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Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Nippon India US Equity Opportunities Fund - Direct Plan
|
Very High
|
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1.30 |
|||
Very High
|
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1.19 |
||||
Very High
|
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0.24 |
||||
Very High
|
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0.61 |
||||
Very High
|
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0.30 |
₹719 Cr
1.00 (30)
100
100
100
60
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.
Suitability
"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. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Nippon India US Equity Opportunities Fund - Direct Plan invests mainly in the shares of foreign companies listed outside India.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India US Equity Opportunities Fund - Direct Plan fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India US Equity Opportunities Fund - Direct Plan is ₹38.6773 as of 05-Dec-2024.
The AUM of Nippon India US Equity Opportunities Fund - Direct Plan Fund is ₹719 Cr as of 30-Nov-2024
The riskometer level of Nippon India US Equity Opportunities Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
7.41
|
|
7.11
|
|
6.46
|
|
5.78
|
|
5.54
|
As of 30-Nov-2024, Nippon India US Equity Opportunities Fund - Direct Plan had invested 97.41% in Equity, 2.59% in Cash & Cash Eq. and 0% in Debt See More
Nippon India US Equity Opportunities Fund - Direct Plan is 9 years 4 months old. It has delivered 15.52% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
32.01%
|
13.14%
|
16.60%
|
17.55%
|
--
|
15.52%
|
No, There is no lock in period in Nippon India US Equity Opportunities Fund - Direct Plan.
The expense ratio of Nippon India US Equity Opportunities Fund - Direct Plan is 1.30.