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Nippon India - Us Equity Opportunites Fund

Nippon India - Us Equity Opportunites Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.46

as on 17 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,507 today.

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NAV Performance

Nippon India - Us Equity Opportunites Fund performance graph for last 3 years
Performance of Nippon India - Us Equity Opportunites Fund for last 3 Years

Fund Information

  • ₹ 24.549

    as on 17 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 254 Cr.

    as on 17 Jun 2021
  • 2.55%

    since 31 Dec 2020
  • 23 Jul 2015

  • Equity - International Funds

  • Nifty 50

  • Nippon India Mutual Fund

    Show All Funds
  • Nippon India US Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Nippon India - Us Equity Opportunites Fund is an Open-ended Equity Fund. The fund belongs to International Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 23 Jul 2015. This fund is offered by one of the top AMC (Assets Management Company) Nippon India Mutual Fund. You can also view here all other Equity funds offered by Nippon India Mutual Fund.

Latest NAV of the fund is ₹ 24.549 as on 17 Jun 2021.

This fund has 5 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.55%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India.

List of Fund Managers of Nippon India - Us Equity Opportunites Fund

  • About Kinjal Desai

    Picture of Kinjal DesaiKinjal Desai is Fund Manager – Overseas at Reliance Mutual Fund. Kinjal has obtained her Masters in Economics from Warwick University, UK. She has a total experience of 6 years as Research Analyst – Equities at Reliance Mutual Fund where she started her career as an Associate.
  • About Anju Chhajer

    Picture of Anju ChhajerAnju Chhajer is a Debt Fund Manager at Reliance Nippon Life Asset Management Limited (formerly Reliance Capital Asset Management Limited). She is a Chartered Accountant and had graduated in Commerce from Shib Nath Shastri College, Kolkata. She has over 16 years of experience in financial services. She joined Reliance Nippon Life Asset Management Company as a Fund Manager in 2007. Her earlier stint was from 1997 to 2007 with National Insurance Co. Ltd (Investment Department) where she used to manage the debt investment portfolio of the company.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 14.54% 10.42% 20.91% 48.44% 41.46% 28.38% 20.51% 9.86% 46.92% 42.21% 33.50% 26.67% 12.29%
Category Average 3.86% 5.96% 11.71% 32.54% 24.01% 13.85% 14.33% 8.64% 30.15% 28.97% 21.64% 16.44% 10.74%
Nippon India - Us Equity Opportunites Fund 3.07%₹ 10,307 6.98%₹ 10,698 15.48%₹ 11,547 30.55%₹ 13,054 33.11%₹ 14,047 25.61%₹ 15,786 29.73%₹ 31,821 20.46%₹ 17,507 25.49%₹ 52,076 20.17%₹ 25,069 22.21%₹ 1,04,123 - -
PGIM India Global Equity Opportunities Fund 11.94%₹ 11,193 2.60%₹ 10,260 0.12%₹ 10,011 33.89%₹ 13,388 18.61%₹ 13,172 36.51%₹ 18,650 37.57%₹ 34,020 28.38%₹ 21,204 33.50%₹ 57,972 20.51%₹ 25,432 26.67%₹ 1,15,912 - -
ICICI Prudential Us Bluechip Equity Fund 3.21%₹ 10,321 10.11%₹ 11,011 16.85%₹ 11,685 32.02%₹ 13,202 37.98%₹ 14,335 28.67%₹ 16,567 31.43%₹ 32,293 21.01%₹ 17,746 26.14%₹ 52,536 18.79%₹ 23,661 22.03%₹ 1,03,675 - -
Principal Global Opportunities Fund 1.28%₹ 10,128 5.90%₹ 10,590 20.91%₹ 12,091 48.44%₹ 14,844 46.92%₹ 14,860 27.10%₹ 16,165 37.00%₹ 33,859 13.92%₹ 14,787 26.53%₹ 52,822 17.46%₹ 22,376 18.82%₹ 95,919 9.86%₹ 25,635 12.29%₹ 2,27,572
Sundaram Global Brand Fund 3.86%₹ 10,385 10.19%₹ 11,018 13.75%₹ 11,374 32.47%₹ 13,246 34.30%₹ 14,120 23.62%₹ 15,291 28.81%₹ 31,571 13.17%₹ 14,510 22.00%₹ 49,643 13.93%₹ 19,201 15.73%₹ 88,917 7.94%₹ 21,485 9.97%₹ 2,01,183
HSBC Global Emerging Markets Fund 6.73%₹ 10,672 0.10%₹ 10,009 5.61%₹ 10,560 35.83%₹ 13,582 22.84%₹ 13,431 23.51%₹ 15,264 26.29%₹ 30,879 12.54%₹ 14,265 20.72%₹ 48,761 14.96%₹ 20,084 15.24%₹ 87,864 7.48%₹ 20,579 10.37%₹ 2,05,445

Portfolio Holdings

Portfolio holdings pattern of Nippon India - Us Equity Opportunites Fund as on 19 Jun 2021 are listed below:

  • Equity Holdings:

    95.38%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.62%

Top Sector Holdings of Nippon India - Us Equity Opportunites Fund

Name of SectorHolding PercentageHolding Values in Crore
Foreign equity 95.38% ₹ 321.63 Cr.
Others 4.62% -

Top Stock Holdings of Nippon India - Us Equity Opportunites Fund

Name of StocksHolding PercentageHolding Values in Crore
Alphabet Inc 7.90% ₹ 26.65 Cr.
Mastercard Ord SHS Class A 7.90% ₹ 26.64 Cr.
Microsoft Corp 7.03% ₹ 23.70 Cr.
Lowe S Companies Inc 6.23% ₹ 21.02 Cr.
Iqvia Holdings 6.17% ₹ 20.82 Cr.
Others 64.77% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.25%
Reverse Repo 1.99%
Margin 0.00%
Net Receivables -0.62%