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Return

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

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹679 Cr

Lock In Period

N/A

Expense Ratio

2.41

Benchmark

BSE 500

Exit Load

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

Summary

Latest details for Nippon India US Equity Opportunities Fund Growth include a ₹38.0621 NAV as of Apr 21,2026 and returns since inception of 67.53%. Minimum investments start at SIP ₹100. The Nippon India US Equity Opportunities Fund Growth AUM is ₹679 Cr, with a lock-in of N/A years, expense ratio of 2.41%, and benchmark BSE 500. Exit load 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 growth review for 1M Month/Year, the fund recorded 6.65% returns, against a category average of 1.38% and a category best of 11.95%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.651.3811.95
6M3.161.7828.21
1Y27.315.8373.56
3Y18.7714.68196.29

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. Taiwan Semiconductor Sp ADR9.28%
2. Alphabet Inc A8.01%
3. Amazon Com Inc6.80%
4. Meta Platforms Registered Shares A6.39%
5. Charles Schwab Corp5.71%
6. Booking Holdings Inc4.61%
7. Mastercard Incorporated4.58%
8. Triparty Repo4.28%
9. Visa Inc3.96%
10. APPLIED MATLS INC COM3.87%
11. Cencora Inc3.83%
12. Iqvia Holdings3.79%
13. The Walt Disney Company3.47%
14. Starbucks ORD3.00%
15. Elevance Health Inc2.89%
16. Check Point Software Tech2.55%
17. Air Products & Chemicals Inc2.30%
18. AUTODESK INC COM2.22%
19. Diageo Sp ADR Rep 4 Sh1.99%
20. QUALCOMM INC1.98%
21. Salesforce Inc1.98%
22. Carmax Inc1.73%
23. Adobe Inc1.72%
24. Ecolab Inc1.50%
25. VEEVA SYSTEMS INC1.14%
26. Unitedhealth Group Inc1.12%
27. FISERV INC COM0.59%
28. Cash Margin - CCIL0.03%
29. Net Current Assets-0.19%

1. Microsoft Corp4.87%

About Fund

Nippon India US Equity Opportunities Fund Growth managed by Nippon India Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹679 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 2.41. 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 NameRatingsAUMExpense Ratio
This FundSundaram Services Fund Growth04146.35 CR1.88
This FundNippon India Japan Equity Fund Growth1290.83 CR2.43
This FundNippon India US Equity Opportunities Fund Growth2679.11 CR2.41
This FundLIC MF Gold ETF Growth01346.43 CR0.45
This FundUTI Gold Exchange Traded Fund Growth04098.98 CR0.47
Fund Name1Y3Y
This FundSundaram Services Fund Growth3.080162.6619
This FundNippon India Japan Equity Fund Growth36.303665.5774
This FundNippon India US Equity Opportunities Fund Growth27.309967.5283
This FundLIC MF Gold ETF Growth57.0029145.7719
This FundUTI Gold Exchange Traded Fund Growth56.8181146.2685

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 2.41. 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 : 6.65%
  • 6 Months : 3.16%
  • 1 Year : 27.31%
  • 3 Years : 18.77%
Returns of Nippon India US Equity Opportunities Fund Growth are updated daily based on NAV of ₹ 38.0621 as on Apr 21,2026. Since inception, the return has been 67.53%.

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 ₹679 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.
Min Inv Amount: ₹500