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: 8.91%.

Nippon India

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

Latest NAV

₹39.9542

As of

17 Jul 2026

3,887 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	+1.26%	+0.52%	+0.74	10 / 77	Q1
1W	+0.77%	+0.22%	+0.55	13 / 77	Q1
2W	+0.52%	+0.26%	+0.26	10 / 75	Q1
1M	+1.59%	+1.03%	+0.57	13 / 74	Q1
3M	+0.02%	+1.46%	-1.44	50 / 62	Q4
6M	-6.12%	-0.94%	-5.18	53 / 62	Q4
YTD	-7.90%	-2.02%	-5.88	52 / 61	Q4
1Y	-4.47%	+1.31%	-5.78	55 / 61	Q4
2Y	-0.98%	+2.10%	-3.08	44 / 54	Q4
3Y	+6.06%	+9.78%	-3.72	46 / 52	Q4
4Y	+10.06%	+12.04%	-1.98	28 / 36	Q4
5Y	+8.91%	+9.55%	-0.64	19 / 24	Q4
7Y	+11.31%	+11.69%	-0.38	17 / 23	Q3
10Y	+11.35%	+11.23%	+0.12	11 / 22	Q2
Inception	+9.15%	+7.79%	+1.37	34 / 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	-7.90%	-2.02%	-5.88	52 / 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

+11.69%

181 windows

min -24.9% · max 60.7%

81% positive

3-Year rolling

+12.43%

156 windows

min 0.0% · max 29.2%

100% positive

5-Year rolling

+12.12%

132 windows

min 1.5% · max 22.8%

100% positive

7-Year rolling

+11.92%

108 windows

min 6.1% · max 15.9%

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

11.50%

3-year · annualised

Sharpe ratio

0.01

vs risk-free 6.5%

Sortino ratio

0.02

Downside-only deviation

Max drawdown

-16.14%

Nov 2025 → Mar 2026

% positive months

55.6%

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	₹232.2210	17 Jul 2026
Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Growth Option	Nippon India	₹39.9542	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Cumulative Option	ICICI Prudential	₹25.7171	17 Jul 2026
Franklin India Index Fund- Nifty Plan - Dividend Plan	Franklin Templeton	₹197.1884	17 Jul 2026
UTI - NIFTY Index Fund-Growth Option	UTI	₹168.4731	17 Jul 2026
Birla Sun Life Index Fund-Plan A (Dividend)	Birla Sun Life	₹24.7952	17 Jul 2026
LICMF Index Fund-Nifty-Dividend	LIC	₹49.6076	17 Jul 2026
Tata Index Fund - Nifty A	Tata	₹151.9293	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹39.9542
16 Jul 2026	₹39.4561
15 Jul 2026	₹39.4559
14 Jul 2026	₹39.3847
13 Jul 2026	₹39.6713
10 Jul 2026	₹39.6490
9 Jul 2026	₹39.2270
8 Jul 2026	₹39.1036
7 Jul 2026	₹39.9579
6 Jul 2026	₹40.0092

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 17 Jul 2026, the NAV of Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option is ₹39.9542. 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 9 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 -4.47% — -5.78 pp behind the Index Fund category average of 1.31%. The fund ranks #55 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 6.06% — -3.72 pp behind the Index Fund category average of 9.78%. 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 8.91% — -0.64 pp behind the Index Fund category average of 9.55%. The fund ranks #19 of 24 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 ₹293,026 today — a multiplier of 2.93×, based on the 10-year CAGR of 11.35%. The category average over the same window would have grown ₹1 lakh to ₹289,863.

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 ₹701,032 today. That's an XIRR (money-weighted annualised return) of 6.16%.

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 ₹2,083,951 (multiplier 1.74×). XIRR: 10.64%. 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 #19 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 9.55%; this fund delivered 8.91%.

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 12.12% (best 22.77%, worst 1.51%). 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 - 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: 8.91%.

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

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

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Index Fund

Recent NAVs

Frequently asked questions

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