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Fund Performance Analysis

Idbi Nifty Index Fund Analysis

Performance Summary of Fund

Positive Aspects of Fund

Negative Aspects of Fund

Idbi Nifty Index Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
3Y Rolling Return %	15.02	15.57	No	No	Yes	18/21	14.48 / 17.82

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Dec. 5, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Sept. 30, 2023} _{KPIs: Key Performance Indicators}

Idbi Nifty Index Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Idbi Nifty Index Fund

Top Performing Funds in Index Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Dsp Nifty 50 Equal Weight Index Fund	1	The Dsp Nifty 50 Equal Weight Index Fund is a Index Funds. In the Index Funds category there are 88 funds. The fund has 17<sup>th</sup> KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Dsp Nifty 50 Equal Weight Index Fund performance snapshot section.	19.94%	22.47%	-9.87%	-13.14%	1.23	0.76	0.43
Dsp Nifty 50 Index Fund	4	The Dsp Nifty 50 Index Fund is a Index Funds. In the Index Funds category there are 88 funds. The fund has sixth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Dsp Nifty 50 Index Fund performance snapshot section.	12.22%	17.11%	-10.18%	-13.19%	0.90	0.54	0.38
Hdfc Index Fund - S&P Bse Sensex Plan	5	The Hdfc Index Fund - S&P Bse Sensex Plan is a Index Funds. In the Index Funds category there are 88 funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Index Fund - S&P Bse Sensex Plan performance snapshot section.	11.27%	16.29%	-10.13%	-12.71%	0.87	0.53	0.38
Hdfc Index Fund - Nifty 50 Plan	3	The Hdfc Index Fund - Nifty 50 Plan is a Index Funds. In the Index Funds category there are 88 funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Hdfc Index Fund - Nifty 50 Plan performance snapshot section.	12.23%	17.14%	-10.18%	-13.15%	0.91	0.54	0.38
Icici Prudential S&P Bse Sensex Index Fund	6	The Icici Prudential S&P Bse Sensex Index Fund is a Index Funds. In the Index Funds category there are 88 funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential S&P Bse Sensex Index Fund performance snapshot section.	11.26%	16.23%	-10.15%	-12.64%	0.87	0.53	0.38
Uti Nifty 50 Index Fund	2	The Uti Nifty 50 Index Fund is a Index Funds. In the Index Funds category there are 88 funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Uti Nifty 50 Index Fund performance snapshot section.	12.32%	17.30%	-10.12%	-13.14%	0.92	0.55	0.38

Idbi Nifty Index Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
3Y Rolling Return %	15.87	16.06	No	No	Yes	17/21	15.13 / 18.35

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Dec. 5, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Sept. 30, 2023} _{KPIs: Key Performance Indicators}

Idbi Nifty Index Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
3Y Rolling Return %	15.02%	15.87%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Idbi Nifty Index Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
10 Year	5.89%	22.25%	14.15%	0.00%
One Year	-56.22%	107.73%	13.40%	25.32%
Three Year	-14.51%	60.31%	12.94%	4.89%
Five Year	-1.57%	47.08%	13.68%	0.07%
Seven Year	4.70%	29.80%	13.18%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Index Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Hdfc Nifty 100 Equal Weight Index Fund	1.36	1	5.52	17	11.15	16	10.29	9	18.71	16	18.08	23
Sundaram Smart Nifty 100 Equal Weight Fund	1.33	2	5.38	18	10.85	17	9.96	20	18.25	17	18.15	22
Icici Prudential Nifty Bank Index Fund	1.26	3	7.11	3	8.42	40	5.26	63	6.19	66	8.19	66
Navi Nifty Bank Index Fund	1.25	4	7.13	1	8.46	35	5.32	60	6.19	67	8.13	67
Motilal Oswal Nifty Bank Index Fund	1.25	5	7.12	2	8.42	39	5.30	61	6.34	65	8.31	65	15.49	29
Navi Nifty Next 50 Index Fund	1.04	6	5.88	6	11.33	5	10.16	14	17.76	23	13.49	35
Motilal Oswal Nifty Next 50 Index Fund	1.04	7	5.87	7	11.30	12	10.11	18	17.61	30	13.58	32	16.31	21
Sbi Nifty Next 50 Index Fund	1.04	8	5.87	10	11.32	8	10.18	11	17.76	24	13.69	30
Kotak Nifty Next 50 Index Fund	1.04	9	5.87	11	11.30	13	10.14	15	17.69	26	13.57	33
Dsp Nifty Next 50 Index Fund	1.04	10	5.87	13	11.33	6	10.24	10	18.00	21	14.12	28	16.93	11
Hdfc Nifty Next 50 Index Fund	1.04	11	5.87	12	11.31	10	10.13	16	17.64	27	13.53	34
Aditya Birla Sun Life Nifty Next 50 Index Fund	1.04	12	5.86	14	11.27	14	10.07	19	17.62	29	13.31	37
Uti Nifty Next 50 Index Fund	1.03	13	5.87	9	11.31	9	10.17	13	17.76	25	13.68	31	16.62	18	12.96	18
Icici Prudential Nifty Next 50 Index Fund	1.03	14	5.87	8	11.32	7	10.18	12	17.80	22	13.80	29	16.59	19	12.75	19
Axis Nifty Next 50 Index Fund	1.03	15	5.86	15	11.27	15	10.12	17	17.64	28	13.47	36
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund	0.99	16	4.66	46	10.13	26	9.75	22	18.10	19	19.70	19
Hdfc Nifty50 Equal Weight Index Fund	0.99	17	4.65	47	10.13	27	9.74	23	18.09	20	19.82	18
Dsp Nifty 50 Equal Weight Index Fund	0.99	18	4.65	48	10.12	28	9.77	21	18.18	18	19.94	17	22.47	4	16.68	1
Hdfc Nifty 100 Index Fund	0.92	19	5.05	20	8.92	33	7.18	35	13.25	37	11.08	58
Idfc Nifty 100 Index Fund	0.92	20	5.06	19	8.96	32	7.28	34	13.43	35	11.44	53
Axis Nifty 100 Index Fund	0.92	21	5.03	21	8.89	34	7.14	36	13.17	38	10.97	61	16.06	25
Dsp Nifty 50 Index Fund	0.81	22	4.84	27	8.42	41	6.61	37	12.59	40	12.22	41	17.11	8
Hdfc Index Fund - Nifty 50 Plan	0.81	23	4.84	25	8.42	38	6.60	40	12.57	42	12.23	40	17.14	7	14.84	5
Navi Nifty 50 Index Fund	0.81	24	4.84	24	8.43	36	6.60	39	12.59	41	12.28	39
Sbi Nifty Index Fund	0.81	25	4.84	26	8.41	44	6.57	43	12.52	44	12.11	44	16.96	10	14.54	11
Aditya Birla Sun Life Nifty 50 Index Fund	0.81	26	4.84	28	8.40	47	6.57	45	12.50	47	12.02	46	16.86	14	14.56	9
Uti Nifty 50 Index Fund	0.81	27	4.84	23	8.42	37	6.61	38	12.61	39	12.32	38	17.30	6	15.07	2
Motilal Oswal Nifty 50 Index Fund	0.81	28	4.84	29	8.41	42	6.57	44	12.50	46	12.05	45	16.83	15
Nippon India Index Fund - Nifty 50 Plan	0.81	29	4.84	31	8.40	46	6.55	49	12.45	49	11.99	48	16.53	20	14.19	16
Lic Mf Nifty 50 Index Fund	0.81	30	4.83	33	8.36	52	6.47	51	12.10	54	11.34	54	16.27	23	14.15	17
Idfc Nifty 50 Index Fund	0.81	31	4.84	22	8.41	45	6.57	46	12.47	48	11.99	47	16.92	12	14.93	3
Icici Prudential Nifty 50 Index Fund	0.81	32	4.84	30	8.41	43	6.58	42	12.54	43	12.19	43	17.08	9	14.79	7
Axis Nifty 50 Index Fund	0.81	33	4.82	35	8.38	50	6.56	47	12.51	45	12.19	42
Tata Nifty 50 Index Fund	0.81	34	4.83	32	8.39	49	6.53	50	12.43	50	11.98	49	16.92	13	14.61	8
Edelweiss Nifty 50 Index Fund	0.81	35	4.82	36	8.38	51	6.56	48	12.36	52	11.87	51
Taurus Nifty 50 Index Fund	0.80	36	4.79	37	8.31	53	6.34	54	11.84	55	11.05	60	16.65	16	14.42	12
Franklin India Nse Nifty 50 Index Fund	0.80	37	4.75	39	8.28	54	6.41	52	12.21	53	11.76	52	16.65	17	14.28	14
Kotak Nifty 50 Index Fund	0.79	38	4.82	34	8.40	48	6.59	41	12.41	51	11.95	50
Motilal Oswal Nifty 500 Fund (Mofnifty500)	0.76	39	4.75	38	9.29	30	7.65	33	17.25	31	16.34	25	19.07	5
Nippon India Nifty Alpha Low Volatility 30 Index Fund	0.72	40	5.64	16	11.64	3	14.23	5	21.19	14	25.63	15
Edelweiss Nifty Large Mid Cap 250 Index Fund	0.64	41	4.49	51	9.62	29	7.68	32	20.67	15	21.42	16
Uti S&P Bse Sensex Index Fund	0.62	42	4.71	40	7.66	58	5.44	56	10.90	57	11.33	55
Hdfc Index Fund - S&P Bse Sensex Plan	0.62	43	4.71	41	7.65	59	5.44	57	10.85	59	11.27	56	16.29	22	14.81	6
Tata S&P Bse Sensex Index Fund	0.62	44	4.71	43	7.63	61	5.41	58	10.76	60	11.05	59	15.71	27	14.36	13
Icici Prudential S&P Bse Sensex Index Fund	0.62	45	4.71	42	7.65	60	5.44	55	10.87	58	11.26	57	16.23	24	14.89	4
Nippon India Index Fund - S&P Bse Sensex Plan	0.62	46	4.70	44	7.62	62	5.38	59	10.74	61	10.93	62	16.01	26	14.55	10
Lic Mf S&P Bse Sensex Index Fund	0.62	47	4.69	45	7.58	63	5.30	62	10.46	62	10.74	63	15.55	28	14.25	15
Uti Nifty200 Momentum 30 Index Fund	0.45	48	6.64	4	14.93	1	16.05	1	26.93	11	29.32	12
Icici Prudential Nifty 200 Momentum 30 Index Fund	0.45	49	6.62	5	14.86	2	15.90	2	26.24	12	28.14	13
Motilal Oswal Nifty Midcap 150 Index Fund	0.38	50	3.99	53	10.45	20	8.27	26	28.41	7	32.65	8	28.42	3
Nippon India Nifty Midcap 150 Index Fund	0.38	51	3.99	54	10.45	19	8.29	25	28.43	6	32.67	7
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	0.37	52	3.97	55	10.42	21	8.23	27	28.33	8	32.60	9
Navi Nifty Midcap 150 Index Fund	0.37	53	3.97	56	10.39	22	8.09	29	28.02	10	31.84	11
Icici Prudential Nifty Midcap 150 Index Fund	0.37	54	3.95	57	10.37	23	8.10	28	28.06	9	32.11	10
Axis Nifty Midcap 50 Index Fund	0.34	55	3.89	58	10.48	18	9.02	24	29.18	5	37.69	3
Icici Prudential Nasdaq 100 Index Fund	0.31	56			5.32	66	2.84	64	10.08	63	37.25	4
Uti S&P Bse Low Volatility Index Fund	0.30	57	3.18	61	8.20	55	7.82	30	16.59	32	18.79	20
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund	0.26	58	4.59	49	11.64	4	14.38	4	40.68	2	46.21	2
Axis Nifty Smallcap 50 Index Fund	0.24	59	4.55	50	11.31	11	14.69	3	41.03	1	46.27	1
Uti Nifty Midcap 150 Quality 50 Index Fund	0.15	60	2.06	64	5.68	64	1.93	67	15.40	33	16.15	26
Motilal Oswal Nifty Smallcap 250 Index Fund	0.15	61	3.77	59	10.20	24	10.42	7	33.95	3	37.24	5	31.89	1
Nippon India Nifty Smallcap 250 Index Fund	0.14	62	3.75	60	10.20	25	10.30	8	33.69	4	37.04	6	31.73	2
Nippon India Nifty 50 Value 20 Index Fund	0.11	63	3.12	62	7.82	57	6.40	53	14.45	34	16.69	24
Idfc Crisil Gilt 2027 Index Fund	0.06	64	0.21	68	0.76	72	1.55	68	2.32	80	6.35	75
Hsbc Crisil Ibx 50:50 Gilt Plus Sdl Apr 2028 Index Fund	0.06	65	0.14	77	0.76	73	1.28	81	2.12	86	6.26	77
Dsp Nifty Sdl Plus G-Sec Jun 2028 30:70 Index Fund	0.05	66	0.17	70	0.78	69	1.38	75	2.21	82	6.50	70
Icici Prudential Nifty Sdl Sep 2027 Index Fund	0.04	67	0.05	87	0.75	75	1.17	86	2.19	83	6.14	84
Tata Nifty Sdl Plus Aaa Psu Bond Dec 2027 60: 40 Index Fund	0.03	68	0.07	85	0.64	83	1.19	85	2.04	87	6.05	86
Mirae Asset Nifty Sdl Jun 2027 Index Fund	0.03	69	0.12	83	0.75	76	1.25	83	2.32	79	6.17	80
Icici Prudential Psu Bond Plus Sdl 40:60 Index Fund - Sep 2027	0.03	70	0.08	84	0.64	82	1.19	84	2.14	85	5.89	88
Axis Crisil Ibx Sdl May 2027 Index Fund	0.03	71	0.12	82	0.75	77	1.26	82	2.34	78	6.15	83
Aditya Birla Sun Life Nifty Sdl Apr 2027 Index Fund	0.03	72	0.17	72	0.78	71	1.36	77	2.35	77	6.16	82
Aditya Birla Sun Life Nifty Sdl Plus Psu Bond Sep 2026 60:40 Index Fund	0.02	73	0.16	75	0.67	79	1.41	74	2.55	72	6.35	74
Kotak Nifty Sdl Apr 2027 Top 12 Eq Wt Index Fund	0.02	74	0.13	79	0.76	74	1.29	80	2.36	76	6.18	79
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl + Aaa Psu - Apr 2027 Index Fund	0.02	75	0.13	80	0.64	81	1.32	79	2.38	75	6.17	81
Sbi Cpse Bond Plus Sdl Sep 2026 50:50 Index Fund	0.02	76	0.16	74	0.65	80	1.38	76	2.49	73	6.27	76
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl + Aaa Psu - Apr 2025 Index Fund	0.02	77	0.18	69	0.58	86	1.52	69	3.01	68	6.67	68
Edelweiss Crisil Psu Plus Sdl 50:50 Oct 2025 Index Fund	0.02	78	0.17	71	0.57	87	1.45	72	2.82	70	6.49	71
Edelweiss Nifty Psu Bond Plus Sdl Apr 2027 50:50 Index Fund	0.02	79	0.12	81	0.62	84	1.42	73	2.63	71	6.40	73
Axis Crisil Ibx 70:30 Cpse Plus Sdl April 2025 Index Fund	0.02	80	0.16	73	0.55	88	1.46	71	3.00	69	6.65	69
Nippon India Nifty Aaa Cpse Bond Plus Sdl - Apr 2027 Maturity 60:40 Index Fund	0.01	81	0.16	76	0.62	85	1.33	78	2.41	74	6.12	85
Idfc Crisil Gilt 2028 Index Fund	0.00	82	0.14	78	0.73	78	1.47	70	2.16	84	6.41	72
Kotak Nifty Sdl Apr 2032 Top 12 Eq Wt Index Fund	-0.03	83	0.06	86	0.78	70	0.18	88	1.13	88	6.25	78
Motilal Oswal S&P 500 Index Fund	-0.05	84	0.34	67	4.95	68	1.94	66	7.57	64	14.48	27	11.91	30
Edelweiss Nifty 100 Quality 30 Index Fund	-0.08	85	2.95	63	8.19	56	7.69	31	13.41	36	18.54	21
Motilal Oswal S&P Bse Financials Ex Bank 30 Index Fund	-0.41	86	4.20	52	9.04	31	11.07	6	23.87	13	27.76	14
Motilal Oswal Msci Eafe Top 100 Select Index Fund	-0.53	87	0.55	66	5.25	67	2.57	65	2.27	81	10.55	64
Icici Prudential Nifty It Index Fund	-0.57	88	1.10	65	5.42	65	0.76	87	11.70	56	5.96	87
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund
Idbi Nifty Index Fund
Idbi Nifty Junior Index Fund
Aditya Birla Sun Life Crisil Ibx Aaa - Jun 2023 Index Fund

Returns (Direct Plan)

no data

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Index Fund	0.43	74	2.99	38	7.52	35	8.70	17	15.62	10
Axis Nifty 100 Index Fund	0.55	48	2.66	56	7.13	45	7.63	25
Franklin India Index Fund-Nse Nifty Plan	0.51	52	2.95	43	7.31	42	8.52	20	15.28	14
Dsp Equal Nifty 50 Fund	1.15	36	4.21	18	10.76	14	12.12	2	17.82	1
Dsp Nifty 50 Index Fund	0.43	73	3.05	32	7.63	29	8.93	10
Dsp Nifty Next 50 Index Fund	1.22	24	2.58	57	5.90	53	4.72	27
Hdfc Index Fund - Sensex Plan	0.67	42	2.84	47	7.00	48	9.02	9	15.81	7
Hdfc Index Fund-Nifty 50 Plan	0.43	75	3.05	31	7.62	30	8.88	12	15.83	6
Icici Prudential Nifty 50 Index Fund	0.42	76	3.04	33	7.61	31	8.88	11	15.80	8
Icici Prudential Nifty Next 50 Index Fund	1.21	25	2.52	58	5.74	55	4.42	28	14.62	20
Icici Prudential Sensex Index Fund	0.67	43	2.83	48	6.99	49	9.04	7	16.07	4
Idfc Nifty Fund	0.41	84	2.98	39	7.52	36	8.80	13	16.07	5
Motilal Oswal Nifty Bank Index Fund	-0.06	87	1.66	67	5.62	62	10.43	5
Motilal Oswal Nifty Midcap 150 Index Fund	3.26	6	5.76	11	13.83	5	13.68	1
Motilal Oswal Nifty Smallcap 250 Index Fund	3.73	3	7.41	3	13.28	9	11.46	4
Motilal Oswal Nifty 500 Fund (Mofnifty500)	1.23	23	3.54	24	9.72	17	9.10	6
Nippon India Index Fund - Sensex Plan	0.63	45	2.73	53	6.84	51	8.76	14	15.74	9
Nippon India Index Fund - Nifty Plan	0.42	81	2.98	40	7.50	38	8.35	21	15.03	17
Sbi Nifty Index Fund	0.42	80	3.02	36	7.57	32	8.76	15	15.47	12
Tata Index Fund - Nifty Plan	0.41	83	3.02	35	7.50	37	8.74	16	15.57	11
Tata Index Fund - Sensex Plan	0.65	44	2.78	51	6.89	50	8.68	18	15.16	16
Uti Nifty Index Fund	0.44	72	3.07	29	7.68	27	9.03	8	16.09	3
Uti Nifty Next 50 Index Fund	1.19	28	2.50	60	5.66	60	4.37	29	14.95	19
Taurus Nifty Index Fund	0.27	86	2.79	50	7.00	47	8.08	24	16.10	2
Lic Mf Index Fund - Nifty Plan	0.32	85	2.90	45	7.20	44	8.15	23	15.20	15
Lic Mf S&P Bse Sensex Index Fund	0.61	46	2.72	54	6.65	52	8.34	22	15.31	13
Motilal Oswal Nifty 50 Index Fund	0.42	79	2.98	41	7.54	34	8.62	19
Motilal Oswal Nifty Next 50 Index Fund	1.17	35	2.43	66	5.72	56	4.19	30
Motilal Oswal S&P 500 Index Fund	1.83	15	4.05	21	7.93	24	5.23	26
Nippon India Nifty Smallcap 250 Index Fund	3.72	4	7.33	4	13.35	8	11.54	3
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund	0.92	40	4.04	22	7.74	26	3.28	31
Uti Nifty200 Momentum 30 Index Fund	1.97	12	7.02	5	12.67	10
Nippon India Nifty 50 Value 20 Index Fund	1.44	17	4.62	16	8.13	23
Nippon India Nifty Midcap 150 Index Fund	3.25	7	5.77	10	13.89	3
Kotak Nifty Next 50 Index Fund	1.19	31	2.47	62	5.81	54
Idfc Gilt 2027 Index Fund	0.49	60	1.46	76	3.56	77
Idfc Gilt 2028 Index Fund	0.49	59	1.47	75	3.73	70
Edelweiss Nifty Psu Bond Plus Sdl Index Fund – 2027	0.50	56	1.45	78	3.54	80
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	3.24	8	5.89	9	13.84	4
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund	4.11	1	9.68	2	11.77	11
Sbi Nifty Next 50 Index Fund	1.19	29	2.51	59	5.67	59
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund	1.13	38	4.11	20	10.55	16
Kotak Nifty 50 Index Fund	0.42	77	3.03	34	7.48	39
Navi Nifty 50 Index Fund	0.44	71	3.07	30	7.65	28
Hdfc Nifty50 Equal Weight Index Fund	1.14	37	4.18	19	10.65	15
Aditya Birla Sun Life Nifty Sdl Plus Psu Bond Sep 2026 60:40 Index Fund	0.48	64	1.44	79	3.55	78
Icici Prudential Psu Bond Plus Sdl 40:60 Index Fund - Sep 2027	0.44	70	1.33	89	3.55	79
Icici Prudential Nasdaq 100 Index Fund	2.73	11	6.90	6	15.65	2
Edelweiss Nifty 50 Index Fund	0.41	82	2.92	44	7.42	40
Edelweiss Nifty 100 Quality 30 Index Fund	1.19	27	2.82	49	9.36	18
Hdfc Nifty Next 50 Index Fund	1.18	32	2.46	64	5.63	61
Edelweiss Large & Midcap Index Fund	1.92	13	4.23	17	11.57	12
Motilal Oswal Msci Eafe Top 100 Select Index Fund	0.93	39	2.97	42	9.07	20
Axis Nifty 50 Index Fund	0.42	78	3.01	37	7.57	33
Icici Prudential Midcap 150 Index Fund	3.20	9	5.71	12	13.71	6
Navi Nifty Next 50 Index Fund	1.19	30	2.48	61	5.70	57
Axis Nifty Next 50 Index Fund	1.18	33	2.45	65	5.68	58
Sbi Cpse Bond Plus Sdl Sep 2026 50:50 Index Fund	0.48	63	1.42	81	3.53	81
Axis Cpse Plus Sdl 2025 70:30 Debt Index Fund	0.53	50	1.55	69	3.45	84
Aditya Birla Sun Life Nifty Sdl Apr 2027 Index Fund	0.46	68	1.36	87	3.58	76
Uti Sensex Index Fund	0.68	41	2.84	46	7.02	46
Navi Nifty Bank Index Fund	-0.07	88	1.55	70	5.48	64
Idfc Nifty 100 Index Fund	0.56	47	2.77	52	7.36	41
Aditya Birla Sun Life Nifty Next 50 Index Fund	1.18	34	2.47	63	5.44	65
Kotak Nifty Sdl Apr 2027 Top 12 Eq Wt Index Fund	0.48	65	1.39	84	3.69	73
Icici Prudential Nifty Bank Index Fund	-0.09	89	1.58	68	5.53	63
Kotak Nifty Sdl Apr 2032 Top 12 Eq Wt Index Fund	0.50	57	1.54	71	4.59	66
Hdfc Nifty 100 Index Fund	0.53	49	2.68	55	7.21	43
Hdfc Nifty 100 Equal Weight Index Fund	1.20	26	3.36	25	8.46	22
Axis Crisil Sdl 2027 Debt Index Fund	0.49	62	1.40	83	3.69	72
Uti S&P Bse Low Volatility Index Fund	1.44	16	5.02	14	9.34	19
Navi Nifty Midcap 150 Index Fund	3.19	10	5.56	13	13.59	7
Axis Nifty Smallcap 50 Index	4.08	2	10.24	1	11.30	13
Axis Nifty Midcap 50 Index	3.59	5	6.83	7	15.66	1
Edelweiss Crisil Psu Plus Sdl 50:50 Oct 2025 Index Fund	0.50	54	1.48	74	3.51	82
Hsbc Crisil Ibx 50:50 Gilt Plus Sdl Apr 2028 Index Fund	0.51	53	1.45	77	3.78	68
Dsp Nifty Sdl Plus G-Sec Jun 2028 30:70 Index Fund	0.50	55	1.49	73	3.86	67
Icici Prudential Nifty Sdl Sep 2027 Index Fund	0.49	61	1.42	80	3.74	69
Nippon India Nifty Aaa Cpse Bond Plus Sdl - Apr 2027 Maturity 60:40 Index Fund	0.47	66	1.37	86	3.51	83
Uti Nifty Midcap 150 Quality 50 Index Fund	1.40	18	3.14	28	7.85	25
Tata Nifty Sdl Plus Aaa Psu Bond Dec 2027 60: 40 Index Fund	0.46	69	1.34	88	3.69	74
Aditya Birla Sun Life Crisil Sdl Plus Aaa Psu Apr2027 60-40 Index Fund	0.47	67	1.39	85	3.64	75
Aditya Birla Sun Life Crisil Sdl Plus Aaa Psu Apr 2025 60-40 Index Fund	0.53	51	1.53	72	3.45	85
Mirae Asset Nifty Sdl Jun 2027 Index Fund	0.50	58	1.41	82	3.73	71
Motilal Oswal S&P Bse Financials Ex Bank 30 Index Fund	1.40	19	5.02	15
Icici Prudential Nifty 200 Momentum 30 Index Fund	1.88	14	6.77	8
Icici Prudential Nifty It Index Fund	1.30	22	3.36	26
Nippon India Nifty Alpha Low Volatility 30 Index Fund	1.30	21	3.96	23
Sundaram Smart Nifty 100 Equal Weight Fund	1.32	20	3.26	27	8.60	21
Idbi Nifty Index Fund									15.02	18
Idbi Nifty Junior Index Fund									14.48	21

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Index Fund	0.47	70	3.07	43	7.68	37	9.03	20	15.90	14
Axis Nifty 100 Index Fund	0.62	47	2.88	52	7.58	43	8.54	24
Franklin India Index Fund-Nse Nifty Plan	0.55	50	3.05	44	7.52	44	8.95	23	15.79	18
Dsp Equal Nifty 50 Fund	1.19	36	4.33	18	11.03	14	12.66	2	18.35	1
Dsp Nifty 50 Index Fund	0.44	83	3.10	39	7.72	35	9.13	14
Dsp Nifty Next 50 Index Fund	1.25	26	2.65	57	6.06	55	5.03	27
Hdfc Index Fund - Sensex Plan	0.69	42	2.89	50	7.11	48	9.24	8	16.06	10
Hdfc Index Fund-Nifty 50 Plan	0.44	81	3.10	34	7.73	33	9.09	18	16.05	11
Icici Prudential Nifty 50 Index Fund	0.45	78	3.10	37	7.73	32	9.14	12	16.17	7
Icici Prudential Nifty Next 50 Index Fund	1.24	28	2.62	60	5.93	61	4.82	30	15.13	21
Icici Prudential Sensex Index Fund	0.68	44	2.86	54	7.08	49	9.18	9	16.28	4
Idfc Nifty Fund	0.45	77	3.11	32	7.77	27	9.18	10	16.44	2
Motilal Oswal Nifty Bank Index Fund	-0.01	87	1.83	67	6.03	56	11.22	5
Motilal Oswal Nifty Midcap 150 Index Fund	3.32	6	5.98	10	14.27	3	14.58	1
Motilal Oswal Nifty Smallcap 250 Index Fund	3.79	3	7.59	3	13.68	9	12.27	4
Motilal Oswal Nifty 500 Fund (Mofnifty500)	1.29	23	3.71	24	10.08	17	9.81	6
Nippon India Index Fund - Sensex Plan	0.69	41	2.90	47	7.14	47	9.31	7	16.20	5
Nippon India Index Fund - Nifty Plan	0.45	76	3.09	40	7.72	36	9.12	15	16.09	9
Sbi Nifty Index Fund	0.44	82	3.10	36	7.74	30	9.11	16	15.91	13
Tata Index Fund - Sensex Plan	0.67	46	2.86	55	7.05	51	9.02	21	15.90	15
Tata Index Fund - Nifty Plan	0.44	84	3.11	33	7.68	38	9.13	13	16.10	8
Uti Nifty Index Fund	0.45	79	3.10	38	7.74	31	9.15	11	16.18	6
Uti Nifty Next 50 Index Fund	1.23	31	2.61	61	5.91	62	4.85	29	15.51	19
Taurus Nifty Index Fund	0.29	86	2.88	51	7.17	46	8.42	25	16.35	3
Lic Mf Index Fund - Nifty Plan	0.39	85	3.10	35	7.62	41	9.00	22	15.88	16
Lic Mf S&P Bse Sensex Index Fund	0.68	45	2.89	49	7.02	52	9.09	17	15.91	12
Motilal Oswal Nifty 50 Index Fund	0.45	74	3.08	42	7.76	28	9.07	19
Motilal Oswal Nifty Next 50 Index Fund	1.25	25	2.63	59	6.07	54	4.89	28
Motilal Oswal S&P 500 Index Fund	1.88	15	4.19	21	8.22	24	5.84	26
Nippon India Nifty Smallcap 250 Index Fund	3.78	4	7.51	4	13.77	8	12.36	3
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund	0.96	40	4.19	22	8.04	26	3.87	31
Uti Nifty200 Momentum 30 Index Fund	2.01	12	7.16	5	12.96	10
Nippon India Nifty 50 Value 20 Index Fund	1.48	16	4.78	16	8.44	23
Nippon India Nifty Midcap 150 Index Fund	3.30	7	5.93	11	14.23	4
Kotak Nifty Next 50 Index Fund	1.23	33	2.60	64	6.08	53
Idfc Gilt 2027 Index Fund	0.51	58	1.52	76	3.69	77
Idfc Gilt 2028 Index Fund	0.52	57	1.53	75	3.86	69
Edelweiss Nifty Psu Bond Plus Sdl Index Fund – 2027	0.52	55	1.50	78	3.64	80
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	3.29	8	6.07	9	14.23	5
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund	4.18	1	9.81	2	12.18	11
Sbi Nifty Next 50 Index Fund	1.24	29	2.63	58	5.94	60
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund	1.18	38	4.27	20	10.90	16
Kotak Nifty 50 Index Fund	0.45	75	3.12	29	7.65	39
Navi Nifty 50 Index Fund	0.46	73	3.12	30	7.76	29
Hdfc Nifty50 Equal Weight Index Fund	1.19	37	4.32	19	11.00	15
Aditya Birla Sun Life Nifty Sdl Plus Psu Bond Sep 2026 60:40 Index Fund	0.49	64	1.48	79	3.64	79
Icici Prudential Psu Bond Plus Sdl 40:60 Index Fund - Sep 2027	0.46	71	1.38	89	3.66	78
Icici Prudential Nasdaq 100 Index Fund	2.77	11	7.03	7	15.94	2
Edelweiss Nifty 50 Index Fund	0.46	72	3.03	45	7.64	40
Edelweiss Nifty 100 Quality 30 Index Fund	1.26	24	2.99	46	9.72	18
Hdfc Nifty Next 50 Index Fund	1.22	35	2.58	66	5.85	64
Edelweiss Large & Midcap Index Fund	1.97	13	4.41	17	11.92	12
Motilal Oswal Msci Eafe Top 100 Select Index Fund	0.97	39	3.11	31	9.36	20
Axis Nifty 50 Index Fund	0.44	80	3.08	41	7.73	34
Icici Prudential Midcap 150 Index Fund	3.27	10	5.93	12	14.17	6
Navi Nifty Next 50 Index Fund	1.23	30	2.60	63	5.99	57
Axis Nifty Next 50 Index Fund	1.23	32	2.61	62	5.99	58
Sbi Cpse Bond Plus Sdl Sep 2026 50:50 Index Fund	0.50	63	1.46	80	3.62	81
Axis Cpse Plus Sdl 2025 70:30 Debt Index Fund	0.54	51	1.58	70	3.53	84
Aditya Birla Sun Life Nifty Sdl Apr 2027 Index Fund	0.49	65	1.44	83	3.76	75
Uti Sensex Index Fund	0.69	43	2.87	53	7.07	50
Navi Nifty Bank Index Fund	-0.01	88	1.71	69	5.88	63
Idfc Nifty 100 Index Fund	0.61	48	2.90	48	7.61	42
Aditya Birla Sun Life Nifty Next 50 Index Fund	1.23	34	2.58	65	5.79	65
Kotak Nifty Sdl Apr 2027 Top 12 Eq Wt Index Fund	0.49	66	1.43	86	3.77	73
Icici Prudential Nifty Bank Index Fund	-0.02	89	1.78	68	5.95	59
Kotak Nifty Sdl Apr 2032 Top 12 Eq Wt Index Fund	0.51	60	1.58	71	4.68	66
Hdfc Nifty 100 Index Fund	0.59	49	2.84	56	7.52	45
Hdfc Nifty 100 Equal Weight Index Fund	1.24	27	3.51	25	8.78	22
Axis Crisil Sdl 2027 Debt Index Fund	0.50	62	1.44	85	3.77	74
Uti S&P Bse Low Volatility Index Fund	1.48	17	5.14	15	9.59	19
Navi Nifty Midcap 150 Index Fund	3.28	9	5.83	13	14.14	7
Axis Nifty Smallcap 50 Index	4.15	2	10.45	1	11.72	13
Axis Nifty Midcap 50 Index	3.65	5	7.03	6	16.09	1
Edelweiss Crisil Psu Plus Sdl 50:50 Oct 2025 Index Fund	0.52	54	1.53	74	3.61	83
Hsbc Crisil Ibx 50:50 Gilt Plus Sdl Apr 2028 Index Fund	0.53	53	1.50	77	3.89	68
Dsp Nifty Sdl Plus G-Sec Jun 2028 30:70 Index Fund	0.52	56	1.53	73	3.93	67
Icici Prudential Nifty Sdl Sep 2027 Index Fund	0.50	61	1.46	81	3.82	72
Nippon India Nifty Aaa Cpse Bond Plus Sdl - Apr 2027 Maturity 60:40 Index Fund	0.49	67	1.41	87	3.62	82
Uti Nifty Midcap 150 Quality 50 Index Fund	1.44	19	3.25	28	8.10	25
Tata Nifty Sdl Plus Aaa Psu Bond Dec 2027 60: 40 Index Fund	0.48	69	1.41	88	3.85	70
Aditya Birla Sun Life Crisil Sdl Plus Aaa Psu Apr2027 60-40 Index Fund	0.49	68	1.44	84	3.74	76
Aditya Birla Sun Life Crisil Sdl Plus Aaa Psu Apr 2025 60-40 Index Fund	0.54	52	1.57	72	3.52	85
Mirae Asset Nifty Sdl Jun 2027 Index Fund	0.51	59	1.45	82	3.84	71
Motilal Oswal S&P Bse Financials Ex Bank 30 Index Fund	1.46	18	5.22	14
Icici Prudential Nifty 200 Momentum 30 Index Fund	1.93	14	6.95	8
Icici Prudential Nifty It Index Fund	1.34	21	3.51	26
Nippon India Nifty Alpha Low Volatility 30 Index Fund	1.34	22	4.12	23
Sundaram Smart Nifty 100 Equal Weight Fund	1.36	20	3.40	27	8.84	21
Idbi Nifty Index Fund									15.87	17
Idbi Nifty Junior Index Fund									15.17	20

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Nifty 50 Index Fund	-13.23	16	-10.31	15	-4.53	13	14.16	8	9.28	12
Dsp Nifty 50 Equal Weight Index Fund	-13.14	11	-9.87	1	-4.69	20	15.29	22	9.93	21
Dsp Nifty 50 Index Fund	-13.19	14	-10.18	8	-4.49	6	14.16	10	9.28	13
Dsp Nifty Next 50 Index Fund	-22.37	24	-14.84	24	-6.45	26	16.71	26	11.50	27
Franklin India Nse Nifty 50 Index Fund	-13.12	8	-10.22	12	-4.49	7	14.06	2	9.19	5
Hdfc Index Fund - S&P Bse Sensex Plan	-12.71	3	-10.13	4	-4.52	10	14.26	18	9.20	7
Hdfc Index Fund - Nifty 50 Plan	-13.15	13	-10.18	7	-4.49	4	14.18	12	9.29	16
Icici Prudential Nifty Next 50 Index Fund	-22.46	25	-14.94	25	-6.50	28	16.71	25	11.50	25
Icici Prudential S&P Bse Sensex Index Fund	-12.64	2	-10.15	5	-4.52	11	14.24	16	9.18	4
Icici Prudential Nifty 50 Index Fund	-13.15	12	-10.19	9	-4.49	8	14.17	11	9.28	15
Idbi Nifty Index Fund
Idbi Nifty Junior Index Fund
Idfc Nifty 50 Index Fund	-13.13	9	-9.99	2	-4.49	3	14.13	5	9.25	9
Lic Mf Nifty 50 Index Fund	-13.31	20	-10.56	18	-4.63	17	14.14	6	9.26	10
Lic Mf S&P Bse Sensex Index Fund	-12.79	5	-10.50	17	-4.63	18	14.20	14	9.16	3
Motilal Oswal Nifty Bank Index Fund	-19.29	23	-14.75	23	-5.51	23	21.55	30	12.72	28
Motilal Oswal Nifty Midcap 150 Index Fund	-18.18	22	-13.01	22	-4.65	19	16.17	23	10.66	23
Motilal Oswal Nifty Smallcap 250 Index Fund	-24.98	30	-18.02	29	-5.68	25	18.62	28	13.51	30
Motilal Oswal Nifty 500 Fund (Mofnifty500)	-14.16	21	-11.15	21	-5.24	22	14.33	19	9.60	20
Motilal Oswal S&P 500 Index Fund	-22.96	28	-16.45	28	-6.56	30	14.39	21	10.33	22
Motilal Oswal Nifty 50 Index Fund	-13.26	17	-10.30	14	-4.52	9	14.15	7	9.27	11
Motilal Oswal Nifty Next 50 Index Fund	-22.54	27	-14.97	27	-6.51	29	16.66	24	11.47	24
Nippon India Index Fund - S&P Bse Sensex Plan	-12.77	4	-10.20	11	-4.57	15	14.25	17	9.19	6
Nippon India Index Fund - Nifty 50 Plan	-13.29	18	-10.62	19	-4.60	16	14.16	9	9.28	14
Nippon India Nifty Smallcap 250 Index Fund	-24.91	29	-18.16	30	-5.60	24	18.63	29	13.50	29
Sbi Nifty Index Fund	-13.21	15	-10.26	13	-4.53	12	14.20	15	9.30	18
Sundaram Smart Nifty 100 Equal Weight Fund
Tata Nifty 50 Index Fund	-13.08	7	-10.19	10	-4.49	5	14.09	4	9.23	8
Tata S&P Bse Sensex Index Fund	-12.63	1	-10.15	6	-4.56	14	14.08	3	9.11	2
Taurus Nifty 50 Index Fund	-13.29	19	-10.39	16	-4.45	1	13.99	1	9.08	1
Uti Nifty 50 Index Fund	-13.14	10	-10.12	3	-4.47	2	14.20	13	9.30	17
Uti Nifty Next 50 Index Fund	-22.48	26	-14.95	26	-6.49	27	16.72	27	11.50	26
Axis Nifty 100 Index Fund	-12.85	6	-10.72	20	-4.90	21	14.34	20	9.44	19

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Nifty 50 Index Fund	0.89	14	0.52	18	1.00	16	0.38	-0.80	15	1.00	12	1.00	13	0.13	15	20.45	14	-0.88	13
Dsp Nifty 50 Equal Weight Index Fund	1.23	4	0.76	2	1.36	2	0.43	3.55	1	0.98	23	0.97	24	0.19	4	26.99	4	3.14	1
Dsp Nifty 50 Index Fund	0.90	8	0.54	9	1.02	9	0.38	-0.55	7	1.00	9	1.00	13	0.13	9	20.71	9	-0.60	6
Dsp Nifty Next 50 Index Fund	0.64	26	0.35	26	0.74	26	0.40	-0.70	11	1.00	6	1.00	13	0.11	24	18.50	23	-0.74	8
Franklin India Nse Nifty 50 Index Fund	0.88	16	0.52	19	1.00	18	0.38	-0.87	16	0.99	21	1.00	19	0.12	16	20.38	15	-1.09	17
Hdfc Index Fund - S&P Bse Sensex Plan	0.87	17	0.53	15	1.01	14	0.38	-0.53	6	1.00	4	1.00	13	0.12	17	20.30	16	-0.56	4
Hdfc Index Fund - Nifty 50 Plan	0.91	7	0.54	8	1.03	7	0.38	-0.52	5	1.00	5	1.00	13	0.13	8	20.74	8	-0.56	5
Icici Prudential Nifty Next 50 Index Fund	0.62	28	0.34	28	0.73	28	0.40	-1.04	19	1.00	7	1.00	13	0.10	26	18.16	25	-1.08	16
Icici Prudential S&P Bse Sensex Index Fund	0.87	18	0.53	16	1.00	17	0.38	-0.56	8	1.00	11	1.00	19	0.12	18	20.27	17	-0.62	7
Icici Prudential Nifty 50 Index Fund	0.90	9	0.54	10	1.02	11	0.38
Idbi Nifty Index Fund
Idbi Nifty Junior Index Fund
Idfc Nifty 50 Index Fund	0.89	12	0.53	11	1.02	10	0.38	-0.70	12	0.99	15	1.00	19	0.13	12	20.55	11	-0.81	10
Lic Mf Nifty 50 Index Fund	0.85	21	0.50	23	0.96	23	0.38	-1.40	23	1.00	13	1.00	19	0.12	21	19.85	20	-1.50	21
Lic Mf S&P Bse Sensex Index Fund	0.82	23	0.49	24	0.95	24	0.38
Motilal Oswal Nifty Bank Index Fund	0.80	25	0.55	6	1.02	8	0.46	-1.40	22	0.99	16	1.00	19	0.17	5	25.52	5	-1.57	22
Motilal Oswal Nifty Midcap 150 Index Fund	1.43	1	0.89	1	1.38	1	0.43	-1.48	24	0.99	18	1.00	21	0.23	3	31.96	3	-1.77	23
Motilal Oswal Nifty Smallcap 250 Index Fund	1.33	3	0.70	4	1.19	3	0.39	-1.87	26	0.99	20	1.00	19	0.25	2	33.67	2	-2.21	25
Motilal Oswal Nifty 500 Fund (Mofnifty500)	0.99	5	0.57	5	1.05	5	0.39	-1.35	21	0.99	14	1.00	13	0.14	6	22.23	6	-1.47	20
Motilal Oswal S&P 500 Index Fund	0.38	30	0.20	30	0.49	30	0.38	1.25	3	0.48	26	0.23	26	0.11	23	12.85	26	-10.90	26
Motilal Oswal Nifty 50 Index Fund	0.89	13	0.53	17	1.00	15	0.38
Motilal Oswal Nifty Next 50 Index Fund	0.61	29	0.33	29	0.71	29	0.40
Nippon India Index Fund - S&P Bse Sensex Plan	0.86	20	0.52	20	0.99	20	0.38	-0.79	14	1.00	8	1.00	13	0.12	20	20.03	19	-0.84	11
Nippon India Index Fund - Nifty 50 Plan	0.86	19	0.51	21	0.97	21	0.38	-1.16	20	1.00	10	1.00	13	0.12	19	20.10	18	-1.22	18
Nippon India Nifty Smallcap 250 Index Fund	1.34	2	0.70	3	1.19	4	0.39	-1.75	25	0.99	19	1.00	22	0.25	1	33.79	1	-2.08	24
Sbi Nifty Index Fund	0.89	10	0.53	12	1.01	12	0.38	-0.73	13	1.00	1	1.00	13	0.13	10	20.53	12	-0.74	9
Sundaram Smart Nifty 100 Equal Weight Fund
Tata Nifty 50 Index Fund	0.89	11	0.53	13	1.01	13	0.38	-0.68	9	0.99	17	1.00	13	0.13	11	20.57	10	-0.84	12
Tata S&P Bse Sensex Index Fund	0.84	22	0.50	22	0.97	22	0.38	-1.01	18	0.99	22	1.00	21	0.12	22	19.80	21	-1.30	19
Taurus Nifty 50 Index Fund	0.89	15	0.53	14	0.99	19	0.38	-0.69	10	0.98	24	0.99	23	0.13	14	20.50	13	-1.06	15
Uti Nifty 50 Index Fund	0.92	6	0.55	7	1.04	6	0.38	-0.36	4	1.00	2	1.00	13	0.13	7	20.90	7	-0.38	3
Uti Nifty Next 50 Index Fund	0.63	27	0.34	27	0.73	27	0.40	-1.00	17	1.00	3	1.00	13	0.10	25	18.20	24	-1.03	14
Axis Nifty 100 Index Fund	0.80	24	0.46	25	0.93	25	0.38	2.07	2	0.91	25	0.76	25	0.13	13	18.51	22	0.35	2

Idbi Nifty Index Fund Additional Return Analysis

Idbi Nifty Index Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}
Direct Plan _{Value of 1000 Rupee}

Fund Information

Fund Launch Date: 03/May/2010
Fund Category: Index Fund
Investment Objective: The investment objective of the scheme is to invest only in and all the stocks comprising the NIFTY 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of NIFTY 50 Index. The scheme may also invest in derivatives instruments such as Futures and Options linked to stocks comprising the Index or linked to the NIFTY 50 Index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the NIFTY 50 Index (Total Returns Index) and the Scheme.
Fund Description: An open-ended scheme replicating / tracking the Nifty 50 Index [Total Returns Index]
Fund Benchmark: NIFTY 50 - Total Return Index (Total Return Index)

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Bmsmoney Highlights

Advantages And Disadvantages Of Small Cap Mutual Funds

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.

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Advantages And Disadvantages Of Large Cap Mutual Funds

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

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Advantages And Disadvantages Of Money Market Mutual Funds

Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.

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Table of Contents

Idbi Nifty Index Fund

Fund Nav

Fund Performance Analysis

Idbi Nifty Index Fund Analysis

Performance Summary of Fund

Positive Aspects of Fund

Negative Aspects of Fund

Idbi Nifty Index Fund Performance Snapshot (Regular Plan)

Idbi Nifty Index Fund Performance vs Category Average

Top Performing Peers of Idbi Nifty Index Fund

Top Performing Funds in Index Fund Category

Idbi Nifty Index Fund Performance Snapshot (Direct Plan)

Idbi Nifty Index Fund Regular vs Direct Plan Performance

Idbi Nifty Index Fund Expected Return

Methodology

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Index Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Idbi Nifty Index Fund Additional Return Analysis

Idbi Nifty Index Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

Advantages And Disadvantages Of Small Cap Mutual Funds

Advantages And Disadvantages Of Large Cap Mutual Funds

Advantages And Disadvantages Of Money Market Mutual Funds