Nippon India Taiwan Equity Fund · Regular · Growth
NAV
₹36.7215
as of 17 Jun 2026
Expense Ratio
2.42%
AUM
₹490 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +33.39%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +61.49%
Returns calculated from 11 February 2026 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 —.
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹93,584
Benchmark
₹33,605
+₹59,979 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹27,000
Invested
₹93,584
Value today
60.6%
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
₹3,496
Value today
32.1%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹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
₹27,63,942
Value today
+31.8%
vs lumpsum
STP beat direct lumpsum by 31.8% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised2.16
Sharpe Ratio
+1.92
Alpha
0.49
Beta
2.26
Sortino
37.69%
Std Dev
-37.79%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Nippon India Taiwan 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 Taiwan Equity Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹490 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against TAIWAN CAPITALIZATION WEIGHTED STOCK INDEX (TAIEX). The current expense ratio is 2.42%.
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