Nippon India Us Equity Opportunites Fund Growth Plan Growth Option | Pros & Cons NAV(21.35)

Nippon India Us Equity Opportunites Fund Growth Plan Growth Option

Equity: Thematic-International

Fund Information

Objective

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.

Very High Risk

Nifty 500

Benchmark

2015-07-23

Launched On

Type

100

Min SIP

100

Min Investment

550

AUM in Crores

2.46

Expense Ratio

1.00

Exit Load

Nippon Life India Asset Management Limited

Fund House

Anju Chhajer, Kinjal Desai

Fund Managers

Nippon India Us Equity Opportunites Fund Plan Option Pros & Cons

Pros

  • Nippon India Us Equity Opportunites Fund Growth Plan Growth Option has over performed index in 2015-2018, 2016-2019, 2017-2020 years

Cons

  • Higher Expense Ratio
  • Nippon India Us Equity Opportunites Fund Growth Plan Growth Option is ranking 13th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Nippon India Us Equity Opportunites Fund Growth Plan Growth Option 
5.0615.6216.21
Nifty 500
18.3920.2315.211.9814.0211.52

Nippon India Us Equity Opportunites Fund Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Nippon India Us Equity Opportunites Fund Growth Plan Growth Option 
18.8929.3019.0922.550
Nifty 500
15.9768.86-21.7316.7451.34-1.4

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Nippon India Us Equity Opportunites Fund Growth Plan Growth Option 
25.3817.41.1870.4414.31
Nifty 500
19.1322.040.653--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-03-23 - 2020-03-30
16.64
2020-03-11 - 2020-03-18
-16.41
Month2020-03-18 - 2020-04-18
25.98
2020-02-20 - 2020-03-20
-29.77
Quarter2020-03-23 - 2020-07-23
48.09
2019-11-22 - 2020-03-22
-23.61
Year2020-03-23 - 2021-03-23
73.93
2019-03-20 - 2020-03-20
-11.47

Portfolio

Stock NameSector% of Total Holdings
Alphabet Inc Class ATechnology8.53
Microsoft Corportion (US)Technology7.65
Iqvia HoldingsHealthcare6.54
Mastercard Ord Shs Class AFinancial5.73
Enbridge IncServices5.61
Facebook CoTechnology5.26
Amazon. com Inc. (USA)Consumer Durable4.82
Booking Holdings IncServices4.65
NetFlix Inc. (USA)Services4.29
Anthem IncInsurance4.26
United Health Group IncHealthcare4.14
CarMax IncAutomobile4.07
Amerisource Bergen CorpHealthcare4.01
Roblox CorporationServices3.96
Visa IncFinancial3.79
Lowe S Companies Inc (USA)FMCG3.04
CVS Health CorporationHealthcare2.73
Uber Technologies IncServices2.62
Fiserv Inc. (USA)Services2.6
Lyft IncServices2.31
Fidelity National Information Services ITechnology2.22
The Walt Disney CompanyServices2.14
Alnylam Pharmaceuticals IncHealthcare2.04
Ionis Pharmaceuticals IncHealthcare1.46
Baidu Inc. (China) (ADS/ADR)Technology0.05

AUM Yearly

YearScheme Total AumCategory Total Aum
2021407.430.00
2020254.300.00
201979.1969743.22

Nippon India Us Equity Opportunites Fund Plan Option Details

Nippon India Us Equity Opportunites Fund Growth Plan Growth Option is a mutual fund scheme launched by Nippon Life India Asset Management Limited.This fund has been launched on 2015-07-23. Nippon India Us Equity Opportunites Fund Growth Plan Growth Option currently has 550 crores of assets under management (AUM) and has an expense ratio of 2.46 which is higher than what most other Large Cap funds charge.


Nippon India Us Equity Opportunites Fund Growth Plan Growth Option has given returns of 5.06% in the last 1 year and 15.62% in the last 3 years. And since launch the fund has given 13.39% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.100 and lumpsum investment is Rs.100.

The top holdings of the fund are Alphabet Inc Class A , Microsoft Corportion (US) , Iqvia Holdings , Mastercard Ord Shs Class A , Enbridge Inc

Frquently Asked Questions

1. What is the NAV of Nippon India Us Equity Opportunites Fund Plan Option?

The current Net Asset Value (NAV) of the Nippon India Us Equity Opportunites Fund Plan Option is 21.35

2. Nippon India Us Equity Opportunites Fund Plan Option Rolling Returns

The 3 year rolling returns of the Nippon India Us Equity Opportunites Fund Plan Option:

  • Mean : 18.89%
  • Max : 29.3%
  • Min : 0%

3. How do I invest in Nippon India Us Equity Opportunites Fund Plan Option?

  1. Click here Invest Now
  2. Select one Broker platform from the pop up
  3. Invest and enjoy the returns

Nippon India Us Equity Opportunites Fund Growth Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.