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Nippon India US Equity Opportunities Fund - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic

Scheme Objective

To provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India.

Scheme Details

  • Fund manager(s)Kinjal Desai , Anju Chhajer
  • Launch date – 23-Jul-2015
  • Expense ratio – 2.66% as declared on 30-Jun-2021 (category average is 2.3%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹100
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Nippon India US Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Nippon Life India Asset Management Limited
Registered Office: 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai 400 013
Tel no.: 022-6808 7000/1860 266 0111
Fax no.: 022-6808 7097
Website.: nipponindiaim.com

Forum

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