Nippon India Index BSE Fund Sensex Plan - Growth

• Alpha -0.81%
• Beta 0.99
• Sharpe Ratio0.55
• Std Deviation 10.85%
• Tracking Error 0.38%

The primary investment objective of the scheme is to replicate the composition of the BSE Sensex, with a view to generate returns that are commensurate with the performance of the BSE Sensex, subject to tracking errors.

The Nippon India Index BSE Fund Sensex Plan - Growth has an AUM of 991.57 crores & has delivered CAGR of 11.07% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.49%. The minimum investment in Nippon India Index BSE Fund Sensex Plan - Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Communications Services.

Some of the similar funds are Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, SBI Nifty Midcap 150 Index Fund Regular Growth, ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth, Nippon India Index BSE Fund Sensex Plan - Growth, SBI Nifty50 Equal Weight Index Fund Regular Growth. Nippon India Index BSE Fund Sensex Plan - Growth has a sharpe ratio of 0.55 & a standard deviation of 10.85%.