{"id":14871,"date":"2025-10-20T11:49:16","date_gmt":"2025-10-20T06:19:16","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=14871"},"modified":"2025-10-20T11:53:26","modified_gmt":"2025-10-20T06:23:26","slug":"zerodha-bse-sensex-index-fund-nfo-opens-for-subscription","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/zerodha-bse-sensex-index-fund-nfo-opens-for-subscription\/","title":{"rendered":"Zerodha BSE SENSEX Index Fund NFO: A Large-Cap Index Opportunity for 2025"},"content":{"rendered":"

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Zerodha Mutual Fund<\/a> has launched a new large-cap index scheme \u2014 Zerodha BSE SENSEX Index Fund Direct \u2013 Growth, now open for subscription from 20th October to 3rd November 2025. With a very high-risk profile, this NFO aims to provide returns that closely track the performance of the BSE Sensex Total Return Index (TRI) by investing in the same set of 30 large-cap companies.<\/p>\n

<\/span>Key NFO Details<\/strong><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Detail<\/strong><\/td>\nInformation<\/strong><\/td>\n<\/tr>\n<\/thead>\n
Fund Name<\/td>\nZerodha BSE SENSEX Index Fund Direct \u2013 Growth<\/td>\n<\/tr>\n
NFO Period<\/td>\n20 Oct 2025 to 03 Nov 2025<\/td>\n<\/tr>\n
Allotment Date<\/td>\n06 Nov 2025<\/td>\n<\/tr>\n
Category<\/td>\nEquity \u2013 Large Cap Index<\/td>\n<\/tr>\n
Risk Level<\/td>\nVery High<\/td>\n<\/tr>\n
Fund Type<\/td>\nOpen-ended<\/td>\n<\/tr>\n
Benchmark<\/td>\nBSE Sensex TRI<\/td>\n<\/tr>\n
Minimum Investment<\/td>\n\u20b91,000 (lumpsum), \u20b9500 (SIP)<\/td>\n<\/tr>\n
Exit Load<\/td>\n0%<\/td>\n<\/tr>\n
Short-term capital gains (STCG)<\/td>\nReturns are taxed at 20% if you redeem before 1 year<\/td>\n<\/tr>\n
Long-term capital gains (LTCG)<\/td>\nAfter 1 year, returns above \u20b91.25 lakh in a financial year are taxed at 12.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Investment Objective<\/strong><\/span><\/h3>\n

The scheme seeks to:
\n\u2022 Provide passive investment exposure in equity and equity-related securities replicating the BSE SENSEX Index<\/a> composition.
\n\u2022 Generate returns that mirror the total performance of the BSE Sensex TRI, subject to tracking errors.<\/p>\n

<\/span>How Does This Compare with the Category?<\/strong><\/span><\/h3>\n\n\n\n\n\n\n\n\n\n\n\n
Time Period<\/strong><\/td>\nCategory Avg. Returns (CAGR)<\/strong><\/td>\n<\/tr>\n<\/thead>\n
1 Year<\/td>\n12.45%<\/td>\n<\/tr>\n
3 Years<\/td>\n13.71%<\/td>\n<\/tr>\n
5 Years<\/td>\n14.05%<\/td>\n<\/tr>\n
7 Years<\/td>\n15.04%<\/td>\n<\/tr>\n
10 Years<\/td>\n14.05%<\/td>\n<\/tr>\n
15 Years<\/td>\n12.99%<\/td>\n<\/tr>\n
Since Inception<\/td>\n12.10%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

These averages provide insight into how large-cap index funds based on the Sensex and similar benchmarks have performed historically.<\/p>\n

<\/span>Should You Invest in This NFO?<\/strong><\/span><\/h3>\n

Investing in this NFO makes sense if:
\n\u2022 You want low-cost, passive exposure to India\u2019s top 30 large-cap companies.
\n\u2022 You prefer index-based investing for steady, market-linked growth.
\n\u2022 You are comfortable with very high market volatility in exchange for long-term wealth creation.<\/p>\n

Note that NFOs have no performance track record, making them ideal for informed investors confident in index-based strategies.<\/p>\n

<\/span>About Zerodha Mutual Fund<\/strong><\/span><\/h2>\n

Zerodha Mutual Fund manages \u20b97,416 Cr AUM (as of September 30, 2025) and offers a focused range of passive and index-based equity schemes. Some of their existing offerings include:<\/p>\n\n\n\n\n\n\n\n
Fund Name<\/strong><\/td>\nAUM<\/strong><\/td>\n1Y<\/strong><\/td>\n5Y<\/strong><\/td>\n<\/tr>\n<\/thead>\n
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund<\/a><\/td>\n223 Cr<\/td>\n3.21%<\/td>\nN.A.<\/td>\n<\/tr>\n
Zerodha Nifty Large Midcap 250 Index Fund<\/a><\/td>\n1,102 Cr<\/td>\n3.14%<\/td>\nN.A.<\/td>\n<\/tr>\n
Zerodha Nifty 50 Index Fund<\/a><\/td>\nN.A.<\/td>\nN.A.<\/td>\nN.A.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Additionally, leading index funds in the category include:<\/p>\n\n\n\n\n\n\n\n
Fund Name<\/strong><\/td>\nFund Size<\/strong><\/td>\n5Y Returns<\/strong><\/td>\n<\/tr>\n<\/thead>\n
DSP Nifty 50 Equal Weight Index Fund<\/a><\/td>\n\u20b92,285 Cr<\/td>\n23% p.a.<\/td>\n<\/tr>\n
Sundaram Nifty 100 Equal Weight Fund<\/a><\/td>\n\u20b9123 Cr<\/td>\n21% p.a.<\/td>\n<\/tr>\n
Nippon India Nifty Next 50 Junior BeES FoF<\/a><\/td>\n\u20b9607 Cr<\/td>\n21% p.a.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Final Thoughts<\/strong><\/span><\/h2>\n

For investors looking to mirror the performance of India\u2019s flagship BSE Sensex Index, the Zerodha BSE SENSEX Index Fund NFO offers a simple and cost-efficient route to large-cap equity exposure.<\/p>\n

Before investing, review the scheme document carefully and ensure it aligns with your long-term investment objectives and risk appetite.<\/p>\n

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