India’s BEST INDEX FUND Portfolio for the Long Term ➡ My Picks after Analyzing Hundreds of Schemes

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There are over 250 Index Funds in India and picking the best one for your passive investing portfolio can be quite the task. And so, in this video, we narrow down from a pool of 153 equity-oriented index funds to just 11 index funds that I'll like in my long-term index fund portfolio. I've call this my IPL, my Index Premier League because just like an IPL team where one needs the right combination of batsmen and bowlers for a winning season, an investment portfolio requires the right mix of index funds to ensure robust performance.
In the creation of this video, I delved into the performance of index funds, looking at trailing, rolling and even annual performance as I looked at 4 categories of index funds:
1. Broad-market index funds such as the Nifty 50, Nifty Next 50, Nifty Midcap 150 etc. that are market cap based
2. Strategy index funds such as the Nifty 200 Momentum 30, Nifty Alpha 50, Nifty Midcap 150 Momentum 50, Nifty 50 Value 20 etc. that are based on single or multiple factors; these are also called factor-based or smart beta index funds
3. Sectoral and thematic index funds panning areas like banking, financial services, auto, IT, healthcare, pharma, realty, housing, manufacturing, infrastructure etc. These indices often go through business cycles, resulting in fluctuating performance
4. International index funds such as the Nasdaq 100 and Hang Seng Tech Index which ensures our index fund portfolio has global exposure and diversification
👉 Additional Readings/Resources:
▹ PDF on Nifty Indices methodology: www.niftyindices.com/Methodol...
▹ Video on Factor-based Index Investing: • BEAT the Nifty by 10% ...
▹ 11 Different Types of Index Funds: • 11 Different Types of ...
▹ TWO Mutual Funds in my Lifetime Portfolio: • I'll Select These TWO ...
▹ Why Momentum Investing is 15% of my Portfolio: • Why Momentum Investing...
👉 Video Chapters:
00:00 Top Index Funds in India
01:25 Different Types of Index Funds
04:21 Broad-market Index Funds
08:34 Strategy Index Funds
11:31 Sectoral & Thematic Index Funds
14:39 International Index Funds
#bestindexfund #topindexfunds #indexfunds #indexfundinvesting
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

[@shankarnath]

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[@karanvaishnav]

Nobody on youtube can beat you in knowledge of mutual funds 💥💥💯

[@shankarnath]

Thank you

[@Amit-bu6pp]

Mutual funds "ONLY" ?

[@vikasparab4235]

Very true

[@benm2238]

As I always say, Shankarnath is the best ! He’s honest, knowledgeable and extremely collective!

[@shankarnath]

Thank you!

[@srir5655]

Thank you Shankar ji. Very nice compilation. I am happy to see that four Index fund category where I am investing after my own research is in your IPL Index team. Way to go

[@shankarnath]

Most welcome

[@ajayverma1155]

Thanks for all the research and hardwork... really informative and helpful...

[@shankarnath]

Most welcome, my pleasure! 🙌

[@ajayghodake9914]

Great video again. Thanks Mr. Shankar. I hope we get more of such kinds of videos.

[@shankarnath]

Thank you sir

[@naveenkumarkaranam2799]

Thanks a ton it gives a very clear picture and helps us narrow down on the funds to choose.

[@shankarnath]

You are welcome! Glad to hear that

[@manmohandhanoa6920]

Shankar ji as always excellent research- thanks - I have always liked your style of presentation (let's begin) - best wishes

[@shankarnath]

So nice of you and thanks for your continued support 🙌

[@arnavtalwar01]

Brilliant, relevant!! So so helpful!!

[@shankarnath]

Glad you think so! Thx!

[@jangajarn]

Amazing shankar. So much homework!

[@shankarnath]

Thank you 🙌

[@user-hl3vo6cv1e]

Interesting topic, Thank you

[@shankarnath]

Most welcome. Hope you find it useful, I couldn't find a single source that brings different indices together .. hence made this

[@jhbcs100]

Hi Shankar. Excellent video, thanks.

[@shankarnath]

Thank you very much

[@HimanshuGupta-ex4yq]

Excellent video Shankar, thanks

[@shankarnath]

Thank you!

[@satheshkumar5870]

Superb & Useful information video 📸 Thank you

[@shankarnath]

Most welcome, glad you liked it

[@kowshikmalluri]

Thank you very much Shankar Ji. This is a perfect complementary to your previous video on building a portfolio through ETF.

[@shankarnath]

Most welcome! Yup, I had to do some schedule jostling to ensure the portfolio builder video came before this one. Glad, it worked! :)

[@naveenkishore3743]

Pls share link of the video on building a portfolio through ETF

[@shankarnath]

@@naveenkishore3743 link: kzbin.info/www/bejne/iJDJY3ubo6tkmbMsi=_uG9o1UbgrH6Q9Kh

[@naveenkishore3743]

Thanks

[@shivani-hn2un]

Awesome video for index investors. Thanks

[@shankarnath]

Glad you liked it!

[@Professor2098]

Great and very insightful video, God bless you❤

[@shankarnath]

Thank you very much!

[@ravindragaikwad149]

Very nice video. Exact information with proper supporting data.

[@shankarnath]

Glad you liked it

[@prabhus3737]

Wow.. fantastic analysis... ❤❤ Love you bro , great effort ❤❤

[@shankarnath]

Thank you!

[@vijetarvindpatil7579]

Sir, thank you... This helps to move little away from direct stk investing

[@shankarnath]

Most welcome!

[@sivareddyt6892]

Superb excellent video. Very good information for mutual funds investment. This one video is enough to understand total mutual fund industry. Thank you sir.

[@shankarnath]

So nice of you. I'm glad you like it 🙌

[@pankajsharma-qg6yg]

Hi Shankar, After listening all so called fin fluencers. You are the only one whom i follow now. Watching your 1 video for any topic is 100 times better than watching other so called fin fluencers 100 videos.

[@shankarnath]

So nice of you. I am glad you like my work 🙌

[@PratikBarapatre]

This is undoubtedly the most detailed and informative video on index funds I have ever seen. Amazing job!

[@shankarnath]

Glad it was helpful!

[@jshivasubramanian273]

This is a great video to assess ones portfolio and to choose the best index based on our Risk Profile. Thanks Shankar Ji

[@shankarnath]

You're most welcome 🙌

[@Financeabhijit]

Shankar First and foremost thanks a million for making this video 🙏🏼🙏🏼👍🏼😊 You have probably invested more than 16 hours researching and putting together this 16 min video 🙏🏼 If we really want to make the best of it, we should watch this 3-4 times and pause maybe 20 times. But well worth the effort. 👌🏼👌🏼 Guys if you want to take a shortcut, go to 15:50 mins, take a screenshot and go and invest in the IPL stars. Trust Shankar's research and reasoning and you can't go wrong over a long period of time. All the best. Happy Investing 👍🏼

[@shankarnath]

Thank you very much for your kind words of appreciation. I am glad you like my work 🙌

[@pavanchennam4905]

Another great video!! Your knowledge and analysis continue to amaze me 🎉🎉

[@shankarnath]

I appreciate that! 🙌 Thank you

[@ramkumarsarva7]

Thanks for the detailed analysis

[@shankarnath]

My pleasure!

[@ajayshrivastava8509]

Great work done by you for we people. Thanks a lot for your contribution to investors.

[@shankarnath]

My pleasure! Glad you liked it

[@ranjit1929]

Excellent video. What would you say should be the weightage between these 11 funds? Let's assume a monthly SIP of around 2L? Should we also consider SIP + Lumpsum?

[@shankarnath]

Thanks! 1. I would assign a weightage for my core portfolio in line with my 3x3 grid that I discussed in the previous video + I'll divert some indices to my satellite portfolio 2. Yes, SIP+Lumpsum should be used .. it ups performance and increases absolute wealth.

[@piyushgurjar1850]

Always wondered and surprise by your deep research ! Your videos always helps us lot, Thank you 🙏

[@shankarnath]

Thank you so much 🙌

[@paul5577]

Wow! Priceless information. Crisp and clear. Keep up the good work.

[@shankarnath]

Glad it was helpful!

[@Razrman]

Very informative topic and video. 👍🏻

[@shankarnath]

Glad you liked it 🙌

[@SecretStrategist]

once again such well researched, unique and very important case study. This seems to be bit relaxed way of managing our SIP's. kudos to you !!

[@shankarnath]

My pleasure! Glad you liked this video 🙌

[@030783raja]

Dear Sankar ji. As usal... ❤ But Multi Asset can consider... Gold / Silver ETF

[@snehasishchowdhuri7039]

Thank you, Shankar ji. This is a very helpful video for the ETF investors like me. A video full of knowledge.

[@shankarnath]

Most welcome, glad you liked it

[@Amit-bu6pp]

Marvelous as always. 💎💎💎💎 Eagerly waiting for the sequel of this video.

[@shankarnath]

Thanks

[@gopikannans9246]

An excellent session as usual. Great information.

[@shankarnath]

Thank you very much 🙌

[@VJeducation999]

Informative and useful analysis

[@shankarnath]

Glad you think so!

[@gm4077]

Excellent Video !! Must Watch... I love the content and will apply it in my investment journey. Many Thanks, Sir. !!🙏

[@shankarnath]

Most welcome! Please do update on the progress on a 6-monthly basis

[@preetamshetty6679]

Great stuff.. Kudos 🎉

[@shankarnath]

Thank you 🙌

[@shekharm4886]

Very well explained in simple manner with right data. Thanks for your efforts in educating people at large.

[@shankarnath]

My pleasure. I'm glad you liked it 🙌

[@doramoniraghavendra6089]

Sir thank your for this efforts ... 👌 💪

[@shankarnath]

So nice of you .. it's my pleasure 🙌

[@chafekar1]

Superb Shankar Ji as always.

[@shankarnath]

Thank you!

[@Ashwajeets]

Excellent Shankar, as always👏🏻

[@shankarnath]

So nice of you, thank you so much!

[@dandgebharatkumar6804]

Excellent presentation Sir

[@shankarnath]

So nice of you

[@human705]

Amazing video sirji ❤

[@shankarnath]

Thank you!

[@shilpagupta2557]

Superb content and presentation as always

[@shankarnath]

Thanks!

[@thamizhtechno]

I have been thinking of moving from stocks to index investing and your video comes at the right time. Thanks.

[@shankarnath]

Most welcome!

[@mohanayare]

Love the way u explain the logic behind thought process 👍🏻

[@shankarnath]

Glad to hear that!

[@mdrafeek786]

Great analysis kudos to you. My question is market is getting flooded with NFO and ETF...etc not sure what's the benefit for investor.

[@shankarnath]

Thank you! I'm guessing more NFOs & ETFs means more competition. More competition means more focus, better tracking & less expense ratio

[@user-ms7sk6xp4y]

Great analysis❤. No words to describe.

[@shankarnath]

Thank you 🙌

[@haisasii]

Extremely helpful content 👌👍

[@shankarnath]

Glad to hear that. I'm happy you found it useful 🙌

[@DVignesh-gu6kw]

Hi. I remember you have picked Nifty 500 value 50 in previous video of 2 funds for long term. Do we have any specific reason for not part of IPL funds? Please advise

[@shankarnath]

Yes, the Nifty 500 Value 50 was chosen in isolation as it fitted that requirement of creating a "lifetime portfolio". The constraint was that I had to choose a Momentum index fund and a Value index fund. There was only one broad value index fund then i.e. N500V50 (the other was N50V20 but that's only large cap oriented). This is not the objective here and I was free to look expansively across 66 available index fund categories and 150+ available index schemes.

[@jaym8218]

Great video,,best channel for Index fund learning,research, study etc etc

[@shankarnath]

Wow, thanks 🙌

[@Rockfort_dinesh]

Awesome video sir.. 😊

[@shankarnath]

Thanks a ton

[@santoshed]

Thank you so much for such an elaborate study and analysis. You deserve millions of subscribers.

[@shankarnath]

Wow, thank you!

[@sushil2kashyap]

Thank you SHANKAR JI 🙏🙏

[@shankarnath]

Always welcome

[@rishikeshshewale5458]

Shankar ji brilliant work. Real value addition to our knowledge and strategy

[@shankarnath]

Thanks a ton

[@suresh24fit]

Thank you

[@shankarnath]

Welcome!

[@sumanthkumarambati6869]

Sir , appreciate your efforts and time to simplify this complex topic . Warm regards to you sir.

[@shankarnath]

So nice of you. You are most welcome

[@ramireddy8553]

Fantabulous 👌🏻👌🏻👏👏

[@shankarnath]

Thanks 🤗

[@tarungarg4627]

You are the best in many ways Sir. 🎉

[@shankarnath]

Thank you so much

[@malleswararaomaguluri6344]

Great learning ❤

[@shankarnath]

Thank you 🤗

[@santhoshkumarR2847]

By far, the best video for MF investor, thank you sir for crisp and clear information

[@shankarnath]

Most welcome Santhosh. Glad it was helpful!

[@hemilcivil3909]

Fantastic sir.... ❤

[@shankarnath]

Thanks a lot 😊

[@ramamoorthyh]

As always, fantastic videp. Goldmine of information capsuled in 15 min. As a good class, we students need to take notes and do assignments to make use of it. Thanks, Shankar. 😊

[@shankarnath]

Most welcome 🙌 Glad you enjoyed it!

[@thelawlearners924]

THE MOST FANTASTIC VIDEO I COULD SEE ON INDEX FUNDS. WOW WOW AND WOW. THANKS A LOT FOR THIS. THIS IS SOME ABSOLUTELY PHENOMENAL CONTENT

[@shankarnath]

You are very welcome 🙌

[@mathankumar7995]

You are simply best when it comes to research and presentation. Thank you for all your efforts and this video came at the right time for me.

[@shankarnath]

You are most welcome 🤗 I'm glad you liked my work

[@anandakumarirudhayaraj4207]

Good overview on index possibility @shankarnath keep going 🎉

[@shankarnath]

Thanks a ton

[@maradugu82]

Extra ordinary analysis❤❤❤

[@shankarnath]

Thank you

[@gopals796]

So many boundaries and sixes as usual. Well done Shankar. Pleasently surprised to see so many indices. Wondering if we still need active investing or even direct stock exposure..!? Thanks to you and your team again for yet another high quality content.🎉

[@shankarnath]

Thanks you very much! 🙌

[@dattatraykolte8226]

Really great work sir.

[@shankarnath]

Many thanks

[@sudhi2911]

Sir You will be always admired for your depth & clarity with which you explain any concept.

[@shankarnath]

Thank you very much

[@manikpandit4060]

Excellent analysis

[@shankarnath]

Thanks

[@sarikasharma1080]

This guy is brilliant. Period

[@bluestone019]

Excellent video

[@shankarnath]

Thanks you

[@5966ramesh]

Amazing video Shankar Nath. Thank you so much for the insights. Would you recommend considering the ETFs of these Indices to invest? Especially the factor based ones like MIDSMALL, SMALLCAP, ALPHA and so on.

[@shankarnath]

Thanks. The investing vehicle is secondary, based on your comfort you can use ETFs or index funds

[@5966ramesh]

@@shankarnath Thank you.

[@sumanthkanteti1152]

The last two videos of yours are pure gold !!

[@shankarnath]

Thank you!

[@riteshk9879]

Your videos are always well researched and backed by data

[@shankarnath]

Glad to hear!

[@TriloLuciffer]

Thank you ❤ from Sikkim, NorthEast.

[@shankarnath]

Most welcome

[@indian_curry6722]

Your work sets you apart from others. Thank you for putting so much effort for literally providing free education to us.

[@shankarnath]

My pleasure! Appreciate your kind words 🙌

[@kirangowdan7478]

Best content video in index funds

[@shankarnath]

Glad you liked it

[@baskarchockalingam2421]

good morning brother.. best thing in ur videos u have covered from extremely complicated topics with lot of numbers n analysis To simple but extremely useful simple but power packed video s like this..very useful to professional like who can't do lot of home work...thank u

[@shankarnath]

So nice of you. Thank you! 🙌

[@rupanmayan6360]

Excellent

[@shankarnath]

Thanks

[@nikhileshpuvvada1663]

Excellent video 👏 super sir

[@shankarnath]

So nice of you

[@asvocasvoc2226]

Very helpful video

[@shankarnath]

Thank you

[@debasissahu7562]

Dear Shankar ji, Excellent compilation. Do you think is it a good idea to invest in all 11 funds ? I really cannot invest in team, but can sponsor couple of them. What would be your top pics if I have to choose max 2-3 funds and why ?

[@shankarnath]

Thank you! 1. No, you don't need to invest in all 11. Choose per your comfort & investment strategy 2. I don't have top picks because the way I construct my portfolio (as I explained in the earlier video of "Building a Strong Investment Portfolio"), I need multiple schemes to cover my requirements of core portfolio, satellite portfolio and my 3x3 grid. Infact, I need more than 11 schemes at times because I also participate in cyclical indices to take advantage of those opportunities

[@raghavendrakalmadi6414]

I was only aware of Nifty 50, Nifty Next 50 and Bank Nifty index and not aware of other indices. Thank you this informative video on various indices that can be invested by us.

[@shankarnath]

Glad it was helpful! Yes a large part of this video was to build awareness of index funds beyond the Nifty50.

[@khushachoubisa3947]

Sir i have watch every video on momentum and indexes of you But please can you research the SIP returns for stratagy indices because I have searched a lot but not able to analyze

[@shankarnath]

Please use advisorkhoj.com for SIP returns of strategy indices.

[@nagarajuaddagulla]

Love to hear you and the way you present the investment thesis. I asked my Kids to watch your videos for knowledge, fun and the way you present information. You are Genius and motivation for youngsters and investors who are long term

[@shankarnath]

Glad to hear it! Thank you for your kind appreciation and encouragement 🙌

[@manmeetahuja]

Great analysis Shankar ji.Especially on the Hang Seng index contrarian view. Can you share the article on why it is a good time to invest in Hang Seng.

[@shankarnath]

Thank you! Here's the post: shankarnath.substack.com/p/todays-special-fish-manchurian-and .. the Hang Seng was ~16,000 points when I posted this.

[@manmeetahuja]

@@shankarnath a very opportune document. I have been evaluating to invest in Aequitas far east china fund who were probably the first to call out the valuations in India are overblown.

[@manikpandit4060]

Nice analysis

[@shankarnath]

Thanks

[@kitten_with_bad_breath]

What banger of a video. Shankar sir you have done it again 🎉

[@shankarnath]

Thanks a ton 🙌

[@vijaykrathore2815]

Sir, your pick on HDFC defence fund or new nfo Nippon India defence index fund. Can we consider it in our portfolio. Pls suggest...

[@shankarnath]

Pls consult your financial advisor for specific scheme suggestions

[@shabanamshabbu6585]

Superb way to present with data Mr shankar .I was actually reading mutual funds by Monika halan where she too emphasizes on index funds for passive investors....I am happy to be getting this great video at the right time.......Thank you 👏👏

[@shankarnath]

Most welcome! 🙌

[@gauravbarchha7238]

Brilliant!

[@shankarnath]

🙌

[@amarmehta1258]

This is a great run up on Index Mutual Funds. You have great knowledge, do awesome research and have a knack on teaching; what i really love about your style is the way you teach us to fish! Thank You! 🙏

[@shankarnath]

Glad it was helpful. Much appreciated! 🙌

[@ashutoshshete4942]

Thanks Shankar ❤

[@shankarnath]

Most welcome

[@pallena8721]

Great job ...

[@shankarnath]

Thanks

[@StockMarketHelp]

Hats off to your dedication

[@shankarnath]

Thanks!