Nippon India Index Fund BSE Sensex Plan Direct Growth

Scheme code: INF204K01K80 NAV value: ₹ 43.2538 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.61	34.54	16.90	19.29
3 year	8.26	33.10	16.22	16.92
5 year	2.26	25.48	14.27	14.48
7 year	4.84	16.90	12.88	12.67
10 year	10.40	14.79	12.84	13
12 year	12.36	13.47	12.95	13.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	16.9
3 year	6.28	33.32	15.79	16.22
5 year	3.54	26.02	13.5	14.27
7 year	3.33	15.62	11.71	12.88
10 year	3.49	17.22	10.6	12.84
12 year	3.07	16.17	10.84	12.95
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	16.9
3 year	6.56	32.12	15.89	16.22
5 year	3.67	26.2	13.34	14.27
7 year	3.8	15.42	11.89	12.88
10 year	3.8	18	11.04	12.84
12 year	3.63	16.86	11.23	12.95
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	16.9
3 year	7.68	33.37	17.29	16.22
5 year	3.4	27.63	13.8	14.27
7 year	3.76	16.01	12.11	12.88
10 year	3.56	16.94	10.91	12.84
12 year	3.31	16.54	11.04	12.95
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	16.9
3 year	8.04	34.46	18.27	16.22
5 year	3.37	28.64	14.21	14.27
7 year	3.97	16.42	12.41	12.88
10 year	3.53	17.72	11.22	12.84
12 year	3.1	16.97	11.31	12.95
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 16.9% - Median return: 19.13% - Average standard deviation: 3.95

Rolling return for 3 year

- Average return: 16.22% - Median return: 15.6% - Average standard deviation: 1.83

Rolling return for 5 year

- Average return: 14.27% - Median return: 14.61% - Average standard deviation: 0.96

Rolling return for 7 year

- Average return: 12.88% - Median return: 13.23% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 12.84% - Median return: 12.9% - Average standard deviation: 0.42

Rolling return for 12 year

- Average return: 12.95% - Median return: 12.91% - Average standard deviation: 0.35

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,70,789	70,789	5.90
3 year	36,00,000	44,83,524	8,83,524	7.59
5 year	60,00,000	87,55,036	27,55,036	7.85
7 year	84,00,000	1,36,83,047	52,83,047	7.22
10 year	1,20,00,000	2,47,31,042	1,27,31,042	7.50
12 year	1,44,00,000	3,28,37,258	1,84,37,258	7.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	5.9
3 year	7.31	7.59
5 year	7.48	7.85
7 year	6.39	7.22
10 year	5.96	7.5
12 year	6.11	7.11

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	5.9
3 year	7.48	7.59
5 year	7.46	7.85
7 year	6.41	7.22
10 year	6.17	7.5
12 year	6.32	7.11

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	5.9
3 year	8.24	7.59
5 year	7.88	7.85
7 year	6.62	7.22
10 year	6.24	7.5
12 year	6.38	7.11

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	5.9
3 year	8.72	7.59
5 year	8.23	7.85
7 year	6.82	7.22
10 year	6.47	7.5
12 year	6.6	7.11

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,70,789 - Absolute Returns: ₹70,789 - CAGR: 5.9%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,83,524 - Absolute Returns: ₹8,83,524 - CAGR: 7.59%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,55,036 - Absolute Returns: ₹27,55,036 - CAGR: 7.85%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,83,047 - Absolute Returns: ₹52,83,047 - CAGR: 7.22%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,47,31,042 - Absolute Returns: ₹1,27,31,042 - CAGR: 7.5%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,28,37,258 - Absolute Returns: ₹1,84,37,258 - CAGR: 7.11%