Home› Funds› Nippon India Index Fund - BSE Sensex Plan - Growth

Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option

Nippon India · Index Funds
High
₹37.67
Current NAV
27 Oct 2026
-12.8%
1Y Return
5.5%
3Y CAGR
4.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.01).
  • Very large asset base (AUM: ₹22,060 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.81%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.51
Sharpe Ratio
1.01
Beta
2.01
Alpha
0.57
Sortino
Fund Details
Fund House Nippon India
Category Index Funds
AUM ₹22060 Cr
Expense Ratio 1.81%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Index Funds
HDFC Nifty India Consumption Index Fund - Direct Growth Plan
HDFC
₹9.21 31.8%
Franklin India Conservative Hybrid Fund - Segregated Portfolio 1 (10.25% Yes bank Ltd CO 05Mar20) - Growth Plan
Franklin India Conservative Hybrid
₹0.00 31.7%
Mirae Asset Nifty Top 20 Equal Weight ETF
Mirae Asset
₹8.55 31.6%
UTI Nifty500 Shariah Index Fund - Regular Plan Growth Option
UTI
₹9.54 31.2%