🎯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 MIA (Morningstar Investment Adviser India Private Limited , 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 grow faster 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.”
Source: Nippon India Us Equity Opportunities Fund scheme information document
Asset Allocation
Sector Allocation
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings29 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Sp ADR | Semiconductors | 9.5% | - | |
| 2 | Alphabet Inc A | Interactive Media & Services | 8.1% | - | |
| 3 | Meta Platforms Registered Shares A | Interactive Media & Services | 6.7% | - | |
| 4 | Amazon Com Inc | Broadline Retail | 6.4% | - | |
| 5 | Charles Schwab Corp | Investment Banking & Brokerage | 5.4% | - | |
| 6 | Microsoft Corp | Systems Software | 4.8% | - | |
| 7 | Triparty Repo | Other / Non-Equity | 4.7% | - | |
| 8 | Mastercard Incorporated | Transaction & Payment Processing Services | 4.4% | - | |
| 9 | Booking Holdings Inc | Hotels, Resorts & Cruise Lines | 4.3% | - | |
| 10 | Cencora Inc | Health Care Distributors | 4.2% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Nippon India Us Equity Opportunities Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| +3.5607103613913837% | +33.00136098437099% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.