Should I invest in NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - QUARTERLY?

We don't give personal investment advice. NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - 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: 9.25%.

Nippon India

NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option

Latest NAV

₹35.7372

As of

17 Jul 2026

3,330 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%	+0.08%	+1.01	47 / 296	Q1
1W	+0.55%	-0.25%	+0.80	53 / 296	Q1
2W	+0.31%	+0.03%	+0.28	81 / 296	Q2
1M	+1.35%	+0.66%	+0.69	83 / 296	Q2
3M	+0.49%	+1.92%	-1.43	222 / 296	Q3
6M	-4.72%	+0.72%	-5.45	237 / 289	Q4
YTD	-6.32%	-0.18%	-6.14	238 / 287	Q4
1Y	-2.07%	+1.67%	-3.74	205 / 276	Q3
2Y	+0.47%	+2.29%	-1.81	118 / 196	Q3
3Y	+8.28%	+9.65%	-1.36	53 / 152	Q2
4Y	+11.62%	+12.31%	-0.69	34 / 81	Q2
5Y	+9.25%	+10.34%	-1.09	29 / 42	Q3
7Y	+10.35%	+12.36%	-2.01	23 / 28	Q4
10Y	+9.46%	+10.84%	-1.38	16 / 20	Q4
Inception	+9.91%	+7.39%	+2.52	89 / 294	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	-6.32%	-0.15%	-6.17	234 / 282
2025	+11.27%	+5.41%	+5.85	28 / 226
2024	+9.74%	+13.06%	-3.32	70 / 159
2023	+20.45%	+21.46%	-1.01	56 / 121
2022	+1.22%	+2.02%	-0.80	37 / 55
2021	+24.88%	+27.10%	-2.22	12 / 31
2020	+5.53%	+13.44%	-7.91	26 / 29
2019	+2.10%	+8.85%	-6.75	21 / 22
2018	+5.19%	+3.96%	+1.24	13 / 21
2017	+28.71%	+28.47%	+0.24	4 / 20
2016	+2.88%	+2.78%	+0.10	15 / 20

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

+12.33%

153 windows

min -30.7% · max 63.1%

78% positive

3-Year rolling

+10.71%

129 windows

min -7.1% · max 28.2%

94% positive

5-Year rolling

+10.38%

105 windows

min -2.5% · max 23.3%

97% positive

7-Year rolling

+9.48%

80 windows

min 3.4% · max 12.3%

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

11.24%

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 Sensex Index Fund - Direct Plan	HDFC	₹746.8983	17 Jul 2026
Nippon India BSE Sensex Next 30 Index -Direct Plan - IDCW Payout	Nippon India	₹10.8421	17 Jul 2026
SBI BSE Sensex Index Fund - Direct Plan - IDCW	SBI	₹12.8794	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - IDCW Option	ICICI Prudential	₹26.0693	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - IDCW	Bandhan	₹15.1902	17 Jul 2026
Aditya Birla Sun Life Nifty 50 Index Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹25.7118	17 Jul 2026
Motilal Oswal Nifty 500 Index Fund - Direct Plan	Motilal Oswal	₹27.2379	17 Jul 2026
Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW	Franklin India	₹181.1080	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - IDCW	Mirae Asset	₹10.1394	17 Jul 2026
Kotak BSE Sensex Index Fund- Direct - IDCW	Kotak	₹10.4290	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹35.7372
16 Jul 2026	₹35.3491
15 Jul 2026	₹35.3575
14 Jul 2026	₹35.3150
13 Jul 2026	₹35.5491
10 Jul 2026	₹35.5431
9 Jul 2026	₹35.1797
8 Jul 2026	₹35.0597
7 Jul 2026	₹35.8157
6 Jul 2026	₹35.8582

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 - QUARTERLY - IDCW Option is ₹35.7372. It's a Index Fund from Nippon India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option has NAV history starting from 03 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 - QUARTERLY - 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 - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option has delivered a absolute return of -2.07% — -3.74 pp behind the Index Fund category average of 1.67%. The fund ranks #205 of 276 in its category — the third (Q3) quartile.

Over the trailing 3-year window, NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option has delivered a CAGR of 8.28% — -1.36 pp behind the Index Fund category average of 9.65%. The fund ranks #53 of 152 in its category — the second (Q2) quartile.

Over the trailing 5-year window, NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option has delivered a CAGR of 9.25% — -1.09 pp behind the Index Fund category average of 10.34%. The fund ranks #29 of 42 in its category — the third (Q3) quartile.

₹1 lakh invested in NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option exactly 10 years ago would be worth approximately ₹246,842 today — a multiplier of 2.47×, based on the 10-year CAGR of 9.46%. The category average over the same window would have grown ₹1 lakh to ₹279,843.

A ₹10,000 monthly SIP in NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹727,716 today. That's an XIRR (money-weighted annualised return) of 7.65%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,977,255 (multiplier 1.65×). XIRR: 9.64%. 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 - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option ranks #29 out of 42 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 10.34%; this fund delivered 9.25%.

The worst peak-to-trough decline NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option has experienced over the last 5-year window is 19.87% — 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 - QUARTERLY - IDCW Option averaged 10.38% (best 23.27%, worst -2.53%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.23 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - IDCW Option returned 11.27% — beating the Index Fund category average of 5.41% by 5.85 pp. It ranked #28 of 226 in its category that year.

NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - 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 - NIFTY 50 PLAN - DIRECT Plan - QUARTERLY - 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: 9.25%.

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