Should I invest in NIPPON INDIA - US EQUITY OPPORTUNITIES FUND?

We don't give personal investment advice. NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - 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: 25.5%. 5-year CAGR: 10.80%.

Nippon India

NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option

Latest NAV

₹40.0460

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%	+0.28%	-0.94	34 / 36	Q4
1W	+0.38%	-1.35%	+1.73	4 / 36	Q1
2W	+0.85%	+0.05%	+0.80	9 / 36	Q1
1M	+2.00%	-0.52%	+2.52	7 / 36	Q1
3M	+9.23%	-0.23%	+9.46	3 / 36	Q1
6M	+6.96%	-4.60%	+11.56	6 / 36	Q1
YTD	+5.37%	-4.49%	+9.86	5 / 36	Q1
1Y	+18.43%	+0.87%	+17.56	4 / 34	Q1
2Y	+15.01%	+1.40%	+13.62	3 / 31	Q1
3Y	+18.03%	+11.65%	+6.38	4 / 26	Q1
4Y	+15.73%	+10.22%	+5.50	4 / 19	Q1
5Y	+10.80%	+7.91%	+2.89	4 / 18	Q1
7Y	+15.20%	+11.56%	+3.64	4 / 13	Q2
10Y	+14.84%	+11.48%	+3.37	1 / 7	Q1
Inception	+13.95%	+10.20%	+3.75	9 / 36	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	+5.37%	-4.49%	+9.86	5 / 36
2025	+12.06%	+2.43%	+9.63	5 / 32
2024	+21.93%	+17.65%	+4.28	12 / 29
2023	+32.38%	+28.98%	+3.40	7 / 22
2022	-19.01%	-3.13%	-15.88	17 / 18
2021	+22.16%	+33.14%	-10.98	12 / 16
2020	+22.40%	+20.90%	+1.49	6 / 14
2019	+31.82%	+6.44%	+25.38	2 / 11
2018	+6.77%	-7.80%	+14.57	1 / 8
2017	+16.91%	+24.12%	-7.22	4 / 7
2016	+8.20%	+1.53%	+6.68	3 / 7

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

+15.36%

121 windows

min -20.3% · max 52.2%

88% positive

3-Year rolling

+14.81%

96 windows

min 5.8% · max 26.4%

100% positive

5-Year rolling

+14.52%

72 windows

min 8.3% · max 20.5%

100% positive

7-Year rolling

+14.19%

48 windows

min 11.3% · max 16.8%

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

14.07%

3-year · annualised

Sharpe ratio

0.79

vs risk-free 6.5%

Sortino ratio

1.45

Downside-only deviation

Max drawdown

-18.80%

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	HDFC	₹14.7740	3 Jun 2026
NIPPON INDIA - JAPAN EQUITY FUND - IDCW Option	Nippon India	₹27.7005	3 Jun 2026
ICICI Prudential Bharat Consumption Fund - IDCW Option	ICICI Prudential	₹14.5600	3 Jun 2026
Franklin India Multi-Factor Fund- IDCW	Franklin India	₹9.2801	3 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Payout of Income Distribution cum capital withdrawal option	Kotak	₹53.6630	3 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Quarterly IDCW	Bank of India	₹40.7300	3 Jun 2026
Franklin Build India Fund - IDCW		₹40.5584	3 Jun 2026
Groww Banking & Financial Services Fund-IDCW	Groww	₹12.3792	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹40.0460
1 Jun 2026	₹40.3129
29 May 2026	₹40.3853
27 May 2026	₹40.1276
26 May 2026	₹39.8936
22 May 2026	₹40.0025
21 May 2026	₹40.0061
20 May 2026	₹40.1459
19 May 2026	₹39.7101
18 May 2026	₹40.0316

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 - IDCW Option is ₹40.0460. It's a Sectoral/Thematic Fund from Nippon India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW 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 - 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 - IDCW Option has delivered a absolute return of 18.43% — +17.56 pp ahead of the Sectoral/Thematic Fund category average of 0.87%. The fund ranks #4 of 34 in its category — the top (Q1) quartile.

Over the trailing 3-year window, NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option has delivered a CAGR of 18.03% — +6.38 pp ahead of the Sectoral/Thematic Fund category average of 11.65%. The fund ranks #4 of 26 in its category — the top (Q1) quartile.

Over the trailing 5-year window, NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option has delivered a CAGR of 10.80% — +2.89 pp ahead of the Sectoral/Thematic Fund category average of 7.91%. The fund ranks #4 of 18 in its category — the top (Q1) quartile.

₹1 lakh invested in NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option exactly 10 years ago would be worth approximately ₹399,056 today — a multiplier of 3.99×, based on the 10-year CAGR of 14.84%. The category average over the same window would have grown ₹1 lakh to ₹296,369.

A ₹10,000 monthly SIP in NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹869,463 today. That's an XIRR (money-weighted annualised return) of 14.81%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹2,587,934 (multiplier 2.16×). XIRR: 14.69%. 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 - IDCW Option ranks #4 out of 18 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 7.91%; this fund delivered 10.80%.

The worst peak-to-trough decline NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option has experienced over the last 5-year window is 25.54% — 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 - IDCW Option averaged 14.52% (best 20.52%, worst 8.31%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - IDCW Option returned 12.06% — beating the Sectoral/Thematic Fund category average of 2.43% by 9.63 pp. It ranked #5 of 32 in its category that year.

NIPPON INDIA - US EQUITY OPPORTUNITIES FUND - 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 - 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: 25.5%. 5-year CAGR: 10.80%.

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 - 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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