Scheme Overview
Nippon India Taiwan Equity fund- Regular Plan- Growth Option
| Category: Fund of Funds-Overseas |
| Launch Date: 06-12-2021 |
| Asset Class: |
| Benchmark: Taiwan Capitalization Weighted Stock Index |
| Expense Ratio: 2.43% As on ( 30-06-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 349.43 Cr As on ( 30-06-2025) |
| Turn over: 140 |
13.5788
0.08 ( 0.57% )
9.53%
Taiwan Capitalization Weighted Stock Index12.47%
PERFORMANCE of Nippon India Taiwan Equity fund- Regular Plan- Growth Option
Scheme Performance (%) Data as on - 01-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Nippon India Taiwan Equity fund- Regular Plan- Growth Option | 28.59 | 25.1 | - | - | 9.53 |
| MSCI ACWI TRI | 19.42 | 16.8 | 14.18 | 11.38 | 12.47 |
| Fund of Funds-Overseas | 20.3 | 17.04 | 10.91 | 8.96 | 10.93 |
Yearly Performance (%)
Fund Managers
Kinjal Desai
Investment Objective
The primary investment objective of scheme is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Taiwan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
RETURNS CALCULATOR for Nippon India Taiwan Equity fund- Regular Plan- Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Nippon India Taiwan Equity fund- Regular Plan- Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity fund- Regular Plan- Growth Option | 37.2 | - | - | |||
| Fund of Funds-Overseas | - | - | - | - | - | - |
