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  • Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly Nippon India US Eq Opportunities Reg DR

Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

International EquityUS Equity

25.5278

NAV (Jul 28)

19.8%
5 Year CAGR
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

469 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.66 %
Launched (6y ago)
Jul 23, 2015
AUM in Crores
₹ 469
ISIN
INF204KA14G8
Lock-in
No Lock-in
Benchmark
S&P 500 TR USD
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Anju Chhajer

Fund Manager

user-avatar

Kinjal Desai

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
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    Expert Investing Only, Retirement , Kids Education
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    One click investing tracking
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

International - Others

17 Years

Age

5

Track Record

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About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 215,397 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 22,557 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 10,261 Cr

    Fund Size

    16.60%

    5 Year CAGR

    5 Y CAGR

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 22,557 Cr

    Fund Size

    4.60%

    3 Year CAGR

    3 Y CAGR

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Mid Cap

    Top Ranked

    ₹ 10,261 Cr

    Fund Size

    15.80%

    5 Year CAGR

    5 Y CAGR

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Liquid

    Top Ranked

    ₹ 22,557 Cr

    Fund Size

    3.60%

    3 Year CAGR

    3 Y CAGR

    growth

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund Performance

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

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

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

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    About Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a us equity international equity fund and has delivered an annualised return of 16.9% over a period of 6 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

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) 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. However, there is no assurance that the objective of the scheme will be realized.

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Jul 23, 2015. The NAV (Net Asset Value) of this us equity international equity as of 2021-07-28 is ₹ 25.5278. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 468.088. The category risk of the Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.66 % as expense ratio.

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 95.6% in this asset class. The top three holdings of the fund are alphabet inc a,microsoft corp and mastercard inc a

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) 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 Inc Dist cum Cap Wdrl (RIDCW-A) 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

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) Review

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.

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