In June 2025, Nifty 50 Index funds continue to be a preferred choice for investors seeking exposure to India's top 50 companies across key sectors. The increasing assets under management (AUM) and competitive expense ratios highlight growing investor confidence in passive investment strategies.
Let’s explore the top-performing Nifty 50 index funds in June 2025, ranked by their 5-year CAGR.
Below is a list of the top Nifty 50 index funds in June 2025, ranked based on their 5-year CAGR, along with key details like AUM and expense ratio.
| Name | AUM (₹ Cr.) | Expense Ratio | CAGR 5Y (%) |
| UTI Nifty 50 Index Fund | 21,356.16 | 0.17 | 22.78 |
| HDFC Nifty 50 Index Fund | 19,876.56 | 0.2 | 22.72 |
| ICICI Pru Nifty 50 Index Fund | 13,168.50 | 0.19 | 22.71 |
| SBI Nifty Index Fund | 9,571.22 | 0.22 | 22.73 |
| Nippon India Index Fund-Nifty 50 Plan | 2,442.87 | 0.07 | 22.71 |
| Bandhan Nifty 50 Index Fund | 1,834.04 | 0.1 | 22.78 |
| Tata NIFTY 50 Index Fund | 1,199.55 | 0.19 | 22.64 |
| Aditya Birla SL Nifty 50 Index Fund | 1,039.88 | 0.2 | 22.48 |
Note: The Nifty 50 index mutual funds listed above are sorted as per the 5-year CAGR as of May 28, 2025.
The primary goal of the UTI Nifty 50 Index Fund Direct-Growth plan is to mirror the performance of the Nifty 50 Index through passive investment.
The scheme aims to generate returns by investing in the same set of companies that form part of the Nifty 50, maintaining a portfolio that closely replicates the index's composition.
As of April 2025, the fund's top holdings include HDFC Bank from the financial sector, accounting for 11.34% of assets, and Reliance Industries from the energy sector, with an 8.65% allocation.
Key metrics:
The HDFC NIFTY 50 Index Fund Regular-Growth is designed to replicate the performance of the NIFTY 50 Index as closely as possible, subject to minor tracking errors. It does so by investing in the same stocks that make up the index.
As of April 2025, its top holdings include HDFC Bank from the financial sector, which constitutes 11.34% of the fund's assets and delivered a strong 1-year return of 25.86% with a P/E ratio of 20.82.
Key metrics:
The ICICI Prudential Nifty 50 Index Fund–Growth is a passive investment scheme that seeks to mirror the performance of the Nifty 50 Index by investing in nearly all its constituent stocks in proportions that closely match the index.
As of the latest data, the fund's top holding is HDFC Bank, representing 11.33% of the portfolio.
Key metrics:
The SBI Nifty Index Fund–Growth is a passively managed fund that aims to replicate the Nifty 50 Index by investing in all its constituent stocks in the same proportion as their weightage in the index.
The fund's sector allocation highlights a strong emphasis on the financial sector, which accounts for 36.28% of the portfolio. The energy sector follows with 12.30%, while technology represents 11.1%.
Key metrics:
The Nippon India Index Fund Nifty 50 Plan - Growth aims to replicate the NIFTY 50 Index by investing in its constituent stocks in proportion to their index weightage. The scheme strives to deliver returns that closely match the performance of the NIFTY, subject to minimal tracking errors.
Key holdings include HDFC Bank from the financial sector, constituting 11.35% of assets, and Reliance Industries from the energy sector, with an 8.65% allocation, reflecting the fund’s alignment with the broader market index.
Key metrics:
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The fund holds the same stocks in the same proportions as the Nifty 50 index, ensuring it tracks the index’s performance closely.
The fund is periodically rebalanced to reflect changes in the Nifty 50 index, such as stock additions or deletions.
By investing in Nifty 50 funds, investors automatically gain exposure to the top-performing companies in India’s stock market.
The fund typically distributes dividends received from the companies it holds, though investors can also opt for reinvestment.
Nifty 50 funds aim to minimise tracking error, which is the difference between the fund’s performance and the index it tracks.
Nifty 50 index funds provide investors with a way to track the performance of India’s leading companies by replicating the composition of the benchmark index. These funds typically feature transparency, liquidity, and tax treatment consistent with long-term equity investments.
It is important for investors to carefully review fund details and understand the associated market risks before making investment decisions.
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 research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Published on: May 28, 2025, 4:14 PM IST
Neha Dubey
Neha Dubey is a Content Analyst with 3 years of experience in financial journalism, having written for a leading newswire agency and multiple newspapers. At Angel One, she creates daily content on finance and the economy. Neha holds a degree in Economics and a Master’s in Journalism.
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