Zerodha BSE Sensex Index Fund
Expense Ratio: N/A
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: BSE SENSEX TRI
Inception: 20-10-2025
Exit Load: Nil
Fund Size:₹11.19 Cr
Performance
1Y
FundN/A
Cat. Avg.1.75%
2Y
FundN/A
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund-7.26%
Cat. Avg.6.89%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 3.13 | 15.15% |
| 2 | Reliance Industries Limited | 2.18 | 10.52% |
| 3 | ICICI Bank Limited | 2.04 | 9.84% |
| 4 | Bharti Airtel Limited | 1.18 | 5.71% |
| 5 | Infosys Limited | 1.14 | 5.53% |
| 6 | Larsen & Toubro Limited | 0.98 | 4.72% |
| 7 | State Bank of India | 0.84 | 4.04% |
| 8 | ITC Limited | 0.80 | 3.87% |
| 9 | Axis Bank Limited | 0.75 | 3.63% |
| 10 | Mahindra & Mahindra Limited | 0.68 | 3.29% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Dec, 25 | 40000 | 39110 | -2.2% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 10 Nov, 25 | 1 L. | 92742 | -7.3% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.