Nippon India Taiwan Equity Fund

Review Date: 04-12-2025

Beginning of Analysis

The 5 star rating shows an excellent past performance of the Nippon India Taiwan Equity Fund in Sectoral/ Thematic Fund. The Nippon India Taiwan Equity Fund has a Jensen Alpha of 36.66% which is higher than the category average of 14.74%. Here the Nippon India Taiwan Equity Fund has shown very good performance in terms of risk adjusted returns. The Nippon India Taiwan Equity Fund has a Sharpe Ratio of 1.33 which is higher than the category average of 0.98. Here the Nippon India Taiwan Equity Fund has shown very 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 Taiwan Equity Fund Return Analysis

The Nippon India Taiwan 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 1.29%, 12.13 and 46.74 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 Taiwan Equity Fund has given a return of 42.79% in last one year. In the same period the Nifty 500 TRI return was 3.82%. The fund has given 38.97% more return than the benchmark return.
• The fund has given a return of 35.06% in last three years and rank 1st out of six funds in the category. In the same period the Nifty 500 TRI return was 15.22%. The fund has given 19.84% more return than the benchmark return.
• The fund has given a SIP return of 28.78% in last one year whereas category average SIP return is 13.63%. The fund one year return rank in the category is 2nd in 4 funds
• The fund has SIP return of 31.75% in last three years and ranks 1st in 4 funds. The fund has given the highest SIP return in the category in last three years.

Nippon India Taiwan Equity Fund Risk Analysis

• The fund has a standard deviation of 26.25 and semi deviation of 18.35. The category average standard deviation is 15.04 and semi deviation is 10.7.
• The fund has a Value at Risk (VaR) of -24.47 and a maximum drawdown of -21.63. The category average VaR is -17.34 and the maximum drawdown is -13.89. The fund has a beta of 0.45 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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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization