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Calendar year returns How the NAV moved in each calendar year, newest first. The inception year and the current, still open year are only part years and are marked as such.
Risk and volatility Computed in-house from this scheme's NAV history. These describe past behaviour only and are not a judgement of the fund or a recommendation.
Category comparison This fund next to the plain average of the index funds we track. This is our tracked set, not the whole category, and it is a factual comparison, not a ranking.
Every rolling 3y holding period in the fund's history, annualized.
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Portfolio overlap The share of two funds' portfolios held in common stocks, by weight, from their latest disclosed holdings. A plain fact, not a suggestion to buy or drop either fund.
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Growth option Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option Baroda BNP Paribas Nifty SDL December 2026 Index Fund - Direct Plan - Growth Option Baroda BNP Paribas NIFTY SDL December 2028 Index Fund - Direct Plan - Growth Option Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option Choice Nifty 50 Index Fund - Direct Plan Growth Choice Nifty Next 50 Index Fund - Direct Plan Growth DSP BSE SENSEX Next 30 Index Fund - Direct - Growth DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Direct - Growth DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth DSP Nifty 50 Index Fund - Direct Plan - Growth DSP Nifty 500 Index Fund - Direct - Growth DSP Nifty Bank Index Fund - Direct - Growth DSP Nifty Healthcare Index Fund - Direct- Growth DSP Nifty IT Index Fund - Direct - Growth DSP Nifty Midcap 150 Index Fund - Direct - Growth DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth DSP Nifty Next 50 Index Fund - Direct Plan - Growth DSP Nifty Private Bank Index Fund - Direct - Growth DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund - Direct - Growth DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund - Direct - Growth DSP Nifty Smallcap 250 Index Fund - Direct - Growth DSP Nifty Smallcap250 Quality 50 Index Fund - Direct - Growth DSP Nifty Top 10 Equal Weight Index Fund - Direct - Growth DSP Nifty500 Flexicap Quality 30 Index Fund - Direct - Growth Edelweiss BSE Internet Economy Index Fund - Direct Plan - Growth Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - Growth Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund - Direct Plan - Growth Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fund - Direct Plan - Growth Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund - Direct Plan - Growth Option Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund - Direct - Growth Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Direct Plan Growth Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth Edelweiss Nifty 50 Index Fund Direct Plan Growth Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Direct Plan Growth Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - Growth Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth Groww Nifty 50 Index Fund Direct Growth Groww Nifty India Railways PSU Index Fund - 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Direct - Growth HSBC NIFTY 50 INDEX FUND - Direct Growth HSBC NIFTY NEXT 50 INDEX FUND - Direct Growth ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index -Dec 2026 Fund- Direct Plan - Growth ICICI Prudential CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth ICICI Prudential Nifty 500 Index Fund - Direct Plan - Growth ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth ICICI Prudential Nifty Bank Index Fund - Direct Plan Growth ICICI Prudential Nifty G-Sec Dec 2030 Index Fund - Direct Plan - Growth ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth ICICI Prudential Nifty Pharma Index Fund - Direct Plan - 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Direct Plan - Growth JioBlackRock Nifty 50 Index Fund - Direct Plan - Growth Option JioBlackRock Nifty 8-13 yr G-Sec Index Fund - Direct Plan - Growth Option JioBlackRock Nifty Midcap 150 Index Fund - Direct Plan - Growth Option JioBlackRock Nifty Next 50 Index Fund - Direct Plan - Growth Option JioBlackRock Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option Kotak BSE Housing Index Fund - Direct Plan - Growth Option Kotak BSE PSU Index Fund - Direct Plan - Growth Kotak BSE Sensex Index Fund- Direct - Growth Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund - Direct - Growth Kotak CRISIL -IBX AAA Financial Services Index Sep-2027 Fund-DIRECT PLAN-GROWTH Option Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund-Direct-Growth Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund - Direct - Growth Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct plan - Growth option Kotak Nifty 200 Momentum 30 Index Fund - 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Growth Kotak Nifty SmallCap 250 Index Fund- Direct - Growth Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth Kotak Nifty200 Value 30 Index Fund - Direct - Growth Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth LIC MF BSE Sensex Index Fund-Direct Plan-Growth LIC MF Nifty 50 Index Fund-Direct Plan-Growth LIC MF Nifty Next 50 Index Fund-Direct Plan-Growth Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Direct Plan - Growth Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Direct Plan - Growth Mirae Asset Nifty 50 Index Fund - Direct Plan - Growth Mirae Asset Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth Mirae Asset Nifty SDL Jun 2027 Index Fund -Direct Plan - Growth Mirae Asset Nifty SDL June 2028 Index Fund - Direct Plan - Growth Mirae Asset Nifty Total Market Index Fund - Direct Plan - Growth Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth Motilal Oswal Nifty India Defence Index Fund Direct Plan Growth Motilal Oswal Nifty Microcap 250 Index Fund- Direct- Growth Option Motilal Oswal Nifty MidSmall Financial Services Index Fund - Direct Plan- Growth Motilal Oswal Nifty MidSmall Healthcare Index Fund- Direct Plan-Growth Motilal Oswal Nifty MidSmall India Consumption Index Fund - Direct Plan- Growth Motilal Oswal Nifty MidSmall IT and Telecom Index Fund - Direct Plan- Growth Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth Motilal Oswal S&P 500 Index Fund - Direct Plan Growth NAVI BSE SENSEX INDEX FUND - DIRECT PLAN - GROWTH Navi Nifty 50 Index Fund-Direct Plan-Growth Navi Nifty Bank Index Fund- Direct Plan- Growth Navi Nifty India Manufacturing Index Fund- Direct Plan- Growth Navi Nifty Midcap 150 Index Fund Direct Plan- Growth Navi Nifty midsmallcap 400 Index Fund- Direct - Growth Navi Nifty Next 50 Index Fund- Direct Plan- Growth Navi NiftyIT Index Fund - Direct Plan- Growth Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Direct Plan - Growth Option Nippon India CRISIL - IBX AAA Financial Services - Jan 2028 Index Fund - Direct Plan - Growth Option Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Direct Plan- Growth Option Nippon India CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Direct Plan - Growth Option Nippon India Index Fund - BSE Sensex Plan - Direct Plan Growth Plan - Growth Option Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Direct Plan - Growth Option Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option Nippon India Nifty 500 Low Volatility 50 Index Fund - Direct Plan - Growth Option Nippon India Nifty 500 Momentum 50 Index Fund - Direct Plan - Growth Option Nippon India Nifty 500 Quality 50 Index Fund - Direct Plan - Growth Option Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund - Direct Plan - Growth Option Nippon India Nifty AAA PSU Bond Plus SDL - Sep 2026 Maturity 50:50 Index Fund-Direct Plan-Growth Option Nippon India Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth Option Nippon India Nifty Auto Index Fund - Direct Plan- Growth Option Nippon India Nifty Bank Index Fund - Direct Plan - Growth Option Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund-Direct Plan-Growth Option Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund-Direct Plan-Growth Option Nippon India Nifty G-Sec Sep 2027 Maturity Index Fund-Direct Plan-Growth Option Nippon India Nifty India Manufacturing Index Fund- Direct Plan- Growth Option Nippon India Nifty IT Index Fund - Direct Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option Nippon India Nifty Realty Index Fund-Direct Plan- Growth Option Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70:30 Index Fund-Direct Plan-Growth Option Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Direct Plan-Growth Option Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund - Direct Plan, Growth Option SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth SBI BSE Sensex Index Fund - Direct Plan - Growth SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth SBI CRISIL-IBX 10:90 GILT + SDL INDEX DEC 2029 INDEX FUND - DIRECT - GROWTH SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth SBI CRISIL - IBX Financial Services 9-12 Months Debt Index Fund - Direct Plan - Growth SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth SBI CRISIL IBX SDL Index - September 2027 Fund - Direct Plan - Growth SBI Nifty 500 Index Fund- Direct Plan- Growth SBI Nifty Bank Index Fund-Direct Plan- Growth SBI NIFTY G-SEC JUL 2031 INDEX FUND - DIRECT - GROWTH SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH SBI Nifty India Consumption Index Fund- Direct Plan- Growth SBI Nifty IT Index Fund - Direct Plan - Growth SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth SBI Nifty Next 50 Index Fund - Direct Plan - Growth SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth SBI Nifty200 Momentum 30 Index Fund- Direct Plan- Growth SBI Nifty200 Quality 30 Index Fund-Direct Plan- Growth SBI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option Tata BSE Multicap Consumption 50:30:20 Index Fund - Direct Plan Growth Option Tata BSE Quality Index Fund Direct plan Growth Option Tata BSE Select Business Groups Index Fund - Direct Growth TATA CRISIL-IBX GILT INDEX - APRIL 2026 INDEX FUND - DIRECT PLAN - GROWTH Tata Nifty Auto Index Fund - Direct Plan - Growth Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option Tata Nifty Financial Services Index Fund - Direct Plan - Growth Tata Nifty G Sec Dec 2026 Index Fund-Direct Plan-Growth Tata Nifty G-Sec Dec 2029 Index Fund - Direct Plan - Growth Tata Nifty India Tourism Index Fund - Direct - Growth Tata Nifty Midcap 150 Index Fund - Direct Plan - Growth Option Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth Tata Nifty Next 50 Index Fund - Direct Plan Growth Option Tata Nifty Realty Index Fund - Direct Plan - Growth Tata Nifty SDL Plus AAA PSU Bond Dec 6040 Index Fund- Direct Plan-Growth Tata Nifty200 Alpha 30 Index Fund - Direct -Growth Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund -Direct Plan-Growth Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund - Direct Plan - Growth Taurus Nifty 50 Index Fund - Direct Plan - Growth UTI BSE Housing Index Fund - Direct Plan - Growth Option UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option UTI BSE Sensex Index Fund - Direct Plan - Growth Option UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option UTI CRISIL SDL Maturity June 2027 Index Fund - Direct Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option UTI Nifty 200 Quality 30 Index Fund - Direct Plan - Growth Option UTI Nifty 50 Index Fund - Growth Option- Direct UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option UTI Nifty Alpha Low-Volatility 30 Index Fund - Direct Plan - Growth Option UTI Nifty India Manufacturing Index Fund - Direct Plan - Growth Option UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option UTI Nifty Private Bank Index Fund - Direct Plan - Growth Option UTI NIFTY SDL Plus AAA PSU Bond Apr 2026 75:25 Index Fund - Direct Plan - Growth Option UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund - Direct Plan - Growth Option UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Option UTI Nifty500 Shariah Index Fund - Direct Plan Growth Option Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth option Zerodha Nifty 50 Index Fund - Direct Plan - Growth Zerodha Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth option Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan - Growth Option
Taxation Held under 12 months (short term): gains are taxed at 20%.Held 12 months or more (long term): gains are taxed at 12.5%, and the first ₹1,25,000 of long-term equity gains in a financial year is exempt.What a index fund is Track an index like the Nifty 50 at a very low cost.