Nippon India Taiwan Equity Fund

Current Fund Size :

N.A.

₹16.68

NAV

15.17% p.a.

Overall Return

-2.46%

1-Day Change

1.04%

Expense Ratio

₹ 389 Cr

AUM (Fund Size)

3+ yrs

Fund Age

Investment Policy

Benchmark

Taiwan Capitalization Weighted Stock

Risk Level

High Risk

Min. Investment

This scheme is currently not buyable

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

3 yrs 10 m since Nov 22, 2021

Current Value (Example)

N.A.

Returns Ratio

N/A

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Nippon India Taiwan Equity Fund 44.04% 38.53% N.A. N.A. N.A. N.A. N.A. 389 Cr 3 yrs 10 m 1.04%
2 Invesco India - Invesco Global Equity Income FoF 18.55% 28.29% 20.34% 14.42 N.A. 1.15 1.59 99 Cr 11 yrs 5 m 0.87%
3 Edelweiss US Technology Equity FoF 38.3% 37.26% 18.98% 25.60 N.A. 0.91 1.47 3,246 Cr 5 yrs 7 m 0.72%
4 Edelweiss Europe Dynamic Equity Offshore Fund 26.75% 28.51% 18.24% 14.54 N.A. 1.14 2.06 147 Cr 11 yrs 8 m 0.6%
5 Axis Global Equity Alpha FoF 26.12% 25.86% 17.32% 13.14 N.A. 1.06 1.50 1,045 Cr 5 yrs 0.9%
6 Edelweiss US Value Equity Offshore Fund 11.96% 16.42% 16.76% 13.94 N.A. 0.55 0.87 178 Cr 12 yrs 2 m 0.73%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Nippon India Small Cap Fund 64,821 Cr -8.02% 32.77% View Detail
2 Nippon India Power & Infra Fund 7,175 Cr -8.66% 32.44% View Detail
3 Nippon India Multi Cap Fund 46,216 Cr -2.21% 31.18% View Detail
4 Nippon India Growth Mid Cap Fund 38,386 Cr -3.32% 29.48% View Detail
5 Nippon India Nifty Smallcap 250 Index Fund 2,458 Cr -9.75% 27.02% View Detail
6 Nippon India Banking & Financial Services Fund 6,990 Cr 3.39% 26.91% View Detail

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