NIPPON INDIA - JAPAN EQUITY FUND - IDCW Option

NIPPON INDIA - JAPAN EQUITY FUND - IDCW Option sits in the middle of the pack for Equity Savings funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 53/100.

Cost: At 0.93%, the expense ratio is meaningfully cheaper — about 19% below the Equity Savings category average of 1.15% (based on 151 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.76 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 18.85% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.