Nippon India Index BSE Fund Sensex Plan - Growth

• Alpha -0.81%
• Beta 0.99
• Sharpe Ratio0.41
• Std Deviation 12.55%
• Tracking Error 0.38%

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

The Nippon India Index BSE Fund Sensex Plan - Growth has an AUM of 747.10 crores & has delivered CAGR of 15.58% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.48%. 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 Medium & Exceptional respectively.

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

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

Some of the similar funds are Nippon India Index BSE Fund Sensex Plan - Growth, Kotak Nifty 50 Index Fund Regular Growth, SBI Nifty 500 Index Fund Regular Growth, HDFC NIFTY200 Momentum 30 Index Fund Regular Growth, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth. Nippon India Index BSE Fund Sensex Plan - Growth has a sharpe ratio of 0.41 & a standard deviation of 12.55%.