Should I invest in Zerodha BSE SENSEX Index Fund?

We don't give personal investment advice. Zerodha BSE SENSEX Index Fund 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.

Zerodha

Zerodha BSE SENSEX Index Fund

Latest NAV

₹8.9285

As of

3 Jun 2026

138 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	-0.41%	+0.32%	-0.72	46 / 49	Q4
1W	-2.01%	-1.12%	-0.89	37 / 45	Q4
2W	-1.22%	+0.27%	-1.49	39 / 41	Q4
1M	-3.65%	-0.48%	-3.17	39 / 39	Q4
3M	-5.93%	-0.81%	-5.13	32 / 39	Q4
6M	-12.52%	-3.91%	-8.62	36 / 39	Q4
YTD	-12.60%	-4.21%	-8.39	36 / 38	Q4
1Y	—	—	—	—	—
2Y	—	—	—	—	—
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-10.97%	+5.94%	-16.91	49 / 49	Q4

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	-12.60%	-4.44%	-8.16	34 / 36
2025	—	—	—	—

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	₹8.9285
2 Jun 2026	₹8.9649
1 Jun 2026	₹8.9194
29 May 2026	₹8.9805
27 May 2026	₹9.1114
26 May 2026	₹9.1285
22 May 2026	₹9.0547
21 May 2026	₹9.0225
20 May 2026	₹9.0386
19 May 2026	₹9.0246

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 Zerodha BSE SENSEX Index Fund is ₹8.9285. It's a Index Fund from Zerodha, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Zerodha BSE SENSEX Index Fund has NAV history starting from 10 Nov 2025, a track record of about 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Zerodha BSE SENSEX Index Fund is managed by Zerodha. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Zerodha BSE SENSEX Index Fund doesn't have a complete 1-year window yet (we need at least 1 year of NAVs). Check the shorter-window returns above.

Zerodha BSE SENSEX Index Fund doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

Zerodha BSE SENSEX Index Fund doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

Zerodha BSE SENSEX Index Fund doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

We don't have enough NAV history yet to simulate a SIP on Zerodha BSE SENSEX Index Fund. The fund typically needs 12+ months for a 1-year SIP backtest.

Zerodha BSE SENSEX Index Fund doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.

Zerodha BSE SENSEX Index Fund doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

Zerodha BSE SENSEX Index Fund doesn't have a computed drawdown figure yet.

Consistency stats for Zerodha BSE SENSEX Index Fund need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

We don't yet have a completed calendar-year return for Zerodha BSE SENSEX Index Fund.

Zerodha BSE SENSEX Index Fund 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. Zerodha BSE SENSEX Index Fund 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.

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