Nippon India US Equity Opportunities Fund

Equity

Nippon Mutual Fund

Global - Other

Get the latest NAV of Nippon India US Equity Opportunities Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹40.63

▲1.3%1D

NAV as on 23 Mar 2026

14.05%/per year

Since Inception

Absolute Gain%

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856 people have invested ₹ 15.7L in Nippon India US Equity Opportunities Fund in the last three months

Nippon India US Equity Opportunities Fund Performance vs. Global - Other Index

Fund returns vs Benchmark returns vs Category Average returns as on (23-Mar-26)

The fund has consistently outperformed the benchmark (Global - Other Index) over the last 1Y, 3Y, 5Y time periods.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	0.7%	-4.81%	-2.23%	9.66%	19.78%	11.28%
Global - Other Index	-11.29%	-13.1%	-10.27%	-4.15%	11.86%	10.37%
Global - Other Avg	--	--	--	--	--	--
Best in Global - Other	20.84%	22.1%	37.66%	107.04%	48.92%	26.2%
Worst in Global - Other	-19.87%	-14.29%	-24.42%	-13.54%	6.14%	1.14%

Nippon India US Equity Opportunities Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

/14

54% Performance

56% Risk Management

49% Cost

Ranked 9 out of 14 mutual funds in the global - other category as per INDmoney.

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
Nippon India US Equity Opportunities Fund	9/14	703Cr	1.25%	9.66%	19.78%	-3.97	0.97	0.99	1.70	-1.01
Invesco India Invesco Global Equity Income Fund of Fund Dir	1/14	227Cr	0.78%	18.47%	19.74%	--	--	1.22	2.49	--
Axis Global Equity Alpha Fund of Fund	1/12	1,895Cr	0.83%	25.91%	22%	--	--	1.29	2.38	--
SBI US Specific Equity Active FoF Fund	1/15	1,153Cr	0.95%	36.42%	27.53%	0.75	1.06	1.40	2.67	0.44

See all

Lower probablity of downside risk

Beats FD returns for both 3Y & 5Y

5Y returns in the bottom 25% of the category

Nippon India US Equity Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Nippon India US Equity Opportunities Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Nippon India US Equity Opportunities Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Tech

28.6%

Communication

18.7%

Consumer Cyclical

18%

Financial Services

15%

Health

13.2%

Basic Materials

3.7%

Consumer Defensive

2.8%

Nippon India US Equity Opportunities Fund Holdings Details

as on (28-Feb-26)

Holdings	Weight%	1M Change
Taiwan Semiconductor Manufacturing Co Ltd ADR	9.54%	0%
Alphabet Inc Class A	8.06%	0%
Meta Platforms Inc Class A	6.71%	0%
Amazon.com Inc	6.37%	0%
Charles Schwab Corp	5.37%	0%

See all

Nippon India US Equity Opportunities Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	1.25%
Benchmark	S&P 500 TR USD
AUM	₹703 Cr
Inception Date	23 July, 2015
Min Lumpsum/SIP	--/--
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	18.22%
Risk	Very High Risk

About Nippon India US Equity Opportunities Fund

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

Key Parameters

Nippon India US Equity Opportunities Fund has ₹703 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
The fund has an expense ratio 1.3.

Returns

Nippon India US Equity Opportunities Fund has given a CAGR return of 14.05% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.66%, 19.78% and 11.28% respectively.

Holdings

Nippon India US Equity Opportunities Fund has allocated its funds majorly in Cash Equivalent, Tech, Communication, Consumer Cyclical, Financial Services, Health, Basic Materials, Consumer Defensive. Its top holdings are Taiwan Semiconductor Manufacturing Co Ltd ADR, Alphabet Inc Class A, Meta Platforms Inc Class A, Amazon.com Inc, Charles Schwab Corp

Taxation

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.

Investment objective of Nippon India US Equity Opportunities Fund

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 and lockin period

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

Fund Manager

Lokesh Maru

Fund Manager of Nippon India US Equity Opportunities Fund, since 5 September 2025

Kinjal Desai

Fund Manager of Nippon India US Equity Opportunities Fund, since 25 May 2018

Divya Sharma

Fund Manager of Nippon India US Equity Opportunities Fund, since 5 September 2025

Learn more about Nippon Mutual Fund

Compare Nippon India US Equity Opportunities Fund

Nippon India US Equity Opportunities Fund

Motilal Oswal Nasdaq 100 Fund of Fund

Frequently Asked Questions for Nippon India US Equity Opportunities Fund

How do I invest in Nippon India US Equity Opportunities Fund?

INDmoney makes it simple to invest in the Nippon India US Equity Opportunities Fund. To do so, follow the steps below:

Download the INDmoney app.
Search for ‘Nippon India US Equity Opportunities Fund’.
Select whether you want to invest in SIP or lump sum.
Enter the amount you wish to invest.
Set up payments via bank mandate or UPI.

What is the current NAV of Nippon India US Equity Opportunities Fund?

The NAV of the fund today is ₹40.63. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Nippon India US Equity Opportunities Fund fund has generated a return of 9.66% in 1 year, 19.78% in 3 years, 11.28% in 5 years.

Who is the fund manager of Nippon India US Equity Opportunities Fund?

The fund managers are Lokesh Maru, Kinjal Desai, Divya Sharma.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.25%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹703 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Nippon India US Equity Opportunities Fund?

The top 3 holdings of the fund are Taiwan Semiconductor Manufacturing Co Ltd ADR(9.54%), Alphabet Inc Class A(8.06%), Meta Platforms Inc Class A(6.71%)