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Nippon India US Equity Opportunities Fund Direct Growth+0.60%

31.80%
1 Year Return
Equity
Sectoral / Thematic
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Nippon India US Equity Opportunities Fund Direct Growth

RiskVery High
Min SIP Amount₹100
Expense Ratio1.51%
NAV₹26.91 (22 Jul 2021)
Fund Started18 Jul 2015
Fund Size468 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
31.8%
22.3%
20.9%
12.0%
Category Average
32.4%
14.2%
13.4%
-
Rank Within Category
16
4
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 31.8% returns per annum

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
3. 5Y 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
2. Higher expense ratio - 1.51%

Top Holdings

NameSectorInstrument% Assets
Alphabet Inc Class ATechnologyForgn. Eq7.6%
Microsoft Corportion (US)TechnologyForgn. Eq6.7%
Mastercard Ord Shs Class AFinancialForgn. Eq6.6%
Iqvia HoldingsHealthcareForgn. Eq6.5%
Facebook CoTechnologyForgn. Eq6.0%
Enbridge Inc.ServicesForgn. Eq5.6%
Lowe S Companies Inc (USA)FMCGForgn. Eq5.4%
Booking Holdings IncServicesForgn. Eq4.3%
Visa IncFinancialForgn. Eq4.3%
Amazon. com Inc. (USA)Consumer DurableForgn. Eq3.9%
See All

Fund Managers

Anju Chhajer
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Kinjal Desai
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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.

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
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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