Nippon India Index Fund - Bse Sensex Plan

Review Date: 27-04-2026

Beginning of Analysis

In the Index Funds category, Nippon India Index Fund - BSE Sensex Plan is the 74th ranked fund. The category has total 90 funds. The 1 star rating shows a very poor past performance of the Nippon India Index Fund - BSE Sensex Plan in Index Funds. The fund has a Sharpe Ratio of 0.12 which is lower than the category average of 0.63.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Nippon India Index Fund - BSE Sensex Plan Return Analysis

• The fund has given a return of 5.06%, -5.54 and -8.78 in last one, three and six months respectively. In the same period the category average return was 8.52%, 0.76% and -2.93% respectively.
• Nippon India Index Fund - BSE Sensex Plan has given a return of -2.75% in last one year. In the same period the Index Funds category average return was 5.36%.
• The fund has given a return of 9.5% in last three years and ranked 80.0th out of one hundred and four funds in the category. In the same period the Index Funds category average return was 15.53%.
• The fund has given a return of 10.63% in last five years and ranked 32nd out of thirty nine funds in the category. In the same period the Index Funds category average return was 13.02%.
• The fund has given a return of 12.48% in last ten years and ranked 10th out of sixteen funds in the category. In the same period the category average return was 12.61%.
• The fund has given a SIP return of -8.94% in last one year whereas category average SIP return is 1.72%. The fund one year return rank in the category is 183rd in 201 funds
• The fund has SIP return of 2.77% in last three years and ranks 97th in 101 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.79%) in the category in last three years.
• The fund has SIP return of 6.99% in last five years whereas category average SIP return is 10.77%.

Nippon India Index Fund - BSE Sensex Plan Risk Analysis

• The fund has a standard deviation of 13.16 and semi deviation of 10.03. The category average standard deviation is 13.58 and semi deviation is 10.42.
• The fund has a Value at Risk (VaR) of -19.2 and a maximum drawdown of -16.13. The category average VaR is -21.49 and the maximum drawdown is -16.43.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Index Funds Category

Good Performance in Index Funds Category

Poor Performance in Index Funds Category

Very Poor Performance in Index Funds Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization