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: 11.85%.

Nippon India

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

Latest NAV

₹46.0498

As of

17 Jul 2026

2,615 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	-1.58%	-0.05%	-1.53	252 / 258	Q4
1W	-0.79%	-0.18%	-0.60	224 / 258	Q4
2W	-0.11%	-0.17%	+0.06	163 / 259	Q3
1M	+4.46%	+1.63%	+2.84	35 / 259	Q1
3M	+7.34%	+4.83%	+2.52	74 / 259	Q2
6M	+5.78%	+4.61%	+1.17	99 / 250	Q2
YTD	+8.04%	+2.98%	+5.05	66 / 247	Q2
1Y	+17.60%	+5.46%	+12.15	18 / 235	Q1
2Y	+13.94%	+4.09%	+9.85	15 / 187	Q1
3Y	+17.41%	+15.93%	+1.48	67 / 148	Q2
4Y	+18.48%	+17.58%	+0.90	63 / 121	Q3
5Y	+11.85%	+13.72%	-1.87	80 / 110	Q3
7Y	+15.72%	+17.79%	-2.08	61 / 91	Q3
10Y	+16.11%	+14.89%	+1.22	26 / 76	Q2
Inception	+15.24%	+12.07%	+3.16	99 / 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	+8.04%	+3.40%	+4.64	65 / 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

+16.66%

122 windows

min -19.9% · max 72.1%

89% positive

3-Year rolling

+16.14%

98 windows

min 7.6% · max 26.7%

100% positive

5-Year rolling

+15.91%

73 windows

min 10.3% · max 22.0%

100% positive

7-Year rolling

+15.49%

49 windows

min 12.0% · max 18.3%

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

13.03%

3-year · annualised

Sharpe ratio

0.84

vs risk-free 6.5%

Sortino ratio

1.38

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	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹46.0498
16 Jul 2026	₹46.7870
15 Jul 2026	₹46.8397
14 Jul 2026	₹46.5841
13 Jul 2026	₹46.5004
10 Jul 2026	₹46.4151
9 Jul 2026	₹46.2221
8 Jul 2026	₹45.7693
7 Jul 2026	₹46.1800
6 Jul 2026	₹46.3268

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 17 Jul 2026, the NAV of Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option is ₹46.0498. 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 11 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 17.60% — +12.15 pp ahead of the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #18 of 235 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 17.41% — +1.48 pp ahead of the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #67 of 148 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 11.85% — -1.87 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #80 of 110 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 ₹445,387 today — a multiplier of 4.45×, based on the 10-year CAGR of 16.11%. The category average over the same window would have grown ₹1 lakh to ₹400,745.

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 ₹905,768 today. That's an XIRR (money-weighted annualised return) of 16.48%.

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 ₹2,772,472 (multiplier 2.31×). XIRR: 15.98%. 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 #80 out of 110 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 13.72%; this fund delivered 11.85%.

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 15.91% (best 21.98%, worst 10.27%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.37 — 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: 11.85%.

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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