Index Funds
Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth Option
1Y return
median +3.5%
3Y CAGR
median +9.4%
5Y CAGR
median +8.6%
Expense ratio
median 0.39% · 8th of 359
Average AUM
median ₹115 cr · 237th of 348
July - September 2026
CAGR is the steady yearly growth rate over the period.
In its category
- Category position
No 3-year record yet
1 year: Not ranked. 5 years: Not ranked. Only funds old enough for the period are counted.
- 3Y CAGR
- — vs +9.4% median
Gap —, across 166 funds with 3 years of NAV.
- Expense ratio
- 0.11% vs 0.39% median
Gap 0.28 pp lower; AMFI TER, 10 Nov 2026. Already taken out of the NAV.
- Worst fall
- — vs −16.7% median
Gap —. Funds with longer histories have lived through more falls.
Growth of ₹100
No benchmark line for this category
Similar funds
| Fund | 3Y CAGR | Position | Expense | AUM |
|---|---|---|---|---|
| UTI Nifty 50 Index Fund - Direct Plan - Growth | +10.1% | 72nd of 166 | 0.25% | ₹23,635 cr |
| HDFC Nifty 50 Index Fund - Direct Plan - Growth Option | +9.8% | 80th of 166 | 0.29% | ₹18,426 cr |
| SBI NIFTY INDEX FUND - Direct Plan - Growth | +10.1% | 76th of 166 | 0.23% | ₹11,669 cr |
| ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth | +17.5% | 18th of 166 | 0.40% | ₹7,316 cr |
| HDFC BSE Sensex Index Fund - Direct Plan - Growth Option | +8.7% | 93rd of 166 | 0.22% | ₹6,751 cr |
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Returns come from AMFI NAVs; up to 1 year is point to point, longer CAGR. Medians and positions use direct plans in the category with the figure, leaving out funds that fail a data check. Past performance does not tell you future returns; mutual fund investments are subject to market risks.