Formerly Reliance US Equity Opportunities Reg DR
₹ 22.4031
NAV (Mar 01)
Neutral
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Us equity funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
266 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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Scheme Information
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
Very High Risk
2.71 %
Expense Ratio
Jul 23, 2015
Launched (6y ago)
₹ 266
AUM in Crores
INF204KA14G8
ISIN
No Lock-in
Lock-in
S&P 500 TR USD
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with International Equity Funds
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Recommended
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Age
Track Record
US Equity
Recommended
Top Ranked
9 Years
Age
Track Record
International - Others
17 Years
Age
Track Record
International - Others
17 Years
Age
Track Record
International - Others
17 Years
Age
Track Record
About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 190,624 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 87 equity,369 debt and 34 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 19,337 Cr
Fund Size
5.9%
3Y returns
Mid Cap
Recommended
Top Ranked
₹ 8,153 Cr
Fund Size
11.6%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
5.1%
3Y returns
Mid Cap
Top Ranked
₹ 8,153 Cr
Fund Size
10.3%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
3.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Nippon India US Equity Opportunities Fund (DR-A) is a us equity international equity fund and has delivered an annualised return of 15.5% over a period of 6 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
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.
The Nippon India US Equity Opportunities Fund (DR-A) fund was launched on Jul 23, 2015. The NAV (Net Asset Value) of this us equity international equity as of 2021-03-01 is ₹ 22.4031. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 265.096. The category risk of the Nippon India US Equity Opportunities Fund (DR-A) fund is Very High Risk. The fund charges 2.71 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 96.8% in this asset class. The top three holdings of the fund are alphabet inc a,microsoft corp and mastercard inc a
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.
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 (DR-A) 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 (DR-A) 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.