Nippon India US Equity Opportunities Fund Direct Growth

Scheme code: INF204KA15G5 NAV value: ₹ 35.3469 NAV date: 11 April, 2025

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	5.85	41.01	24.35	29.45
3 year	6.05	21.89	11.25	21.23
5 year	10.52	23.40	16.60	15.79
7 year	11.66	18.52	15.46	14.27

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	24.35
3 year	6.28	33.32	15.57	11.25
5 year	0.74	26.02	12.91	16.6
7 year	3.33	15.62	11.64	15.46
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	24.35
3 year	6.56	32.12	15.66	11.25
5 year	1	26.2	12.75	16.6
7 year	3.8	15.42	11.84	15.46
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	24.35
3 year	7.68	33.37	17	11.25
5 year	0.71	27.63	13.15	16.6
7 year	3.76	16.01	12.04	15.46
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	24.35
3 year	8.04	34.46	17.98	11.25
5 year	0.69	28.64	13.53	16.6
7 year	3.97	16.42	12.35	15.46
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: 24.35% - Median return: 25.31% - Average standard deviation: 4.89

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

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

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

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	13,15,059	1,15,059	9.59
3 year	36,00,000	42,63,485	6,63,485	5.80
5 year	60,00,000	89,26,459	29,26,459	8.27
7 year	84,00,000	1,39,27,658	55,27,658	7.49

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

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

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

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

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