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 01-12-2025
10.2672
-0.0079
CAGR Since Inception
2.38%
BSE Sensex TRI 13.92%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Zerodha BSE SENSEX Index Fund | - | - | - | - | 2.38 |
| Benchmark | - | - | - | - | - |
| Index Fund | 5.45 | 13.12 | 16.61 | 13.04 | 9.47 |
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 MidSmall Financial Services Index Fund Reg Gr | 29-10-2024 | 32.42 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 28.1 | 30.04 | 32.01 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 26.53 | 20.7 | 0.0 | 0.0 | 0.0 |
| Tata Nifty Capital Markets Index Fund Reg Gr | 24-10-2024 | 26.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr | 29-07-2022 | 19.83 | 17.79 | 20.5 | 0.0 | 0.0 |
| ICICI Pru Nifty Auto Index Fund Gr | 05-10-2022 | 19.61 | 26.16 | 28.02 | 0.0 | 0.0 |
| Tata Nifty Auto Index Fund Reg Gr | 26-04-2024 | 19.28 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal S&P 500 Index Reg Gr | 05-04-2020 | 19.19 | 25.72 | 22.3 | 17.67 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 18.98 | 0.0 | 0.0 | 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 | - | - | - | - | - | - |