Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option
Nippon India Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.25%
AUM
₹300.72 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+38.94%
Excellent
6 Months
+20.88%
Excellent
1 Year
+10.35%
Average
3 Years
+22.05%
Excellent
5 Years
+13.93%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹300.72 Cr
Recent Trend
Growing
Stability Score
4.8
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.29%
3Y
3Y CAGR
+22.87%
5Y
5Y CAGR
+239.47%
Growth Assessment: Stable
• Steady growth in investor base
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
18.80%
Annualized standard deviation
Sharpe Ratio
0.547
Fair - Risk-adjusted return
Max Drawdown
-24.80%
High - Worst decline
Consistency
68.3%
Performance consistency
Volatility Breakdown
Daily Volatility
1.18%
Average daily price movement
Annualized Volatility
18.80%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance