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Zerodha BSE SENSEX Index Fund
TopFund Score: 69/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.47%
- AUM (15%)₹19 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Zerodha Mutual Fund · Equity · Large Cap
₹8.97
AUM: ₹19 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.47%
Exit Load
Nil
Fund Manager
Kedarnath Mirajkar
Inception
Nov 2025
Benchmark
BSE Sensex Total Return Index
Sharpe Ratio
-1.35
Std Dev (1Y)
14.04%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.83%
3m
-3.58%
6m
-2.55%
1y
—
3y
—
5y
—
10y
—
since inception
-10.59%
TopFund's Take on Zerodha BSE SENSEX Index Fund
Zerodha BSE SENSEX Index Fund holds up reasonably well within the Large Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 69/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 22% below the Large Cap category average of 0.6% (based on 453 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.35 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.04% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Zerodha BSE SENSEX Index Fund
The current NAV (Net Asset Value) of Zerodha BSE SENSEX Index Fund is ₹8.97. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Zerodha BSE SENSEX Index Fund is 0.47% per annum. This is the annual fee charged by the fund to manage your investment.
Zerodha BSE SENSEX Index Fund is managed by Kedarnath Mirajkar at Zerodha Mutual Fund.
Zerodha BSE SENSEX Index Fund is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Zerodha BSE SENSEX Index Fund is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Zerodha BSE SENSEX Index Fund with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Zerodha BSE SENSEX Index Fund is ₹19 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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