Compare Mutual Funds

Insights from Fund Comparison

• Both Nippon India Power & Infra Fund (G) and Nippon India Taiwan Equity Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Nippon India Power & Infra Fund (G) is 22 yrs 0 m old and manages ₹7,127.91 Crs, whereas Nippon India Taiwan Equity Fund - Direct (G) is 4 yrs 4 m old with ₹519.5 Crs.
• Nippon India Power & Infra Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Nippon India Power & Infra Fund (G) has its top 3 sectors in Power Generation & Distribution (21.83%), Capital Goods - Electrical Equipment (10.81%), and Refineries (9.11%), while Nippon India Taiwan Equity Fund - Direct (G) focuses on Semiconductors (21.51%), Semiconductor Materials & Equipment (18.74%), and Electronic Components (14.31%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Nippon India Power & Infra Fund (G) holds Reliance Industries Limited (9.11%), NTPC Limited (8.30%), Larsen & Toubro Limited (5.94%), Tata Power Company Limited (4.18%), and NTPC Green Energy Limited (2.85%), whereas Nippon India Taiwan Equity Fund - Direct (G) holds Triparty Repo (13.83%), Chroma Ate (9.65%), Mpi Corporation (8.30%), WinWay Technology Co. Ltd (7.92%), and Alchip Technologies Limited (6.18%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Nippon India Power & Infra Fund (G) has 99.23% equity and 0.00% debt, while Nippon India Taiwan Equity Fund - Direct (G) has 0.00% equity and 0.00% debt.
• Nippon India Power & Infra Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Nippon India Power & Infra Fund (G) outperformed Nippon India Taiwan Equity Fund - Direct (G) in 1 Year (returns: 4.15% ) but underperformed in 3 Months, 6 Months, 3 Years, 5 Years (returns: -6.38%, -4.33%, 23.61%, 21.87%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.