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Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Growth Option vs Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option
Nippon India Japan Equity Fund- and Nippon India US Equity Opportunities Fund- are both in the Thematic Fund category, from Nippon Life India Asset Management Limited. Nippon India Japan Equity Fund- has posted a higher 3-year rolling CAGR. Nippon India US Equity Opportunities Fund- has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Nippon India US Equity Opportunities Fund- has the lower direct-plan expense ratio, by 0.07 percentage points.
| Nippon India Japan Equity Fund- Direct Plan- Growth Plan- Growth Option | Nippon India US Equity Opportunities Fund- Direct Plan- Growth Plan- Growth Option | |
|---|---|---|
| Category | Thematic Fund | Thematic Fund |
| AMC | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited |
| Benchmark | S&P JAPAN 500 TRI | S&P 500 Index (INR) |
| NAV | ₹31.1282 (2026-10-28) | ₹47.5319 (2026-10-28) |
| AUM | ₹340.048 Cr | ₹796.042 Cr |
| Expense Ratio (Direct) | 1.37% | 1.3% |
| Inception | 2014-08-08 | 2015-07-03 |
Returns
Nippon India Japan Equity Fund- leads on 3-year rolling CAGR (8.2% vs Nippon India US Equity Opportunities Fund-'s 16.9%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Nippon India Japan Equity Fund- has been the more volatile of the two by standard deviation.
Portfolio Analytics
Punji Fund Health Score
Nippon India Japan Equity Fund- has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Nippon India Japan Equity Fund- or Nippon India US Equity Opportunities Fund-?
Nippon India Japan Equity Fund-'s 3-year rolling CAGR of 8.2% is higher than Nippon India US Equity Opportunities Fund-'s 16.9%. Nippon India Japan Equity Fund- sits in the 13th percentile of its category on this metric, versus the 48th percentile for Nippon India US Equity Opportunities Fund- - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Nippon India Japan Equity Fund- or Nippon India US Equity Opportunities Fund-?
Nippon India US Equity Opportunities Fund-'s direct-plan expense ratio is 0.07 percentage points lower than Nippon India Japan Equity Fund-'s. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Nippon India Japan Equity Fund- or Nippon India US Equity Opportunities Fund-?
By standard deviation (a measure of how much a fund's returns swing around its own average), Nippon India Japan Equity Fund- has been more volatile than Nippon India US Equity Opportunities Fund- over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.94 for Nippon India Japan Equity Fund- vs 0.85 for Nippon India US Equity Opportunities Fund-) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Nippon India Japan Equity Fund- or Nippon India US Equity Opportunities Fund-?
Nippon India US Equity Opportunities Fund- has ₹796 Cr in assets under management, versus ₹340 Cr for Nippon India Japan Equity Fund-. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Nippon India Japan Equity Fund- or Nippon India US Equity Opportunities Fund-?
Nippon India Japan Equity Fund- launched on 2014-08-08, making it older than Nippon India US Equity Opportunities Fund- (launched 2015-07-03). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.