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Nippon India US Equity Opportunites Fund - Portfolio Analysis
- Equity
- International
- Very High
-
₹35.16
(0.19%)
Current NAV 18-07-2025
-
9.16%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 30-Jun-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 92.56%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 92.56 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Consumer Cyclical
Communication Services
Financial Services
Healthcare
Basic Materials
Consumer Defensive
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Meta Platforms Inc Class A | Communication Services | 7.22% | - | 0% | |
| Amazon.com Inc | Consumer Cyclical | 6.28% | - | 0% | |
| Microsoft Corp | Technology | 5.73% | - | 0% | |
| Booking Holdings Inc | Consumer Cyclical | 5.55% | - | 0% | |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | Technology | 5.45% | - | 0% | |
| Alphabet Inc Class A | Communication Services | 5.33% | - | 0% | |
| Charles Schwab Corp | Financial Services | 4.86% | - | 0% | |
| Mastercard Inc Class A | Financial Services | 4.51% | - | 0% | |
| Visa Inc Class A | Financial Services | 4.07% | - | 0% | |
| The Walt Disney Co | Communication Services | 3.91% | - | 0% | |
| Check Point Software Technologies Ltd | Technology | 3.46% | - | 0% | |
| Elevance Health Inc | Healthcare | 3.36% | - | 0% | |
| Cencora Inc | Healthcare | 3.21% | - | 0% | |
| IQVIA Holdings Inc | Healthcare | 3.07% | - | 0% | |
| Starbucks Corp | Consumer Cyclical | 2.68% | - | 0% | |
| Salesforce Inc | Technology | 2.53% | - | 0% | |
| Autodesk Inc | Technology | 2.51% | - | 0% | |
| CarMax Inc | Consumer Cyclical | 2.46% | - | 0% | |
| Adobe Inc | Technology | 2.4% | - | 0% | |
| Diageo PLC ADR | Consumer Defensive | 2.37% | - | 0% | |
| Qualcomm Inc | Technology | 2.14% | - | 0% | |
| Air Products and Chemicals Inc | Basic Materials | 1.96% | - | 0% | |
| Applied Materials Inc | Technology | 1.82% | - | 0% | |
| Veeva Systems Inc Class A | Healthcare | 1.63% | - | 0% | |
| Fiserv Inc | Technology | 1.6% | - | 0% | |
| Ecolab Inc | Basic Materials | 1.33% | - | 0% | |
| UnitedHealth Group Inc | Healthcare | 1.13% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for Nippon India US Equity Opportunites Fund?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Nippon India US Equity Opportunites Fund?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
