Nippon India US Equity Opp Fund(G)

Scheme Introduction

Nippon India US Equity Opp Fund(G) is an open-ended international equity fund designed for investors seeking exposure to companies listed in the United States. The fund primarily invests in established US businesses with strong global presence, diversified revenue streams, and leadership positions across sectors.

As of 1 Apr 2026 ,Nippon India US Equity Opp Fund(G) manages ₹749 crore in assets. The fund currently holds 0 stocks, and the top 10 stocks contribute 0.00% of the portfolio, an important “quick check” for how concentrated (or diversified) the fund is.

 

Investment Objective

The investment objective of Nippon India US Equity Opp Fund(G) is to provide long-term capital appreciation by predominantly investing in equity and equity-related securities of companies listed in the United States, including bluechip companies with strong business fundamentals and global operation. Investors can typically invest and redeem on business days (subject to scheme cut-off timings and applicable exit load).

The current NAV of the scheme is ₹40.39 as on29 May 2026, and the risk level is Very High.

Key Scheme Metrics

Nippon India US Equity Opp Fund(G) was launched on 23 Jul 2015 and is benchmarked against[S&P 500 - TRI]. The scheme is managed by Kinjal Desai who has been managing the fund since 31 May 2018 and the fund is also managed by . The exit load of the fund is 1% on or before 1M, Nil after 1M

 

Top 5 holdings

The top 5 holdings of the fund are

In US-focused international funds, top holdings are usually concentrated in globally recognized companies across different sectors.

 

Top 5 Sector Allocation

The top sector exposures are

Sector	Allocation (%)
"IT	26%
Unspecified	15%
Finance	13%
Miscellaneous	12%
BPO/ITeS	9%

.

Sector allocation plays an important role in US-focused international funds since the performance of technology, healthcare, consumer, financial, and communication services companies can significantly influence overall returns.

 

Performance:

Nippon India US Equity Opp Fund(G)’s recent CAGR returns are 19.7% (1 year), 18.8% (3 years) and 11.0% (5 years). These returns are as of 31 May 2026

Against the peer set, the scheme is ranked 7/7 over 1 year, 6/7 over 3 years, 4/6 over 5 years period.

 

How much money would you have made:

If you had invested ₹1,00,000 in Nippon India US Equity Opp Fund(G) then you would have got:

SIP Invested ₹1,00,000

Duration	Annualized Returns (%)	Current Total Value	Current Total Profit
1 Year	19.7%	₹119700.00	₹19700.00
3 Year	18.8%	₹118800.00	₹18800.00
5 Year	11.0%	₹111000.00	₹11000.00

Note: These are historical returns and they may not repeat in the future.

Always check exit load before investing in any fund.

Equity quants:

As of1 Apr 2026, the fund’s Beta is 0.

The fund’s Standard Deviation was 4%.

Similarly, Alpha was 1.

Also, Sharpe ratio was 0.

Currency Exposure & International Investing Note:

Since the fund invests in US equities, returns are also influenced by currency movement between the Indian Rupee (INR) and the US Dollar (USD). A weakening Indian Rupee can positively impact returns for Indian investors, while a strengthening Rupee may reduce the benefit from overseas gains.

Currency movement can sometimes contribute significantly to overall international fund returns, especially during periods of strong Dollar appreciation.

US Market & Global Growth Note

The United States is the world’s largest economy and home to many globally dominant companies across technology, artificial intelligence, cloud computing, healthcare, financial services, and consumer sectors. US markets have historically been innovation-driven and have played a major role in global wealth creation over long investment periods.

US-focused funds may benefit from themes such as artificial intelligence adoption, digital transformation, cloud infrastructure growth, healthcare innovation, and global consumer demand. At the same time, performance may also be influenced by interest rate decisions by the US Federal Reserve, inflation trends, global economic growth, and technology sector valuations.

Who should invest in International Funds?

It may suit investors who want to:

• Diversify beyond Indian markets
• Get exposure to global technology and semiconductor companies
• Participate in long-term growth of developed Asian economies
• Reduce concentration risk associated with investing in a single country
• Stay invested for 5 years or more

Benefits of investing in International Funds:

It offers a few practical benefits: geographical diversification, access to global market leaders,exposure to sectors underrepresented in India such as advanced technology and cloud infrastructure, currency diversification, and participation in innovation-led global growth themes.

Things to consider before investing in International Funds:

International funds are subject to global market volatility, currency fluctuations, geopolitical developments, and regulatory changes across countries. US-focused funds may also experience periods of volatility due to changes in technology sector valuations, interest rates, inflation expectations, and global economic conditions.

Taxation of Multi Asset Allocation Funds:

Since this fund is treated as anon -equity oriented fund:

• Short-term capital gains (≤2 years): taxed at Tax Slab
• Long-term capital gains (>2 years): taxed at 12.5%

Tax rules are subject to change as per regulations.

Conclusion

Nippon India US Equity Opp Fund(G) is positioned as a global diversification- oriented investment option that provides exposure to large, globally recognized US companies through an actively managed international equity strategy.

A simple way to track whether it is doing its job is to follow three indicators: consistency versus benchmark, portfolio quality, and long-term participation in global economic and technology growth. The strength of such funds lies in offering international diversification and access to innovation-driven businesses through exposure to the world’s largest equity market.