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

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	4.66	39.39	22.98	29.45
3 year	4.82	20.36	9.91	21.23
5 year	9.22	21.94	15.29	15.79
7 year	10.47	17.17	14.18	14.27

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	22.98
3 year	6.28	33.32	15.57	9.91
5 year	0.74	26.02	12.91	15.29
7 year	3.33	15.62	11.64	14.18
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	22.98
3 year	6.56	32.12	15.66	9.91
5 year	1	26.2	12.75	15.29
7 year	3.8	15.42	11.84	14.18
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	22.98
3 year	7.68	33.37	17	9.91
5 year	0.71	27.63	13.15	15.29
7 year	3.76	16.01	12.04	14.18
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	22.98
3 year	8.04	34.46	17.98	9.91
5 year	0.69	28.64	13.53	15.29
7 year	3.97	16.42	12.35	14.18
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

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

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

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

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

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 year	12,00,000	13,08,104	1,08,104	9.01
3 year	36,00,000	41,86,717	5,86,717	5.16
5 year	60,00,000	86,45,136	26,45,136	7.58
7 year	84,00,000	1,32,87,762	48,87,762	6.77

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

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

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

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

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