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Open Ended Schemes ( Other Scheme - Index Funds ) Mutual Funds in India

Quantitative risk-adjusted comparison across 1,098 AMFI-registered Open Ended Schemes ( Other Scheme - Index Funds ) schemes. Category Median 3Y CAGR: +7.81% p.a. • Category Median 3Y Sortino: 0.32.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 Kotak Nifty AAA Bond Jun 2025 HTM Index Fund - Direct Plan - IDCW option (AMFI 152550) Kotak Mahindra Mutual Fund Direct Plan N/A 6.76 -0.04%
#2 Kotak Nifty AAA Bond Jun 2025 HTM Index Fund - Direct Plan - Growth option (AMFI 152549) Kotak Mahindra Mutual Fund Direct Plan N/A 6.68 -0.04%
#3 ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index -Dec 2026 Fund- Direct Plan - Annual IDCW (AMFI 153237) ICICI Prudential Mutual Fund Direct Plan N/A 6.41 -0.15%
#4 ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index -Dec 2026 Fund- Direct Plan - Growth (AMFI 153236) ICICI Prudential Mutual Fund Direct Plan N/A 6.41 -0.15%
#5 ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index -Dec 2026 Fund - Annual IDCW (AMFI 153235) ICICI Prudential Mutual Fund Regular Plan N/A 5.75 -0.15%
#6 ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index -Dec 2026 Fund - Growth (AMFI 153234) ICICI Prudential Mutual Fund Regular Plan N/A 5.75 -0.15%
#7 Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Fund-Direct Growth (AMFI 152958) Aditya Birla Sun Life Mutual Fund Direct Plan N/A 5.69 -0.04%
#8 Kotak Nifty AAA Bond Jun 2025 HTM Index Fund - Regular Plan - Growth option (AMFI 152547) Kotak Mahindra Mutual Fund Regular Plan N/A 5.48 -0.04%
#9 Kotak Nifty AAA Bond Jun 2025 HTM Index Fund - Regular Plan - IDCW Option (AMFI 152548) Kotak Mahindra Mutual Fund Regular Plan N/A 5.32 -0.04%
#10 Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 Fund-Direct IDCW Payout (AMFI 152948) Aditya Birla Sun Life Mutual Fund Direct Plan N/A 4.81 -0.07%
#11 Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Sep 2026 Fund-Direct Growth (AMFI 152947) Aditya Birla Sun Life Mutual Fund Direct Plan N/A 4.80 -0.07%
#12 Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Fund-Regular Growth (AMFI 152961) Aditya Birla Sun Life Mutual Fund Regular Plan N/A 3.67 -0.05%
#13 Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Direct Plan - Growth Option (AMFI 152992) Nippon India Mutual Fund Direct Plan N/A 3.48 -0.11%
#14 Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Direct Plan - IDCW Option (AMFI 152993) Nippon India Mutual Fund Direct Plan N/A 3.48 -0.11%
#15 Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Sep 2026 Fund-Regular IDCW Payout (AMFI 152946) Aditya Birla Sun Life Mutual Fund Regular Plan N/A 3.31 -0.07%
#16 Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Sep 2026 Fund-Regular Growth (AMFI 152945) Aditya Birla Sun Life Mutual Fund Regular Plan N/A 3.31 -0.07%
#17 Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Direct Plan-IDCW Option (AMFI 154272) Nippon India Mutual Fund Direct Plan N/A 3.07 -0.12%
#18 Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Direct Plan- Growth Option (AMFI 154271) Nippon India Mutual Fund Direct Plan N/A 3.07 -0.12%
#19 Aditya Birla Sun Life Crisil-IBX Financial Services 3 to 6 months Debt Index Fund-Direct IDCW Payout (AMFI 153176) Aditya Birla Sun Life Mutual Fund Direct Plan N/A 3.04 -0.12%
#20 Aditya Birla Sun Life Crisil-IBX financial Services 3 to 6 months Debt Index Fund-Direct Growth (AMFI 153179) Aditya Birla Sun Life Mutual Fund Direct Plan N/A 3.04 -0.12%
#21 Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund - Direct - Growth (AMFI 153313) Kotak Mahindra Mutual Fund Direct Plan N/A 3.02 -0.16%
#22 Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund - Direct - IDCW (AMFI 153312) Kotak Mahindra Mutual Fund Direct Plan N/A 3.01 -0.16%
#23 Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund - Direct Plan - IDCW Option (AMFI 150008) Nippon India Mutual Fund Direct Plan +7.45% 2.97 -3.32%
#24 Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund - Direct Plan - Growth Option (AMFI 150012) Nippon India Mutual Fund Direct Plan +7.45% 2.97 -3.32%
#25 Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct IDCW (AMFI 150352) Aditya Birla Sun Life Mutual Fund Direct Plan +7.40% 2.91 -3.38%
#26 Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth (AMFI 150353) Aditya Birla Sun Life Mutual Fund Direct Plan +7.40% 2.91 -3.39%
#27 Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund-Direct IDCW Payout (AMFI 149793) Aditya Birla Sun Life Mutual Fund Direct Plan +7.36% 2.73 -3.46%
#28 Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund-Direct Growth (AMFI 149794) Aditya Birla Sun Life Mutual Fund Direct Plan +7.36% 2.73 -3.46%
#29 Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Regular Plan - Growth Option (AMFI 152994) Nippon India Mutual Fund Regular Plan N/A 2.67 -0.11%
#30 Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Regular Plan - IDCW Option (AMFI 152995) Nippon India Mutual Fund Regular Plan N/A 2.67 -0.11%
#31 BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - DIRECT GROWTH (AMFI 150868) Bandhan Mutual Fund Direct Plan +7.34% 2.64 -0.38%
#32 Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund-Direct Growth (AMFI 149199) Aditya Birla Sun Life Mutual Fund Direct Plan +7.21% 2.56 -3.28%
#33 Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund-Direct IDCW (AMFI 149200) Aditya Birla Sun Life Mutual Fund Direct Plan +7.21% 2.56 -3.27%
#34 SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 149475) SBI Mutual Fund Direct Plan +7.21% 2.52 -3.39%
#35 SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth (AMFI 149474) SBI Mutual Fund Direct Plan +7.21% 2.51 -3.39%
#36 Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth (AMFI 149247) Edelweiss Mutual Fund Direct Plan +7.44% 2.51 -3.50%
#37 Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Direct Plan - IDCW Payout (AMFI 149945) Edelweiss Mutual Fund Direct Plan +7.22% 2.51 -2.70%
#38 Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Direct Plan Growth (AMFI 149950) Edelweiss Mutual Fund Direct Plan +7.22% 2.51 -2.70%
#39 Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Direct Plan-Growth (AMFI 149855) Kotak Mahindra Mutual Fund Direct Plan +7.52% 2.43 -3.56%
#40 Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Regular Plan- Growth Option (AMFI 154274) Nippon India Mutual Fund Regular Plan N/A 2.43 -0.12%

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