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)

749 Cr

Lock In Period

N/A

Expense Ratio

2.38

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 ₹40.3853 as of 2 Jun, 2026. Nippon India US Equity Opportunities Fund Growth has delivered 68.20% 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 ₹749 Cr. The expense ratio of the fund is 2.38%, 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 3.15% returns.

Nippon India US Equity Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.150.3512.16
6M8.171.7444.37
1Y19.735.0380.42
3Y18.9215.46196.29

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-04-30
View allocation % by

1. Alphabet Inc A9.77%
2. Taiwan Semiconductor Sp ADR7.97%
3. Amazon Com Inc7.90%
4. Meta Platforms Registered Shares A6.23%
5. Triparty Repo5.46%
6. Charles Schwab Corp5.08%
7. Booking Holdings Inc4.20%
8. Mastercard Incorporated4.20%
9. APPLIED MATLS INC COM4.07%
10. Visa Inc3.94%
11. Cencora Inc3.43%
12. The Walt Disney Company3.41%
13. Elevance Health Inc3.38%
14. Iqvia Holdings3.21%
15. Starbucks ORD3.21%
16. QUALCOMM INC2.52%
17. Air Products & Chemicals Inc2.17%
18. AUTODESK INC COM2.00%
19. Diageo Sp ADR Rep 4 Sh1.97%
20. Check Point Software Tech1.83%
21. Salesforce Inc1.71%
22. Adobe Inc1.59%
23. Carmax Inc1.50%
24. Unitedhealth Group Inc1.40%
25. Ecolab Inc1.34%
26. VEEVA SYSTEMS INC0.92%
27. FISERV INC COM0.60%
28. Net Current Assets0.07%
29. Cash Margin - CCIL0.03%

1. Microsoft Corp4.89%

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 ₹749 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 2.38. 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 FundUTI Transportation and Logistic Fund Growth7.618567.3029
This FundTata Resources & Energy Fund Growth11.50667.9929
This FundNippon India US Equity Opportunities Fund Growth19.733268.1964
This FundLIC MF Gold ETF Growth62.9861154.6942
This FundUTI Gold Exchange Traded Fund Growth62.6248155.3079

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 2.38. 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 : 3.15%
  • 6 Months : 8.17%
  • 1 Year : 19.73%
  • 3 Years : 18.92%
Returns of Nippon India US Equity Opportunities Fund Growth are updated daily based on NAV of ₹ 40.3853 as on May 29,2026. Since inception, the return has been 68.20%.

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 ₹749 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.