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Nippon India US Equity Opportunities Fund (Dividend Reinvestment - Annually)

₹ 19.61

NAV (OCT 21)

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 fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

5 Years

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

Relative Size

196 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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Historical NAV

19.61

NAV (OCT 21)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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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

Moderately Low

Moderate

Moderately High

High

High Risk

2.39%

Expense Ratio

23rd Jul, 2015

Launched (5y ago)

₹ 196

AUM in Crores

INF204KA14G8

No 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 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 22nd October 2020

Top Stock Holdings

Mastercard Inc A

9%

Microsoft Corp

9%

Facebook Inc A

8%

Triparty Repo

8%

Lowe's Companies Inc

7%
See all holdings
allocation by market cap

Allocation by Sector

Consumer Cyclical

23%

Healthcare

21%

Communication Services

19%

Financial Services

15%

Technology

15%
See all sectors

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

  • Indicative returns of 12.00% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Grow wealth, Retirement, Kid's education
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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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.

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.

Top Ranked

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.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Category View

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

calender

Consistency Of Performance

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

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Impact of Interest Rates

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

calender

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

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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.