MonitorDirect · GrowthWatch before adding
Nippon India US Equity Opportunities Fund
Nippon India Mutual FundEquity Schemes - Thematic Fund11.3 years
- NAV
- 47.3174
- 29 Oct 2026
- 1Y
- +13.3%
- Trailing CAGR
- AUM
- ₹310.68 Cr
- 30 Jun 2026
- Volatility
- High
- 18.9% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 55% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer 360 ONE QUANT FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
11.3 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.31% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -30.8%. Ask whether you can hold through a similar fall.
Vs category
Pass
55% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 31%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+13.3%
- 3Y+21.9%
- 5Y+11.4%
- 10Y+16.5%
- SI+15.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.1%
- 3Y+15.5%
- 5Y+16.4%
- 10Y+15.8%
- Since inception
- +15.1%
- Calendar-day CAGR
- Excess 1Y
- +17.8%
- Category median, same plan and option
- 3Y win rate
- +55%
- Windows beating the median
- 3Y percentile
- 86
- Vs comparable share classes
- SIP 3Y XIRR
- +15.5%
- Simulated monthly SIP
- Worst rolling 3Y
- +6.6%
- 1971 daily-ending windows
- Median rolling 3Y
- +17.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1497 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -30.8%
- Worst peak-to-trough
- Current
- -3.4%
- Below last peak
- Current spell
- 20 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 187 recovered episodes
- Longest recovery
- 280 days
- Trough to prior peak
19 Feb 2020 – 2 Jun 2020
Trough 23 Mar 2020 · recovered in 71 days
-30.8%
16 Nov 2021 – 19 Jul 2023
Trough 12 Oct 2022 · recovered in 280 days
-24.8%
6 Feb 2025 – 8 Sept 2025
Trough 21 Apr 2025 · recovered in 140 days
-18.6%
1 Oct 2018 – 8 Apr 2019
Trough 24 Dec 2018 · recovered in 105 days
-18.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
86
Vs category
100
Consistency
53
Risk-adjusted
53
Drawdown
23
Mean
63
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 55% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -8.9%
- 3Y
- +13.5%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.56
- 3Y win
- +91%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
BANDHAN INNOVATION FUND
Bandhan Mutual Fund
- 1Y
- +10.7%
- 3Y
- n/a
- Vol
- 17.0%
- Max DD
- -19.7%
- Sharpe
- 0.76
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Canara Robeco Manufacturing Fund
Canara Robeco Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.3%
- Max DD
- -24.2%
- Sharpe
- 0.46
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
HSBC Consumption Fund
HSBC Mutual Fund
- 1Y
- -3.7%
- 3Y
- +14.3%
- Vol
- 15.0%
- Max DD
- -21.2%
- Sharpe
- 0.55
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
HSBC Financial Services fund
HSBC Mutual Fund
- 1Y
- -0.9%
- 3Y
- n/a
- Vol
- 17.0%
- Max DD
- -14.8%
- Sharpe
- 0.36
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns