MF
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Sectoral / Thematic📊 TAIWAN CAPITALIZATION WEIGHTED STOCK INDEX (TAIEX)

Nippon India Taiwan Equity Fund · Regular · Growth

Nippon India Mutual Fund

#1 of 221 (1Y)

NAV

₹29.0431

as of 31 Jul 2026

Expense Ratio

2.42%

AUM

₹1,106 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+25.86%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+47.00%

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 —.

We don't show backtest scenarios for this fund yet — its NAV history has an unresolved discontinuity we're still verifying. Returns above are unaffected.

Risk Metrics

Trailing 1 year, annualised

1.60

Sharpe Ratio

+1.28

Alpha

0.31

Beta

1.59

Sortino

41.35%

Std Dev

-37.79%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategorySectoral / Thematic
BenchmarkTAIWAN CAPITALIZATION WEIGHTED STOCK INDEX (TAIEX) ✓
Launch Date11 Dec 2021
AMFI Code149328
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load1% if redeemed or switched out on or before completion of 3 month from the date of allotment of units Nil

Available transactions

RedeemSWPSwitchSTPDemat

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 ₹1,106 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
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