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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 (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 423.59 Cr As on (28-11-2025)
Turn over: 140
NAV as on 15-12-2025

17.5447

-0.33 (-1.8786%)

CAGR Since Inception

15.78%

Taiwan Capitalization Weighted Stock Index 13.18%

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

Scheme Performance (%) Data as on - 15-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Taiwan Equity fund- Regular Plan- Growth Option 46.64 35.03 - - 15.78
MSCI ACWI TRI 23.85 21.04 14.44 13.19 13.18
Fund of Funds-Overseas 26.75 22.53 11.69 11.46 12.42

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 - 15-12-2025
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 46.64 37.62 35.03 0.0 0.0
DSP World Gold Mining Overseas Equity Omni FoF - Regular Plan - Growth 14-09-2007 142.05 80.72 49.34 23.07 20.27
DSP World Mining Overseas Equity Omni FoF - Regular Plan - Growth 29-12-2009 61.71 32.94 16.91 17.04 19.31
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund - Growth 28-01-2022 58.51 36.51 22.38 0.0 0.0
HSBC Brazil Fund-Growth 06-05-2011 44.82 9.77 13.64 3.46 7.15
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan 31-01-2014 41.84 26.92 22.03 16.18 10.5
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option 31-01-2014 38.89 16.73 17.14 14.54 8.75
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth 24-02-2014 38.69 33.55 22.07 14.38 15.7
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 37.37 27.82 12.43 1.4 10.93
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option 07-07-2014 37.24 24.95 16.17 4.58 9.65

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

Asset Allocation (%)