Nippon India Us Equity Opportunities Fund-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 2.79%
Fund NAV

Fund Overview of Nippon India Us Equity Opportunities Fund-idcw

  • ₹705.9 Cr
    AUM
  • ₹36.48
    NAV
  • 2.38%
    Expense Ratio
  • Equity
    Fund Category
As on Fri Oct 17, 2025

Returns of Nippon India Us Equity Opportunities Fund-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 2.79% NA 11.93%
6 Months 11.28% NA 10.64%
1 Year 12.46% 12.46% 23.58%
2 Years 43.29% 19.70% 22.45%
3 Years 79.16% 21.45% 18.12%
5 Years 83.19% 12.87% 11.61%
7 Years 145.64% 13.70% NA
10 Years 286.01% 14.46% 10.64%
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As on Fri Oct 17, 2025

Asset Allocation

equities

94.27%

debt instruments

0.03%

other assets or cash equivalents

5.70%
Large Cap: 98.25%
Mid Cap: 1.75%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Facebook Co Forgn. Eq (fb)
7.68%
Alphabet Inc Forgn. Eq (googl)
7.38%
Alphabet Inc Forgn. Eq (googl)
7.38%
Facebook Co Forgn. Eq (fb)
7.21%
Facebook Co Forgn. Eq (fb)
7.21%
 
Top Sectors
Technology
149.03%
Consumer Discretionary
59.30%
Healthcare
37.44%
Unspecified
18.31%
Financial
15.51%
Detailed Portfolio Analysis
As on Fri Oct 17, 2025
Invest Now

About Fund

About Nippon India Us Equity Opportunities Fund-idcw

Nippon India Us Equity Opportunities Fund-idcw is one Equity mutual fund offered by Nippon India Mutual Fund. Launched on 23 Jul 2015, the fund aims long term capital growth. Investment in equity and equity related securities of companies listed on recognized stock exchanges in the US. It manages assets worth ₹705.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.38%.
The portfolio allocation consists of 94.27% in equities, 0.03% in debt instruments, 5.70% in other assets or cash equivalents. Managed by Kinjal Desai, it has delivered a return of 12.46% in the last year, a total return since inception of 13.41%.

Read more
  • Kinjal Desai

    Fund Manager

  • Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1

    Manager Education

Key Metrics of Nippon India Us Equity Opportunities Fund-idcw

  • Standard Deviation
    15.46%
  • Sharpe Ratio
    0.73%

Fund Details

Fund Names Nippon India Us Equity Opportunities Fund-idcw
Inception Date 23 Jul 2015
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 100
 
Risk Principal at very high risk
Category Average Annual Returns 23.58
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Global Excellence Equity Fof Direct-growth trend ₹217 1.14% 6.30% 14.36% 25.89% 15.63%
Aditya Birla Sun Life Global Excellence Equity Fof Direct-growth trend ₹217 1.14% 6.30% 14.36% 25.89% 15.63%
Aditya Birla Sun Life Global Excellence Equity Fof Regular-growth trend ₹217 1.09% 6.13% 13.69% 25.15% 14.98%
Aditya Birla Sun Life International Equity Fund Direct-growth trend ₹229 -0.07% 7.50% 24.27% 20.29% 12.99%
Aditya Birla Sun Life International Equity Fund Regular-growth trend ₹229 -0.11% 7.37% 23.70% 19.57% 12.22%
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct-growth trend ₹250 0.40% 3.14% 12.43% 18.31% 11.46%
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct-growth trend ₹250 0.40% 3.14% 12.43% 18.31% 11.46%
Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-growth trend ₹250 0.35% 3.00% 11.82% 17.68% 10.89%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Nippon India Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Nippon India Etf Hang Seng Bees-growth increase ₹948 -2.76% 7.78% 26.46% 32.67% 22.74%
Nippon India Us Equity Opportunities Fund-growth increase ₹706 -0.65% 3.95% 18.84% 10.94% 21.16%
Nippon India Us Equity Opportunities Fund Direct-growth increase ₹706 -0.56% 4.24% 19.51% 12.19% 22.55%
Nippon India Taiwan Equity Fund Direct - Growth increase ₹351 1.77% 22.69% 83.58% 42.96% 43.24%
Nippon India Taiwan Equity Fund Regular - Growth increase ₹351 1.65% 22.25% 82.28% 40.99% 41.25%
Nippon India Taiwan Equity Fund Regular - Idcw increase ₹351 1.65% 22.25% 82.28% 40.99% 41.25%
Nippon India Taiwan Equity Fund Direct - Idcw increase ₹351 1.77% 22.69% 83.58% 42.96% 43.24%
Nippon India Japan Equity Fund Direct-growth increase ₹273 0.96% 12.82% 19.93% 19.95% 21.04%
Nippon India Japan Equity Fund-growth increase ₹273 0.85% 12.47% 19.20% 18.54% 19.56%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Facebook Co Forgn. Eq (fb)Technology7.68%₹54.23 Cr
Alphabet Inc Forgn. Eq (googl)Technology7.38%₹53.43 Cr
Alphabet Inc Forgn. Eq (googl)Technology7.38%₹53.43 Cr
Facebook Co Forgn. Eq (fb)Technology7.21%₹52.22 Cr
Facebook Co Forgn. Eq (fb)Technology7.21%₹52.22 Cr
RepoUnspecified7.09%₹50.08 Cr
Taiwan Semiconductor Manufacturing Co Ltd. (taiwan) Ads/adr (tsm)Technology6.74%₹48.86 Cr
Taiwan Semiconductor Manufacturing Co Ltd. (taiwan) Ads/adr (tsm)Technology6.74%₹48.86 Cr
Amazon. Com Inc. (usa) Forgn. Eq (amzn)Consumer Discretionary6.81%₹48.04 Cr
Amazon. Com Inc. (usa) Forgn. Eq (amzn)Consumer Discretionary6.31%₹45.70 Cr
Amazon. Com Inc. (usa) Forgn. Eq (amzn)Consumer Discretionary6.31%₹45.70 Cr
Microsoft Corportion (us) Forgn. Eq (msft)Technology6.24%₹44.06 Cr
Microsoft Corportion (us) Forgn. Eq (msft)Technology5.99%₹43.38 Cr
Microsoft Corportion (us) Forgn. Eq (msft)Technology5.99%₹43.38 Cr
RepoUnspecified5.95%₹43.06 Cr
RepoUnspecified5.95%₹43.06 Cr
Taiwan Semiconductor Manufacturing Co Ltd. (taiwan) Ads/adr (tsm)Technology5.90%₹41.68 Cr
Alphabet Inc Forgn. Eq (googl)Technology5.89%₹41.59 Cr
Booking Holdings Inc Forgn. Eq (bkng)Consumer Discretionary5.36%₹37.83 Cr
Booking Holdings Inc Forgn. Eq (bkng)Consumer Discretionary5.20%₹37.63 Cr
Booking Holdings Inc Forgn. Eq (bkng)Consumer Discretionary5.20%₹37.63 Cr
Charles Schwab Corporation Forgn. Eq (schw)Financial5.29%₹37.33 Cr
Charles Schwab Corporation Forgn. Eq (schw)Financial5.11%₹36.98 Cr
Charles Schwab Corporation Forgn. Eq (schw)Financial5.11%₹36.98 Cr
Mastercard Inc Forgn. Eq (ma)Technology4.58%₹33.19 Cr
Mastercard Inc Forgn. Eq (ma)Technology4.58%₹33.19 Cr
Mastercard Inc Forgn. Eq (ma)Technology4.62%₹32.59 Cr
Visa Inc Forgn. Eq (v)Technology3.93%₹28.48 Cr
Visa Inc Forgn. Eq (v)Technology3.93%₹28.48 Cr
Visa Inc Forgn. Eq (v)Technology4.03%₹28.42 Cr
The Walt Disney Company Forgn. Eq (dis)Consumer Discretionary3.82%₹26.94 Cr
Iqvia Holdings Forgn. Eq (iqv)Healthcare3.71%₹26.88 Cr
Iqvia Holdings Forgn. Eq (iqv)Healthcare3.71%₹26.88 Cr
The Walt Disney Company Forgn. Eq (dis)Consumer Discretionary3.63%₹26.26 Cr
The Walt Disney Company Forgn. Eq (dis)Consumer Discretionary3.63%₹26.26 Cr
Iqvia Holdings Forgn. Eq (iqv)Healthcare3.67%₹25.94 Cr
Amerisource Bergen Corp Forgn. Eq (abc)Healthcare3.35%₹24.30 Cr
Amerisource Bergen Corp Forgn. Eq (abc)Healthcare3.35%₹24.30 Cr
Check Point Software Technologies Ltd. (usa) Forgn. Eq (chkp)Technology3.24%₹23.50 Cr
Check Point Software Technologies Ltd. (usa) Forgn. Eq (chkp)Technology3.24%₹23.50 Cr
Amerisource Bergen Corp Forgn. Eq (abc)Healthcare3.11%₹21.93 Cr
Check Point Software Technologies Ltd. (usa) Forgn. Eq (chkp)Technology2.95%₹20.85 Cr
Anthem Inc Forgn. Eq (antm)Healthcare2.80%₹20.29 Cr
Anthem Inc Forgn. Eq (antm)Healthcare2.80%₹20.29 Cr
Autodesk Inc. (usa) Forgn. Eq (adsk)Technology2.59%₹18.75 Cr
Autodesk Inc. (usa) Forgn. Eq (adsk)Technology2.59%₹18.75 Cr
Starbucks Corporation (usa) Forgn. Eq (sbux)Consumer Discretionary2.65%₹18.72 Cr
Starbucks Corporation (usa) Forgn. Eq (sbux)Consumer Discretionary2.49%₹18.02 Cr
Starbucks Corporation (usa) Forgn. Eq (sbux)Consumer Discretionary2.49%₹18.02 Cr
Autodesk Inc. (usa) Forgn. Eq (adsk)Technology2.50%₹17.65 Cr
Anthem Inc Forgn. Eq (antm)Healthcare2.48%₹17.53 Cr
Salesforce Com Forgn. Eq (crm)Technology2.43%₹17.19 Cr
Diageo Plc Ads/adr (deo)Consumer Staples2.34%₹16.49 Cr
Diageo Plc Ads/adr (deo)Consumer Staples2.25%₹16.29 Cr
Diageo Plc Ads/adr (deo)Consumer Staples2.25%₹16.29 Cr
Qualcomm Inc. (usa) Forgn. Eq (qcom)Technology2.25%₹16.28 Cr
Qualcomm Inc. (usa) Forgn. Eq (qcom)Technology2.25%₹16.28 Cr
Salesforce Com Forgn. Eq (crm)Technology2.21%₹15.99 Cr
Salesforce Com Forgn. Eq (crm)Technology2.21%₹15.99 Cr
Adobe Systems Inc. (usa) Forgn. Eq (adbe)Technology2.20%₹15.91 Cr
Adobe Systems Inc. (usa) Forgn. Eq (adbe)Technology2.20%₹15.91 Cr
Adobe Systems Inc. (usa) Forgn. Eq (adbe)Technology2.25%₹15.91 Cr
Carmax Inc Forgn. Eq (kmx)Consumer Discretionary2.10%₹14.83 Cr
Applied Materials Inc. (usa) Forgn. Eq (amat)Technology2.04%₹14.77 Cr
Applied Materials Inc. (usa) Forgn. Eq (amat)Technology2.04%₹14.77 Cr
Air Products And Chemicals Inc. Forgn. Eq (apd)Materials2.03%₹14.31 Cr
Qualcomm Inc. (usa) Forgn. Eq (qcom)Technology2.01%₹14.16 Cr
Air Products And Chemicals Inc. Forgn. Eq (apd)Materials1.90%₹13.75 Cr
Air Products And Chemicals Inc. Forgn. Eq (apd)Materials1.90%₹13.75 Cr
Applied Materials Inc. (usa) Forgn. Eq (amat)Technology1.81%₹12.81 Cr
Veeva Systems inc. Forgn. Eq (veev)Healthcare1.70%₹12.28 Cr
Veeva Systems inc. Forgn. Eq (veev)Healthcare1.70%₹12.28 Cr
Carmax Inc Forgn. Eq (kmx)Consumer Discretionary1.65%₹11.92 Cr
Carmax Inc Forgn. Eq (kmx)Consumer Discretionary1.65%₹11.92 Cr
Veeva Systems inc. Forgn. Eq (veev)Healthcare1.64%₹11.55 Cr
Ecolab Inc Forgn. Eq (ecl)Materials1.36%₹9.82 Cr
Ecolab Inc Forgn. Eq (ecl)Materials1.36%₹9.82 Cr
Ecolab Inc Forgn. Eq (ecl)Materials1.31%₹9.25 Cr
Fiserv Inc. (usa) Forgn. Eq (fisv)Industrials1.31%₹9.24 Cr
United Health Group Inc. Forgn. Eq (unh)Healthcare1.25%₹9.08 Cr
United Health Group Inc. Forgn. Eq (unh)Healthcare1.25%₹9.08 Cr
Fiserv Inc. (usa) Forgn. Eq (fisv)Industrials1.20%₹8.69 Cr
Fiserv Inc. (usa) Forgn. Eq (fisv)Industrials1.20%₹8.69 Cr
United Health Group Inc. Forgn. Eq (unh)Healthcare0.92%₹6.47 Cr
Others Mrgn MoneyUnspecified0.04%₹0.32 Cr
Others Mrgn MoneyUnspecified0.03%₹0.25 Cr
Others Mrgn MoneyUnspecified0.03%₹0.25 Cr
Net PayablesUnspecified-0.25%₹-1.61 Cr
Net PayablesUnspecified-0.25%₹-1.61 Cr
Net PayablesUnspecified-0.28%₹-1.98 Cr
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Frequently Asked Questions

Nippon India Us Equity Opportunities Fund-idcw

What is the current AUM of Nippon India Us Equity Opportunities Fund-idcw?

As of Thu Jul 31, 2025, Nippon India Us Equity Opportunities Fund-idcw manages assets worth ₹705.9 crore

How has Nippon India Us Equity Opportunities Fund-idcw performed recently?

  • 3 Months: 2.79%
  • 6 Months: 11.28%

What is the long-term performance of Nippon India Us Equity Opportunities Fund-idcw?

  • 3 Years CAGR: 21.45%
  • 5 Years CAGR: 12.87%
  • Since Inception: 13.41%

What is the portfolio composition of Nippon India Us Equity Opportunities Fund-idcw?

Equity: 94.27%, Debt: 0.03%, Others: 5.70%.

Who manages Nippon India Us Equity Opportunities Fund-idcw?

Nippon India Us Equity Opportunities Fund-idcw is managed by Kinjal Desai from Nippon India Mutual Fund.

What is the market-cap allocation of Nippon India Us Equity Opportunities Fund-idcw?

Large Cap: 98.25%, Mid Cap: 1.75%.

Which are the top companies Nippon India Us Equity Opportunities Fund-idcw has invested in?

  • Facebook Co Forgn. Eq (FB) – 7.68% of the fund's portfolio
  • Alphabet Inc Forgn. Eq (GOOGL) – 7.38% of the fund's portfolio
  • Alphabet Inc Forgn. Eq (GOOGL) – 7.38% of the fund's portfolio
  • Facebook Co Forgn. Eq (FB) – 7.21% of the fund's portfolio
  • Facebook Co Forgn. Eq (FB) – 7.21% of the fund's portfolio

Which are the major sectors Nippon India Us Equity Opportunities Fund-idcw focuses on?

  • Technology – 149.03% of the fund's portfolio
  • Consumer Discretionary – 59.30% of the fund's portfolio
  • Healthcare – 37.44% of the fund's portfolio
  • Unspecified – 18.31% of the fund's portfolio
  • Financial – 15.51% of the fund's portfolio
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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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