TickerKhojNippon India Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Nippon India US Equity Opportunities Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +20.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.6%.
On 3-year return it ranks 11 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,83,886 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.1% | +1.9% |
| 3 months | +1.3% | -5.1% |
| 6 months | +5.0% | -3.2% |
| 1 year | +12.3% | -10.2% |
| 3 years (yearly) | +20.7% | +7.4% |
| 5 years (yearly) | +11.0% | +6.5% |
| 10 years (yearly) | +16.3% | +11.3% |
| Since start (yearly) | +14.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,28,412 | +11.6% |
| 3 years | ₹3,60,000 | ₹4,52,684 | +14.7% |
| 5 years | ₹5,90,000 | ₹8,78,516 | +15.7% |
| 10 years | ₹11,90,000 | ₹26,81,003 | +15.4% |
Top holdings (30 Sept 2026)
Fund size ₹803 crore · 29 holdings · 81.2% in equity
| Company | Industry | Weight |
|---|---|---|
| Alphabet Inc A | Interactive Media & Services | 7.28% |
| Taiwan Semiconductor Sp ADR | Semiconductors | 7.08% |
| Meta Platforms Registered Shares A | Interactive Media & Services | 6.94% |
| Amazon Com Inc | Broadline Retail | 6.11% |
| Iqvia Holdings | Life Sciences Tools & Services | 6.04% |
| Microsoft Corp | Systems Software | 5.78% |
| APPLIED MATLS INC COM | Semiconductor Materials & Equipment | 5.57% |
| Charles Schwab Corp | Investment Banking & Brokerage | 4.75% |
| Visa Inc | Transaction & Payment Processing Services | 4.04% |
| Booking Holdings Inc | Hotels, Resorts & Cruise Lines | 3.82% |
| Elevance Health Inc | Managed Health Care | 3.02% |
| Mastercard Incorporated | Transaction & Payment Processing Services | 2.93% |
| The Walt Disney Company | Movies & Entertainment | 2.85% |
| Starbucks ORD | Restaurants | 2.49% |
| QUALCOMM INC | Semiconductors | 2.19% |
Largest industries: Interactive Media & Services 14.2%, Semiconductors 9.3%, Systems Software 7.5%, Transaction & Payment Processing Services 7.0%, Broadline Retail 6.1%, Life Sciences Tools & Services 6.0%.
Other plan of this fund: Nippon India US Equity Opportunities Fund - Regular Plan - Growth