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Nippon India US Equity Opportunities Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
15.45%
3Y annualised
+1.67% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Aug 2022₹25.69
Min. SIP amount₹100
RatingNA
Fund size₹559.54Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-4.7%15.4%17.6%14.3%
Category average32.4%14.2%13.4%NA
Rank with in category18104NA
Understand terms

Holdings (23)

NameSectorInstrumentAssets
Alphabet Inc Class A
ServicesForgn. Eq7.4%
Microsoft Corportion (US)
TechnologyForgn. Eq7.0%
Enbridge Inc.
EnergyForgn. Eq6.9%
Iqvia Holdings
HealthcareForgn. Eq6.5%
Mastercard Inc
FinancialForgn. Eq6.5%
Anthem Inc.
HealthcareForgn. Eq5.8%
Amerisource Bergen Corp
ServicesForgn. Eq5.7%
United Health Group Inc.
HealthcareForgn. Eq5.7%
Fidelity National Information Services I
TechnologyForgn. Eq5.5%
Visa Inc
FinancialForgn. Eq4.4%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

3Y and 5Y annualised returns higher than category average
1Y annualised returns lower than category average by 37.11%
Lower expense ratio: 1.42%

Expense ratio, exit load and tax

Expense ratio: 1.42%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Anju Chhajer
Jul 2015 - Present
View details

Education
Ms. Chhajer is a B.Com (H) and a Chartered Accountant.
Experience
Prior to joining Nippon India Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.
Also manages these schemes

Kinjal Desai
May 2018 - Present
View details

Education
Ms. Desai is MSc(Economics)
Experience
Associate Equity Investements at NAM India Assisting Lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in stock selection and monitoring of overseas investments.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg,Lower Parel (W), Mumbai 400013
Phone
022-68334800 / 18602660111
Launch Date
30 Jun 1995
Website
NA
Nippon India Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Nippon India US Equity Opportunities Fund Direct IDCW?

You can easily invest in Nippon India US Equity Opportunities Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Nippon India US Equity Opportunities Fund Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Nippon India US Equity Opportunities Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Nippon India US Equity Opportunities Fund Direct IDCW provide?

The Nippon India US Equity Opportunities Fund Direct IDCW has been there from 23 Jul 2015 and the average annual returns provided by this fund is -4.69% since its inception.

How much expense ratio is charged by Nippon India US Equity Opportunities Fund Direct IDCW?

The term Expense Ratio used for Nippon India US Equity Opportunities Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Nippon India US Equity Opportunities Fund Direct IDCW is 1.42% as of 12 Aug 2022...

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

The AUM, short for Assets Under Management of Nippon India US Equity Opportunities Fund Direct IDCW is ₹559.54Cr as of 12 Aug 2022.

How to Redeem Nippon India US Equity Opportunities Fund Direct IDCW?

If you want to sell your Nippon India US Equity Opportunities Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Nippon India US Equity Opportunities Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Nippon India US Equity Opportunities Fund Direct IDCW based on your investment objective and risk tolerance.

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

The NAV of Nippon India US Equity Opportunities Fund Direct IDCW is ₹25.69 as of 11 Aug 2022.

What is the PE and PB ratio of Nippon India US Equity Opportunities Fund Direct IDCW?

The PE ratio ratio of Nippon India US Equity Opportunities Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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