Zerodha Nifty 50 Index Fund
Direct · Growth ₹9.17
19 Oct 2026
NAV
-10.3%
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.
—
Sharpe
-15.2%
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.
0.11%
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 | ₹11.38 L | -11.1% | -17.3% | -4.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | -11.1% | 14.3% | 5.0% | -25.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -10.3% | -10.3% | -10.3% | -10.3% | — | — | 0% | — | — |
-15.2%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-6.6%
Avg Drawdown
Calmar Ratio by Duration
-0.68
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.66 | 1.00 | 100.3% | 99.3% | -10.3% | -11.0% |
| 3 Years | +0.23 | 1.00 | 100.3% | 99.3% | -3.6% | -3.8% |
| 5 Years | +0.14 | 1.00 | 100.3% | 99.3% | -2.2% | -2.3% |
| 7 Years | +0.09 | 1.00 | 100.3% | 99.3% | -1.6% | -1.6% |
| 10 Years | +0.07 | 1.00 | 100.3% | 99.3% | -1.1% | -1.2% |
| 12 Years | +0.06 | 1.00 | 100.3% | 99.3% | -0.9% | -1.0% |
| 15 Years | +0.04 | 1.00 | 100.3% | 99.3% | -0.7% | -0.8% |