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Nippon India US Equity Opportunities Fund - Direct Plan

The primary investment objective of Nippon India US Equity Opportunities Fund is 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 secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

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	1.21%
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	20.13%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct Plan	1000	1000	15.56%
Franklin Asian Equity Fund - Direct Plan	1000	1000	5.67%
DSP World Mining - Direct Plan	1000	1000	22.14%

Top 10 Holdings

Company	Holding Type	Asset(%)
Alphabet Inc Class A	Equity	7
Microsoft Corp	Equity	7
Enbridge Inc	Equity	7
IQVIA Holdings Inc	Equity	6
Mastercard Inc Class A	Equity	6
Elevance Health Inc	Equity	6
AmerisourceBergen Corp	Equity	6
Triparty Repo	Cash - Repurchase Agreement	6
UnitedHealth Group Inc	Equity	6
Fidelity National Information Services Inc	Equity	5

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Repurchase Agreement	6
Cash	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Healthcare	32
Technology	18
Communication Services	16
Financial Services	11
Consumer Cyclical	11

Fund Manager

Kinjal Desai

4+ years of experience

Anju Chhajer

6+ 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