Nippon India US Equity Opportunities Fund Direct Growth

Scheme code: INF204KA15G5 NAV value: ₹ 40.1153 NAV date: 18 March, 2026 TER: 1.27%

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	-23.14	76.16	17.54	16.68	13.63
3 year	6.59	29.30	16.57	16.03	18.78
5 year	10.62	22.47	15.89	16.21	15.46
7 year	11.83	18.63	15.44	15.53	13.55
10 year	14.75	17.10	15.74	15.80	14.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.68
3 year	6.28	30.95	15.04	16.03
5 year	8.38	26.02	14.22	16.21
7 year	10.18	15.62	12.93	15.53
10 year	11.42	12.93	12.18	15.8
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16.68
3 year	6.56	19.64	13.57	16.03
5 year	9.22	12.29	10.75	16.21

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.68
3 year	7.68	21.49	15.06	16.03
5 year	10.37	13.5	11.93	16.21

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.68
3 year	8.04	32.03	17.81	16.03
5 year	8.18	28.64	15.34	16.21
7 year	10.64	16.42	13.77	15.53
10 year	12.56	14.06	13.31	15.8

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: ₹12,94,729 - Absolute Returns: ₹94,729 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,10,076 - Absolute Returns: ₹10,10,076 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,28,473 - Absolute Returns: ₹28,28,473 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,65,387 - Absolute Returns: ₹56,65,387 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,73,43,348 - Absolute Returns: ₹1,53,43,348 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.78 %

Drawdown Duration

1 months

Recovery Time

2 months

Avg Drawdown

-4.36 %

Calmar Ratio by Duration

1 Y

0.5419

3 Y

0.5208

5 Y

0.5266

7 Y

0.5045

10 Y

0.5133

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.04	-0.02	5.2	-12.2	8.60 %	4.00 %
3 years	12.44	0.11	32.4	6.5	19.47 %	11.28 %
5 years	3.71	0.18	29.1	16.8	10.73 %	9.44 %
7 years	7.24	0.29	29.9	15.0	14.99 %	10.74 %
10 years	7.24	0.26	27.8	11.3	15.21 %	12.06 %
12 years	5.20	0.26	27.8	11.3	12.62 %	10.00 %
15 years	3.11	0.26	27.8	11.3	9.98 %	7.92 %