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    • 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

    Top Ranked

    25.3983

    NAV (Sep 23)

    19.4%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Nippon India US Equity Opportunities Fund (Growth) is a good choice within us equity mutual funds.

    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

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

    Relative Size

    512 Cr. Medium within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Consistently Good. The fund has performed well consistently over a period of time

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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    Historical NAV

    25.3983

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    36.7%
    Last 3Y
    18.8%
    Last 5Y
    19.4%
    Last 10Y
    NA
    Since Inception
    16.3%
    6 Month CAGR
    13.1%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.69
    Launched (6y ago)
    Jul 23, 2015
    AUM in Crores
    511.208
    ISIN
    INF204KA12G2
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE 500 India TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Anju Chhajer

    Fund Manager

    user-avatar

    Kinjal Desai

    Fund Manager

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    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
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    comparison

    Comparison with International Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Franklin India Feeder Franklin U S Opportunities Fund (G)

    recommended-badge

    ₹ 3,918 cr

    4

    recommended-badge

    ₹ 604 cr

    4

    ₹ 37 cr

    5

    ₹ 37 cr

    5

    ₹ 37 cr

    5

    amc-icon

    About the AMC

    Nippon Life India Asset Management Ltd

    Nippon Life India Asset Management Ltd manages assets worth 237,988 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5.1%

    7%

    recommended-badge

    24.3%

    22.8%

    top-ranked-badge

    4.4%

    6.7%

    top-ranked-badge

    22.9%

    22.5%

    top-ranked-badge

    3.6%

    5.4%

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    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 16.3% over a period of 6 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 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. . 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 fund as of 2021-09-23 is ₹25.40. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹511.208. The category risk of the Nippon India US Equity Opportunities Fund (G) fund is Very High Risk. The fund charges 2.69 % as expense ratio.

    Nippon India US Equity Opportunities Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.1% in this asset class. The top three holdings of the fund are , alphabet inc class a , microsoft corp , iqvia holdings inc , facebook inc class a , mastercard inc class a , lowe's companies inc , enbridge inc , booking holdings inc , visa inc class a , amerisourcebergen corp , amazon.com inc , unitedhealth group inc , anthem inc , netflix inc , roblox corp ordinary shares - class a , carmax inc , cvs health corp , alnylam pharmaceuticals inc , fidelity national information services inc , fiserv inc , lyft inc class a , triparty repo , uber technologies inc , the walt disney co , ionis pharmaceuticals inc , net current assets

    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 BSE 500 India TR INR

    Nippon India US Equity Opportunities Fund (G) Review

    Nippon India US Equity Opportunities Fund (G) has a score of 4 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 3 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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