NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹33.70
0.69%
NAV as on 21 Nov 24, 12:00 AM
very high risk
global other
equity
NAV as on 21 Nov 24, 12:00 AM
very high risk
global other
equity
27.12%p.a.
Last 1Y
8.39%p.a.
Last 3Y
14.50%p.a.
Last 5Y
13.42%p.a.
Since Inception
About Nippon India US Equity Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Nippon India US Equity Opportunities Fund Growth scheme from Nippon Life India Asset Management Ltd. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Jul 2015, Nippon India US Equity Opportunities Fund Growth is Global - Other fund of its category with 679.12 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- Nippon India US Equity Opportunities Fund Growth delivered 27.1% annual returns during the last year. It has delivered 13.4% average annual returns since the fund was launched.
- Nippon India US Equity Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The primary investment objective of Nippon India US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Top 10 Holdings
Taiwan Semiconductor Manufacturing Co Ltd ADR
7.02%
Amazon.com Inc
7.01%
Booking Holdings Inc
6.74%
Meta Platforms Inc Class A
6.02%
Alphabet Inc Class A
5.91%
Microsoft Corp
5.43%
Mastercard Inc Class A
4.97%
IQVIA Holdings Inc
4.72%
Charles Schwab Corp
4.49%
Starbucks Corp
4.09%
Fund Managers
- Kinjal Desai (May 2018 - Present)
Key Information
View Scheme Document
Nippon India US Equity Opportunities Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Nippon India US Equity Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Nippon India US Equity Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Nippon India US Equity Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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