Nippon India Japan Equity Fund

Review Date: 04-12-2025

Beginning of Analysis

The Nippon India Japan Equity Fund has shown an excellent past performence in International Fund. The Nippon India Japan Equity Fund has a Jensen Alpha of 11.91% which is lower than the category average of 14.74%, showing poor performance. The Nippon India Japan Equity Fund has a Sharpe Ratio of 1.03 which is higher than the category average of 0.98. Here the Nippon India Japan Equity Fund has shown good performance in terms of risk adjusted returns.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
International Mutual Funds

Nippon India Japan Equity Fund Return Analysis

The Nippon India Japan Equity Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its International Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the International Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 2.01%, 6.29 and 13.33 in last one, three and six months respectively. In the same period the category average return was 1.91%, 7.26% and 20.1% respectively.
• Nippon India Japan Equity Fund has given a return of 18.72% in last one year. In the same period the Nifty 500 TRI return was 3.82%. The fund has given 14.9% more return than the benchmark return.
• The fund has given a return of 17.7% in last three years and rank 3rd out of six funds in the category. In the same period the Nifty 500 TRI return was 15.22%. The fund has given 2.48% more return than the benchmark return.
• Nippon India Japan Equity Fund has given a return of 8.55% in last five years and category average returns is 10.15% in same period. The fund ranked 3.0rd out of five funds in the category. In the same period the Nifty 500 TRI return was 17.88%. The fund has given 9.33% less return than the benchmark return.
• The fund has given a return of 8.62% in last ten years and ranked 4.0th out of five funds in the category. In the same period the Nifty 500 TRI return was 14.96%. The fund has given 6.34% less return than the benchmark return.
• The fund has given a SIP return of 9.38% in last one year whereas category average SIP return is 13.63%. The fund one year return rank in the category is 3rd in 4 funds
• The fund has SIP return of 10.99% in last three years and ranks 3rd in 4 funds. Nippon India Taiwan Equity Fund has given the highest SIP return (31.75%) in the category in last three years.
• The fund has SIP return of 8.59% in last five years whereas category average SIP return is 8.83%.

Nippon India Japan Equity Fund Risk Analysis

• The fund has a standard deviation of 11.99 and semi deviation of 8.32. The category average standard deviation is 15.04 and semi deviation is 10.7.
• The fund has a Value at Risk (VaR) of -13.06 and a maximum drawdown of -9.03. The category average VaR is -17.34 and the maximum drawdown is -13.89. The fund has a beta of 0.47 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in International Fund Category

Good Performance in International Fund Category

Poor Performance in International Fund Category

Very Poor Performance in International Fund Category

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Data Source: www.amfiindia.com

SEBI Categorization