Tata S&P BSE Sensex Index Fund

Index Funds / ETFsOther Rank 193 of 199

NAV · Direct-Growth

₹206.96-1.32-0.63%

As of 18 Aug 2026 · AMFI

NAV growth-4.3%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Trails its Index Funds / ETFs category on 1Y, 3Y & 5Y.

1Y return

-4.3%

-11.2 vs cat

3Y CAGR

+6.8%

-5.7 vs cat

5Y CAGR

+7.7%

-1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

13.5%

3Y std dev

Go deeper on Tata S&P BSE Sensex Index Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata S&P BSE Sensex Index Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata S&P BSE Sensex Index Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata S&P BSE Sensex Index Fund is a Index Funds / ETFs scheme from Tata. Long-run track record: about 7.7% CAGR over 5 years. Worst historical drawdown: -37% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K01PK1

NAV (Direct-Growth)

₹206.9551

Last 1Y

-4.29%

Aug 25Min ₹191.53 · Max ₹228.50 · 245 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-37.0%

Peak ₹106.62 on 14 Jan 2020 → trough ₹67.21 on 23 Mar 2020 (2 months down).

Recovered in 8 months· 6 Nov 2020

Feb 2016

-22.0%

Peak ₹72.25 on 29 Jan 2015 → trough ₹56.35 on 11 Feb 2016 (13 months down).

Recovered in 13 months· 14 Mar 2017

Mar 2026 — ongoing

-16.2%

Peak ₹228.50 on 2 Jan 2026 → trough ₹191.53 on 30 Mar 2026 (3 months down).

Not yet recovered

Jun 2022

-16.1%

Peak ₹158.42 on 18 Oct 2021 → trough ₹132.90 on 17 Jun 2022 (8 months down).

Recovered in 5 months· 1 Nov 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.17%	-0.47%	340/ 432
1M	-1.00%	+1.63%	397/ 430
3M	+3.16%	+4.31%	232/ 420
6M	-7.19%	+1.61%	389/ 402
YTD	-8.85%	+2.01%	378/ 395
1Y	-4.29%	+6.87%	348/ 369
2Y	-1.24%	+5.64%	216/ 248
3Y	+6.79%	+12.46%	193/ 199
5Y	+7.69%	+9.40%	56/ 66
7Y	+11.76%	+3.28%	26/ 37
10Y	+11.51%	+3.91%	15/ 31

Available plans & options

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