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 - IDCW 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 - IDCW 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%	-0.04%	-1.54	245 / 249	Q4
1W	-0.79%	-0.15%	-0.63	219 / 249	Q4
2W	-0.11%	-0.61%	+0.50	159 / 251	Q3
1M	+4.46%	+1.14%	+3.32	33 / 251	Q1
3M	+7.34%	+3.90%	+3.45	70 / 251	Q2
6M	+5.78%	+2.59%	+3.19	85 / 243	Q2
YTD	+8.04%	+0.68%	+7.35	52 / 241	Q1
1Y	+17.60%	+2.39%	+15.21	14 / 229	Q1
2Y	+13.94%	+0.44%	+13.50	10 / 186	Q1
3Y	+17.41%	+11.53%	+5.88	37 / 151	Q1
4Y	+18.48%	+12.75%	+5.73	40 / 125	Q2
5Y	+11.85%	+9.05%	+2.80	47 / 113	Q2
7Y	+15.72%	+14.43%	+1.28	40 / 92	Q2
10Y	+16.11%	+11.87%	+4.24	12 / 77	Q1
Inception	+15.24%	+10.06%	+5.18	62 / 251	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
2026 YTD	+8.04%	+1.51%	+6.53	51 / 237
2025	+13.33%	+1.49%	+11.84	25 / 204
2024	+23.29%	+20.10%	+3.19	55 / 158
2023	+33.90%	+30.21%	+3.70	48 / 131
2022	-18.07%	+1.48%	-19.55	111 / 119
2021	+23.81%	+31.54%	-7.73	68 / 106
2020	+24.05%	+19.90%	+4.15	31 / 95
2019	+32.97%	+6.43%	+26.54	2 / 87
2018	+7.91%	-9.17%	+17.07	4 / 78
2017	+17.98%	+32.45%	-14.46	62 / 77
2016	+9.20%	+2.96%	+6.24	20 / 77

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 - IDCW Option - Direct Plan	HDFC	₹17.4480	17 Jul 2026
NIPPON INDIA - JAPAN EQUITY FUND - DIRECT Plan - IDCW Option	Nippon India	₹30.5463	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹12.5864	17 Jul 2026
ICICI Prudential Banking and Financial Services Fund - Direct Plan - IDCW	ICICI Prudential	₹70.0600	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - IDCW	Invesco	₹14.5200	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - IDCW	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - IDCW Option - Direct Plan	Quant	₹22.0968	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - DIRECT - IDCW	Aditya Birla Sun Life	₹32.1000	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-IDCW	Motilal Oswal	₹13.5239	17 Jul 2026
Franklin India Multi-Factor Fund- Direct- IDCW	Franklin India	₹9.6426	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 - IDCW Option is ₹46.0498. It's a Sectoral/Thematic Fund from Nippon India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - Direct Plan - IDCW 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 - IDCW 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 - IDCW Option has delivered a absolute return of 17.60% — +15.21 pp ahead of the Sectoral/Thematic Fund category average of 2.39%. The fund ranks #14 of 229 in its category — the top (Q1) quartile.

Over the trailing 3-year window, NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - Direct Plan - IDCW Option has delivered a CAGR of 17.41% — +5.88 pp ahead of the Sectoral/Thematic Fund category average of 11.53%. The fund ranks #37 of 151 in its category — the top (Q1) quartile.

Over the trailing 5-year window, NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - Direct Plan - IDCW Option has delivered a CAGR of 11.85% — +2.8 pp ahead of the Sectoral/Thematic Fund category average of 9.05%. The fund ranks #47 of 113 in its category — the second (Q2) quartile.

₹1 lakh invested in NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - Direct Plan - IDCW 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 ₹306,966.

A ₹10,000 monthly SIP in NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - Direct Plan - IDCW 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 - IDCW 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 - IDCW Option ranks #47 out of 113 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.05%; this fund delivered 11.85%.

The worst peak-to-trough decline NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - Direct Plan - IDCW 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 - IDCW 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 - IDCW Option returned 13.33% — beating the Sectoral/Thematic Fund category average of 1.49% by 11.84 pp. It ranked #25 of 204 in its category that year.

NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - Direct Plan - IDCW 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 - IDCW 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 - IDCW 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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