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  • Mutual Funds
  • Nippon Life India Asset Management Ltd
  • Nippon India US Equity Opportunities Fund (Growth)

Formerly Reliance US Equity Opportunities Reg Gr

Nippon India US Equity Opportunities Fund (Growth)

Nippon India US Equity Opportunities Fund (Growth)

International Equity

US Equity

20.8898

NAV (Nov 24)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in us equity.

Click here to see our recommendations.

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 ->

Track Record

5 Years

The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

203 Cr

Small within the category

Category View

Positive

The category has a positive investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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Scheme Information

Investment Objective

The primary investment objective of Reliance 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.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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High Risk

2.57 %

Expense Ratio

Jul 23, 2015

Launched (5y ago)

₹ 203

AUM in Crores

INF204KA12G2

ISIN

No Lock-in

Lock-in

S&P 500 TR USD

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Anju Chhajer

Fund Manager

user-avatar

Kinjal Desai

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-24

Top Stock Holdings

Microsoft corp

8.5%
8.5%

Facebook inc a

7.9%
7.9%

Mastercard inc a

7.5%
7.5%

Lowe's companies inc

7%
7%

Iqvia holdings inc

6.9%
6.9%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Communication services

23.5%
90%

Consumer cyclical

21.4%
90%

Healthcare

20.5%
90%

Technology

13.5%
90%

Financial services

12.8%
90%
See all sectorsright-arrow
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

8 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

8 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

16 Years

Age

5

Track Record

Principal Global Opportunities Fund (DR-A)

Principal Global Opportunities Fund (DR-A)

International - Others

16 Years

Age

5

Track Record

Principal Global Opportunities Fund (DP-A)

Principal Global Opportunities Fund (DP-A)

International - Others

16 Years

Age

5

Track Record

amc-icon

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 182,588 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 87 equity,369 debt and 31 hybrid funds.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 26,076 Cr

    Fund Size

    N/A

    3Y returns

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 7,004 Cr

    Fund Size

    3.7%

    3Y returns

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 26,076 Cr

    Fund Size

    5.4%

    3Y returns

    Nippon India Growth Fund (DP-A)

    Nippon India Growth Fund (DP-A)

    Mid Cap

    Top Ranked

    ₹ 7,004 Cr

    Fund Size

    2.6%

    3Y returns

    Nippon India Liquid Fund Retail (DP-Q)

    Nippon India Liquid Fund Retail (DP-Q)

    Liquid

    Top Ranked

    ₹ 26,076 Cr

    Fund Size

    4%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Nippon India US Equity Opportunities Fund (G)

    About Nippon India US Equity Opportunities Fund (G)

    Nippon India US Equity Opportunities Fund (G) is a us equity international equity fund and has delivered an annualised return of 14.8% over a period of 5 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

    Nippon India US Equity Opportunities Fund (G) Investment Objective

    The primary investment objective of Reliance 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. However, there is no assurance that the objective of the scheme will be realized.

    Nippon India US Equity Opportunities Fund (G) NAV,AUM,Risk

    The Nippon India US Equity Opportunities Fund (G) fund was launched on Jul 23, 2015. The NAV (Net Asset Value) of this us equity international equity as of 2020-11-24 is ₹ 20.8898. The total AUM (Asset Under Management) of the fund as of 2020-11-25 is ₹ 202.156. The category risk of the Nippon India US Equity Opportunities Fund (G) fund is High Risk. The fund charges 2.57 % as expense ratio.

    Nippon India US Equity Opportunities Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 96.2% in this asset class. The top three holdings of the fund are microsoft corp,facebook inc a and mastercard inc a

    Nippon India US Equity Opportunities Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Nippon India US Equity Opportunities Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P 500 TR USD

    Nippon India US Equity Opportunities Fund (G) Review

    Nippon India US Equity Opportunities Fund (G) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India US Equity Opportunities Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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