Nippon India Index Fund Nifty 50 Plan Direct Growth

Scheme code: INF204K01H36 NAV value: ₹ 44.3184 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	-0.84	37.86	18.69	19.29
3 year	8.63	33.51	16.59	16.92
5 year	1.57	26.45	13.84	14.48
7 year	4.40	16.55	12.59	12.67
10 year	10.26	15.06	12.91	13
12 year	12.37	13.61	13.02	13.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	18.69
3 year	6.28	33.32	15.79	16.59
5 year	3.54	26.02	13.5	13.84
7 year	3.33	15.62	11.71	12.59
10 year	3.49	17.22	10.6	12.91
12 year	3.07	16.17	10.84	13.02
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	18.69
3 year	9.08	58.7	29.31	16.59
5 year	3.67	48	18.04	13.84
7 year	3.8	31.03	14.14	12.59
10 year	3.8	28.93	12.39	12.91
12 year	3.63	26.65	12.59	13.02
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	18.69
3 year	7.68	33.37	17.09	16.59
5 year	2.35	27.63	13.51	13.84
7 year	3.76	16.01	12.07	12.59
10 year	3.56	16.94	10.92	12.91
12 year	3.31	16.54	11.01	13.02
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	18.69
3 year	8.04	34.46	18.26	16.59
5 year	3.37	28.64	14.21	13.84
7 year	3.97	16.42	12.41	12.59
10 year	3.53	17.72	11.22	12.91
12 year	3.1	16.97	11.31	13.02
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 18.69% - Median return: 22.17% - Average standard deviation: 4.1

Rolling return for 3 year

- Average return: 16.59% - Median return: 15.88% - Average standard deviation: 1.84

Rolling return for 5 year

- Average return: 13.84% - Median return: 14.12% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 12.59% - Median return: 12.86% - Average standard deviation: 0.69

Rolling return for 10 year

- Average return: 12.91% - Median return: 13% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 13.02% - Median return: 12.97% - Average standard deviation: 0.37

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	12,76,364	76,364	6.37
3 year	36,00,000	45,15,426	9,15,426	7.85
5 year	60,00,000	87,24,089	27,24,089	7.78
7 year	84,00,000	1,35,39,243	51,39,243	7.06
10 year	1,20,00,000	2,45,99,497	1,25,99,497	7.44
12 year	1,44,00,000	3,30,02,493	1,86,02,493	7.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	6.37
3 year	7.3	7.85
5 year	7.48	7.78
7 year	6.39	7.06
10 year	5.95	7.44
12 year	6.11	7.16

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.37
3 year	20.64	7.85
5 year	13	7.78
7 year	9.48	7.06
10 year	7.99	7.44
12 year	8.12	7.16

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.37
3 year	8.22	7.85
5 year	7.77	7.78
7 year	6.6	7.06
10 year	6.23	7.44
12 year	6.37	7.16

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.37
3 year	8.71	7.85
5 year	8.22	7.78
7 year	6.82	7.06
10 year	6.47	7.44
12 year	6.6	7.16

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,364 - Absolute Returns: ₹76,364 - CAGR: 6.37%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,15,426 - Absolute Returns: ₹9,15,426 - CAGR: 7.85%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,24,089 - Absolute Returns: ₹27,24,089 - CAGR: 7.78%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,39,243 - Absolute Returns: ₹51,39,243 - CAGR: 7.06%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,45,99,497 - Absolute Returns: ₹1,25,99,497 - CAGR: 7.44%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,30,02,493 - Absolute Returns: ₹1,86,02,493 - CAGR: 7.16%