Nippon India US Equity Opportunities Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option -73.47 -6.28 15.24 16.16 14.95 12.71
S&P 500 -2.40 6.34 10.81 9.83 11.27 7.64
S&P BSE SENSEX - TRI -1.97 6.89 -2.55 6.90 9.20 12.45

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.)
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Jul 23, 2015 15.24 16.16 14.95 2.75 196.98
ICICI Prudential US Bluechip Equity Fund - Growth Jul 06, 2012 12.75 15.03 13.71 2.59 811.37
Franklin Asian Equity Fund - Growth Plan Jan 16, 2008 16.99 7.28 12.80 2.59 174.46
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Oct 31, 2007 9.72 12.04 8.68 2.60 91.63
Aditya Birla Sun Life International Equity Fund - Plan B - Growth - Regular Plan Oct 31, 2007 -3.74 -0.44 5.10 2.60 75.83
Nippon India Japan Equity Fund- Growth Plan- Growth Option Aug 26, 2014 9.22 9.18 7.03 2.36 52.40

Fund Holdings as on 31-August-2020

  • Triparty Repo

  • Facebook Inc

  • Microsoft Corp

  • Amazon Com Inc

  • Lowes Cos Inc

  • Mastercard Incorporated

  • Iqvia Holdings

  • O'Reilly Automotive Inc

  • Visa Inc

  • Booking Holdings Inc

  • Amerisource Bergen Corp

  • Unitedhealth Group Inc

  • Alphabet Inc A

  • Carmax Inc

  • Anthem INC

  • Enbridge Inc

  • Alphabet Inc

  • Blackrock Inc

  • Align Technology Inc

  • The Walt Disney Company

  • Uber Technologies Inc

  • Lyft Inc

  • Baidu Inc Spon ADR

  • Cash Margin - CCIL

  • Net Current Assets

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Fund Manager

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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 ₹196.98 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 down ₹-0.41(-2.18%)yesterday to ₹18.5751.

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

4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W) Mumbai - 400 013

022-68087000
022-68087097