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Top 5 Equity Index Funds With up to 195% SIP Return in 6 Months: Rs 25,000 monthly investment in No.1 defence fund has skyrocketed to Rs 2,06,245

Published on 01/07/2025 10:58 AM

Top 5 Equity Index Funds With up to 195% SIP Return in 6 Months: Mutual fund investors seeking growth from passive funds often invest in funds that track indices such as Nifty 50, Nifty Next 50, BSE 500, etc. However, many passive fund investors invest in funds tracking specific sectoral indices such as defence, capital markets, banking services, PSUs, etc. When these sectors flourish, index funds having stocks from them also see exponential growth.

As a result, investors' investments grow fast. If we talk about the recent trends, at least 5 such index funds have given at least a 100 per cent SIP return in 6 months.

Two more funds have registered more than 63 per cent SIP return in the same time frame.

We take you through the top 5 such funds that have given up to 195 per cent SIP return in 6 months.

Also see how a Rs 25,000 monthly SIP investment in each fund has grown in each of them. 

The defence fund has given a 194.15 per cent SIP return in 6 months.

It has assets under management (AUM) of Rs 3,776 crore, while its net asset value (NAV) as on June 30, 2025, was Rs 11.6183.  

Benchmarked against Nifty India Defence TRI, the fund has given 8.37 per cent annualised return since its launch in June 2024.

At an expense ratio of 0.42 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 

A Rs 25,000 monthly SIP investment in the 6-month period, or a total investment of Rs 1,50,000, has ballooned to Rs 2,06,245.

The fund has given a 192.66 per cent annualised SIP return in the 6-month period.

It has AUM of Rs 664 crore, while its NAV as on June 30, 2025, was Rs 12.69.  

Benchmarked against Nifty India Defence TRI, the fund has given 27.75 per cent annualised return since its debut in August 2024.

With an expense ratio of 0.31 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 

A Rs 25,000 monthly SIP investment in the 6-month time frame has sprung to Rs 2,05,925.

The fund has given a 154.06 per cent annualised SIP return in the 6-month time frame.

It has an asset base of Rs 205 crore, while its unit price as on June 30, 2025, was Rs 11.21.  

Benchmarked against Nifty Capital Markets TRI, the fund has given 16.28 per cent annualised return since its beginning in November 2024.

At an expense ratio of 0.45 per cent, the fund has Rs 500 as the minimum SIP and Rs 1,000 as the minimum lump sum investment. 

A Rs 25,000 monthly SIP investment in 5 years has zoomed to Rs 1,97,251.

The fund has given a 153.53 per cent annualised SIP return in 6 months.

It has a fund size of Rs 237 crore, while its NAV as on June 30, 2025, was Rs 12.8662.  

Benchmarked against Nifty Capital Markets TRI, the fund has given a 29.34 per cent annualised return since its starting in October 2024.

With an expense ratio of 0.52 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 

A Rs 25,000 monthly SIP investment in the 6-month period has jumped to Rs 1,97,128.

The fund has given a 105.60 per cent annualised SIP return in the 6-month period.

Its AUM is Rs 32 crore, while its NAV as on June 30, 2025, was Rs 12.56.  

Benchmarked against Nifty MidSmall Financial Services TRI, the fund has given 23.14 per cent annualised return since its inception in October 2024.

At an expense ratio of 0.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 

A Rs 25,000 monthly SIP investment in the 6-month time frame has jumped to Rs 1,85,087.

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