October 8, 2022
mayank
Nippon India US Equity Opportunities Fund
NAV Growth: Rs 22.0486
NAV IDCW: Rs 22.0486
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
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.
Fund Manager:
1) Kinjal Desai
Education: Ms. Desai is MSc(Economics)
Experience: Associate Equity Investements at NAM India Assisting Lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in stock selection and monitoring of overseas investments.
2) Anju Chhajer
Education: Ms. Chhajer is a B.Com (H) and a Chartered Accountant.
Experience: Prior to joining Nippon India Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details
| Fund House | Nippon India Mutual Fund |
| Launch Date | 23-Jul-15 |
| Return Since Launch | 11.58% |
| Benchmark | S&P 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 486 Cr |
| (As on 30-Sep-2022) | |
| Expense Ratio | 1.43% |
| (As on 31-Aug-2022) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 16.00% |
Nippon India US Equity Opportunities Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon Ind US Eqt Opp Dir | -21.09 | -2.19 | -7.93 | -5.92 | -15.53 | -18.7 | 10.45 | 12.31 | 12.9 | — |
| S&P BSE 500 TRI | 1.83 | -0.13 | -1.83 | 9.7 | 0 | -0.09 | 20.16 | 12.88 | 13.46 | — |
Nippon India US Equity Opportunities Fund Peer Comparison
| Fund name | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| Nippon Ind US Eqt Opp Dir | Unrated | -18.70 | 10.45 | 12.31 | 1.43 | 486 | 11.58 | 1.00 (30) | 7yrs 2mo | 16.00 |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | -13.27 | 20.15 | — | 0.10 | 3,439 | 19.35 | — | 3yrs 10mo | — |
| Franklin Ind Feeder Franklin US Opp Dir | Unrated | -24.95 | 11.58 | 13.40 | 0.50 | 3,107 | 15.54 | 1.00 (365) | 9yrs 9mo | 2.44 |
| Motilal Oswal S&P 500 Index Fund Dir | Unrated | -5.08 | — | — | 0.51 | 2,465 | 14.84 | 1.00 (15) | 2yrs 5mo | 10.00 |
| ICICI Pru US Bluechip Eqt Dir | Unrated | -6.87 | 14.32 | 14.62 | 1.17 | 2,025 | 15.59 | 1.00 (30) | 9yrs 9mo | 74.00 |
Portfolio Analysis
| No. of Stocks | 20 |
| Top 10 Stocks | –% |
| Top 5 Stocks | –% |
| Top 3 Sectors | 70.72% |
| Portfolio P/B Ratio | 3.70 |
| Portfolio P/E Ratio | 22.85 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 13,65,201 | 7,79,360 |
| Giant (%) | 95.57 | 75.57 |
| Large (%) | 4.43 | 20.34 |
| Mid (%) | — | 8.18 |
| Small (%) | — | — |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Nippon India US Equity Opportunities Fund
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.ni-mf.in/LsK2Gk
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