- Mutual Funds
- Nippon Mutual Fund
- Nippon India US Equity Opportunities Fund (RIDCW-A)
Formerly Nippon India US Eq Opportunities Reg DR
Nippon India US Equity Opportunities Fund (RIDCW-A)
₹ 30.2452
NAV (Apr 23)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 30.2452
NAV (Apr 23)
Fund Returns
Last 1Y | 31.4% |
Last 3Y | 6.6% |
Last 5Y | 14.4% |
Last 10Y | NA |
Since Inception | 13.3% |
6 Month CAGR | 21.9% |
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.
Expense Ratio | 2.4 |
Launched (9y ago) | Jul 23, 2015 |
AUM in Crores | 699.229 |
ISIN | INF204KA14G8 |
Lock-in | No Lock-in |
Benchmark | S&P 500 TR USD |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17 |
Standard Deviation (5yr) | 17.9 |
Beta (3yr) | 0.99 |
Beta (5yr) | 1.03 |
Sharpe Ratio (3yr) | 0.363 |
Sharpe Ratio (5yr) | 0.632 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India US Equity Opportunities Fund (RIDCW-A) | 10,47,861 | 3,15,249 | 14.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
microsoft corp
7.7%alphabet inc class a
7.3%amazon.com inc
6.8%meta platforms inc class a
6.7%mastercard inc class a
5.9%Allocation by Sector
technology
24.5%healthcare
19.1%consumer cyclical
17.7%communication services
17.1%financial services
14.3%Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 3,007 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 1,444 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.7% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India US Equity Opportunities Fund (RIDCW-A) Review
Nippon India US Equity Opportunities Fund (RIDCW-A) is a US Equity International Equity fund and has delivered an annualised return of 13.3% over a period of 8 years. The fund was previously known as Nippon India US Eq Opportunities Reg DR. 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 (RIDCW-A) as of 4/23/2024 is ₹30.25 with the total AUM as of 4/24/2024 is ₹699.229. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India US Equity Opportunities Fund (RIDCW-A) 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 (RIDCW-A) is ₹0 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 (RIDCW-A)?
How to invest in Nippon India US Equity Opportunities Fund (RIDCW-A)?
You can invest in Nippon India US Equity Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Nippon India US Equity Opportunities Fund (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Nippon India US Equity Opportunities Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Nippon India US Equity Opportunities Fund (RIDCW-A) is a Not Recommended fund. You can investNippon India US Equity Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Nippon India US Equity Opportunities Fund (RIDCW-A) is 2.4% for regular plan.