Nippon India US Equity Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Nippon India US Equity Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

769 Cr

Lock In Period

N/A

Expense Ratio

2.36

Exit Load

1% if redeemed or switched out on or before completion of 1 month from the date of allotment of units.Nil, thereafter.

Benchmark

BSE 500

Summary

Nippon India US Equity Opportunities Fund Growth NAV is ₹39.5133 as of 22 Jun, 2026. Nippon India US Equity Opportunities Fund Growth has delivered 59.93% returns since its launch. The minimum SIP investment amount in Nippon India US Equity Opportunities Fund Growth is ₹100. The AUM of Nippon India US Equity Opportunities Fund Growth is ₹769 Cr. The expense ratio of the fund is 2.36%, and its benchmark is BSE 500. The current exit load of the fund is 1% if redeemed or switched out on or before completion of 1 month from the date of allotment of units.Nil, thereafter.. In the last 1M months, Nippon India US Equity Opportunities Fund Growth has delivered -1.29% returns.

Nippon India US Equity Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.290.818.60
6M4.722.1443.92
1Y14.824.9375.40
3Y16.9415.10196.29

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-05-31
View allocation % by

1. Triparty Repo13.11%
2. Alphabet Inc A8.35%
3. Amazon Com Inc6.90%
4. Taiwan Semiconductor Sp ADR6.74%
5. Meta Platforms Registered Shares A6.29%
6. APPLIED MATLS INC COM5.09%
7. Charles Schwab Corp4.41%
8. Iqvia Holdings4.25%
9. Booking Holdings Inc4.08%
10. Visa Inc3.81%
11. Elevance Health Inc3.17%
12. QUALCOMM INC3.10%
13. The Walt Disney Company2.87%
14. Starbucks ORD2.72%
15. Mastercard Incorporated2.72%
16. Check Point Software Tech1.89%
17. Salesforce Inc1.80%
18. AUTODESK INC COM1.68%
19. Cencora Inc1.66%
20. Air Products & Chemicals Inc1.65%
21. Airbnb Inc1.47%
22. Adobe Inc1.45%
23. Ecolab Inc1.10%
24. Masco Corp0.95%
25. Intercontinental Exchange Inc0.94%
26. VEEVA SYSTEMS INC0.82%
27. Dexcom Inc0.76%
28. Stryker Corp0.63%
29. Uber Technologies Inc0.59%
30. Cash Margin - CCIL0.00%
31. Net Current Assets-0.27%

1. Microsoft Corp5.27%

About Fund Nippon India US Equity Opportunities Fund Growth

Nippon India US Equity Opportunities Fund Growth managed by Nippon India Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹769 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 2.36. Under the expert guidance of Akshay Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Akshay Sharma

Mr. Akshay Sharma has done his Post Graduate Diploma in Management in Financial Services and holds a Bachelors in Engineering - Mechanical. He has been with Nippon Life India Asset Management Limited since December 2012 where he started his career as an Associate.

Peer Comparison

Fund Name1Y3Y
This FundNippon India Quant Fund Growth4.087957.3698
This FundHSBC Business Cycles Fund Growth-0.434858.673
This FundNippon India US Equity Opportunities Fund Growth14.815259.9347
This FundLIC MF Gold ETF Growth47.8079143.048
This FundUTI Gold Exchange Traded Fund Growth47.8573143.559

Nippon India US Equity Opportunities Fund Growth FAQs

Nippon India US Equity Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Nippon India US Equity Opportunities Fund Growth is 2.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Nippon India US Equity Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : -1.29%
  • 6 Months : 4.72%
  • 1 Year : 14.82%
  • 3 Years : 16.94%
Returns of Nippon India US Equity Opportunities Fund Growth are updated daily based on NAV of ₹ 39.5133 as on Jun 18,2026. Since inception, the return has been 59.93%.

You can invest in Nippon India US Equity Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Nippon India US Equity Opportunities Fund Growth is ₹769 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Nippon India US Equity Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.