Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option
Nippon India Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
741 cr
TER direct / regular
1.34% / 2.42%
CAGR (full)
13.4%
Sharpe (full)
0.51
Sharpe (bull ≤Sep-24)
1.56
Sharpe (sideways Oct-24→)
0.80
Max drawdown
-22.4%
Months of data
133
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
6.6%
-14.2%
0.09
12
FY23
-6.4%
-7.7%
-0.46
12
FY24
40.1%
-1.4%
2.17
12
FY25
6.3%
-2.2%
0.08
12
FY26
10.0%
12.4%
0.37
12
FY27*
21.0%
4.1%
3.04
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2015
-2.3
-3.5
+7.2
+2.5
-3.1
+0.4
2016
-4.4
+2.1
+2.8
+2.0
+1.4
-1.4
+4.7
+1.6
-0.9
-2.0
+3.3
+0.1
+9.2
2017
+3.4
+1.5
-2.7
+1.4
+3.7
+0.9
+2.5
-0.3
+3.8
+1.7
+0.6
+0.3
+18.0
2018
+6.1
-1.9
-4.5
+6.0
+4.0
+3.0
+2.5
+5.6
+2.5
-4.8
-2.4
-6.5
+8.8
2019
+10.1
+2.8
+0.2
+4.0
-3.8
+5.1
+1.2
+2.0
-2.4
+4.6
+4.9
+0.9
+33.0
2020
+0.9
-6.3
-9.3
+14.9
+8.1
+0.1
+4.0
+5.2
-4.4
-3.2
+12.0
+2.6
+24.0
2021
-2.0
+5.0
+5.5
+7.1
-2.8
+4.2
+1.2
-0.5
-1.7
+4.8
-1.7
+3.0
+23.8
2022
-4.9
-4.4
+2.9
-8.3
+0.7
-5.8
+9.3
-3.7
-9.3
+7.1
+3.2
-4.5
-18.1
2023
+7.6
-3.5
+3.0
+2.0
+3.8
+5.6
+4.1
-1.6
-4.0
-1.1
+10.4
+4.3
+33.9
2024
+1.9
+6.0
+3.6
-4.7
+1.9
+4.2
-0.9
+2.2
+1.0
+0.1
+6.3
-0.6
+22.6
2025
+7.7
-3.2
-7.0
-2.6
+6.0
+4.5
+1.3
+1.5
+2.0
+0.7
+0.7
+1.8
+13.3
2026
+2.7
-5.6
-2.9
+10.4
+2.8
-0.1
+2.4
+4.3
+14.0
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard