Should I invest in Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND?

We don't give personal investment advice. Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - 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: 19.1%. 5-year CAGR: 5.90%.

Franklin Templeton

Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW

Latest NAV

₹166.6511

As of

24 Jul 2026

4,762 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	-0.36%	-0.22%	-0.14	60 / 77	Q4
1W	-2.27%	-1.26%	-1.00	57 / 77	Q3
2W	-1.74%	-1.05%	-0.68	46 / 77	Q3
1M	-0.92%	-0.37%	-0.55	54 / 74	Q3
3M	-4.61%	+1.28%	-5.90	62 / 62	Q4
6M	-9.08%	-0.22%	-8.86	60 / 62	Q4
YTD	-12.85%	-3.35%	-9.51	60 / 61	Q4
1Y	-8.91%	+0.16%	-9.07	60 / 61	Q4
2Y	-5.27%	+1.79%	-7.06	51 / 54	Q4
3Y	+2.10%	+9.29%	-7.18	51 / 52	Q4
4Y	+5.96%	+10.96%	-5.00	35 / 36	Q4
5Y	+5.90%	+8.95%	-3.05	24 / 24	Q4
7Y	+9.30%	+11.49%	-2.20	23 / 23	Q4
10Y	+9.34%	+10.88%	-1.54	21 / 22	Q4
Inception	+9.39%	+7.35%	+2.04	28 / 77	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	-12.85%	-3.35%	-9.51	60 / 61
2025	+5.58%	+7.96%	-2.37	47 / 57
2024	+4.05%	+12.60%	-8.55	52 / 52
2023	+19.71%	+21.36%	-1.65	26 / 46
2022	+4.94%	+3.06%	+1.88	17 / 30
2021	+23.98%	+23.37%	+0.60	11 / 23
2020	+14.62%	+15.15%	-0.54	16 / 23
2019	+11.52%	+11.82%	-0.29	21 / 23
2018	+4.11%	+4.05%	+0.06	17 / 22
2017	+27.23%	+27.94%	-0.71	17 / 22
2016	+3.05%	+2.43%	+0.62	11 / 22

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

+10.71%

224 windows

min -55.6% · max 96.6%

76% positive

3-Year rolling

+10.74%

200 windows

min -2.6% · max 27.3%

98% positive

5-Year rolling

+10.82%

175 windows

min -1.0% · max 22.3%

98% positive

7-Year rolling

+10.74%

151 windows

min 4.3% · max 17.4%

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

11.54%

3-year · annualised

Sharpe ratio

-0.32

vs risk-free 6.5%

Sortino ratio

-0.45

Downside-only deviation

Max drawdown

-19.08%

Sep 2024 → Jun 2026

% positive months

58.3%

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 - Growth Plan	HDFC	₹709.2343	24 Jul 2026
Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option	Nippon India	₹38.9168	24 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Cumulative Option	ICICI Prudential	₹25.0502	24 Jul 2026
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Franklin Templeton	₹192.7160	24 Jul 2026
UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI	₹164.6629	24 Jul 2026
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Birla Sun Life	₹242.0041	24 Jul 2026
LIC MF BSE Sensex Index Fund-Regular Plan-Growth	LIC	₹142.4540	24 Jul 2026
Tata Nifty 50 Index Fund -Regular Plan	Tata	₹148.4852	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹166.6511
23 Jul 2026	₹167.2561
22 Jul 2026	₹168.1438
21 Jul 2026	₹169.4847
20 Jul 2026	₹169.8414
17 Jul 2026	₹170.5186
16 Jul 2026	₹168.6723
15 Jul 2026	₹168.7153
14 Jul 2026	₹168.5164
13 Jul 2026	₹169.6250

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 24 Jul 2026, the NAV of Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW is ₹166.6511. It's a Index Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW has NAV history starting from 19 Mar 2007, a track record of about 19 years 4 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW is managed by Franklin Templeton. 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 - IDCW has delivered a absolute return of -8.91% — -9.07 pp behind the Index Fund category average of 0.16%. The fund ranks #60 of 61 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW has delivered a CAGR of 2.10% — -7.18 pp behind the Index Fund category average of 9.29%. The fund ranks #51 of 52 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW has delivered a CAGR of 5.90% — -3.05 pp behind the Index Fund category average of 8.95%. The fund ranks #24 of 24 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW exactly 10 years ago would be worth approximately ₹244,319 today — a multiplier of 2.44×, based on the 10-year CAGR of 9.34%. The category average over the same window would have grown ₹1 lakh to ₹280,953.

A ₹10,000 monthly SIP in Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹631,496 today. That's an XIRR (money-weighted annualised return) of 2.02%.

A ₹10,000 monthly SIP for 10 years in Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,820,528 (multiplier 1.52×). XIRR: 8.08%. 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 - IDCW ranks #24 out of 24 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 8.95%; this fund delivered 5.90%.

The worst peak-to-trough decline Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW has experienced over the last 5-year window is 19.08% — its NAV fell from a high on 26 Sep 2024 to a low on 08 Jun 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 - IDCW averaged 10.82% (best 22.28%, worst -0.96%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is -0.00 — negative risk-adjusted performance.

In calendar year 2025, Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - IDCW returned 5.58% — lagging the Index Fund category average of 7.96% by 2.37 pp. It ranked #47 of 57 in its category that year.

Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND - 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 - 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: 19.1%. 5-year CAGR: 5.90%.

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