Nippon India US Equity Opportunities Fund Direct Growth

Nippon India US Equity Opportunities Fund Direct Growth is an equity fund. This fund was started on 23 July, 2015. The fund is managed by Kinjal Desai. The fund could potentially beat inflation in the long-run.

1. Nippon India US Equity Opportunities Fund Direct Growth has ₹642 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 1.3.
   

Nippon India US Equity Opportunities Fund Direct Growth has given a CAGR return of 14.37% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.67%, 16.94% and 16.19% respectively.

Nippon India US Equity Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Communication, Financial Services, Health, Basic Materials, Consumer Defensive. Its top holdings are Meta Platforms Inc Class A, Amazon.com Inc, Booking Holdings Inc, Alphabet Inc Class A, Microsoft Corp

As it is a global - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Nippon India US Equity Opportunities Fund Direct Growth has no lock in period.