Fund Details
Nippon India US Equity Opportunities Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.51% |
| NAV | ₹26.91 (22 Jul 2021) |
|---|---|
| Fund Started | 18 Jul 2015 |
| Fund Size | ₹468 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 1.51%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Alphabet Inc Class A | Technology | Forgn. Eq | 7.6% |
| Microsoft Corportion (US) | Technology | Forgn. Eq | 6.7% |
| Mastercard Ord Shs Class A | Financial | Forgn. Eq | 6.6% |
| Iqvia Holdings | Healthcare | Forgn. Eq | 6.5% |
| Facebook Co | Technology | Forgn. Eq | 6.0% |
| Enbridge Inc. | Services | Forgn. Eq | 5.6% |
| Lowe S Companies Inc (USA) | FMCG | Forgn. Eq | 5.4% |
| Booking Holdings Inc | Services | Forgn. Eq | 4.3% |
| Visa Inc | Financial | Forgn. Eq | 4.3% |
| Amazon. com Inc. (USA) | Consumer Durable | Forgn. Eq | 3.9% |
Fund Managers
Nippon India US Equity Opportunities Fund Direct Growth Details
Nippon India US Equity Opportunities Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹468 Cr and the Latest NAV as of 22 Jul 2021 is ₹26.91.
The Nippon India US Equity Opportunities Fund Direct Growth is rated Very 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.
