Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Lower expense ratio. | ||
Cons | - | - |
INDMoney rank | 9/14 | 5/18 | ||
Category,Subcateogry | Equity,Global - Other | Equity,Global - Other | ||
Fund Age | 10 Years | 6 Years | ||
Fund Size | 706 Cr | 5632 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 1.26% | 0.79% | ||
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 (7.68%) Amazon.com Inc (6.81%) Microsoft Corp (6.24%) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.9%) Alphabet Inc Class A (5.89%) | - | ||
No of Sectors | 7 | - | ||
Top 3 Sectors | Tech (29.43%) Communication (18.67%) Consumer Cyclical (18.16%) | - | ||
Equity % | 93.14% | - | ||
Debt % | - | - | ||
P/E | 27.09 | 32.83 | ||
P/B | 5.46 | 7.91 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 3.27% | 1.11% | ||
3-Month Return | 6.56% | 13.19% | ||
6-Month Return | 6.32% | 11.21% | ||
1-Year Return | 18.13% | 30.07% | ||
3-Year Return | 20.05% | 28.64% | ||
5-Year Return | 14.56% | 18.78% |
Sharpe | 0.79 | 0.97 | ||
Alpha | -3.61 | 3.33 | ||
Beta | 0.99 | 0.83 | ||
Standard Deviation | 15.48 | 21.71 | ||
Information Ratio | -0.85 | -0.07 |
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 | Dishant Mehta,Rakesh Shetty,Swapnil Mayekar |