Mutual Funds (UA-220086359-1)

Best Index Fund Combinations

Model 3: Nifty 100 Index fund. See: Axis Nifty 100 Index Fund Performance Report

Model 4: S&P BSE Low Volatility 30 fund. Suppose you don’t mind being a little adventurous and investing in a factor-based large and mid cap index with little tracking error history. It may not be the most prudent choice one would come across, but as a model portfolio, it is one. See: UTI S&P BSE Low Volatility Index Fund Review

Model 5: Nifty or Sensex Index fund + S&P BSE Low Volatility 30 fund. Here the factor-based index can play a much smaller part, say 20-25%. Those who wish to take on more risk can replace the low volatility index with an Alpha + Low Vol index fund. See: Nippon India Nifty Alpha Low Volatility 30 Index Fund Review

Model 6: Nifty or Sensex Index fund + (20-30%) Nifty Midcap Quality 50 Index fund. For those who wish to replace the Nifty Next 50 with a “proper” midcap index. The quality factor is arbitrarily defined and may not always outperform its Midcap parent. The Quality 50 index may have much higher tracking errors than Nifty/Sensex funds. See: DSP Nifty Midcap 150 Quality 50 Index Fund Review

There are plenty of other index funds to choose from: Midcap, Small cap, Equal-weight, Large Midcap, Alpha, Value, Momentum, sectoral etc. This is the full list: List of Equity Index Funds in India. One can also use them for creating such model portfolios, but as of now, we are not inclined to do so.

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