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

We don't give personal investment advice. NIPPON INDIA INDEX FUND - NIFTY 50 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: 20.6%. 5-year CAGR: 8.66%.

Nippon India

NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option

Latest NAV

₹32.7439

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	+1.10%	+0.37%	+0.73	15 / 54	Q2
1W	+0.54%	+0.01%	+0.53	15 / 54	Q2
2W	+0.30%	+0.15%	+0.16	21 / 54	Q2
1M	+1.32%	+0.85%	+0.48	21 / 53	Q2
3M	+0.41%	+1.58%	-1.17	23 / 39	Q3
6M	-4.88%	-0.75%	-4.13	27 / 39	Q3
YTD	-6.49%	-1.78%	-4.71	27 / 38	Q3
1Y	-2.40%	+1.31%	-3.71	23 / 37	Q3
2Y	+0.13%	+1.44%	-1.31	15 / 30	Q2
3Y	+7.91%	+10.89%	-2.98	14 / 27	Q3
4Y	+11.21%	+12.78%	-1.58	11 / 21	Q3
5Y	+8.66%	+10.19%	-1.53	7 / 12	Q3
7Y	+9.57%	+10.57%	-1.00	4 / 9	Q2
10Y	+8.65%	+9.58%	-0.93	6 / 8	Q3
Inception	+7.80%	+6.39%	+1.42	18 / 54	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	-6.49%	-1.88%	-4.61	25 / 36
2025	+10.89%	+6.38%	+4.51	7 / 32
2024	+9.35%	+15.10%	-5.75	15 / 27
2023	+19.98%	+25.25%	-5.27	14 / 27
2022	+0.20%	-1.04%	+1.24	11 / 19
2021	+23.71%	+27.13%	-3.42	4 / 10
2020	+4.02%	+8.56%	-4.54	7 / 9
2019	+1.06%	+4.21%	-3.14	7 / 9
2018	+4.42%	+3.73%	+0.69	5 / 8
2017	+27.90%	+29.60%	-1.70	3 / 8
2016	+2.31%	+2.78%	-0.47	4 / 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

+10.31%

181 windows

min -31.6% · max 61.5%

73% positive

3-Year rolling

+10.43%

156 windows

min -8.0% · max 27.0%

95% positive

5-Year rolling

+9.68%

132 windows

min -3.3% · max 22.4%

98% positive

7-Year rolling

+9.01%

108 windows

min 2.7% · max 13.3%

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

0.16

vs risk-free 6.5%

Sortino ratio

0.26

Downside-only deviation

Max drawdown

-15.58%

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 - Regular - IDCW	Kotak	₹10.4040	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹32.7439
16 Jul 2026	₹32.3886
15 Jul 2026	₹32.3966
14 Jul 2026	₹32.3580
13 Jul 2026	₹32.5728
10 Jul 2026	₹32.5682
9 Jul 2026	₹32.2355
8 Jul 2026	₹32.1258
7 Jul 2026	₹32.8189
6 Jul 2026	₹32.8581

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 - HALF YEARLY - IDCW Option is ₹32.7439. 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 - NIFTY 50 PLAN - HALF YEARLY - IDCW 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 - NIFTY 50 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 - NIFTY 50 PLAN - HALF YEARLY - IDCW Option has delivered a absolute return of -2.40% — -3.71 pp behind the Index Fund category average of 1.31%. The fund ranks #23 of 37 in its category — the third (Q3) quartile.

Over the trailing 3-year window, NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option has delivered a CAGR of 7.91% — -2.98 pp behind the Index Fund category average of 10.89%. The fund ranks #14 of 27 in its category — the third (Q3) quartile.

Over the trailing 5-year window, NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option has delivered a CAGR of 8.66% — -1.53 pp behind the Index Fund category average of 10.19%. The fund ranks #7 of 12 in its category — the third (Q3) quartile.

₹1 lakh invested in NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option exactly 10 years ago would be worth approximately ₹229,330 today — a multiplier of 2.29×, based on the 10-year CAGR of 8.65%. The category average over the same window would have grown ₹1 lakh to ₹249,651.

A ₹10,000 monthly SIP in NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹719,752 today. That's an XIRR (money-weighted annualised return) of 7.21%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,903,425 (multiplier 1.59×). XIRR: 8.92%. 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 - HALF YEARLY - IDCW Option ranks #7 out of 12 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 10.19%; this fund delivered 8.66%.

The worst peak-to-trough decline NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option has experienced over the last 5-year window is 20.60% — 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 - HALF YEARLY - IDCW Option averaged 9.68% (best 22.40%, worst -3.31%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA INDEX FUND - NIFTY 50 PLAN - HALF YEARLY - IDCW Option returned 10.89% — beating the Index Fund category average of 6.38% by 4.51 pp. It ranked #7 of 32 in its category that year.

NIPPON INDIA INDEX FUND - NIFTY 50 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 - NIFTY 50 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: 20.6%. 5-year CAGR: 8.66%.

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