Nippon India US Equity Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹810 Cr

Lock In Period

N/A

Expense Ratio

2.42

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

Nippon India US Equity Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.33-1.327.57
6M14.695.6961.74
1Y14.835.92119.76
3Y17.4527.61311.47

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-07-31
View allocation % by

1. Triparty Repo11.58%
2. Alphabet Inc A7.69%
3. Amazon Com Inc6.80%
4. Taiwan Semiconductor Sp ADR6.40%
5. APPLIED MATLS INC COM5.65%
6. Meta Platforms Registered Shares A5.44%
7. Iqvia Holdings5.39%
8. Charles Schwab Corp5.22%
9. Booking Holdings Inc4.62%
10. Visa Inc4.20%
11. Mastercard Incorporated3.11%
12. Elevance Health Inc2.98%
13. Starbucks ORD2.84%
14. The Walt Disney Company2.66%
15. Cencora Inc1.88%
16. QUALCOMM INC1.79%
17. Check Point Software Tech1.75%
18. Salesforce Inc1.71%
19. Air Products & Chemicals Inc1.71%
20. AUTODESK INC COM1.67%
21. Airbnb Inc1.64%
22. Adobe Inc1.37%
23. Ecolab Inc1.17%
24. Masco Corp0.95%
25. Intercontinental Exchange Inc0.95%
26. VEEVA SYSTEMS INC0.94%
27. Dexcom Inc0.85%
28. Stryker Corp0.66%
29. Uber Technologies Inc0.57%
30. Net Current Assets0.39%
31. Cash Margin - CCIL0.07%

1. Microsoft Corp5.35%
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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 ₹810 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 2.42. 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
Aditya Birla Sun Life Special Opportunities Fund Growth51,279 CR2.32
UTI Transportation and Logistic Fund Growth34,262 CR1.92
Nippon India US Equity Opportunities Fund Growth2810 CR2.42
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.53
Fund Name1Y3Y
This FundAditya Birla Sun Life Special Opportunities Fund Growth13.136961.4773
This FundUTI Transportation and Logistic Fund Growth1.667461.9642
This FundNippon India US Equity Opportunities Fund Growth14.828561.9993
This FundUTI Gold Exchange Traded Fund Growth39.0309152.567
This FundNippon India Taiwan Equity Fund Growth116.8216294.8098

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 2.42. 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 : -2.33%
  • 6 Months : 14.69%
  • 1 Year : 14.83%
  • 3 Years : 17.45%
Returns of Nippon India US Equity Opportunities Fund Growth are updated daily based on NAV of ₹ 41.807 as on Sep 10,2026. Since inception, the return has been 62.00%.

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 ₹810 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.