Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 3Y returns in the top 25% of the category. ![]() Lower expense ratio. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | 9/14 | 5/18 | ||
Category,Subcateogry | Equity,Global - Other | Equity,Global - Other | ||
Fund Age | 9 Years | 6 Years | ||
Fund Size | 675 Cr | 5389 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 1.27% | 0.78% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P 500 TR USD | NASDAQ 100 TR USD |
No of Holdings | 31 | - | ||
Top 5 Holdings | Meta Platforms Inc Class A (6.57%) Amazon.com Inc (6.09%) Microsoft Corp (5.5%) Booking Holdings Inc (5.49%) Alphabet Inc Class A (5.38%) | - | ||
No of Sectors | 7 | - | ||
Top 3 Sectors | Tech (29.44%) Consumer Cyclical (18.09%) Communication (17.09%) | - | ||
Equity % | 91.56% | - | ||
Debt % | - | - | ||
P/E | 27.48 | 32.89 | ||
P/B | 5.68 | 7.99 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.95% | 5.05% | ||
3-Month Return | 8.57% | 14.39% | ||
6-Month Return | 4.69% | -3.71% | ||
1-Year Return | 10.85% | 11.64% | ||
3-Year Return | 18.67% | 27.03% | ||
5-Year Return | 14.68% | 18.81% |
Sharpe | 0.81 | 0.96 | ||
Alpha | -2.33 | 3.15 | ||
Beta | 1 | 0.85 | ||
Standard Deviation | 16.42 | 22.6 | ||
Information Ratio | -0.57 | -0.06 |
Description | Nippon India US Equity Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kinjal Desai | Swapnil Mayekar |