Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
NIPPON INDIA - US EQUITY OPPORTUNITES FUND - IDCW Option NIPPON INDIA - US EQUITY OPPORTUNITES FUND - IDCW Option

NIPPON INDIA - Portfolio Analysis

  • ₹35.31 (-0.21%)

    Current NAV 02-07-2025

  • 11.5%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 91.56%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Others 91.56

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 6.57% - 0%
Amazon.com Inc Consumer Cyclical 6.09% - 0%
Microsoft Corp Technology 5.5% - 0%
Booking Holdings Inc Consumer Cyclical 5.49% - 0%
Alphabet Inc Class A Communication Services 5.38% - 0%
Charles Schwab Corp Financial Services 4.88% - 0%
Mastercard Inc Class A Financial Services 4.87% - 0%
Taiwan Semiconductor Manufacturing Co Ltd ADR Technology 4.82% - 0%
Visa Inc Class A Financial Services 4.35% - 0%
Check Point Software Technologies Ltd Technology 3.71% - 0%
The Walt Disney Co Communication Services 3.7% - 0%
Elevance Health Inc Healthcare 3.44% - 0%
Cencora Inc Healthcare 3.23% - 0%
IQVIA Holdings Inc Healthcare 2.83% - 0%
Adobe Inc Technology 2.67% - 0%
Diageo PLC ADR Consumer Defensive 2.65% - 0%
Salesforce Inc Technology 2.55% - 0%
Starbucks Corp Consumer Cyclical 2.55% - 0%
Autodesk Inc Technology 2.49% - 0%
CarMax Inc Consumer Cyclical 2.44% - 0%
Qualcomm Inc Technology 2.03% - 0%
Air Products and Chemicals Inc Basic Materials 2.01% - 0%
Veeva Systems Inc Class A Healthcare 1.64% - 0%
Applied Materials Inc Technology 1.61% - 0%
Fiserv Inc Technology 1.57% - 0%
Ecolab Inc Basic Materials 1.36% - 0%
UnitedHealth Group Inc Healthcare 1.13% - 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently 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 ?

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 ?

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.

Add to Cart Successfully