Nippon India US Equity Opportunities Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 30-03-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P 500 -11.09 -18.46 -7.33 3.51 4.71 7.33
S&P BSE SENSEX - TRI -22.85 -28.35 -22.86 1.07 2.41 11.52

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential US Bluechip Equity Fund - Growth Jul 06, 2012 7.90 12.07 10.38 2.72 498.49
Franklin Asian Equity Fund - Growth Plan Jan 16, 2008 -7.41 3.77 4.45 2.60 141.89
Aditya Birla Sun Life International Equity Fund - Plan B - Growth - Regular Plan Oct 31, 2007 -27.32 -6.13 -1.11 2.58 76.74
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Oct 31, 2007 -3.78 7.15 3.34 2.60 76.09
Nippon India Japan Equity Fund- Growth Plan- Growth Option Aug 26, 2014 -1.30 5.04 3.00 2.11 32.32

Fund Holdings as on 29-February-2020

  • Triparty Repo

  • Microsoft Corp

  • Mastercard Incorporated

  • Iqvia Holdings

  • Facebook Inc

  • Enbridge Inc

  • O'Reilly Automotive Inc

  • Lowes Cos Inc

  • Booking Holdings Inc

  • Amerisource Bergen Corp

  • Alphabet Inc A

  • Visa Inc

  • Amazon Com Inc

  • Anthem INC

  • Unitedhealth Group Inc

  • Alphabet Inc

  • Carmax Inc

  • Blackrock Inc

  • Uber Technologies Inc

  • Align Technology Inc

  • The Walt Disney Company

  • Lyft Inc

  • Baidu Inc Spon ADR

  • Cash Margin - CCIL

  • Net Current Assets

View More
  • Miscellaneous

View More

About Nippon India US Equity Opportunities Fund

Scheme Analysis

Nippon India US Equity Opportunities Fund is a Equity - Thematic Fund - Global fund and belongs to Nippon India Mutual Fund. It was launched on 23-Jul-2015 and currently has an AUM of ₹103.08 crore. Nippon India US Equity Opportunities Fund is benchmarked against S&P 500 as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Nippon India US Equity Opportunities Fund ended up ₹0.51(3.51%)yesterday to ₹15.0588.

Among its top 3 holdings the fund has exposure to Triparty Repo, and

The Nippon India US Equity Opportunities Fund is managed by Anju Chhajer and Kinjal Desai.

Fund House Contact

Reliance Centre, 7th Floor, South Wing, Off Western Express Highway, Santacruz (East) Mumbai - 400 055

022-43031000
022-43037662

Fund Manager

  • ADRs & GDRs

  • Cash

  • Equity

View More