Jama - Nippon India US Equity Opportunites Fund


Nippon India US Equity Opportunites Fund


NAV : 21.98
(-0.12150000000000105
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)
AUM : ₹181 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-8.89%-5.85%-15.4%-18.67%5.39%10.04%12.9%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme following US focused theme.
NAV21.98
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹500
Expense Ratio143.0%
Exit Load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,33,257₹1,28,395₹4,862
After 20 years₹6,78,054₹5,29,234₹1,48,820

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 10.04% Past 3 yr Data




Fund Objective:
The fund endeavours to invest in a portfolio of high quality stocks listed on recognized stock exchanges of US. The investment strategy of the fund would be powered by the research support of Morningstar Investment Adviser India Private Limited (MIA), a group company of Morningstar, Inc. Morningstar employs their proprietary research methodology, focused on Economic Moats, to identify investment opportunity. The fund proposes to follow the Hare Strategy for its investments. The Hare portfolio invests in stocks of firms that are experiencing rapid growth, emphasizing those that possess sustainable competitive advantages. Companies in this strategy tend to faster-growing with both higher risk and higher return potential. The investment philosophy would be a blend of top down and bottom up approach without any sector or market capitalization bias.
Fund Manager:
Kinjal Desai