Tata S&P BSE Sensex Index Fund
Direct · Growth ₹198.46
12 May 2026
NAV
12.8%
3Y CAGR
13.4%
5Y CAGR
12.9%
10Y CAGR
13.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.70
Sharpe
-37.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.75 L | 14.5% | -56.9% | 90.7% |
| 3 Years | ₹36.00 L | ₹43.31 L | 12.8% | -18.0% | 31.1% |
| 5 Years | ₹60.00 L | ₹83.71 L | 13.6% | -5.9% | 22.2% |
| 10 Years | ₹1.20 Cr | ₹2.45 Cr | 13.7% | 10.0% | 16.4% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 14.5% | -4.5% | +19.0% |
| 3 Years | 12.8% | 9.2% | +3.6% |
| 5 Years | 13.6% | 9.9% | +3.7% |
| 10 Years | 13.7% | 11.7% | +2.0% |