Nippon India US Equity Opportunities Fund

100
Min SIP
100
Min Lumpsum
1.28 %
Expense Ratio
Rating
564
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 10.9% 10.7% 13.1% 12.8%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Microsoft Corp
8.06%
Mastercard Incorporated
7.76%
Iqvia Holdings
7.57%
Alphabet Inc A
7.31%
Amerisource Bergen Corp
6.58%
Others
62.72%
Others
100%
Foreign Equity
97.27%
Reverse Repos
3.37%
Cash & Cash Equivalents
0%
Net Curr Ass/Net Receivables
-0.64%

Advance Ratio

-0.38
Alpha
5.09
SD
0.63
Beta
0.17
Sharpe

Exit Load

Exit Load 1.00% - If redeemed or switched out on or before completion of 1 month from the date of allotment of units. Nil - If redeemed or switched out after the completion of 1 month from the date of allotment of units.

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.

Fund Managers

Kinjal Desai

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Nippon India Mutual Fund
AUM:
2,81,439 Cr
Address:
4th Floor, Tower A, Peninsula Busines -s Park, Ganapatrao Kadam Marg Lower Parel (W), Mumbai - 400013.
Contact:
022-68087000/1860260111
Email ID:
customercare@nipponindiaim.in

Frequently Asked Questions

How to invest in Nippon India US Equity Opportunities Fund ?

You can invest in Nippon India US Equity Opportunities Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Nippon India US Equity Opportunities Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Nippon India US Equity Opportunities Fund ?

The NAV of Nippon India US Equity Opportunities Fund is ₹26.1 as of 26 May 2023.

How to redeem Nippon India US Equity Opportunities Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Nippon India US Equity Opportunities Fund?

The minimum SIP amount of Nippon India US Equity Opportunities Fund is ₹100

How much returns have Nippon India US Equity Opportunities Fund generated ?

The Nippon India US Equity Opportunities Fund has delivered 12.8% since inception

What is the expense ratio of Nippon India US Equity Opportunities Fund ?

The expense ratio of Nippon India US Equity Opportunities Fund is 1.28 % as of 26 May 2023.

What is the AUM of Nippon India US Equity Opportunities Fund?

The AUM of Nippon India US Equity Opportunities Fund is ₹2,81,439 Cr as of 26 May 2023

What are the top stock holdings of Nippon India US Equity Opportunities Fund?

The top stock holdings of Nippon India US Equity Opportunities Fund are
  1. Microsoft Corp - 8.06%
  2. Mastercard Incorporated - 7.76%
  3. Iqvia Holdings - 7.57%
  4. Alphabet Inc A - 7.31%
  5. Amerisource Bergen Corp - 6.58%
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