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Nippon India - Us Equity Opportunites Fund

Nippon India - Us Equity Opportunites Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.96

as on 06 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,939 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

  • ₹ 24.625

    as on 06 Jun 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 552 Cr.

    as on 31 Mar 2023
  • 2.35%

  • 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 30 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 ₹ 24.625 as on 06 Jun 2023.

This fund has 7 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.35%. 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 Akshay Sharma

    Picture of Akshay Sharma

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 12.07% 17.34% 24.88% 35.43% 21.49% 25.93% 16.54% 15.04% 40.68% 13.44% 13.43% 15.20% 14.62%
Category Average 4.05% 5.34% 10.19% 11.91% 2.26% 9.85% 8.64% 8.25% 19.55% 4.77% 5.02% 7.23% 7.88%
Nippon India - Us Equity Opportunites Fund 8.53%₹ 10,852 10.92%₹ 11,092 14.34%₹ 11,433 9.52%₹ 10,951 22.46%₹ 13,409 0.98%₹ 10,198 5.74%₹ 25,447 8.96%₹ 12,939 6.33%₹ 39,620 12.37%₹ 17,921 10.43%₹ 77,991 - -
Principal Global Opportunities Fund 0.05%₹ 10,005 2.96%₹ 10,295 3.27%₹ 10,327 - - - - - - - - - -
Motilal Oswal Nasdaq 100 Fund Of Fund 12.07%₹ 11,206 17.34%₹ 11,734 24.88%₹ 12,487 19.64%₹ 11,963 40.68%₹ 14,494 7.81%₹ 11,623 12.84%₹ 27,277 16.37%₹ 15,770 11.82%₹ 42,955 - - - -
Invesco India Feeder - Invesco Global Equity Income Fund 3.74%₹ 10,374 3.24%₹ 10,324 12.74%₹ 11,274 15.75%₹ 11,575 26.25%₹ 13,636 7.58%₹ 11,574 13.23%₹ 27,377 15.30%₹ 15,338 13.43%₹ 43,967 9.18%₹ 15,516 12.28%₹ 81,662 - -
Invesco India Feeder - Invesco Pan European Equity Fund 0.00%₹ 9,999 0.27%₹ 10,027 10.29%₹ 11,028 14.09%₹ 11,408 27.07%₹ 13,685 5.73%₹ 11,179 13.44%₹ 27,430 14.23%₹ 14,915 13.20%₹ 43,818 5.23%₹ 12,908 10.57%₹ 78,259 - -
Motilal Oswal S And P 500 Index Fund 6.64%₹ 10,663 6.80%₹ 10,680 8.98%₹ 10,897 10.55%₹ 11,054 18.67%₹ 13,175 7.07%₹ 11,463 7.74%₹ 25,958 14.02%₹ 14,834 9.98%₹ 41,817 - - - -

Portfolio Holdings

Portfolio holdings pattern of Nippon India - Us Equity Opportunites Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    98.30%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.70%

Top Sector Holdings of Nippon India - Us Equity Opportunites Fund

Name of SectorHolding PercentageHolding Values in Crore
Foreign Equity 98.30% ₹ 542.59 Cr.
Others 1.70% -

Top Stock Holdings of Nippon India - Us Equity Opportunites Fund

Name of StocksHolding PercentageHolding Values in Crore
Microsoft Corp 9.92% ₹ 54.75 Cr.
Alphabet Inc 8.61% ₹ 47.53 Cr.
Iqvia Holdings 6.71% ₹ 37.02 Cr.
Amazon.com 5.77% ₹ 31.88 Cr.
Booking Holdings Inc 5.70% ₹ 31.45 Cr.
Others 63.29% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.03%
Margin 0.01%
Net Receivables -0.34%