Long-term wealth · All screens
Buy-and-hold index
Large (₹5,000 Cr+) index funds charging under 0.3% — set and forget.
Funds matching
10
Best 3Y CAGR
+8.88%
Ranked by
3Y CAGR
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
10Every fund matching this screen, ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | UTI Nifty 50 Index Fund UTI | ★★★☆☆ | -2.4% | +8.9% | +9.1% | 0.25% | ₹27,826Cr |
| 2 | SBI Nifty Index Fund SBI | ★★★☆☆ | -2.5% | +8.8% | +9.1% | 0.24% | ₹13,208Cr |
| 3 | ICICI Prudential Nifty 50 Index Fund - Direct Plan - Cumulative ICICI Prudential | ★★★☆☆ | -2.4% | +8.8% | +9.1% | 0.24% | ₹16,375Cr |
| 4 | HDFC Nifty 50 Index Fund HDFC | ★★★☆☆ | -2.5% | +8.8% | +9.1% | 0.29% | ₹23,218Cr |
| 5 | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund ICICI Prudential | ★★★☆☆ | +6.0% | +7.6% | — | 0.20% | ₹8,725Cr |
| 6 | Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Kotak Mahindra | ★★★☆☆ | +6.2% | +7.5% | — | 0.20% | ₹6,718Cr |
| 7 | Bandhan CRISIL IBX Gilt June 2027 Index Fund Bandhan | ★★☆☆☆ | +5.7% | +7.4% | +6.1% | 0.20% | ₹5,697Cr |
| 8 | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund Aditya Birla Sun Life | ★★☆☆☆ | +6.0% | +7.3% | — | 0.21% | ₹7,712Cr |
| 9 | SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund SBI | ★★☆☆☆ | +6.0% | +7.3% | — | 0.21% | ₹8,291Cr |
| 10 | HDFC BSE Sensex Index Fund HDFC | ★★☆☆☆ | -4.5% | +7.0% | +8.0% | 0.22% | ₹8,439Cr |
NAV data as of 20 Aug 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.