Index Fund: Factor: equal weight
Passively replicates a stated equity index; differences between schemes tracking the same index come mainly from costs and tracking. Shown here: the 16 schemes MFIC groups under “Factor: equal weight” (a grouping from scheme names, not an AMFI category). This page lists every Index Fund scheme in this group (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Nifty 50 Equal Weight index Fund Aditya Birla Sun Life Mutual Fund | 17.73 | 513 | n/a | -3.6% | 9.6% | 9.8% | 16.9% | 9.6% | n/a | 15.0% | −18.0% | 5.3 y |
| Axis Nifty50 Equal Weight Index Fund Axis Mutual Fund | 9.37 | 87 | 1.25% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.2 y |
| DSP Nifty 50 Equal Weight Index Fund DSP Mutual Fund | 25.58 | 2,550 | n/a | -3.5% | 9.7% | 10.0% | 17.9% | -2.5% | n/a | 15.0% | −18.0% | 8.9 y |
| DSP Nifty Top 10 Equal Weight Index Fund DSP Mutual Fund | 8.44 | 1,044 | n/a | -13.0% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.1 y |
| HDFC NIFTY 100 Equal Weight Index Fund HDFC Mutual Fund | 16.51 | 517 | n/a | -1.3% | 12.3% | n/a | 17.3% | 11.4% | n/a | 17.3% | n/a | 4.6 y |
| HDFC Nifty Top 20 Equal Weight Index Fund HDFC Mutual Fund | 9.47 | 88 | n/a | -9.6% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.5 y |
| HDFC NIFTY50 Equal Weight Index Fund HDFC Mutual Fund | 17.33 | 1,705 | n/a | -3.7% | 9.6% | 9.9% | 16.8% | 9.6% | n/a | 15.0% | −18.0% | 5.1 y |
| ICICI Prudential Nifty Top 15 Equal Weight Index Fund ICICI Prudential Mutual Fund | 8.70 | 34 | n/a | -12.6% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.3 y |
| ICICI Prudential Nifty50 Equal Weight Index Fund- ICICI Prudential Mutual Fund | 15.96 | 267 | n/a | -3.6% | 9.6% | n/a | 16.6% | 9.6% | n/a | 15.0% | n/a | 4.0 y |
| Kotak Nifty 100 Equal Weight Index Fund Kotak Mahindra Mutual Fund | 10.44 | 49 | n/a | -1.1% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.8 y |
| Kotak Nifty 50 Equal Weight Index Fund Kotak Mahindra Mutual Fund | 10.45 | 78 | n/a | -3.6% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.8 y |
| Kotak Nifty Top 10 Equal Weight Index Fund Kotak Mahindra Mutual Fund | 8.54 | 38 | n/a | -13.1% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.4 y |
| Nippon India Nifty 500 Equal Weight Index Fund Nippon India Mutual Fund | 9.36 | 450 | n/a | -0.5% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.1 y |
| SBI Nifty50 Equal Weight Index Fund SBI Mutual Fund | 11.41 | 995 | n/a | -3.7% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.7 y |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Sundaram Mutual Fund | 183.19 | 140 | n/a | -0.9% | 12.3% | n/a | 16.8% | 11.6% | n/a | 16.9% | n/a | 4.7 y |
| UTI Nifty50 Equal Weight Index Fund UTI Mutual Fund | 14.16 | 147 | 0.45% | -3.5% | 9.5% | n/a | 13.7% | 9.5% | n/a | 15.0% | n/a | 3.3 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of a benchmark — not available for this category in MFIC's free data. Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
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