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EquitySectoral/ ThematicDirect · Growth

Nippon India Taiwan Equity Fund- Direct Plan- Growth Option

Nippon India · Scheme 149329

33.71 3.28%NAV · 2026-08-05
73
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
56.2%
Risk level
Very High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month-14.43%
3 Months-9.38%
6 Months+60.51%
1 Year+137.35%
3 Years (CAGR)+56.24%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+30.64%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns100
Consistency62
Risk-adjusted50
Downside protection60
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +56.2%
  • 3Y CAGR vs category: +39.5% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 69% of windows
  • Alpha vs benchmark: +45.3%

What to watch

  • Return stability: rolling-return std 19.6%
  • Volatility: 34% annualised
  • Max drawdown: -45%

Risk metrics

Sharpe ratio
0.84
Sortino ratio
1.16
Volatility
33.66%
Max drawdown
-44.77%
Downside capture
34.00%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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