Nippon India US Equity Opportunities Fund Direct Dividend-3.89%

14.08%
1 Year Return
Equity
Sectoral/Thematic
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Nippon India US Equity Opportunities Fund Direct Dividend

RiskHigh
Min SIP Amount₹100
Expense Ratio1.15%
NAV19.63 (28 Oct 2020)
Fund Started18 Jul 2015
Fund Size200 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Nippon India US Equity Opportunities Fund Direct Dividend
14.1%
16.3%
15.0%
13.6%
Category Average
13.6%
7.8%
8.7%
-
Rank within category
10
4
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 14.1% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
    Mastercard Ord Shs Class AFinancialForgn. Eq8.9%
    Microsoft Corportion (US)TechnologyForgn. Eq8.8%
    Facebook CoTechnologyForgn. Eq7.9%
    Lowe S Companies Inc (USA)FMCGForgn. Eq7.3%
    Iqvia HoldingsHealthcareForgn. Eq7.1%
    Alphabet Inc Class ATechnologyForgn. Eq6.0%
    Amazon. com Inc. (USA)Cons DurableForgn. Eq6.0%
    Visa IncFinancialForgn. Eq5.8%
    Booking Holdings IncServicesForgn. Eq5.8%
    Amerisource Bergen CorpHealthcareForgn. Eq5.0%
    See All

    Fund Managers

    addAnju Chhajer
    Education
    Ms. Chhajer is a B.Com (H) and a Chartered Accountant.
    Experience
    Prior to joining Reliance Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.
    Funds Managed
    addKinjal Desai
    Education
    Ms. Desai is MSc(Economics)
    Experience
    Associate Equity Investments at RNAM Assisting lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in Stock Selection and monitoring of overseas investments.
    Funds Managed

    Nippon India US Equity Opportunities Fund Direct Dividend Details

    Nippon India US Equity Opportunities Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 18 Jul 2015. Anju Chajjer, Kinjal Desai is the Current Fund Manager of Nippon India US Equity Opportunities Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹200 Cr and the Latest NAV as of 28 Oct 2020 is ₹19.63.

    The Nippon India US Equity Opportunities Fund Direct Dividend is rated High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The scheme seeks 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 remaining in debt and money market securities in India.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About Nippon India Mutual Fund

    Address
    Corporate Office : Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz(E) Mumbai-400055
    Phone
    022-33031000/30301111
    Launch Date
    30 Jun 1995
    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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