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Compare Nippon India US Equity Opportunities Fund vs Motilal Oswal Developed Market Ex US ETFs FoF
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.43 | 0.55 |
NAV | ₹32.29 | ₹12.68 |
Fund Started | 03 Jul 2015 | 18 Sep 2023 |
Fund Size | ₹670.53 Cr | ₹29.12 Cr |
Exit Load | Exit load of 1% if redeemed within 1 months. | Exit load of 1%, if redeemed within 15 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.43
0.55
NAV
₹32.29
₹12.68
Fund Started
03 Jul 2015
18 Sep 2023
Fund Size
₹670.53 Cr
₹29.12 Cr
Exit Load
Exit load of 1% if redeemed within 1 months.
Exit load of 1%, if redeemed within 15 days.
Returns
1 Year | 7.52% | 12.14% |
3 Year | 13.61% | - |
5 Year | 13.85% | - |
1 Year
7.52%
12.14%
3 Year
13.61%
-
5 Year
13.85%
-
Holding Analysis
Equity | 89.00% | 0.00% |
Cash | 11.00% | 99.07% |
Equity
89.00%
0.00%
Cash
11.00%
99.07%
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
Meta Platforms Inc | 5.89% |
Amazon. com Inc. (USA) | 5.69% |
Alphabet Inc Class A | 4.89% |
Booking Holdings Inc | 4.62% |
Mastercard Inc | 4.60% |
Microsoft Corportion (US) | 4.52% |
Charles Schwab Corporation | 4.36% |
Visa Inc | 4.20% |
Taiwan Semiconductor Manufacturing Company Ltd. - ADR | 4.17% |
Elevance Health Inc | 3.93% |
-
Fund Manager
Name | Akshay Sharma | Ankush Sood |
Start Date | 01 Dec 2022 | 18 Sep 2023 |
Name
Akshay Sharma
Ankush Sood
Start Date
01 Dec 2022
18 Sep 2023
About Fund
Description | The scheme seeks 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 remaining in debt and money market securities in India. | The scheme seeks to generate long term capital appreciation by investing in units of global ETFs which track the performance of Developed Markets excluding US, subject to tracking error, if any. |
Launch Date | 03 Jul 2015 | 18 Sep 2023 |
Description
The scheme seeks 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 remaining in debt and money market securities in India.
The scheme seeks to generate long term capital appreciation by investing in units of global ETFs which track the performance of Developed Markets excluding US, subject to tracking error, if any.
Launch Date
03 Jul 2015
18 Sep 2023