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Nippon India Taiwan Equity fund- Regular Plan- Growth Option

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Category: Fund of Funds-Overseas
Launch Date: 06-12-2021
Asset Class:
Benchmark: Taiwan Capitalization Weighted Stock Index
Expense Ratio: 2.43% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 349.43 Cr As on (30-06-2025)
Turn over: 140
NAV as on 22-07-2025

12.944

-0.38 (-2.938%)

CAGR Since Inception

8.16%

Taiwan Capitalization Weighted Stock Index 12.52%

PERFORMANCE of Nippon India Taiwan Equity fund- Regular Plan- Growth Option

Scheme Performance (%) Data as on - 22-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Taiwan Equity fund- Regular Plan- Growth Option 24.94 21.79 - - 8.16
MSCI ACWI TRI 17.86 17.77 14.17 11.45 12.52
Fund of Funds-Overseas 18.41 17.32 10.77 8.71 10.63

Yearly Performance (%)

Nav Movement

Fund Managers

Kinjal Desai

Investment Objective

The primary investment objective of scheme is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Taiwan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

RETURNS CALCULATOR for Nippon India Taiwan Equity fund- Regular Plan- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Nippon India Taiwan Equity fund- Regular Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Taiwan Equity fund- Regular Plan- Growth Option 37.2 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of Nippon India Taiwan Equity fund- Regular Plan- Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 22-07-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Nippon India Taiwan Equity fund- Regular Plan- Growth Option 06-12-2021 24.94 18.06 21.79 0.0 0.0
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 54.56 52.82 52.34 0.0 0.0
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 49.89 33.35 31.83 7.26 14.18
Invesco India - Invesco Global Consumer Trends Fund of Fund - Growth 05-12-2020 41.1 22.49 16.31 0.0 0.0
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 32.86 33.82 28.86 0.0 0.0
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 29-09-2022 30.42 27.57 0.0 0.0 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 30.1 10.54 5.05 0.98 7.95
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth 05-03-2020 29.1 27.46 28.29 17.08 0.0
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan 31-01-2014 25.9 19.97 21.88 15.18 8.65
Axis Greater China Equity Fund of Fund - Regular Plan - Growth Option 11-02-2021 25.89 10.56 4.07 0.0 0.0

PORTFOLIO ANALYSIS of Nippon India Taiwan Equity fund- Regular Plan- Growth Option

Asset Allocation (%)