Nippon India Index Fund - BSE Sensex Plan
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.14% | -2.26% | -4.09% | -5.15% | -12.80% | 5.19% | 4.78% | 10.39% | 11.03% |
NAV history
About this fund
Nippon India Index Fund - BSE Sensex Plan is a passive index fund/ETF offered by Nippon India Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹39.81, with assets under management of about ₹898 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Nippon India Index Fund - BSE Sensex Plan has recorded a return of about -12.8%, with a three-year return of 5.2% and a five-year return of 4.8%. Its annualised volatility is 16.1% — relatively large fluctuations — and its Sharpe ratio is -1.20, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.17%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.58 | 12.15 | -30.49 | 92.01 | 86% | 50% |
| 3Y | 13.68 | 13.98 | -2.74 | 30.99 | 100% | 69% |
| 5Y | 14.57 | 14.73 | 4.51 | 25.12 | 100% | 85% |
| 7Y | 13.70 | 13.92 | 10.19 | 16.81 | 100% | 84% |
| 10Y | 11.55 | 11.68 | 10.75 | 12.31 | 100% | 15% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Taurus Nifty 50 Index Fund Other Scheme - Index Funds | -3.59 | -5.20 | -6.02 | -12.49 | 5.69 | 4.93 | 10.73 | 0.68 |
| HDFC Nifty 50 Index Fund Other Scheme - Index Funds | -3.61 | -5.15 | -5.85 | -12.00 | 6.39 | 5.48 | 11.01 | – |
| HDFC BSE Sensex Index Fund Other Scheme - Index Funds | -2.26 | -4.10 | -5.16 | -12.84 | 5.18 | 4.75 | 11.02 | – |
| Tata BSE Sensex Index Fund Other Scheme - Index Funds | -2.27 | -4.11 | -5.20 | -12.90 | 5.07 | 4.66 | 10.91 | 0.27 |
| Tata Nifty 50 Index Fund Other Scheme - Index Funds | -3.57 | -5.10 | -5.80 | -12.00 | 6.35 | 5.49 | 10.98 | 0.19 |
| Aditya Birla Sun Life Nifty 50 Index Fund Other Scheme - Index Funds | -3.60 | -5.12 | -5.79 | -11.90 | 6.44 | 5.48 | 10.71 | 0.15 |
| SBI NIFTY INDEX FUND Other Scheme - Index Funds | -3.60 | -5.13 | -5.81 | -11.98 | 6.40 | 5.50 | 10.93 | 0.16 |
| LIC MF Nifty 50 Index Fund Other Scheme - Index Funds | -3.58 | -5.18 | -5.94 | -12.25 | 6.25 | 5.39 | 10.66 | 0.47 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Nippon India Multi Cap Fund Equity Scheme - Multi Cap Fund | -8.00 | -6.91 | -7.30 | -9.20 | 11.32 | 14.08 | 14.54 | 0.58 |
| Nippon India Floating Interest Rates Fund Debt Scheme - Floater Fund | -0.36 | 0.31 | 2.19 | 4.37 | 7.20 | 6.48 | 7.11 | – |
| Nippon India Gold Savings Fund Other Scheme - FoF Domestic | -7.08 | -2.36 | -6.61 | 13.83 | 30.82 | 22.76 | 15.36 | 0.04 |
| Nippon India Equity Scheme - Mid Cap Fund | -9.23 | -7.89 | -6.10 | -3.33 | 15.64 | 15.36 | 16.73 | 0.58 |
| Nippon India Gilt Fund Debt Scheme - Gilt Fund | -1.29 | -1.00 | 1.42 | 1.66 | 6.19 | 5.40 | 7.12 | 0.43 |
| Nippon India Vision Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -7.57 | -7.42 | -6.70 | -8.43 | 12.58 | 10.56 | 11.88 | 0.91 |
| Nippon India Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.30 | -1.03 | 1.44 | 2.51 | 6.51 | 5.87 | 6.72 | – |
| Nippon India Interval Fund-Quarterly Interval Fund Serie-II Income | 0.40 | 1.36 | 2.85 | 5.83 | 6.53 | 6.28 | 6.18 | 0.10 |