Should I invest in Nippon India Index Fund - BSE Sensex Plan Growth Plan?

We don't give personal investment advice. Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option 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: 16.2%. 5-year CAGR: 8.44%.

Nippon India

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

Latest NAV

₹40.2533

As of

3 Jun 2026

3,300 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	+0.51%	+0.27%	+0.24	68 / 353	Q1
1W	-1.79%	-0.97%	-0.82	245 / 353	Q3
2W	-0.65%	+0.26%	-0.91	306 / 353	Q4
1M	-3.24%	-0.26%	-2.98	337 / 351	Q4
3M	-6.82%	+0.41%	-7.23	324 / 341	Q4
6M	-12.17%	-1.84%	-10.33	312 / 332	Q4
YTD	-12.20%	-2.06%	-10.14	311 / 333	Q4
1Y	-7.48%	+1.97%	-9.45	283 / 306	Q4
2Y	-0.38%	+4.21%	-4.59	181 / 205	Q4
3Y	+7.01%	+11.24%	-4.23	146 / 168	Q4
4Y	+8.56%	+12.60%	-4.04	56 / 77	Q3
5Y	+8.44%	+10.98%	-2.55	33 / 38	Q4
7Y	+10.32%	+11.53%	-1.21	18 / 19	Q4
10Y	+11.77%	+12.00%	-0.23	9 / 14	Q3
Inception	+11.26%	+6.44%	+4.81	87 / 353	Q1

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	-12.20%	-2.11%	-10.09	309 / 331
2025	+9.60%	+6.05%	+3.55	61 / 260
2024	+9.11%	+14.12%	-5.00	113 / 180
2023	+19.53%	+21.09%	-1.56	72 / 130
2022	+5.57%	+1.94%	+3.64	6 / 51
2021	+22.55%	+26.80%	-4.24	22 / 25
2020	+16.81%	+15.71%	+1.10	3 / 22
2019	+14.55%	+11.04%	+3.51	2 / 17
2018	+7.65%	+4.02%	+3.63	2 / 15
2017	+27.99%	+29.36%	-1.38	10 / 14
2016	+2.33%	+3.41%	-1.08	13 / 14

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

+13.87%

152 windows

min -27.8% · max 76.4%

86% positive

3-Year rolling

+12.69%

127 windows

min -1.6% · max 28.0%

99% positive

5-Year rolling

+13.26%

103 windows

min 0.3% · max 21.5%

100% positive

7-Year rolling

+12.90%

79 windows

min 6.6% · max 16.3%

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

11.78%

3-year · annualised

Sharpe ratio

0.08

vs risk-free 6.5%

Sortino ratio

0.12

Downside-only deviation

Max drawdown

-16.08%

Jan 2026 → Mar 2026

% positive months

66.7%

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 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.1208	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option	Nippon India	₹10.8401	3 Jun 2026
SBI BSE Sensex Index Fund - Direct Plan - Growth	SBI	₹12.2089	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹24.7112	3 Jun 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹9.7184	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - GROWTH	Bandhan	₹14.5944	3 Jun 2026
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹243.1960	3 Jun 2026
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹20.3201	3 Jun 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹199.2252	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - Growth	Mirae Asset	₹9.7181	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹40.2533
2 Jun 2026	₹40.4175
1 Jun 2026	₹40.2112
29 May 2026	₹40.4864
27 May 2026	₹41.0767
26 May 2026	₹41.1535
25 May 2026	₹41.4128
22 May 2026	₹40.8188
21 May 2026	₹40.6733
20 May 2026	₹40.7465

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 Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option is ₹40.2533. It's a Index Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option has NAV history starting from 02 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.

Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option is managed by Nippon 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, Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option has delivered a absolute return of -7.48% — -9.45 pp behind the Index Fund category average of 1.97%. The fund ranks #283 of 306 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 7.01% — -4.23 pp behind the Index Fund category average of 11.24%. The fund ranks #146 of 168 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 8.44% — -2.55 pp behind the Index Fund category average of 10.98%. The fund ranks #33 of 38 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option exactly 10 years ago would be worth approximately ₹304,265 today — a multiplier of 3.04×, based on the 10-year CAGR of 11.77%. The category average over the same window would have grown ₹1 lakh to ₹310,471.

A ₹10,000 monthly SIP in Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹682,096 today. That's an XIRR (money-weighted annualised return) of 5.07%.

A ₹10,000 monthly SIP for 10 years in Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,063,614 (multiplier 1.72×). XIRR: 10.45%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option ranks #33 out of 38 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 10.98%; this fund delivered 8.44%.

The worst peak-to-trough decline Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option has experienced over the last 5-year window is 16.15% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. 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, Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option averaged 13.26% (best 21.55%, worst 0.25%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.20 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option returned 9.60% — beating the Index Fund category average of 6.05% by 3.55 pp. It ranked #61 of 260 in its category that year.

Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option 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. Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option 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: 16.2%. 5-year CAGR: 8.44%.

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