Nippon India US Equity Opportunites Fund Direct Growth

Scheme code: INF204KA12G2 NAV value: ₹ 35.0208 NAV date: 6 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.6639.3922.9829.45
3 year4.8220.369.9121.23
5 year9.2221.9415.2915.79
7 year10.4717.1714.1814.27

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5122.98
3 year 6.2833.3215.799.91
5 year 3.5426.0213.515.29
7 year 3.3315.6211.7114.18
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0622.98
3 year 9.0858.729.319.91
5 year 3.674818.0415.29
7 year 3.831.0314.1414.18
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7622.98
3 year 7.6833.3717.099.91
5 year 2.3527.6313.5115.29
7 year 3.7616.0112.0714.18
10 year 3.5616.9410.92
12 year 3.3116.5411.01
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6822.98
3 year 8.0434.4618.269.91
5 year 3.3728.6414.2115.29
7 year 3.9716.4212.4114.18
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 22.98% - Median return: 23.95% - Average standard deviation: 4.81

Rolling return for 3 year

- Average return: 9.91% - Median return: 9.42% - Average standard deviation: 1.91

Rolling return for 5 year

- Average return: 15.29% - Median return: 14.82% - Average standard deviation: 1.07

Rolling return for 7 year

- Average return: 14.18% - Median return: 14.29% - Average standard deviation: 0.64

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,08,1041,08,1049.01
3 year36,00,00041,86,7175,86,7175.16
5 year60,00,00086,45,13626,45,1367.58
7 year84,00,0001,32,87,76248,87,7626.77

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.01
3 year 7.35.16
5 year 7.487.58
7 year 6.396.77
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.01
3 year 20.645.16
5 year 137.58
7 year 9.486.77
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.01
3 year 8.225.16
5 year 7.777.58
7 year 6.66.77
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.01
3 year 8.715.16
5 year 8.227.58
7 year 6.826.77

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,08,104 - Absolute Returns: ₹1,08,104 - CAGR: 9.01%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,86,717 - Absolute Returns: ₹5,86,717 - CAGR: 5.16%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,45,136 - Absolute Returns: ₹26,45,136 - CAGR: 7.58%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,32,87,762 - Absolute Returns: ₹48,87,762 - CAGR: 6.77%