Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option
Category: Equity: Thematic-International
Launch Date: 05-07-2015
AUM:
₹ 767.22 Cr
Expense Ratio
2.45%
Benchmark
S&P 500 TRI
ISIN
INF204KA12G2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Kinjal Desai
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option | 12.23 | 16.18 | 9.65 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
40.3114
Last change
0.32 (0.806%)
Fund Size (AUM)
₹ 767.22 Cr
Performance
13.81% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Kinjal Desai
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Triparty Repo | 13.11 |
| Alphabet Inc. | 8.35 |
| Amazon Com Inc | 6.9 |
| Taiwan Semiconductor Manufacturing Co Ltd | 6.74 |
| Facebook Inc | 6.29 |
| Microsoft Corporation | 5.27 |
| Applied Material (US) | 5.09 |
| Charles Schwab Corp | 4.41 |
| Iqvia Holdings | 4.25 |
| Booking Holdings Inc | 4.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Nippon India US Equity Opportunities Fund Gr Gr | 9.65 |
| FranklIn Asian Equity Gr | 8.21 |
| Nippon India Japan Equity Gr Gr | 9.88 |
| ABSL Intl Equity Gr Reg | 11.06 |
| ICICI Pru US Bluechip Equity Gr | 10.98 |