Nippon India US Equity Opportunites IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Nippon India US Equity Opportunites IDCW Payout Direct Plan

NAV
₹39.7535
-0.36%
(20 Aug)
AUM
706 Cr
TER
1.26%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+33.6%
+33.5%
+33.5%
+33.5%
+14.7%
3Y
+25.1%
+25.1%
+25.1%
+25.1%
+16.1%
5Y
NA
NA
NA
NA
+13.9%
ALL
+17.5%
+18.0%
+18.0%
+18.0%
+14.7%
VOL
21.5%
21.0%
21.0%
21.0%
19.1%
TER
0.5%
0.7%
0.7%
0.7%
1.3%
AUM
₹1,835 Cr
₹321 Cr
₹321 Cr
₹321 Cr
₹706 Cr
INFO
0.81
0.86
0.86
0.86
0.77
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India US Equity Opportunites IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Meta Platforms Inc Class A
7.7%
Triparty Repo
7.1%
Amazon.com Inc
6.8%
Microsoft Corp
6.2%
Taiwan Semiconductor Manufacturing Co Ltd ADR
5.9%
Alphabet Inc Class A
5.9%
Booking Holdings Inc
5.4%
Charles Schwab Corp
5.3%
Mastercard Inc Class A
4.6%
Visa Inc Class A
4.0%
Top industry exposure
Technology
27.4%
Communication Services
17.4%
Consumer Cyclical
16.9%
Financial Services
13.9%
Healthcare
11.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
18%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary investment objective of Nippon India US Equity Opportunities Fund is 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 secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund manager(s)
Kinjal Desai

FAQs