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Sectoral / Thematic📊 S&P JAPAN 500 TRI

Nippon India - Japan Equity Fund · Regular · Growth

Nippon India Mutual Fund

#3 of 213 (1Y)

NAV

₹27.1570

as of 17 Jun 2026

Expense Ratio

2.45%

AUM

₹290 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+35.82%
3Y
+17.76%
5Y
+10.05%
Since Inception
+8.83%

SIP returns (XIRR)

1Y
+35.82%
3Y
+23.85%
5Y
+17.55%
Since Inception
+10.99%

Returns calculated from 26 April 2019 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹71,000

Invested

₹1,38,155

Value today

10.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,671

Value today

8.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,10,000

Withdrawn

₹12,89,220

Corpus left

+₹9,99,220 net gain — withdrew ₹7,10,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹16,06,980

Value today

+0.3%

vs lumpsum

STP beat direct lumpsum by 0.3% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,44,719

Value today

2.4×

Multiple

Staying invested through that crash turned ₹1L into ₹2,44,719 — a 2.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

1.10

Sharpe Ratio

+0.36

Alpha

0.26

Beta

1.15

Sortino

19.07%

Std Dev

-14.07%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategorySectoral / Thematic
BenchmarkS&P JAPAN 500 TRI ✓
Launch Date26 Aug 2014
AMFI Code130863
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadExit Load 1% if redeemed or Switched out on or before completion of 1 year from the date of allotme

Available transactions

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Investment Objective

Nippon India - Japan Equity Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Nippon India - Japan Equity Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹290 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against S&P JAPAN 500 TRI. The current expense ratio is 2.45%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations