Nippon India - US Equity Opportunities Fund · Regular · Growth
NAV
₹39.7881
as of 16 Jun 2026
Expense Ratio
2.38%
AUM
₹713 Cr
Lumpsum returns (CAGR)
- 1Y
- +15.51%
- 3Y
- +17.25%
- 5Y
- +10.42%
- Since Inception
- +13.52%
SIP returns (XIRR)
- 1Y
- +15.13%
- 3Y
- +15.36%
- 5Y
- +14.43%
- Since Inception
- +14.48%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹1,48,159
Benchmark
₹1,41,389
+₹6,770 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹65,500
Invested
₹1,48,159
Value today
14.3%
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
₹3,935
Value today
13.4%
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
₹6,55,000
Withdrawn
₹24,53,255
Corpus left
+₹21,08,255 net gain — withdrew ₹6,55,000 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
₹24,81,596
Value today
+5.1%
vs lumpsum
STP beat direct lumpsum by 5.1% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,04,788
Value today
3.0×
Multiple
Staying invested through that crash turned ₹1L into ₹3,04,788 — a 3.0× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.30
Sharpe Ratio
+0.10
Alpha
0.29
Beta
0.29
Sortino
17.55%
Std Dev
-18.80%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Nippon India - US Equity Opportunities Fund · Regular · Growth 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 · Regular · Growth 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