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Nippon India US Equity Opportunities Fund - Direct Plan

The fund endeavours to invest in a portfolio of high quality stocks listed on recognized stock exchanges of US. The investment strategy of the fund would be powered by the research support of Morningstar Investment Adviser India Private Limited (MIA), a group company of Morningstar, Inc. Morningstar employs their proprietary research methodology, focused on Economic Moats, to identify investment opportunity. The fund proposes to follow the Hare Strategy for its investments. The Hare portfolio invests in stocks of firms that are experiencing rapid growth, emphasizing those that possess sustainable competitive advantages. Companies in this strategy tend to faster-growing with both higher risk and higher return potential. The investment philosophy would be a blend of top down and bottom up approach without any sector or market capitalization bias.

Suitability

This product is suitable for investors who are seeking

•

• Long term capital growthInvestement in equity and equity related securirties of companied listed on recognized stock exchanges in the US.

Fund Info

Scheme Class	Equity
Scheme Category	Global - Other
Expense Ratio	1.23%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 511
AMC AUM (in Crs.)	₹ 2,33,617
Min Addition Subscription	₹ 100

Benchmark Type

S&P 500

Exit Load

Exit load of 1.0%, if redeemed between (0-1) months. No Exit load, if redeemed after 1 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential US Bluechip Equity Fund - Direct Plan	1000	1000	19.94%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct Plan	1000	1000	12.25%
Franklin Asian Equity Fund - Direct Plan	1000	1000	8.14%
DSP World Mining - Direct Plan	1000	1000	34.47%

Top 10 Holdings

Company	Holding Type	Asset(%)
Microsoft Corp	Equity	8
Mastercard Inc Class A	Equity	8
IQVIA Holdings Inc	Equity	8
AmerisourceBergen Corp	Equity	7
Alphabet Inc Class A	Equity	7
Enbridge Inc	Equity	6
Booking Holdings Inc	Equity	6
Elevance Health Inc	Equity	5
Visa Inc Class A	Equity	5
Fidelity National Information Services Inc	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Repurchase Agreement	2
Cash	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Healthcare	25
Technology	20
Financial Services	17
Communication Services	16
Consumer Cyclical	13

Fund Manager

Anju Chhajer

7+ years of experience

Kinjal Desai

4+ years of experience

Akshay Sharma

0+ years of experience

Nippon India Mutual Fund

AUM₹2,33,617 Cr

About

Reliance Mutual Fund is a part of Reliance Anil Dhirubhai Ambani (ADA) Group and it is one of the largest growing asset management companies in India. It has an asset under management of Rs 2,40,445.37 and 83.99 lakhs folios.##Reliance Mutual Fund is present across 160 cities across the country. The main motto of the asset management company is to launch products that are not only innovative, but also conducive for investors. They believe in increasing their value to investors.##RMF provides a host of mutual funds across various categories, be it equity, debt and hybrid. The schemes have a well-managed portfolio and it has pioneered to become one of the most trusted asset management companies in India.##Reliance Mutual Fund has been sponsored by Reliance Capital Limited and Nippon Life Insurance Company.

customercare@nipponindiaim.in

Phone

18002090007

Address

Nippon Life India Asset Management Limited,4th Floor, Tower A, Peninsula Business Park,,Ganapatrao Kadam Marg,,Lower Parel (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m