Nippon India Japan Equity Fund vs Nippon India US Equity Opportunites Fund compare
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
Nippon India Japan Equity Fund- Growth Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
Fund | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹714 Cr | ₹284 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Jul 2015 | 26 Aug 2014 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 27% | 50% |
Expense Ratio | 2.39 | 2.46 |
Manager | Kinjal Desai | Kinjal Desai |
ISIN Code | INF204KA12G2 | INF204KA1SH3 |
Exits Load | Nippon India US Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Japan Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
1 Month | 2.1% | 2.38% |
6 Month | 9.45% | 14.91% |
1 Year | 15.23% | 18.18% |
3 Year | 19.54% | 17.92% |
5 Year | 13.63% | 8.79% |
SIP Return Analysis
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
6 Month | 8.04% | 11.2% |
1 Year | 16.37% | 30.55% |
3 Year | 19.38% | 18.13% |
5 Year | 14.45% | 11.64% |
Rolling Lumpsum Returns
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
1 Year | 17.09% | 9.28% |
3 Year | 14.86% | 6.64% |
5 Year | 14.86% | 6.84% |
Risk Management
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
Standard Deviation | 15.46% | 13.47% |
Sharp | 0.72% | 0.64% |
Beta | 0.99% | 0.99% |
Alpha | -4.75% | -4.73% |
Fund Managers
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
Name | Kinjal Desai | Kinjal Desai |
Total AUM | ₹81302 Cr | ₹81302 Cr |
Funds Managed | 16 | 16 |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Nippon India Japan Equity Fund- Growth Plan- Growth Option |
Market Cap
Scheme Name |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
Nippon India Japan Equity Fund- Growth Plan- Growth Option |
---|---|---|
Others | 6.32 | 1.22 |
Technology | 26.81 | 15.71 |
Basic Materials | 3.43 | 3.08 |
Communication Services | 17.54 | 6.36 |
Consumer Cyclical | 16.89 | 17.06 |
Healthcare | 12.33 | 3.12 |
Consumer Defensive | 2.65 | 7.05 |
Financial Services | 14.03 | 13.57 |
Industrials | - | 26.09 |
Real Estate | - | 6.75 |
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