Nippon India - Japan Equity Fund - IDCW Option

Fund House: Nippon India Mutual Fund

Category: Equity: Thematic-International

Status: Open Ended Schemes

Launch Date: 26-08-2014

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: S&P Japan 500 Total Return index

Total Assets: 289.9 As on (28-11-2025)

Expense Ratio: 2.45% As on (31-12-2025)

Turn over: 81.00% | Exit Load: 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil, thereafter.

NAV as on 16-01-2026

23.7342

0.3371

CAGR Since Inception

7.94%

S&P Japan 500 Total Return index 13.36%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India - Japan Equity Fund - IDCW Option 27.89 16.93 7.48 8.73 7.94
Benchmark - - - - -
Equity: Thematic-International 25.79 16.8 9.86 12.51 10.93

Funds Manager

FM 1 Kinjal Desai

RETURNS CALCULATORS for Nippon India - Japan Equity Fund - IDCW Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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PORTFOLIO ANALYSIS of Nippon India - Japan Equity Fund - IDCW Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Nippon India - Japan Equity Fund - IDCW Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Nippon India Japan Equity IDCW 26-08-2014 27.89 17.14 16.93 7.48 8.73
ABSL Intl Equity Gr Reg 31-10-2007 36.92 23.48 16.42 11.88 12.04
Franklin Asian Equity Gr 05-01-2008 33.08 25.88 11.99 2.75 10.14
Nippon India Japan Equity Gr Gr 05-08-2014 27.89 17.14 16.93 7.48 8.73
ICICI Pru US Bluechip Equity Gr 01-07-2012 18.98 16.64 17.72 14.3 16.03
Nippon India US Equity Opportunities Fund Gr Gr 05-07-2015 12.1 17.99 20.95 12.87 15.62

Asset Allocation (%)

Key Performance and Risk Statistics of Nippon India - Japan Equity Fund - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India - Japan Equity Fund - IDCW Option 15.2 -0.1 - - - -
Equity: Thematic-International - - - - - -