Should I invest in Nippon India US Equity Opportunities Fund?

We don't give personal investment advice. Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- 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. Worst 5-year drawdown: 24.8%. 5-year CAGR: 12.10%.

Nippon India

Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option

Latest NAV

₹45.1230

As of

2 Jun 2026

2,585 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.

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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	-0.66%	+0.27%	-0.93	246 / 258	Q4
1W	+0.40%	-1.34%	+1.74	24 / 258	Q1
2W	+0.89%	+0.04%	+0.85	93 / 259	Q2
1M	+2.09%	-0.39%	+2.48	53 / 259	Q1
3M	+9.54%	+2.19%	+7.35	31 / 257	Q1
6M	+7.56%	-1.09%	+8.65	33 / 247	Q1
YTD	+5.86%	-1.30%	+7.16	49 / 247	Q1
1Y	+19.77%	+5.02%	+14.75	13 / 230	Q1
2Y	+16.31%	+5.50%	+10.81	13 / 182	Q1
3Y	+19.36%	+16.94%	+2.42	59 / 139	Q2
4Y	+17.04%	+16.57%	+0.48	57 / 119	Q2
5Y	+12.10%	+13.73%	-1.63	72 / 109	Q3
7Y	+16.56%	+16.42%	+0.13	48 / 91	Q3
10Y	+16.12%	+15.07%	+1.05	29 / 76	Q2
Inception	+15.21%	+10.45%	+4.76	92 / 259	Q2

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	+5.86%	-0.94%	+6.80	48 / 244
2025	+13.33%	+4.41%	+8.92	38 / 208
2024	+23.29%	+23.18%	+0.11	67 / 155
2023	+33.90%	+33.51%	+0.39	56 / 127
2022	-18.07%	+4.32%	-22.39	110 / 116
2021	+23.81%	+34.43%	-10.62	76 / 104
2020	+24.05%	+21.19%	+2.85	33 / 94
2019	+32.97%	+9.30%	+23.67	2 / 85
2018	+7.91%	-5.36%	+13.26	8 / 77
2017	+17.98%	+35.61%	-17.62	65 / 76
2016	+9.20%	+4.98%	+4.21	23 / 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

+16.64%

121 windows

min -19.4% · max 54.1%

88% positive

3-Year rolling

+16.10%

96 windows

min 7.2% · max 27.9%

100% positive

5-Year rolling

+15.84%

72 windows

min 9.6% · max 21.8%

100% positive

7-Year rolling

+15.49%

48 windows

min 12.5% · max 18.1%

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

14.08%

3-year · annualised

Sharpe ratio

0.87

vs risk-free 6.5%

Sortino ratio

1.63

Downside-only deviation

Max drawdown

-18.62%

Feb 2025 → Apr 2025

% positive months

72.2%

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
2 Jun 2026	₹45.1230
1 Jun 2026	₹45.4223
29 May 2026	₹45.5000
27 May 2026	₹45.2068
26 May 2026	₹44.9419
22 May 2026	₹45.0593
21 May 2026	₹45.0620
20 May 2026	₹45.2181
19 May 2026	₹44.7260
18 May 2026	₹45.0868

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 02 Jun 2026, the NAV of Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option is ₹45.1230. 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 US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option has NAV history starting from 28 Jul 2015, a track record of about 10 years 10 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 US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth 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 US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option has delivered a absolute return of 19.77% — +14.75 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #13 of 230 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option has delivered a CAGR of 19.36% — +2.42 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #59 of 139 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option has delivered a CAGR of 12.10% — -1.63 pp behind the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #72 of 109 in its category — the third (Q3) quartile.

₹1 lakh invested in Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option exactly 10 years ago would be worth approximately ₹445,893 today — a multiplier of 4.46×, based on the 10-year CAGR of 16.12%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹897,325 today. That's an XIRR (money-weighted annualised return) of 16.09%.

A ₹10,000 monthly SIP for 10 years in Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,778,228 (multiplier 2.32×). XIRR: 16.01%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option ranks #72 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 12.10%.

The worst peak-to-trough decline Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option has experienced over the last 5-year window is 24.77% — its NAV fell from a high on 16 Nov 2021 to a low on 12 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 US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option averaged 15.84% (best 21.80%, worst 9.58%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option returned 13.33% — beating the Sectoral/Thematic Fund category average of 4.41% by 8.92 pp. It ranked #38 of 208 in its category that year.

Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- 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 US Equity Opportunities Fund- Direct Plan- Growth Plan- 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. Worst 5-year drawdown: 24.8%. 5-year CAGR: 12.10%.

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

Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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