Should I invest in Nippon India Index Fund - Nifty 50 Plan Growth Plan?

We don't give personal investment advice. Nippon India Index Fund - Nifty 50 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: 16.6%. 5-year CAGR: 10.13%.

Nippon India

Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option

Latest NAV

₹44.8650

As of

17 Jul 2026

3,331 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	+1.10%	+0.21%	+0.89	54 / 353	Q1
1W	+0.55%	-0.05%	+0.59	62 / 353	Q1
2W	+0.32%	+0.24%	+0.08	98 / 353	Q2
1M	+1.35%	+0.78%	+0.57	94 / 353	Q2
3M	+0.49%	+2.20%	-1.71	280 / 350	Q4
6M	-4.72%	+1.36%	-6.09	284 / 336	Q4
YTD	-6.32%	+0.54%	-6.86	287 / 333	Q4
1Y	-2.07%	+2.69%	-4.76	252 / 318	Q4
2Y	+0.48%	+3.33%	-2.85	142 / 213	Q3
3Y	+8.28%	+10.79%	-2.51	70 / 172	Q2
4Y	+11.62%	+13.23%	-1.61	47 / 84	Q3
5Y	+10.13%	+11.39%	-1.26	23 / 39	Q3
7Y	+12.41%	+12.92%	-0.50	9 / 19	Q2
10Y	+11.97%	+11.97%	+0.00	5 / 14	Q2
Inception	+11.79%	+7.52%	+4.27	88 / 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	-6.32%	+0.51%	-6.83	285 / 331
2025	+11.27%	+6.05%	+5.22	36 / 260
2024	+9.74%	+14.12%	-4.38	94 / 180
2023	+20.45%	+21.09%	-0.64	64 / 130
2022	+5.39%	+1.94%	+3.46	18 / 51
2021	+24.88%	+26.80%	-1.92	12 / 25
2020	+15.33%	+15.71%	-0.38	14 / 22
2019	+12.64%	+11.04%	+1.60	8 / 17
2018	+5.19%	+4.02%	+1.17	7 / 15
2017	+28.71%	+29.36%	-0.66	4 / 14
2016	+2.88%	+3.41%	-0.53	11 / 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

+14.20%

153 windows

min -24.2% · max 63.1%

86% positive

3-Year rolling

+13.07%

129 windows

min -1.1% · max 29.9%

98% positive

5-Year rolling

+13.25%

105 windows

min 1.2% · max 24.3%

100% positive

7-Year rolling

+12.75%

80 windows

min 6.2% · max 16.0%

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

11.24%

3-year · annualised

Sharpe ratio

0.19

vs risk-free 6.5%

Sortino ratio

0.32

Downside-only deviation

Max drawdown

-15.46%

Sep 2024 → Mar 2025

% 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 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.7579	17 Jul 2026
Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option	Nippon India	₹10.8421	17 Jul 2026
SBI BSE Sensex Index Fund - Direct Plan - Growth	SBI	₹12.8789	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹26.0695	17 Jul 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹10.2484	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - GROWTH	Bandhan	₹15.1935	17 Jul 2026
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹253.8112	17 Jul 2026
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹21.2096	17 Jul 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹207.9005	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - Growth	Mirae Asset	₹10.1392	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹44.8650
16 Jul 2026	₹44.3778
15 Jul 2026	₹44.3883
14 Jul 2026	₹44.3350
13 Jul 2026	₹44.6289
10 Jul 2026	₹44.6213
9 Jul 2026	₹44.1651
8 Jul 2026	₹44.0145
7 Jul 2026	₹44.9636
6 Jul 2026	₹45.0169

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 - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option is ₹44.8650. 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 - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 6 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 - Nifty 50 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 - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option has delivered a absolute return of -2.07% — -4.76 pp behind the Index Fund category average of 2.69%. The fund ranks #252 of 318 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 8.28% — -2.51 pp behind the Index Fund category average of 10.79%. The fund ranks #70 of 172 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 10.13% — -1.26 pp behind the Index Fund category average of 11.39%. The fund ranks #23 of 39 in its category — the third (Q3) quartile.

₹1 lakh invested in Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option exactly 10 years ago would be worth approximately ₹309,889 today — a multiplier of 3.10×, based on the 10-year CAGR of 11.97%. The category average over the same window would have grown ₹1 lakh to ₹309,845.

A ₹10,000 monthly SIP in Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹732,390 today. That's an XIRR (money-weighted annualised return) of 7.91%.

A ₹10,000 monthly SIP for 10 years in Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,202,744 (multiplier 1.84×). XIRR: 11.68%. 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 - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option ranks #23 out of 39 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.39%; this fund delivered 10.13%.

The worst peak-to-trough decline Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option has experienced over the last 5-year window is 16.57% — 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 - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option averaged 13.25% (best 24.26%, worst 1.19%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.29 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option returned 11.27% — beating the Index Fund category average of 6.05% by 5.22 pp. It ranked #36 of 260 in its category that year.

Nippon India Index Fund - Nifty 50 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 - Nifty 50 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: 16.6%. 5-year CAGR: 10.13%.

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