ReviewDirect · Growth
Nippon India Taiwan Equity Fund
Nippon India Mutual FundEquity Schemes - Thematic Fund4.8 years
- NAV
- 35.6845
- 15 Sept 2026
- 1Y
- +112.7%
- Trailing CAGR
- AUM
- ₹463.45 Cr
- 30 Jun 2026
- Volatility
- High
- 33.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+112.7%
- 3Y+57.2%
- 5Yn/a
- 10Yn/a
- SI+31.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+104.2%
- 3Y+73.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +31.4%
- Calendar-day CAGR
- Excess 1Y
- +108.4%
- Category median, same plan and option
- 3Y win rate
- +70%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- -3.0%
- 409 daily-ending windows
- Median rolling 3Y
- +37.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +73.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 45 recovered episodes
- Longest recovery
- 455 days
- Trough to prior peak
- Current spell
- 104 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
4 Jan 2022 – 23 Jan 2024
Trough 25 Oct 2022 · recovered in 455 days
-44.8%
7 Jan 2025 – 11 Jun 2025
Trough 9 Apr 2025 · recovered in 63 days
-37.6%
3 Jun 2026 – open
Trough 30 Jul 2026 · not recovered
-29.6%
11 Jul 2024 – 21 Oct 2024
Trough 5 Aug 2024 · recovered in 77 days
-22.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
100
Consistency
66
Risk-adjusted
69
Drawdown
0
Mean
67
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 70% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HDFC Defence Fund
HDFC Mutual Fund
- 1Y
- +19.6%
- 3Y
- +35.9%
- Vol
- 25.1%
- Max DD
- -34.5%
- Sharpe
- 1.28
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HSBC Financial Services fund
HSBC Mutual Fund
- 1Y
- +10.1%
- 3Y
- n/a
- Vol
- 16.9%
- Max DD
- -14.8%
- Sharpe
- 0.68
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Invesco India Infrastructure Fund
Invesco Mutual Fund
- 1Y
- +2.2%
- 3Y
- +17.9%
- Vol
- 17.1%
- Max DD
- -36.2%
- Sharpe
- 0.80
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns