Nippon India US Equity Opportunites Fund vs Nippon India Japan Equity 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) | ₹726 Cr | ₹292 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Jul 2015 | 26 Aug 2014 |
| Category | Gold | Gold |
| 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 | -0.92% | 3.63% |
| 6 Month | 8.39% | 14.1% |
| 1 Year | 7.71% | 22.76% |
| 3 Year | 19.74% | 16.94% |
| 5 Year | 11.62% | 7.99% |
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 | 2.32% | 6.75% |
| 1 Year | 10.79% | 27.11% |
| 3 Year | 16.46% | 17.11% |
| 5 Year | 13.38% | 11.83% |
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 | 16.86% | 9.58% |
| 3 Year | 15.08% | 6.79% |
| 5 Year | 14.69% | 7.06% |
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 | 13.71% | 12.11% |
| Sharp | 0.93% | 0.96% |
| Beta | 0.98% | 0.98% |
| Alpha | -4.20% | -4.32% |
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 | 5.76 | 5.94 |
| Technology | 28.46 | 15.85 |
| Basic Materials | 3.25 | 3.33 |
| Communication Services | 18.21 | 6.2 |
| Consumer Cyclical | 15.64 | 15.52 |
| Healthcare | 12.82 | 3.11 |
| Consumer Defensive | 2.25 | 6.17 |
| Financial Services | 13.62 | 12.61 |
| Industrials | - | 25.05 |
| Real Estate | - | 6.22 |
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