Should I invest in NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY?

We don't give personal investment advice. NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW 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: 19.9%. 5-year CAGR: 7.10%.

Nippon India

NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option

Latest NAV

₹29.8738

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%	+0.32%	+0.20	15 / 49	Q2
1W	-1.79%	-1.12%	-0.68	34 / 45	Q4
2W	-0.66%	+0.27%	-0.93	37 / 41	Q4
1M	-3.26%	-0.48%	-2.79	36 / 39	Q4
3M	-6.89%	-0.81%	-6.08	37 / 39	Q4
6M	-12.30%	-3.91%	-8.39	34 / 39	Q4
YTD	-12.31%	-4.21%	-8.10	33 / 38	Q4
1Y	-7.75%	+1.01%	-8.76	33 / 37	Q4
2Y	-0.66%	+3.17%	-3.83	24 / 30	Q4
3Y	+6.67%	+11.89%	-5.21	23 / 27	Q4
4Y	+8.14%	+12.35%	-4.21	14 / 19	Q3
5Y	+7.10%	+9.80%	-2.70	10 / 12	Q4
7Y	+7.78%	+9.20%	-1.42	7 / 9	Q4
10Y	+8.62%	+9.62%	-1.00	6 / 8	Q3
Inception	+7.25%	+5.94%	+1.31	22 / 49	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%	-4.44%	-7.87	31 / 36
2025	+9.30%	+6.38%	+2.92	13 / 32
2024	+8.81%	+15.10%	-6.29	20 / 27
2023	+18.89%	+25.25%	-6.35	19 / 27
2022	+0.60%	-1.04%	+1.63	7 / 19
2021	+22.13%	+27.13%	-5.00	9 / 10
2020	+6.22%	+8.56%	-2.34	4 / 9
2019	+2.56%	+4.21%	-1.64	4 / 9
2018	+6.93%	+3.73%	+3.20	2 / 8
2017	+27.15%	+29.60%	-2.45	7 / 8
2016	+1.79%	+2.78%	-0.99	7 / 8

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

+10.24%

179 windows

min -34.6% · max 76.0%

74% positive

3-Year rolling

+10.14%

155 windows

min -8.4% · max 25.7%

95% positive

5-Year rolling

+9.64%

131 windows

min -4.2% · max 20.0%

98% positive

7-Year rolling

+9.23%

106 windows

min 3.2% · max 12.5%

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 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
Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW	Franklin India	₹173.5510	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - IDCW	Mirae Asset	₹9.7182	3 Jun 2026
Kotak BSE Sensex Index Fund - Regular - IDCW	Kotak	₹9.8650	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹29.8738
2 Jun 2026	₹29.9959
1 Jun 2026	₹29.8431
29 May 2026	₹30.0480
27 May 2026	₹30.4866
26 May 2026	₹30.5439
25 May 2026	₹30.7365
22 May 2026	₹30.2964
21 May 2026	₹30.1887
20 May 2026	₹30.2433

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 - HALF YEARLY - IDCW Option is ₹29.8738. It's a Index Fund from Nippon India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW 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 - HALF YEARLY - IDCW 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 - HALF YEARLY - IDCW Option has delivered a absolute return of -7.75% — -8.76 pp behind the Index Fund category average of 1.01%. The fund ranks #33 of 37 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option has delivered a CAGR of 6.67% — -5.21 pp behind the Index Fund category average of 11.89%. The fund ranks #23 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option has delivered a CAGR of 7.10% — -2.7 pp behind the Index Fund category average of 9.80%. The fund ranks #10 of 12 in its category — the bottom (Q4) quartile.

₹1 lakh invested in NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option exactly 10 years ago would be worth approximately ₹228,508 today — a multiplier of 2.29×, based on the 10-year CAGR of 8.62%. The category average over the same window would have grown ₹1 lakh to ₹250,493.

A ₹10,000 monthly SIP in NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹670,384 today. That's an XIRR (money-weighted annualised return) of 4.38%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,792,333 (multiplier 1.49×). XIRR: 7.78%. 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 - HALF YEARLY - IDCW Option ranks #10 out of 12 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 9.80%; this fund delivered 7.10%.

The worst peak-to-trough decline NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option has experienced over the last 5-year window is 19.90% — 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 - HALF YEARLY - IDCW Option averaged 9.64% (best 20.04%, worst -4.16%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.11 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW Option returned 9.30% — beating the Index Fund category average of 6.38% by 2.92 pp. It ranked #13 of 32 in its category that year.

NIPPON INDIA INDEX FUND - BSE SENSEX PLAN - HALF YEARLY - IDCW 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 - HALF YEARLY - IDCW 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: 19.9%. 5-year CAGR: 7.10%.

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