Nippon India US Equity Opportunities Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.2%
Sharpe Ratio0.40
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
International99.99999%
Top Stock Holdings
CompanySectorAllocation
Triparty RepoUtilities8.92%
Meta Platforms Inc Class AServices6.57%
Amazon.com IncConsumers6.09%
Microsoft CorpTechnology5.50%
Booking Holdings IncConsumers5.49%
Alphabet Inc Class AServices5.38%
Charles Schwab CorpFinancial Services4.88%
Mastercard Inc Class AFinancial Services4.87%
Taiwan Semiconductor Manufacturing Co Ltd ADRTechnology4.82%
Visa Inc Class AFinancial Services4.35%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.39%
Exit Load1
Regulatory & Tax Information
INF204KA12G2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)