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

We don't give personal investment advice. Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus 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: 16.4%. 5-year CAGR: 8.02%.

Nippon India

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

Latest NAV

₹37.8873

As of

3 Jun 2026

3,856 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%	+0.28%	+0.23	13 / 70	Q1
1W	-1.79%	-1.03%	-0.76	49 / 66	Q3
2W	-0.66%	+0.07%	-0.74	54 / 64	Q4
1M	-3.26%	-0.94%	-2.32	55 / 62	Q4
3M	-6.89%	-1.73%	-5.15	54 / 62	Q4
6M	-12.30%	-4.34%	-7.96	55 / 62	Q4
YTD	-12.31%	-4.82%	-7.49	54 / 61	Q4
1Y	-7.75%	+0.34%	-8.09	54 / 61	Q4
2Y	-0.66%	+3.20%	-3.86	46 / 54	Q4
3Y	+6.67%	+10.47%	-3.80	46 / 52	Q4
4Y	+8.13%	+11.11%	-2.98	27 / 34	Q4
5Y	+8.02%	+8.64%	-0.62	18 / 23	Q4
7Y	+9.86%	+10.28%	-0.42	17 / 23	Q3
10Y	+11.23%	+11.23%	+0.00	14 / 22	Q3
Inception	+8.89%	+7.72%	+1.17	33 / 70	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	-12.31%	-4.82%	-7.49	54 / 61
2025	+9.30%	+7.96%	+1.34	23 / 57
2024	+8.81%	+12.60%	-3.79	34 / 52
2023	+18.87%	+21.36%	-2.49	33 / 46
2022	+5.04%	+3.06%	+1.98	12 / 30
2021	+22.13%	+23.37%	-1.24	18 / 23
2020	+16.42%	+15.15%	+1.26	2 / 23
2019	+13.67%	+11.82%	+1.86	6 / 23
2018	+6.93%	+4.05%	+2.88	3 / 22
2017	+27.15%	+27.94%	-0.79	18 / 22
2016	+1.79%	+2.43%	-0.64	18 / 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

+11.93%

179 windows

min -28.3% · max 76.0%

80% positive

3-Year rolling

+12.20%

155 windows

min -2.3% · max 27.5%

99% positive

5-Year rolling

+12.03%

131 windows

min -0.3% · max 21.1%

99% positive

7-Year rolling

+11.93%

106 windows

min 6.1% · max 15.6%

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

0.06

vs risk-free 6.5%

Sortino ratio

0.08

Downside-only deviation

Max drawdown

-16.14%

Nov 2025 → 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 Index Fund-Nifty Plan(FV Rs 10.326)	HDFC	₹222.5854	3 Jun 2026
Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Growth Option	Nippon India	₹37.8873	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Cumulative Option	ICICI Prudential	₹24.3801	3 Jun 2026
Franklin India Index Fund- Nifty Plan - Dividend Plan	Franklin Templeton	₹189.0427	3 Jun 2026
UTI - NIFTY Index Fund-Growth Option	UTI	₹161.4298	3 Jun 2026
Birla Sun Life Index Fund-Plan A (Dividend)	Birla Sun Life	₹23.7681	3 Jun 2026
LICMF Index Fund-Nifty-Dividend	LIC	₹47.5901	3 Jun 2026
Tata Index Fund - Nifty A	Tata	₹145.6466	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹37.8873
2 Jun 2026	₹38.0421
1 Jun 2026	₹37.8483
29 May 2026	₹38.1082
27 May 2026	₹38.6644
26 May 2026	₹38.7371
25 May 2026	₹38.9814
22 May 2026	₹38.4233
21 May 2026	₹38.2866
20 May 2026	₹38.3558

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 - Growth Plan - Bonus Option is ₹37.8873. It's a Index Fund from Nippon India, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option has NAV history starting from 01 Oct 2010, a track record of about 15 years 8 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.

Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus 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 - Growth Plan - Bonus Option has delivered a absolute return of -7.75% — -8.09 pp behind the Index Fund category average of 0.34%. The fund ranks #54 of 61 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option has delivered a CAGR of 6.67% — -3.8 pp behind the Index Fund category average of 10.47%. The fund ranks #46 of 52 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option has delivered a CAGR of 8.02% — -0.62 pp behind the Index Fund category average of 8.64%. The fund ranks #18 of 23 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option exactly 10 years ago would be worth approximately ₹289,805 today — a multiplier of 2.90×, based on the 10-year CAGR of 11.23%. The category average over the same window would have grown ₹1 lakh to ₹289,795.

A ₹10,000 monthly SIP in Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹675,484 today. That's an XIRR (money-weighted annualised return) of 4.68%.

A ₹10,000 monthly SIP for 10 years in Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,010,384 (multiplier 1.68×). XIRR: 9.96%. 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 - Growth Plan - Bonus Option ranks #18 out of 23 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 8.64%; this fund delivered 8.02%.

The worst peak-to-trough decline Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option has experienced over the last 5-year window is 16.35% — 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 - Growth Plan - Bonus Option averaged 12.03% (best 21.08%, worst -0.35%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.17 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option returned 9.30% — beating the Index Fund category average of 7.96% by 1.34 pp. It ranked #23 of 57 in its category that year.

Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus 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 - Growth Plan - Bonus 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: 16.4%. 5-year CAGR: 8.02%.

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