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) | ₹722 Cr | ₹290 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 | 5.86% | 3.43% |
| 6 Month | 9.64% | 11.72% |
| 1 Year | 12.3% | 19.43% |
| 3 Year | 21.26% | 15.76% |
| 5 Year | 12.17% | 6.97% |
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 | 5.65% | 5.68% |
| 1 Year | 20.65% | 27.27% |
| 3 Year | 18.78% | 17.28% |
| 5 Year | 14.97% | 12.13% |
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 | 16.62% | 9.68% |
| 3 Year | 15.15% | 6.91% |
| 5 Year | 14.63% | 7.04% |
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 | 16.79% | 15.2% |
| Sharp | 0.11% | -0.25% |
| Beta | 0.82% | 0.78% |
| Alpha | -3.18% | -8.81% |
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 | 5.89 | 5.2 |
| Technology | 27.93 | 15.61 |
| Basic Materials | 3.21 | 3.22 |
| Communication Services | 17.71 | 6.38 |
| Consumer Cyclical | 15.58 | 15.98 |
| Healthcare | 14.11 | 3.25 |
| Consumer Defensive | 2.18 | 6.11 |
| Financial Services | 13.39 | 12.78 |
| Industrials | - | 24.9 |
| Real Estate | - | 6.56 |
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