Nippon India US Equity Opportunities Fund-Growth
The fund is rated 1.5 stars. Investment selection within each industry and balance between returns and downside risk provided some support. Investment selection within each asset type did not provide enough support for a higher rating. Higher annual fee of 2.38% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 810.393 AUM and a 2.38 expense ratio. Considering all these factors, we have rated this fund as 1.5 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
7 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
31 Aug 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (30)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| Alphabet Inc Class A | 7.07% | ₹57.33 Cr | 17,698 |
| Taiwan Semiconductor Manufacturing Company Ltd. - ADR | 6.35% | ₹51.48 Cr | 12,986 |
| Amazon. com Inc. (USA) | 6.28% | ₹50.91 Cr | 20,531 |
| Iqvia Holdings | 5.78% | ₹46.83 Cr | 18,782 |
| Microsoft Corportion (US) | 5.64% | ₹45.68 Cr | 9,433 |
| Meta Platforms Inc | 5.40% | ₹43.75 Cr | 8,008 |
| Charles Schwab Corporation | 5.26% | ₹42.65 Cr | 40,691 |
| Applied Materials Inc. (USA) | 4.92% | ₹39.9 Cr | 9,120 |
| Booking Holdings Inc | 4.60% | ₹37.29 Cr | 19,625 |
| Visa Inc | 4.20% | ₹34.02 Cr | 9,396 |
Fund விவரங்கள்
long term capital growth. Investment in equity and equity related securities of companies listed on recognized stock exchanges in the US.
The scheme seeks to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the remaining in debt and money market securities in India.
Exit load of 1% if redeemed within 1 months.