Zerodha BSE SENSEX Index Fund
An index fund that tracks 30 of the largest companies in India
NFO Starts
Oct 20
NFO Ends
Nov 3
Risk
Very High
Min. Amount
₹100
Ideal for
About the fund
The Zerodha BSE SENSEX Index Fund offers a simple way to invest in India's first and oldest stock market index – the BSE SENSEX index. This single fund provides exposure to the top 30 companies in India by market cap of BSE. It is designed to track the performance of India's first established benchmark for investing.
The Zerodha BSE SENSEX Index Fund offers a simple way to invest in India's first and oldest stock market index – the BSE SENSEX index. This single fund provides exposure to the top 30 companies in India by market cap of BSE. It is designed to track the performance of India's first established benchmark for investing.
Backed by decades of performance data, the BSE SENSEX provides an opportunity to participate in India's long-term growth story. This fund offers diversification by spreading your investment across key sectors, including Financial Services, Information Technology, and FMCG, etc.
The new fund offer (NFO) for this fund will be live on all major mutual fund investing platforms from October 20. You can start investing with an amount as low as Rs.100/-.
Past Performance
Tax Implication
Investment period <= 1 year
Gains/profits are treated as short-term capital gains & taxed at 20% (plus 4% cess and surcharge, if any).
Investment period > 1 year
Gains/profits are treated as long-term capital gains and are tax-free upto ₹1.25 lakhs in a financial year. Gains above ₹1.25 Lakhs in a financial year are taxed at 12.5% (plus 4% cess and surcharge, if any).
Returns & Tax Calculator
Fund Manager
Kedar has an experience of 19 years in financial markets, across multiple roles at Aditya Birla Sunlife AMC Ltd (ABSLAMC), including fund management for passive products, where he managed 13 ETFs and Index Funds in equity & commodity. Kedar's belief in his own words is - "Passive investing uses the collective intelligence of the market instead of manually picking stocks and works for most investors."
Riskometer
Riskometer of the scheme
Riskometer of the scheme
Riskometer of the benchmark - BSE SENSEX Index TRI
Investment objective:
Passive investment in equity and equity related securities replicating the composition of the BSE SENSEX Index, subject to tracking errors.
There is no assurance that the investment objective of the Scheme will be achieved.
Investors should understand that their principal will be at Very High Risk
Note - The product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Frequently Asked Questions
Fund Overview
This fund offers different advantages over picking individual stocks:
- Diversification: You get exposure to India’s top 30 companies based on market cap of SENSEX across 11 different sectors in a single investment.
- Simplicity: It provides a simple, hands-off approach to participate in the potential growth of the broader market without the need to research and manage individual stocks.
- Market Representation: The BSE SENSEX index represents a significant portion of the Indian stock market, covering more than 35% of the total market capitalization.
This fund might be ideal for anyone who wants to simplify their equity investing journey for the long term.
Cost and Tax Implications
If the holding period of your units is more than 12 months then the capital gains will be treated as long-term and taxed at 12.5% (plus applicable surcharge & health and education cess). If the holding period is less than or equal to 12 months then the capital gains will be treated as short-term and taxed at 20% (plus applicable surcharge & health and education cess).
You can invest in this fund with an amount as low as ₹100.
Mode of Investing
During the NFO, the Zerodha BSE SENSEX Index Fund is available on Coin by Zerodha, Groww, Kuvera, Paytm Money, IND Money, CAMS Online, MFU and MFC and other such platforms.