Should I invest in Nippon India India Opportunities Fund - Series A?

We don't give personal investment advice. Nippon India India Opportunities Fund - Series A - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

Nippon India

Nippon India India Opportunities Fund - Series A - Growth Option

Latest NAV

₹16.0652

As of

31 Jan 2022

820 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	+0.05%	-0.05	56 / 75	Q3
1W	+2.29%	-0.62%	+2.91	2 / 74	Q1
2W	-3.07%	-0.08%	-2.99	71 / 73	Q4
1M	+1.28%	+0.11%	+1.17	19 / 72	Q2
3M	-1.42%	+3.35%	-4.77	53 / 71	Q3
6M	+9.03%	+5.50%	+3.53	24 / 71	Q2
YTD	+1.28%	+2.11%	-0.83	28 / 71	Q2
1Y	+34.08%	+14.43%	+19.65	11 / 65	Q1
2Y	+20.50%	+8.46%	+12.04	7 / 61	Q1
3Y	+17.00%	+11.40%	+5.60	9 / 55	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+15.41%	+8.97%	+6.44	6 / 75	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2022 YTD	+1.28%	+0.84%	+0.44	14 / 32
2021	+38.46%	+25.14%	+13.32	4 / 46
2020	+4.00%	+13.07%	-9.08	41 / 50
2019	+4.34%	+4.14%	+0.20	32 / 61
2018	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.27%

29 windows

min -31.9% · max 82.4%

69% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+16.45%

5 windows

min 15.3% · max 18.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

26.86%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

0.68

Downside-only deviation

Max drawdown

-43.44%

Jul 2019 → Mar 2020

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.5210	3 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.7401	2 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.7300	3 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹59.4625	3 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹82.5560	3 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹41.1496	3 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹324.7600	3 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹293.6969	3 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹158.0200	3 Jun 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹75.7334	3 Jun 2026

Recent NAVs

Date	NAV
31 Jan 2022	₹16.0652
28 Jan 2022	₹15.8975
27 Jan 2022	₹15.9027
25 Jan 2022	₹15.9422
24 Jan 2022	₹15.7053
21 Jan 2022	₹16.1200
20 Jan 2022	₹16.3424
19 Jan 2022	₹16.3613
18 Jan 2022	₹16.4214
17 Jan 2022	₹16.5735

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 31 Jan 2022, the NAV of Nippon India India Opportunities Fund - Series A - Growth Option is ₹16.0652. It's a Flexi Cap Fund from Nippon India, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India India Opportunities Fund - Series A - Growth Option has NAV history starting from 01 Oct 2018, a track record of about 7 years 8 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Nippon India India Opportunities Fund - Series A - Growth Option is managed by Nippon India. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India India Opportunities Fund - Series A - Growth Option has delivered a absolute return of 34.08% — +19.65 pp ahead of the Flexi Cap Fund category average of 14.43%. The fund ranks #11 of 65 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Nippon India India Opportunities Fund - Series A - Growth Option has delivered a CAGR of 17.00% — +5.6 pp ahead of the Flexi Cap Fund category average of 11.40%. The fund ranks #9 of 55 in its category — the top (Q1) quartile.

Nippon India India Opportunities Fund - Series A - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Nippon India India Opportunities Fund - Series A - Growth Option exactly 3 years ago would be worth approximately ₹160,159 today — a multiplier of 1.60×, based on the 3-year CAGR of 17.00%. The category average over the same window would have grown ₹1 lakh to ₹138,242.

A ₹10,000 monthly SIP in Nippon India India Opportunities Fund - Series A - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹531,048 today. That's an XIRR (money-weighted annualised return) of 26.83%.

Nippon India India Opportunities Fund - Series A - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹531,048 — XIRR 26.83%.

On a 3-year basis, Nippon India India Opportunities Fund - Series A - Growth Option ranks #9 out of 55 funds in the Flexi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.40%; this fund delivered 17.00%.

The worst peak-to-trough decline Nippon India India Opportunities Fund - Series A - Growth Option has experienced over the last 3-year window is 43.44% — its NAV fell from a high on 04 Jul 2019 to a low on 24 Mar 2020. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Nippon India India Opportunities Fund - Series A - Growth Option averaged 16.45% (best 18.06%, worst 15.26%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.48 — weak risk-adjusted performance.

In calendar year 2021, Nippon India India Opportunities Fund - Series A - Growth Option returned 38.46% — beating the Flexi Cap Fund category average of 25.14% by 13.32 pp. It ranked #4 of 46 in its category that year.

Nippon India India Opportunities Fund - Series A - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Nippon India India Opportunities Fund - Series A - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.