Franklin India Index Fund NSE Nifty 50 Index Fund Direct Growth

Scheme code: INF090I01GS4 NAV value: ₹ 195.5063 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-32.4592.8812.0414.279.23
3 year-5.0231.1913.0412.7715.72
5 year-1.5525.4313.1713.0615.28
7 year5.0215.8712.8412.4912.94
10 year10.1014.7412.7712.7513.12
12 year11.8514.4713.2913.2313.61

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6114.27
3 year 6.2830.9515.0412.77
5 year 8.3826.0214.2213.06
7 year 10.1815.6212.9312.49
10 year 11.4212.9312.1812.75
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4914.27
3 year 6.5619.6413.5712.77
5 year 9.2212.2910.7513.06
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7514.27
3 year 7.6821.4915.0612.77
5 year 10.3713.511.9313.06
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1614.27
3 year 8.0432.0317.8112.77
5 year 8.1828.6415.3413.06
7 year 10.6416.4213.7712.49
10 year 12.5614.0613.3112.75

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,344 - Absolute Returns: ₹75,344 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,31,951 - Absolute Returns: ₹7,31,951 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,64,590 - Absolute Returns: ₹23,64,590 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,17,899 - Absolute Returns: ₹52,17,899 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,43,60,545 - Absolute Returns: ₹1,23,60,545 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,31,62,285 - Absolute Returns: ₹1,87,62,285 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.60 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.83 %

Calmar Ratio by Duration

1 Y

0.3795

3 Y

0.3396

5 Y

0.3473

7 Y

0.3321

10 Y

0.3391

12 Y

0.3518

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 0.92 1.00 100.2 98.9 4.92 % 4.00 %
3 years 1.00 0.99 100.0 98.7 12.25 % 11.28 %
5 years 0.94 0.99 99.8 98.7 10.36 % 9.44 %
7 years 0.86 0.98 99.3 98.4 11.52 % 10.74 %
10 years 0.78 0.98 99.3 98.4 12.74 % 12.06 %
12 years 0.62 0.98 99.3 98.4 10.56 % 10.00 %
15 years 0.46 0.98 99.3 98.4 8.36 % 7.92 %