3 Year return

9.56%
Launched on July 2015 (9 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹687.9 Cr.

Expense Ratio

1.26% (inclusive of GST)

Exit Load

1.00% - If redeemed or switched out on or before completion of 1 month from the date of allotment of units. Nil - If redeemed or switched out after the completion of 1 month from the date of allotment of units.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year:

15% tax on gains

Withdrawal after 1 year:

10% tax on gains above ₹1 lakh per financial year

Fund Holdings

Holdings

Nippon India Mutual Fund Managers

AC

Anju Chhajer

Fund Manager since Dec 2018

View Details

Fund House Details

Nippon India Mutual Fund

Nippon India Mutual Fund Asset management company

AUM ₹486,805.05 Cr.
No. of Schemes 293
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Nippon India Mutual Fund

List of mutual fund schemes by AMC

About Nippon India US Equity Opportunities Fund Direct Plan Growth

Nippon India US Equity Opportunities Fund Direct Plan Growth is an Equity Mutual Fund Scheme introduced by Nippon India Mutual Fund. The fund aims to construct a portfolio comprising high-quality, high-growth stocks listed on renowned stock exchanges in the United States. The investment philosophy of this scheme adopts a blend of top-down and bottom-up approaches without any sector or market capitalisation bias. By carefully selecting US-listed stocks, the fund seeks to capitalise on long-term growth opportunities in the dynamic US equity market.

Investment Objective of the Scheme

The main goal of Nippon India US Equity Opportunities Fund is to provide investors with the opportunity for long-term capital appreciation. To achieve this objective, the fund predominantly invests in equity along with equity-related securities of companies listed in recognised stock exchanges in the US. The secondary aim of the scheme is to achieve steady returns by investing in debt and money market securities within India.

Key Features of The Fund

5-year return 15.98%
Expense Ratio 1.26%
Fund Manager Anju Chhajer
Fund Size ₹687.9 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Nippon India US Equity Opportunities Fund may be suitable for investors with advanced knowledge of macro trends and who prefer to take selective bets for potentially higher returns than other Equity funds. The fund's focus on US-listed companies offers exposure to the dynamic American market. However, it is essential to be conscious of the possibility of moderate to high risks in your investments, even when the overall market is performing well. The US equity market can be volatile, and individual stock performances may fluctuate significantly based on various factors.

AMC Contact Details

Name Nippon India Mutual Fund
Launch Date June 1995
Addresss Nippon Life India Asset Management Limited, 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400 013
Contact 1860 266 0111
Email customercare@nipponindiaim.in
Website https://mf.nipponindiaim.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Nippon India US Equity Opportunites Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Nippon India US Equity Opportunites Fund Jul 16 2024 is 35.4706

What is the AUM of Nippon India US Equity Opportunites Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Nippon India US Equity Opportunites Fund is 687.9 crore.

What is the expense ratio of Nippon India US Equity Opportunites Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Nippon India US Equity Opportunites Fund is 1.26%

What are the returns of Nippon India US Equity Opportunites Fund since inception?

The Nippon India US Equity Opportunites Fund was launched on Jul 03 2015. The fund has delivered a CAGR of 15.09 since inception.

What is the minimum SIP amount to invest in Nippon India US Equity Opportunites Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Nippon India US Equity Opportunites Fund is 100.

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

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Nippon India US Equity Opportunites Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Nippon India US Equity Opportunites Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Nippon India US Equity Opportunites Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.