Q: What are the returns of Nippon India US Equity Opportunities Fund?

The Nippon India US Equity Opportunities Fund is a 9 yrs 11 m old fund and has delivered average annual returns of 14.88% since inception. Nippon India US Equity Opportunities Fund Returns 1-Year 3-Year 5-Year Since Inception 11.95% 16.5% 13.63% 14.88%

Question 1

What is the current NAV of Nippon India US Equity Opportunities Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Nippon India US Equity Opportunities Fund - Direct Growth plan is approximately ₹38.1833 as of Jun 05, 2025.

Question 2

What are the returns of Nippon India US Equity Opportunities Fund?

Accepted Answer

The Nippon India US Equity Opportunities Fund is a 9 yrs 11 m old fund and has delivered average annual returns of 14.88% since inception.

Nippon India US Equity Opportunities Fund Returns

1-Year	3-Year	5-Year	Since Inception
11.95%	16.5%	13.63%	14.88%

Question 3

How much does Nippon India US Equity Opportunities Fund charge as the expense ratio?

Accepted Answer

The Nippon India US Equity Opportunities Fund - Direct Growth has an expense ratio of 1.27%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Nippon India US Equity Opportunities Fund?

Accepted Answer

The Nippon India US Equity Opportunities Fund currently has assets under management (AUM) or fund size valued at approximately ₹642 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Nippon India US Equity Opportunities Fund?

Accepted Answer

The Nippon India US Equity Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Meta Platforms Inc	5.82%
Amazon. com Inc. (USA)	5.73%
Booking Holdings Inc	5.3%
Alphabet Inc Class A	5.21%
Microsoft Corportion (US)	4.94%
Mastercard Inc	4.77%
Charles Schwab Corporation	4.7%
Taiwan Semiconductor Manufacturing Company Ltd. - ADR	4.35%
Visa Inc	4.3%
Elevance Health Inc	3.94%

Question 6

What are the top sectors Nippon India US Equity Opportunities Fund has invested in?

Accepted Answer

The Nippon India US Equity Opportunities Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Meta Platforms Inc	5.82%
Amazon. com Inc. (USA)	5.73%
Booking Holdings Inc	5.3%
Alphabet Inc Class A	5.21%
Microsoft Corportion (US)	4.94%
Mastercard Inc	4.77%
Charles Schwab Corporation	4.7%
Taiwan Semiconductor Manufacturing Company Ltd. - ADR	4.35%
Visa Inc	4.3%
Elevance Health Inc	3.94%

Question 7

What is the risk level of Nippon India US Equity Opportunities Fund?

Accepted Answer

This is a International fund comes with Very High risk.

Question 8

Is there any lock-in period in Nippon India US Equity Opportunities Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Nippon India US Equity Opportunities Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Nippon India US Equity Opportunities Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Nippon India US Equity Opportunities Fund is complete.

Question 10

How can I redeem my investments in Nippon India US Equity Opportunities Fund?

Accepted Answer

Redeeming your investments in Nippon India US Equity Opportunities Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Nippon India US Equity Opportunities Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	1.27% as on May 31, 2025
Exit load	1.0% Exit load of 1% if redeemed within 1 months.!
AUM (Fund size)	₹642 Crs
Lock-in	No Lockin
Age	9 yrs 11 m since Jul 03, 2015
Benchmark	S&P 500 TRI
Min. investment	SIP ₹1000 & Lump. ₹100
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Nippon India US Equity Opportunities Fund	N.A.	₹642 Crs	9 yrs 11 m	1.27%
Edelweiss US Technology Equity FoF	N.A.	₹2,351 Crs	5 yrs 3 m	0.7%
Invesco India - Invesco Global Equity Income FoF	N.A.	₹32 Crs	11 yrs 1 m	0.86%
Edelweiss Europe Dynamic Equity Offshore Fund	N.A.	₹108 Crs	11 yrs 4 m	0.6%
Invesco India - Invesco Pan European Equity FoF	N.A.	₹37 Crs	11 yrs 4 m	0.59%
Edelweiss US Value Equity Offshore Fund	N.A.	₹169 Crs	11 yrs 10 m	0.72%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Nippon India US Equity Opportunities Fund	6.83%	-1.34%	11.95%	16.5%	13.63%	N.A.
Edelweiss US Technology Equity FoF	13.45%	-1.15%	23.04%	25.51%	18.77%	11.98%
Invesco India - Invesco Global Equity Income FoF	8.72%	9.21%	19.81%	19.69%	17.57%	11.44%
Edelweiss Europe Dynamic Equity Offshore Fund	7.14%	24.49%	22.75%	19.68%	16.76%	9.87%
Invesco India - Invesco Pan European Equity FoF	8.08%	17.91%	10.5%	13.66%	13.78%	7.05%
Edelweiss US Value Equity Offshore Fund	4.73%	-4.08%	8.74%	10.48%	13.4%	10.66%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Nippon India US Equity Opportunities Fund	16.88	N.A.	0.59	1.06
Edelweiss US Technology Equity FoF	27.13	N.A.	0.73	1.25
Invesco India - Invesco Global Equity Income FoF	15.9	N.A.	0.77	1.09
Edelweiss Europe Dynamic Equity Offshore Fund	16.46	N.A.	0.78	1.39
Invesco India - Invesco Pan European Equity FoF	18.04	N.A.	0.42	0.64
Edelweiss US Value Equity Offshore Fund	15.02	N.A.	0.28	0.47

Alpha	N.A.
Sharpe	0.59 vs. 3.78 Poor risk-adjusted returns
Beta	N.A.
Standard deviation	16.88 vs. 17.88 More stable returns

Nippon India US Equity Opportunities Fund Direct-Growth

Historical NAV & returns

Nippon India US Equity Opportunities Fund overview

Nippon India US Equity Opportunities Fund Returns calculator

Asset allocationas on Apr 30, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

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About this fund

About Nippon India US Equity Opportunities Fund

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Nippon India US Equity Opportunities Fund Returns

ET Money rank

Fund AUM	₹642 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	65 view all schemes
Total AUM	₹5,61,387 Crs as on Mar 31, 2025
Address	4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai, 400013

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Nippon India Small Cap Fund	N.A.	₹58,029 Crs	7.74%	39.4%
Nippon India Power & Infra Fund	N.A.	₹7,026 Crs	2.38%	34.66%
Nippon India Growth Fund	N.A.	₹34,690 Crs	13.8%	34.33%
Nippon India Multi Cap Fund	N.A.	₹40,261 Crs	10.46%	33.19%
Nippon India Value Fund	N.A.	₹8,383 Crs	9.27%	29.6%
Nippon India Banking & Financial Services Fund	N.A.	₹6,967 Crs	18.72%	29.2%

Sector	Percentage of Portfolio
Services	35.04%
Technology	22.509999999999998%
Healthcare	13.65%
Financial	9.0%
Capital Goods	3.79%
Chemicals	3.38%
Consumer Staples	2.85%