Nippon India Index Fund BSE Sensex Plan Direct Growth

Scheme code: INF204K01K80 NAV value: ₹ 40.1153 NAV date: 19 March, 2026 TER: 0.20%

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	-30.49	92.01	12.76	14.16	9.23
3 year	-2.74	31.29	12.88	12.91	15.72
5 year	-0.66	24.83	13.73	13.46	15.28
7 year	5.55	16.65	13.40	13.00	12.94
10 year	10.41	14.84	12.89	12.92	13.12
12 year	11.62	14.30	13.24	13.21	13.61

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.16
3 year	6.28	30.95	15.04	12.91
5 year	8.38	26.02	14.22	13.46
7 year	10.18	15.62	12.93	13
10 year	11.42	12.93	12.18	12.92
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	14.16
3 year	6.56	19.64	13.57	12.91
5 year	9.22	12.29	10.75	13.46

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.16
3 year	7.68	21.49	15.06	12.91
5 year	10.37	13.5	11.93	13.46

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.16
3 year	8.04	32.03	17.81	12.91
5 year	8.18	28.64	15.34	13.46
7 year	10.64	16.42	13.77	13
10 year	12.56	14.06	13.31	12.92

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: ₹12,77,037 - Absolute Returns: ₹77,037 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,38,384 - Absolute Returns: ₹7,38,384 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,26,377 - Absolute Returns: ₹24,26,377 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,06,104 - Absolute Returns: ₹54,06,104 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,46,73,050 - Absolute Returns: ₹1,26,73,050 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,32,84,557 - Absolute Returns: ₹1,88,84,557 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.15 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.79 %

Calmar Ratio by Duration

1 Y

0.3811

3 Y

0.3475

5 Y

0.3623

7 Y

0.3499

10 Y

0.3478

12 Y

0.3556

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.33	0.98	97.7	99.4	2.71 %	4.00 %
3 years	-0.73	0.99	98.4	99.2	10.49 %	11.28 %
5 years	0.05	0.99	99.2	99.0	9.47 %	9.44 %
7 years	0.59	0.99	99.5	98.8	11.30 %	10.74 %
10 years	0.83	0.99	99.0	98.0	12.82 %	12.06 %
12 years	0.67	0.99	99.0	98.0	10.63 %	10.00 %
15 years	0.51	0.99	99.0	98.0	8.41 %	7.92 %