Nippon India Taiwan Equity Fund Records 118.6% One-Year Return

Key Takeaways

• Nippon India Taiwan Equity Fund delivered a 118.60% one-year return in the latest trailing-return study. 
• Its three-year return stood at 60.39% CAGR, while the fund has not yet completed five years since launch. 
• The scheme is concentrated in Taiwan-listed equities, with technology and semiconductor exposure playing a large role in recent performance. 

Nippon India Taiwan Equity Fund has recorded a 118.60% return over the past year, putting the international equity scheme well ahead of the category average in the latest trailing-return comparison. 

Over three years, the fund delivered a 60.39% CAGR, compared with 43.01% for its Taiwan-focused benchmark and 25.57% for the category average used in the study. 

The one-year category average stood at 23.21%, while the benchmark returned 83.77%. 

The fund’s shorter-period figures were more mixed. It declined 2.04% over three months while its benchmark gained 3.70%. Over six months, the scheme returned 39.13%, compared with 48.82% for the benchmark. 

That dispersion is relevant because the fund has a geographically and sectorally concentrated mandate. 

Its investment objective is to seek long-term capital appreciation primarily by investing in equity and equity-related securities of companies listed on recognised stock exchanges in Taiwan, with Indian debt and money-market securities forming a secondary part of the mandate. 

Technology and semiconductor companies form a large part of Taiwan’s equity market and have also accounted for the bulk of the scheme’s exposure. The ET analysis cited technology allocation of roughly 85%, linking much of the recent return profile to the rally in Taiwan’s semiconductor and AI-related stocks. 

The scheme managed approximately ₹1,128 crore in assets as of 31 August 2026. It was launched in December 2021 and therefore does not yet have a five-year fund-performance record. 

Since inception, the regular-plan performance cited in the study stood at a CAGR of 30.26%. 

The recent numbers also illustrate the difference between a diversified domestic equity category and a country-specific international fund. Returns can be heavily influenced by the performance of a relatively concentrated geography, currency movements and the dominant sectors within that market. 

The 118.60% figure is a historical trailing return and does not indicate how the scheme will perform in subsequent periods.