Should I invest in Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct?

We don't give personal investment advice. Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.5%. 5-year CAGR: 6.30%.

Franklin India

Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW

Latest NAV

₹173.5510

As of

3 Jun 2026

3,301 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.33%	+0.14%	-0.47	277 / 296	Q4
1W	-2.08%	-1.13%	-0.95	232 / 296	Q4
2W	-5.25%	+0.01%	-5.26	292 / 296	Q4
1M	-7.00%	-0.63%	-6.36	292 / 296	Q4
3M	-8.34%	-0.19%	-8.14	277 / 291	Q4
6M	-13.60%	-2.63%	-10.97	268 / 285	Q4
YTD	-14.16%	-2.85%	-11.32	271 / 287	Q4
1Y	-7.95%	+0.85%	-8.80	246 / 269	Q4
2Y	-3.23%	+3.09%	-6.31	170 / 188	Q4
3Y	+3.97%	+10.07%	-6.10	136 / 149	Q4
4Y	+6.18%	+11.38%	-5.21	70 / 74	Q4
5Y	+6.30%	+9.89%	-3.59	38 / 42	Q4
7Y	+8.63%	+10.09%	-1.46	20 / 24	Q4
10Y	+10.20%	+10.84%	-0.64	13 / 20	Q3
Inception	+10.24%	+6.44%	+3.80	77 / 294	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-14.16%	-2.86%	-11.30	267 / 282
2025	+6.24%	+5.41%	+0.83	143 / 226
2024	+4.67%	+13.06%	-8.38	148 / 159
2023	+20.18%	+21.46%	-1.28	64 / 121
2022	+5.34%	+2.02%	+3.32	19 / 55
2021	+24.47%	+27.10%	-2.63	20 / 31
2020	+15.17%	+13.44%	+1.74	17 / 29
2019	+12.01%	+8.85%	+3.16	12 / 22
2018	+4.54%	+3.96%	+0.58	16 / 21
2017	+27.78%	+28.47%	-0.69	16 / 20
2016	+3.49%	+2.78%	+0.71	8 / 20

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.98%

152 windows

min -29.9% · max 70.4%

84% positive

3-Year rolling

+11.99%

128 windows

min -3.8% · max 26.9%

99% positive

5-Year rolling

+12.43%

103 windows

min -0.7% · max 20.7%

99% positive

7-Year rolling

+12.00%

79 windows

min 6.2% · max 15.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.47%

3-year · annualised

Sharpe ratio

-0.14

vs risk-free 6.5%

Sortino ratio

-0.20

Downside-only deviation

Max drawdown

-17.55%

Sep 2024 → Mar 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE Sensex Index Fund - Direct Plan	HDFC	₹707.9926	3 Jun 2026
Nippon India BSE Sensex Next 30 Index -Direct Plan - IDCW Payout	Nippon India	₹10.8401	3 Jun 2026
SBI BSE Sensex Index Fund - Direct Plan - IDCW	SBI	₹12.2094	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - IDCW Option	ICICI Prudential	₹24.7110	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - IDCW	Bandhan	₹14.5912	3 Jun 2026
Aditya Birla Sun Life Nifty 50 Index Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹24.6364	3 Jun 2026
Motilal Oswal Nifty 500 Index Fund - Direct Plan	Motilal Oswal	₹26.1363	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - IDCW	Mirae Asset	₹9.7182	3 Jun 2026
Kotak BSE Sensex Index Fund- Direct - IDCW	Kotak	₹9.8870	3 Jun 2026
Edelweiss Nifty 50 Index Fund Direct Plan IDCW	Edelweiss	₹13.6108	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹173.5510
2 Jun 2026	₹174.1285
1 Jun 2026	₹173.3858
29 May 2026	₹174.6073
27 May 2026	₹177.2323
26 May 2026	₹177.2821
25 May 2026	₹178.1530
22 May 2026	₹183.6887
21 May 2026	₹183.1174
20 May 2026	₹183.1609

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW is ₹173.5510. It's a Index Fund from Franklin India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW has NAV history starting from 01 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW is managed by Franklin India. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW has delivered a absolute return of -7.95% — -8.8 pp behind the Index Fund category average of 0.85%. The fund ranks #246 of 269 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW has delivered a CAGR of 3.97% — -6.1 pp behind the Index Fund category average of 10.07%. The fund ranks #136 of 149 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW has delivered a CAGR of 6.30% — -3.59 pp behind the Index Fund category average of 9.89%. The fund ranks #38 of 42 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW exactly 10 years ago would be worth approximately ₹264,122 today — a multiplier of 2.64×, based on the 10-year CAGR of 10.20%. The category average over the same window would have grown ₹1 lakh to ₹279,861.

A ₹10,000 monthly SIP in Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹632,485 today. That's an XIRR (money-weighted annualised return) of 2.08%.

A ₹10,000 monthly SIP for 10 years in Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,858,878 (multiplier 1.55×). XIRR: 8.47%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW ranks #38 out of 42 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.89%; this fund delivered 6.30%.

The worst peak-to-trough decline Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW has experienced over the last 5-year window is 17.55% — its NAV fell from a high on 26 Sep 2024 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW averaged 12.43% (best 20.69%, worst -0.72%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.04 — weak risk-adjusted performance.

In calendar year 2025, Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW returned 6.24% — beating the Index Fund category average of 5.41% by 0.83 pp. It ranked #143 of 226 in its category that year.

Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.5%. 5-year CAGR: 6.30%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.