• Mutual Funds
  • 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

22.0133

NAV (Dec 01)

12.5%
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

Scripbox Recommended US Equity Funds

Want the US equity funds that are right for your long term equity investment needs?

Learn more

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

22.0133

NAV (Dec 1)

Fund Returns

Last 1Y

-11.1%

Last 3Y

8.4%

Last 5Y

12.5%

Last 10Y

NA

Since Inception

11.3%

6 Month CAGR

-0.6%

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

2.42

Launched (7y ago)

Jul 23, 2015

AUM in Crores

524.016

ISIN

INF204KA12G2

Lock-in

No Lock-in

Benchmark

S&P 500 TR USD

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.2

Standard Deviation (5yr)

18

Beta (3yr)

1.03

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Kinjal Desai

Fund Manager

Anju Chhajer

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-01

Top Stock Holdings

microsoft corp

7.5%
7.5%

iqvia holdings inc

7.5%
7.5%

mastercard inc class a

7.3%
7.3%

alphabet inc class a

7%
7%

amerisourcebergen corp

6.2%
6.2%
See all holdings

Allocation by Sector

healthcare

24.8%
24.8%

technology

20.9%
20.9%

communication services

16.2%
16.2%

financial services

16.2%
16.2%

consumer cyclical

12.9%
12.9%
See all sectors

Compare Nippon India US Equity Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 2,939 cr

₹ 2,370 cr

₹ 2,939 cr

₹ 2,939 cr

₹ 2,370 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 249,383 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,374 debt and 32 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.1%

    15.9%

    4%

    6.8%

    3.9%

    6.6%

    20.7%

    17.9%

    3.9%

    5.5%

    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 11.3% over a period of 7 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 12/1/2022 is ₹22.01 with the total AUM as of 12/3/2022 is ₹524.016. 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)?

    Nippon India US Equity Opportunities Fund (G) is a US Equity International Equity scheme predominantly investing across International Equity stocks 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 ₹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 2.42% for regular plan.