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
Moderately Low
Moderate
Moderately High
High
High Risk
2.39%
Expense Ratio
23rd Jul, 2015
Launched (5y ago)
₹
196
AUM in Crores
INF204KA14G8
ISIN
No Lock-in
Lock-in
S&P 500 TR USD
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Anju Chhajer
Fund Manager
Kinjal Desai
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Nippon Life India Asset Management Ltd manages assets worth ₹ 175,847 crores. It's current offering of mutual fund schemes includes 87 equity, 369 debt and 31 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
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Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
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 (Dividend Reinvestment - Annually)
About Nippon India US Equity Opportunities Fund (Dividend Reinvestment - Annually)
Nippon India US Equity Opportunities Fund (Dividend Reinvestment - Annually) is a Us Equity International Equity fund and has delivered an annualised return of 13.69% over a period of 5 years.
The fund was previously known as Reliance US Equity Opportunities Reg DR.
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 (Dividend Reinvestment - Annually) 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 (Dividend Reinvestment - Annually) NAV, AUM and Risk
The fund was launched on 2015-07-23. The NAV of the fund as of 2020-10-21 is ₹ 19.61. The total AUM of the fund as of 2020-10-21 is ₹ 196 Cr. The category risk of the fund is High Risk
The fund charges 2.39 % as expense ratio.
Nippon India US Equity Opportunities Fund (Dividend Reinvestment - Annually) Holdings
The fund’s highest allocation is towards equity and has invested 92.37% in this asset class.
The top three holdings of the fund are mastercard inc a, microsoft corp and facebook inc a.
Nippon India US Equity Opportunities Fund (Dividend Reinvestment - Annually) 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 (Dividend Reinvestment - Annually) 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.
