Nifty Index Fund SBI | ★★★☆☆ | -9.0% | +5.5% | +6.0% | 0.23% | ₹13,208Cr |
| 8 | HDFC Nifty 50 Index Fund HDFC | ★★★☆☆ | -9.0% | +5.5% | +6.0% | 0.29% | ₹23,218Cr |
| 9 | HDFC BSE Sensex Index Fund HDFC | ★★☆☆☆ | -10.5% | +3.9% | +5.1% | 0.22% | ₹8,439Cr |
NAV data as of 05 Oct 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.