Zerodha BSE SENSEX Index Fund

Fund House: Zerodha Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 20-10-2025

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: BSE Sensex TRI

Total Assets: 0.0 As on ()

Expense Ratio: 0.0% As on (31-10-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 17-11-2025

10.1849

0.0462

CAGR Since Inception

1.56%

BSE Sensex TRI 13.9%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Zerodha BSE SENSEX Index Fund - - - - 1.56
Benchmark - - - - -
Index Fund 7.98 14.1 17.21 13.17 9.74

Funds Manager

Mr. Kedarnath Mirajkar

RETURNS CALCULATORS for Zerodha BSE SENSEX Index Fund

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Zerodha BSE SENSEX Index Fund

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Zerodha BSE SENSEX Index Fund

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Zerodha BSE SENSEX Index Fund 20-10-2025 0.0 0.0 0.0 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 36.48 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 35.65 0.0 0.0 0.0 0.0
Tata Nifty Capital Markets Index Fund Reg Gr 24-10-2024 30.37 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 28.06 22.42 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 25.38 30.56 32.04 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr 29-07-2022 22.0 19.8 21.55 0.0 0.0
ICICI Pru Nifty Auto Index Fund Gr 05-10-2022 19.72 27.09 28.05 0.0 0.0
Tata Nifty Auto Index Fund Reg Gr 26-04-2024 19.37 0.0 0.0 0.0 0.0
Motilal Oswal BSE Enhanced Value Index Fund Reg 22-08-2022 19.15 29.35 34.5 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Zerodha BSE SENSEX Index Fund

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Zerodha BSE SENSEX Index Fund - - - - - -
Index Fund - - - - - -