Nippon India US Equity Opportunities Fund Direct Growth

Scheme code: INF204KA15G5 NAV value: ₹ 35.8408 NAV date: 6 May, 2025
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 year5.8541.0124.3529.45
3 year6.0521.8911.2521.23
5 year10.5223.4016.6015.79
7 year11.6618.5215.4614.27

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5124.35
3 year 6.2833.3215.7911.25
5 year 3.5426.0213.516.6
7 year 3.3315.6211.7115.46
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 -57.24250.45139.0624.35
3 year 9.0858.729.3111.25
5 year 3.674818.0416.6
7 year 3.831.0314.1415.46
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 -6.4946.3720.7624.35
3 year 7.6833.3717.0911.25
5 year 2.3527.6313.5116.6
7 year 3.7616.0112.0715.46
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 -7.6947.7519.6824.35
3 year 8.0434.4618.2611.25
5 year 3.3728.6414.2116.6
7 year 3.9716.4212.4115.46
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: 24.35% - Median return: 25.31% - Average standard deviation: 4.89

Rolling return for 3 year

- Average return: 11.25% - Median return: 10.7% - Average standard deviation: 1.94

Rolling return for 5 year

- Average return: 16.6% - Median return: 16.16% - Average standard deviation: 1.08

Rolling return for 7 year

- Average return: 15.46% - Median return: 15.54% - Average standard deviation: 0.65

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 year12,00,00013,15,0591,15,0599.59
3 year36,00,00042,63,4856,63,4855.80
5 year60,00,00089,26,45929,26,4598.27
7 year84,00,0001,39,27,65855,27,6587.49

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.59
3 year 7.35.8
5 year 7.488.27
7 year 6.397.49
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.59
3 year 20.645.8
5 year 138.27
7 year 9.487.49
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.59
3 year 8.225.8
5 year 7.778.27
7 year 6.67.49
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.59
3 year 8.715.8
5 year 8.228.27
7 year 6.827.49

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,15,059 - Absolute Returns: ₹1,15,059 - CAGR: 9.59%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,63,485 - Absolute Returns: ₹6,63,485 - CAGR: 5.8%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹89,26,459 - Absolute Returns: ₹29,26,459 - CAGR: 8.27%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,39,27,658 - Absolute Returns: ₹55,27,658 - CAGR: 7.49%