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SmartFigure

Two funds walk into a table. Only the numbers talk.

Invesco India Infrastructure Fund vs Nippon India Taiwan Equity Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Invesco India Infrastructure Fund
  • Nippon India Taiwan Equity Fund

The short version

Who comes out ahead on each measure, over the 3 years all of them have been around.

  • Grew faster

    BNippon India Taiwan Equity Fund

    Nippon India Taiwan Equity Fund returned 46.5% a year over 3 years, against 16.7% for Invesco India Infrastructure Fund. ₹1 lakh invested 3 years ago would be about ₹3.15 Lakh today, against ₹1.59 Lakh.

  • Smoother ride

    AInvesco India Infrastructure Fund

    Invesco India Infrastructure Fund swung the least: about 19.5% a year either way, against 38.1% for Nippon India Taiwan Equity Fund. Lower means fewer scary days.

  • Fell less in a crash

    No fair winner yet

    At its worst, Invesco India Infrastructure Fund fell 36.2% from its peak, against 44.8% for Nippon India Taiwan Equity Fund. On ₹1 lakh, that's a dip to ₹55,225 at the bottom for Nippon India Taiwan Equity Fund. Could you have held on?

    Not a fair fight: we only have data for Nippon India Taiwan Equity Fund (from Dec 2021), so it has not been through the 2020 crash the others fell in.

  • More consistent

    No fair winner yet

    Pick any day in the past and hold for a year: Nippon India Taiwan Equity Fund ended up in profit 86% of the time, against 79% for Invesco India Infrastructure Fund.

    Not a fair fight: we only have data for Nippon India Taiwan Equity Fund (from Dec 2021), so it has not been through the 2020 crash the others fell in.

  • Costs less

    BNippon India Taiwan Equity Fund

    Nippon India Taiwan Equity Fund charges 1.06% a year, against 1.21% for Invesco India Infrastructure Fund. On ₹1 lakh that's ₹1,060 a year against ₹1,210, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

₹10k₹41.5kNov 2023Nov 2026

The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.

  • AInvesco India Infrastructure Fund₹15,616 from ₹10,000(16.1% a year)
  • BNippon India Taiwan Equity Fund₹30,587 from ₹10,000(45.3% a year)

A one-time ₹10,000 put in 3 years ago, valued at the latest NAV. This is what happened, not what will.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

AInvesco India Infrastructure Fund

  • Strength: Ahead of its category: 16.3% a year over 5 years, against a category average of 12.5%
  • Strength: In the top quarter of its category over 5 years (#21 of 100)
  • Strength: Beat a 5-year SBI FD: 16.3% a year over 5 years, against 6.05%
  • Watch out: Swings more than most funds in its category
  • Watch out: Fell harder than its category in the worst crash

BNippon India Taiwan Equity Fund

  • Strength: Ahead of its category: 46.5% a year over 3 years, against a category average of 15%
  • Strength: In the top quarter of its category over 3 years (#1 of 139)
  • Strength: Beat a 5-year SBI FD: 46.5% a year over 3 years, against 6.05%
  • Watch out: Swings more than most funds in its category

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Invesco India Infrastructure Fund compared with Nippon India Taiwan Equity Fund
MeasureAInvesco India Infrastructure FundBNippon India Taiwan Equity Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure5.3%#105 of 226 · avg 6.1%60.6%Best#1 of 226 · avg 6.1%
3 yearsPer year, over a full market mood swing16.7%#51 of 139 · avg 15%46.5%Best#1 of 139 · avg 15%
5 yearsPer year, the fairest single test16.3%#21 of 100 · avg 12.5%–
10 yearsPer year, across bull and bear markets18.8%#4 of 68 · avg 15%–
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer19.5%Bestcategory avg 15.8%38.1%category avg 15.8%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−36.2%category avg −25.5%−44.8%data from 14 Dec 2021 only
Best 12 monthsIts strongest year97.4%279.5%data from 14 Dec 2021 only
Worst 12 monthsIts weakest year-26%-33.6%data from 14 Dec 2021 only
Odds of a gainShare of all 1-year holding periods that ended in profit79%86%data from 14 Dec 2021 only
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you1.21%1.06%Best
Fund sizeMoney managed (AUM). Neither better nor worse₹1,489 Cr₹1,147 Cr
Minimum SIPSmallest monthly amount₹100–
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

AInvesco India Infrastructure Fund

Might suit you if…

  • a smoother ride matters more to you than the top return

BNippon India Taiwan Equity Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls
  • you care about keeping costs low, which adds up over decades