MonitorDirect · Growth
Nippon India US Equity Opportunities Fund
Nippon India Mutual FundEquity Schemes - Thematic Fund11.1 years
- NAV
- 47.9385
- 15 Sept 2026
- 1Y
- +16.5%
- Trailing CAGR
- AUM
- ₹310.68 Cr
- 30 Jun 2026
- Volatility
- High
- 18.9% 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+16.5%
- 3Y+19.5%
- 5Y+12.2%
- 10Y+16.4%
- SI+15.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+22.2%
- 3Y+17.8%
- 5Y+17.4%
- 10Y+16.3%
- Since inception
- +15.4%
- Calendar-day CAGR
- Excess 1Y
- +12.2%
- Category median, same plan and option
- 3Y win rate
- +54%
- Windows beating the median
- 3Y percentile
- 85
- Vs comparable share classes
- Worst rolling 3Y
- +6.6%
- 1941 daily-ending windows
- Median rolling 3Y
- +17.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1467 daily-ending windows
- SIP 3Y XIRR
- +17.8%
- 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
- 10 days
- 185 recovered episodes
- Longest recovery
- 280 days
- Trough to prior peak
- Current spell
- 18 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
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
85
Vs category
100
Consistency
52
Risk-adjusted
56
Drawdown
23
Mean
63
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- 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
- Lower TER
Caveat: Lower trailing returns
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
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
- Lower TER
Caveat: Lower trailing returns
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.4%
- 3Y
- +16.8%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.77
- 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
- +7.0%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -24.2%
- Sharpe
- 0.64
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns