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

Nippon India Taiwan Equity Fund · Regular · Growth

Nippon India Mutual Fund

#1 of 227 (1Y)

NAV

₹35.3712

as of 29 Sept 2026

Expense Ratio

2.34%

AUM

₹1,110 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
—
3Y
—
5Y
—
Since Inception
+30.11%

SIP returns (XIRR)

1Y
—
3Y
—
5Y
—
Since Inception
+53.22%

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

2.06

Sharpe Ratio

+1.87

Alpha

0.35

Beta

2.04

Sortino

41.36%

Std Dev

-29.74%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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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

Portfolio holdings

as of 31 Aug 2026
Holding% NAV

What this fund does

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 ₹1,110 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 2.34%.

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