Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option
₹40.3853
₹0.26 (+0.64%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹40.3853
₹0.26 (+0.64%)
29 May 2026
AMFI: 134922
Direct · Growth
₹₹45.5000
₹0.29 (+0.65%)
29 May 2026
AMFI: 134923
Regular · IDCW
₹₹40.3853
₹0.26 (+0.64%)
29 May 2026
AMFI: 134924
Direct · IDCW
₹₹45.5000
₹0.29 (+0.65%)
29 May 2026
AMFI: 134925
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹65,000
Invested
₹1,51,562
Value today
14.8%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹4,039
Value today
13.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹6,50,000
Withdrawn
₹25,22,906
Corpus left
+₹21,72,906 net gain — withdrew ₹6,50,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹25,37,118
Value today
+4.7%
vs lumpsum
STP beat direct lumpsum by 4.7% — reduced timing risk paid off
Model your own STP with real NAVBeat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹1,51,562
Benchmark
₹1,41,151
+₹10,411 extra wealth vs the benchmark index
Backtest this SIP yourself₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,12,819
Value today
3.1×
Multiple
Staying invested through that crash turned ₹1L into ₹3,12,819 — a 3.1× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹1,37,000
Regular plan
₹1,32,604
Direct earns ₹4,396 more on a ₹60K investment — 0.73% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised0.56
Sharpe Ratio
+0.18
Alpha
0.29
Beta
0.55
Sortino
17.44%
Std Dev
-18.80%
Max Drawdown
Portfolio Holdings
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option is a Sectoral / Thematic mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹713 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against S&P 500 TRI. The current expense ratio is 2.38%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations