Nippon India Index Fund Nifty 50 Plan Direct Growth

Scheme code: INF204K01H36 NAV value: ₹ 42.1754 NAV date: 19 March, 2026 TER: 0.07%

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	-32.75	95.05	12.43	14.52	9.23
3 year	-4.76	31.79	13.27	13.00	15.72
5 year	-1.54	25.82	13.44	13.34	15.28
7 year	5.15	16.29	13.16	12.78	12.94
10 year	10.28	14.98	13.00	12.98	13.12
12 year	12.08	14.71	13.51	13.45	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	14.52
3 year	6.28	30.95	15.04	13
5 year	8.38	26.02	14.22	13.34
7 year	10.18	15.62	12.93	12.78
10 year	11.42	12.93	12.18	12.98
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	14.52
3 year	6.56	19.64	13.57	13
5 year	9.22	12.29	10.75	13.34

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.52
3 year	7.68	21.49	15.06	13
5 year	10.37	13.5	11.93	13.34

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.52
3 year	8.04	32.03	17.81	13
5 year	8.18	28.64	15.34	13.34
7 year	10.64	16.42	13.77	12.78
10 year	12.56	14.06	13.31	12.98

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: ₹12,76,453 - Absolute Returns: ₹76,453 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,45,219 - Absolute Returns: ₹7,45,219 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,15,051 - Absolute Returns: ₹24,15,051 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,60,456 - Absolute Returns: ₹53,60,456 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,46,74,756 - Absolute Returns: ₹1,26,74,756 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,36,29,775 - Absolute Returns: ₹1,92,29,775 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.17 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.88 %

Calmar Ratio by Duration

1 Y

0.3804

3 Y

0.3406

5 Y

0.3495

7 Y

0.3348

10 Y

0.3401

12 Y

0.3524

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.04	1.00	100.5	99.2	5.03 %	4.00 %
3 years	1.08	1.00	100.5	99.1	12.35 %	11.28 %
5 years	1.04	1.00	100.4	99.2	10.47 %	9.44 %
7 years	1.01	0.99	100.1	99.1	11.71 %	10.74 %
10 years	0.97	0.99	100.1	99.1	12.98 %	12.06 %
12 years	0.79	0.99	100.1	99.1	10.76 %	10.00 %
15 years	0.61	0.99	100.1	99.1	8.52 %	7.92 %