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
₹32.9275
-0.80%
(18 Apr)
AUM
699 Cr
TER
1.29%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+61.9%
+37.7%
+37.7%
+37.7%
+33.6%
3Y
+22.0%
+23.1%
+23.1%
+23.1%
+8.0%
5Y
+17.4%
NA
NA
NA
+16.0%
ALL
+17.9%
+24.6%
+24.6%
+24.6%
+14.7%
VOL
17.6%
18.5%
18.5%
18.5%
19.8%
TER
0.1%
1.4%
1.4%
1.4%
1.3%
AUM
₹340 Cr
₹105 Cr
₹105 Cr
₹105 Cr
₹699 Cr
INFO
1.02
1.33
1.33
1.33
0.74
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 Mar
Top holdings
Microsoft Corp
7.7%
Alphabet Inc Class A
7.3%
Amazon.com Inc
6.8%
Meta Platforms Inc Class A
6.7%
Mastercard Inc Class A
5.9%
IQVIA Holdings Inc
5.8%
Booking Holdings Inc
5.4%
Taiwan Semiconductor Manufacturing Co Ltd ADR
4.8%
Elevance Health Inc
4.4%
Visa Inc Class A
4.2%
Top industry exposure
Technology
24.5%
Healthcare
19.1%
Consumer Cyclical
17.7%
Communication Services
17.1%
Financial Services
14.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
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

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