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  • Nippon Mutual Fund
  • Nippon India US Equity Opportunities Fund (Growth)

Formerly Reliance US Equity Opportunities Reg Gr

Nippon Mutual Fund

Nippon India US Equity Opportunities Fund (Growth)

International EquityUS Equity

30.7327

NAV (May 24)

15.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in us equity mutual funds.

Us equity funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

30.7327

NAV (May 24)

Fund Returns

Last 1Y
31.3%
Last 3Y
8.4%
Last 5Y
15.3%
Last 10Y
NA
Since Inception
13.5%
6 Month CAGR
15.1%

Scheme Information

Investment Objective

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
2.4
Launched (9y ago)
Jul 23, 2015
AUM in Crores
661.360
ISIN
INF204KA12G2
Lock-in
No Lock-in
Benchmark
S&P 500 TR USD
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
16.9
Standard Deviation (5yr)
18
Beta (3yr)
0.98
Beta (5yr)
1.03
Sharpe Ratio (3yr)
0.126
Sharpe Ratio (5yr)
0.529
YTM
0
Fund Managers

Kinjal Desai

Fund Manager

Anju Chhajer

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India US Equity Opportunities Fund (Growth)70%10,72,919 3,40,30715.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-24

Top Stock Holdings

alphabet inc class a

8.4%
8.4%

microsoft corp

7.5%
7.5%

amazon.com inc

7%
7%

meta platforms inc class a

6.3%
6.3%

mastercard inc class a

5.9%
5.9%
See all holdings

Allocation by Sector

technology

24.3%
24.3%

healthcare

19.2%
19.2%

communication services

17.7%
17.7%

consumer cyclical

17.5%
17.5%

financial services

14.6%
14.6%
See all sectors

Comparison with International Equity Funds

Fund NameFund SizeOutperformance Consistency
Kotak NASDAQ 100 Fund of Fund (G)
Kotak NASDAQ 100 Fund of Fund (G)

₹ 2,891 cr

₹ 3,055 cr

₹ 3,055 cr

₹ 3,055 cr

₹ 93 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 368,644 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

5.6%

6.7%

5.6%

5.8%

5.6%

6.7%

5.6%

5.8%

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 13.5% 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 Anju Chhajer, Kinjal Desai.

Nav of Nippon India US Equity Opportunities Fund (G) as of 5/24/2024 is ₹30.73 with the total AUM as of 5/27/2024 is ₹661.36. 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 ₹0 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)?

Nippon India US Equity Opportunities Fund (G) is a US Equity International Equity scheme predominantly investing across International Equity instruments with an investment objective to generate wealth over the long term.

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 ₹0. 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 2.4% for regular plan.