Nippon India Japan Equity Fund
Direct · Growth ₹31.24
04 Aug 2026
NAV
8.7%
3Y CAGR
8.3%
5Y CAGR
8.8%
10Y CAGR
8.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.43
Sharpe
-29.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 10.8% | -34.2% | 50.2% |
| 3 Years | ₹36.00 L | ₹41.31 L | 9.7% | -9.1% | 28.0% |
| 5 Years | ₹60.00 L | ₹74.45 L | 9.0% | -2.0% | 20.4% |
| 7 Years | ₹84.00 L | ₹1.12 Cr | 8.6% | 1.4% | 16.3% |
| 10 Years | ₹1.20 Cr | ₹1.91 Cr | 9.9% | 5.6% | 13.7% |
| 12 Years | ₹1.44 Cr | ₹3.09 Cr | 12.2% | 11.8% | 12.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.8% | 14.5% | 13.9% | -3.7% |
| 3 Years | 9.7% | 11.2% | 16.8% | -1.4% |
| 5 Years | 9.0% | 10.4% | 16.9% | -1.5% |
| 7 Years | 8.6% | 10.6% | 16.6% | -2.0% |
| 10 Years | 9.9% | 11.5% | 16.9% | -1.6% |
| 12 Years | 12.2% | 11.4% | 16.4% | +0.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.0% | 11.8% | -26.9% | 58.7% | 0.27 | 0.45 | 78% | — | — |
| 3 Years | 8.7% | 8.2% | -0.4% | 21.9% | 0.45 | 1.24 | 100% | — | — |
| 5 Years | 8.3% | 8.5% | 1.3% | 13.9% | 0.71 | 1.91 | 100% | — | — |
| 10 Years | 8.8% | 8.3% | 5.7% | 12.1% | 1.43 | 47.25 | 100% | — | — |
-29.9%
Max Drawdown
13 mo
Drawdown Duration
17 mo
Recovery Time
-6.7%
Avg Drawdown
Calmar Ratio by Duration
0.34
1Y
0.29
3Y
0.28
5Y
0.27
7Y
0.29
10Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +32.28 | 0.58 | 77.4% | 33.7% | 35.1% | 0.2% |
| 3 Years | +14.09 | 0.51 | 66.1% | 42.6% | 21.6% | 8.5% |
| 5 Years | +3.79 | 0.46 | 55.5% | 45.4% | 11.4% | 9.0% |
| 7 Years | +4.82 | 0.34 | 45.6% | 35.2% | 13.3% | 12.5% |
| 10 Years | +3.83 | 0.32 | 41.1% | 30.7% | 11.8% | 11.2% |
| 12 Years | +2.44 | 0.33 | 40.2% | 31.3% | 10.1% | 9.9% |
| 15 Years | +1.02 | 0.33 | 40.2% | 31.3% | 8.0% | 7.9% |