Should I invest in Nippon India Japan Equity Fund?

We don't give personal investment advice. Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus 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. Worst 5-year drawdown: 29.9%. 5-year CAGR: 11.37%.

Nippon India

Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option

Latest NAV

₹31.2458

As of

3 Jun 2026

2,735 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

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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	-0.79%	+0.27%	-1.06	249 / 258	Q4
1W	+0.21%	-1.34%	+1.55	28 / 258	Q1
2W	+0.07%	+0.04%	+0.04	129 / 259	Q2
1M	+6.58%	-0.39%	+6.97	8 / 259	Q1
3M	+5.13%	+2.19%	+2.94	79 / 257	Q2
6M	+21.88%	-1.09%	+22.98	3 / 247	Q1
YTD	+20.84%	-1.30%	+22.14	3 / 247	Q1
1Y	+35.54%	+5.02%	+30.52	3 / 230	Q1
2Y	+24.31%	+5.50%	+18.81	5 / 182	Q1
3Y	+20.60%	+16.94%	+3.67	49 / 139	Q2
4Y	+17.44%	+16.57%	+0.87	51 / 119	Q2
5Y	+11.37%	+13.73%	-2.36	80 / 109	Q3
7Y	+13.53%	+16.42%	-2.90	65 / 91	Q3
10Y	+11.55%	+15.07%	-3.53	69 / 76	Q4
Inception	+10.02%	+10.45%	-0.43	165 / 259	Q3

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
2026 YTD	+20.84%	-0.94%	+21.78	3 / 244
2025	+21.19%	+4.41%	+16.78	7 / 208
2024	+10.62%	+23.18%	-12.56	141 / 155
2023	+20.32%	+33.51%	-13.19	117 / 127
2022	-14.18%	+4.32%	-18.51	107 / 116
2021	+7.04%	+34.43%	-27.39	102 / 104
2020	+14.45%	+21.19%	-6.75	49 / 94
2019	+24.06%	+9.30%	+14.76	8 / 85
2018	-2.57%	-5.36%	+2.79	34 / 77
2017	+15.53%	+35.61%	-20.08	66 / 76
2016	-2.87%	+4.98%	-7.85	63 / 76

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

+9.55%

132 windows

min -25.6% · max 38.9%

77% positive

3-Year rolling

+8.51%

107 windows

min -0.5% · max 20.6%

99% positive

5-Year rolling

+8.10%

83 windows

min 2.6% · max 12.5%

100% positive

7-Year rolling

+8.08%

59 windows

min 3.5% · max 13.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

12.58%

3-year · annualised

Sharpe ratio

1.05

vs risk-free 6.5%

Sortino ratio

2.12

Downside-only deviation

Max drawdown

-15.74%

Sep 2024 → Apr 2025

% positive months

75.0%

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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹31.2458
2 Jun 2026	₹30.5519
1 Jun 2026	₹30.7943
29 May 2026	₹30.9640
27 May 2026	₹30.5864
26 May 2026	₹30.4881
25 May 2026	₹30.5996
22 May 2026	₹30.5673
21 May 2026	₹30.3494
20 May 2026	₹30.3368

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 03 Jun 2026, the NAV of Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option is ₹31.2458. It's a Sectoral/Thematic Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option has NAV history starting from 27 Aug 2014, a track record of about 11 years 9 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 Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option is managed by Nippon India. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option has delivered a absolute return of 35.54% — +30.52 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #3 of 230 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option has delivered a CAGR of 20.60% — +3.67 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #49 of 139 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option has delivered a CAGR of 11.37% — -2.36 pp behind the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #80 of 109 in its category — the third (Q3) quartile.

₹1 lakh invested in Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option exactly 10 years ago would be worth approximately ₹298,308 today — a multiplier of 2.98×, based on the 10-year CAGR of 11.55%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹966,361 today. That's an XIRR (money-weighted annualised return) of 19.12%.

A ₹10,000 monthly SIP for 10 years in Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,397,088 (multiplier 2.00×). XIRR: 13.26%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option ranks #80 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.73%; this fund delivered 11.37%.

The worst peak-to-trough decline Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option has experienced over the last 5-year window is 29.91% — its NAV fell from a high on 14 Sep 2021 to a low on 21 Oct 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option averaged 8.10% (best 12.45%, worst 2.55%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus Option returned 21.19% — beating the Sectoral/Thematic Fund category average of 4.41% by 16.78 pp. It ranked #7 of 208 in its category that year.

Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Bonus 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 Japan Equity Fund- Direct Plan- Growth Plan- Bonus 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. Worst 5-year drawdown: 29.9%. 5-year CAGR: 11.37%.

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