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NIPPON INDIA - INDIA OPPORTUNITIES FUND - SERIES A - DIRECT Plan - IDCW Option

Nippon India · Sectoral
Very High
₹16.60
Current NAV
31 Jan 2022
35.0%
1Y Return
18.0%
3Y CAGR
21.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.24
Sharpe Ratio
1.14
Beta
-2.26
Alpha
1.54
Sortino
Fund Details
Fund House Nippon India
Category Sectoral
AUM ₹7290 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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