November 18, 2025
RA Jainee
Nippon India Taiwan Equity Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 17.5472
NAV IDCW: Rs 17.5472
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Taiwan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India.
Fund Manager:
1) Kinjal Desai
Education: Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1
Experience: She has been working with Nippon India Mutual Fund since year, 2012
2) Divya Dutt Sharma
Education: Bachelor of Commerce, MSC Banking & Finance.
Experience: Prior to joining the Nippon AMC, he was associated with Bhramrishi Mission NGO, Equations LLC, V.K Pamecha and Associates.
3) Lokesh Maru
Education: Bachelor of Technology, CFA, FRM
Experience: Prior to joining the Nippon AMC, he was associated with BlackRock Services India Private Ltd, CRISIL Ltd.
Investment Details
| Min. Investment (₹) | 500 |
| Min. Addl Investment (₹) | 100 |
| Min. SIP Investment (₹) | 100 |
| Min. Withdrawal (₹) | 100 |
| Min. No of Cheques | 60 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Nippon India Taiwan Equity Fund
| Fund House | Nippon India Mutual Fund |
| Launch Date | 11-Dec-21 |
| Return Since Launch | 15.39% |
| Benchmark | Taiwan Capitalization Weighted Stock |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 422 Cr |
| (As on 31-Oct-2025) | |
| Expense | 1.04% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 38.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Taiwan Equity Dir | 40.36 | -1.99 | 4.21 | 14.03 | 46.24 | 44.70 | 37.87 | — | — | — |
| BSE 500 TRI* | 7.40 | 0.06 | 2.87 | 5.19 | 6.60 | 9.26 | 15.79 | — | — | — |
Peer Comparison of Nippon India Taiwan Equity Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Nippon India Taiwan Equity Dir | Unrated | 44.70 | 37.87 | — | 1.04 | 422 | 15.39 | 1.00 (90) | 3Y 11M | 38.00 |
| ICICI Pru US Bluechip Equity Dir | Unrated | 8.93 | 16.64 | 14.33 | 1.17 | 3,396 | 16.31 | 1.00 (30) | 12Y 10M | 63.00 |
| Nippon India US Equity Opportunities Dir | Unrated | 8.93 | 21.11 | 12.94 | 1.25 | 726 | 14.61 | 1.00 (30) | 10Y 3M | 10.00 |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 34.58 | 36.17 | 21.47 | 0.21 | 6,635 | 26.05 | 1.00 (15) | 6Y 11M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 8.50 | 24.06 | 11.37 | 0.62 | 4,520 | 17.24 | 1.00 (365) | 12Y 10M | 2.44 |
Portfolio Analysis of Nippon India Taiwan Equity Fund
| No. of Stocks | 29 |
| Top 10 Stocks | –% |
| Top 5 Stocks | –% |
| Top 3 Sectors | 86.28% |
| Portfolio P/B Ratio | 5.42 |
| Portfolio P/E Ratio | 30.15 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 90,605 | 41,20,235 |
| Giant (%) | 22.89 | 86.58 |
| Large (%) | 31.44 | 10.59 |
| Mid (%) | 33.42 | 6.05 |
| Small (%) | 12.25 | 6.91 |
| Tiny (%) | — | 3.22 |
Chanakya’s Mutual Fund Guidance For Nippon India Taiwan Equity Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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