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Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

Franklin India Index · Index Funds
High
₹184.60
Current NAV
26 Oct 2026
-11.9%
1Y Return
6.7%
3Y CAGR
5.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.58).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.08).
  • Very large asset base (AUM: ₹18,630 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.28%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.58
Sharpe Ratio
1.48
Beta
2.08
Alpha
2.02
Sortino
Fund Details
Fund House Franklin India Index
Category Index Funds
AUM ₹18630 Cr
Expense Ratio 2.28%
Min SIP ₹500
Min Lumpsum ₹1000
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