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Nippon India US Equity Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
Global - Other
Equity
-
Last updated on 2023-01-20
3Y returns
+8.06%
₹23.90
Latest NAV
₹0.53
1D Change
₹510.90
AUM
Very High Risk
Risk Profile
₹100
Min SIP
₹100
Min Lumpsum
None
Lock-in period
1.24%
Expense Ratio
1.0% before 1 Months
Exit Load
Price Chart
-8.68 1Y return
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Top Holdings
Microsoft Corp
8.01%
Mastercard Inc Class A
8.00%
IQVIA Holdings Inc
7.52%
AmerisourceBergen Corp
6.75%
Alphabet Inc Class A
6.74%
View All
Sector Breakdown
Healthcare
25.13%
Technology
20.29%
Financial Services
17.30%
Communication Services
16.29%
Consumer Cyclical
12.82%
View All
Fund Manager
Anju Chhajer
Kinjal Desai
Akshay Sharma
Investment Objective
The fund endeavours to invest in a portfolio of high quality stocks listed on recognized stock exchanges of US. The investment strategy of the fund would be powered by the research support of Morningstar Investment Adviser India Private Limited (MIA), a group company of Morningstar, Inc. Morningstar employs their proprietary research methodology, focused on Economic Moats, to identify investment opportunity. The fund proposes to follow the Hare Strategy for its investments. The Hare portfolio invests in stocks of firms that are experiencing rapid growth, emphasizing those that possess sustainable competitive advantages. Companies in this strategy tend to faster-growing with both higher risk and higher return potential. The investment philosophy would be a blend of top down and bottom up approach without any sector or market capitalization bias.
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