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

The Nippon India US Equity Opportunities Fund is a 9 yrs 9 m old fund and has delivered average annual returns of 13.95% since inception. Nippon India US Equity Opportunities Fund Returns 1-Year 3-Year 5-Year Since Inception 4.28% 11.66% 14.8% 13.95%

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 ₹34.6722 as of Apr 23, 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 9 m old fund and has delivered average annual returns of 13.95% since inception.

Nippon India US Equity Opportunities Fund Returns

1-Year	3-Year	5-Year	Since Inception
4.28%	11.66%	14.8%	13.95%

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 1.3%, 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 ₹671 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	5.89%
Amazon. com Inc. (USA)	5.69%
Alphabet Inc Class A	4.89%
Booking Holdings Inc	4.62%
Mastercard Inc	4.6%
Microsoft Corportion (US)	4.52%
Charles Schwab Corporation	4.36%
Visa Inc	4.2%
Taiwan Semiconductor Manufacturing Company Ltd. - ADR	4.17%
Elevance Health Inc	3.93%

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	5.89%
Amazon. com Inc. (USA)	5.69%
Alphabet Inc Class A	4.89%
Booking Holdings Inc	4.62%
Mastercard Inc	4.6%
Microsoft Corportion (US)	4.52%
Charles Schwab Corporation	4.36%
Visa Inc	4.2%
Taiwan Semiconductor Manufacturing Company Ltd. - ADR	4.17%
Elevance Health Inc	3.93%

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.

VRO rating	N.A.
Expense ratio	1.3% as on Mar 31, 2025
Exit load	1.0% Exit load of 1% if redeemed within 1 months.!
AUM (Fund size)	₹671 Crs
Lock-in	No Lockin
Age	9 yrs 9 m since Jul 03, 2015
Benchmark	S&P 500 TRI
Min. investment	This scheme is currently not buyable
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.	₹671 Crs	9 yrs 9 m	1.3%
Invesco India - Invesco Global Equity Income FoF	N.A.	₹32 Crs	11 yrs	0.86%
Edelweiss US Technology Equity FoF	N.A.	₹2,351 Crs	5 yrs 2 m	0.67%
Edelweiss Europe Dynamic Equity Offshore Fund	N.A.	₹108 Crs	11 yrs 3 m	0.57%
Edelweiss US Value Equity Offshore Fund	N.A.	₹169 Crs	11 yrs 9 m	0.66%
Invesco India - Invesco Pan European Equity FoF	N.A.	₹37 Crs	11 yrs 3 m	0.58%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Nippon India US Equity Opportunities Fund	-7.28%	-3.26%	4.28%	11.66%	14.8%	N.A.
Invesco India - Invesco Global Equity Income FoF	-3.41%	-0.42%	13.09%	16.59%	18.98%	10.11%
Edelweiss US Technology Equity FoF	-8.77%	-3.98%	8.12%	17.06%	18.86%	10.05%
Edelweiss Europe Dynamic Equity Offshore Fund	2.38%	12.67%	18.56%	17.13%	18.46%	8.82%
Edelweiss US Value Equity Offshore Fund	-5.5%	-4.38%	6.57%	10.07%	15.77%	10.24%
Invesco India - Invesco Pan European Equity FoF	-2.84%	4.07%	4.9%	11.91%	15.68%	5.93%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Nippon India US Equity Opportunities Fund	17.41	N.A.	0.37	0.6
Invesco India - Invesco Global Equity Income FoF	15.68	N.A.	0.58	0.82
Edelweiss US Technology Equity FoF	28.2	N.A.	0.29	0.53
Edelweiss Europe Dynamic Equity Offshore Fund	16.33	N.A.	0.45	0.84
Edelweiss US Value Equity Offshore Fund	14.73	N.A.	0.26	0.44
Invesco India - Invesco Pan European Equity FoF	18.12	N.A.	0.27	0.42

Alpha	N.A.
Sharpe	0.37 vs. 2.21 Poor risk-adjusted returns
Beta	N.A.
Standard deviation	17.41 vs. 18.15 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 Mar 31, 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 Mutual Fund details

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Nippon India US Equity Opportunities Fund Returns

ET Money rank

Fund AUM	₹671 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.	₹55,491 Crs	5.79%	40.66%
Nippon India Power & Infra Fund	N.A.	₹6,849 Crs	3.06%	36.87%
Nippon India Growth Fund	N.A.	₹33,175 Crs	15.31%	35.18%
Nippon India Multi Cap Fund	N.A.	₹38,637 Crs	9.75%	33.94%
Nippon India Value Fund	N.A.	₹8,101 Crs	10.46%	31.5%
Nippon India Banking & Financial Services Fund	N.A.	₹6,566 Crs	19.27%	31.35%

Sector	Percentage of Portfolio
Services	34.92%
Technology	21.86%
Healthcare	13.98%
Financial	8.56%
Capital Goods	3.66%
Chemicals	3.45%
Consumer Staples	2.57%