- Mutual Funds
- Nippon Mutual Fund
- Nippon India US Equity Opportunities Fund (Growth)
Formerly Reliance US Equity Opportunities Reg Gr
Nippon India US Equity Opportunities Fund (Growth)
₹ 26.6994
NAV (Nov 24)
Us equity funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.6994
NAV (Nov 24)
Fund Returns
Last 1Y | 23.7% |
Last 3Y | 8.5% |
Last 5Y | 14% |
Last 10Y | NA |
Since Inception | 12.5% |
6 Month CAGR | 14.1% |
Scheme Information
The primary investment objective of Nippon India US Equity Opportunities Fund is 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. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Expense Ratio | 2.43 |
Launched (8y ago) | Jul 23, 2015 |
AUM in Crores | 562.691 |
ISIN | INF204KA12G2 |
Lock-in | No Lock-in |
Benchmark | S&P 500 TR USD |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.4 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 1 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.321 |
Sharpe Ratio (5yr) | 0.382 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India US Equity Opportunities Fund (Growth) | 10,36,962 | 3,04,350 | 14% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
microsoft corp
9.5%alphabet inc class a
7.5%amazon.com inc
6.2%cencora inc
6%mastercard inc class a
5.8%Allocation by Sector
technology
26.8%healthcare
22.1%communication services
16.3%financial services
14.8%consumer cyclical
14.6%Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 2,896 cr | ||
₹ 2,554 cr | ||
₹ 2,896 cr | ||
₹ 2,896 cr | ||
₹ 2,554 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
4.9% | 6.6% | ||
4.9% | 5.7% | ||
4.9% | 6.6% | ||
4.9% | 5.7% |
Nippon India US Equity Opportunities Fund (G) Review
Nippon India US Equity Opportunities Fund (G) is a US Equity International Equity fund and has delivered an annualised return of 12.5% over a period of 8 years. The fund was previously known as Reliance US Equity Opportunities Reg Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Anju Chhajer, Kinjal Desai.
Nav of Nippon India US Equity Opportunities Fund (G) as of 11/24/2023 is ₹26.70 with the total AUM as of 11/29/2023 is ₹562.691. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India US Equity Opportunities Fund (G) was launched on Jul 23, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India US Equity Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Nippon India US Equity Opportunities Fund (G)?
How to invest in Nippon India US Equity Opportunities Fund (G)?
You can invest in Nippon India US Equity Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India US Equity Opportunities Fund (G)?
The minimum sip amount for Nippon India US Equity Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India US Equity Opportunities Fund (G) good to invest in?
As per Scripbox experts, Nippon India US Equity Opportunities Fund (G) is a Not Recommended fund. You can investNippon India US Equity Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India US Equity Opportunities Fund (G)?
The expense ratio of the Nippon India US Equity Opportunities Fund (G) is 2.43% for regular plan.