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Nippon India US Equity Opportunities Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
33.39%
1Y return
-0.78% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹26.90
Min. SIP Amount₹100
Rating1star
Fund Size₹468.09 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns33.4%22.7%20.8%17.8%
Category average32.4%14.2%13.4%NA
Rank with in category1433NA
Understand termsinfo

Holdings (24)

NameSectorInstrumentAssets
Alphabet Inc Class A
TechnologyForgn. Eq7.6%
Microsoft Corportion (US)
TechnologyForgn. Eq6.7%
Mastercard Ord Shs Class A
FinancialForgn. Eq6.6%
Iqvia Holdings
HealthcareForgn. Eq6.5%
Facebook Co
TechnologyForgn. Eq6.0%
Enbridge Inc.
ServicesForgn. Eq5.6%
Lowe S Companies Inc (USA)
FMCGForgn. Eq5.4%
Booking Holdings Inc
ServicesForgn. Eq4.3%
Visa Inc
FinancialForgn. Eq4.3%
Amazon. com Inc. (USA)
Consumer DurableForgn. Eq3.9%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 1.51%

Expense ratio, exit load and tax

Expense ratio: 1.51%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

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

Fund management

Anju Chhajer
Jul 2015 - Present
View Details
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Kinjal Desai
May 2018 - Present
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Fund house & investment objective

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Fund house contact details

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