Nippon India Taiwan Equity Fund Direct Growth

Scheme code: INF204KC1303 NAV value: ₹ 26.7447 NAV date: 19 March, 2026 TER: 1.02%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-33.56124.5929.8926.0713.63
3 year-3.0249.6126.9325.0418.78

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6126.07
3 year 6.2830.9515.0425.04
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4926.07
3 year 6.5619.6413.5725.04
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7526.07
3 year 7.6821.4915.0625.04
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1626.07
3 year 8.0432.0317.8125.04
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,62,516 - Absolute Returns: ₹1,62,516 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹53,87,177 - Absolute Returns: ₹17,87,177 - CAGR: %

Drawdown Metrics

Max Drawdown

-44.77 %

Drawdown Duration

10 months

Recovery Time

15 months

Avg Drawdown

-12.10 %

Calmar Ratio by Duration

1 Y

0.5822

3 Y

0.5592

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 117.97 0.77 143.2 24.3 122.55 % 4.00 %
3 years 39.53 0.52 93.6 38.3 48.53 % 11.28 %
5 years 13.71 0.61 82.4 54.1 20.11 % 6.33 %
7 years 8.72 0.61 82.4 54.1 13.98 % 4.48 %
10 years 5.16 0.61 82.4 54.1 9.59 % 3.12 %
12 years 3.83 0.61 82.4 54.1 7.93 % 2.59 %
15 years 2.52 0.61 82.4 54.1 6.30 % 2.07 %