Nippon India US Equity Opportunities Fund Direct Growth+0.60%

1Groww
29.93%
1 Year Return
Equity
Sectoral/Thematic
1.0star
6M
1Y
3Y
All

Fund Details

Nippon India US Equity Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹100
Expense Ratio1.75%
NAV18.94 (17 Jan 2020)
Fund Started18 Jul 2015
Fund Size79 Cr

Fund Overview

Quick overview of Nippon India US Equity Opportunities Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Nippon India US Equity Opportunities Fund Direct Growth
29.9%
19.7%
NA
15.3%
Category Average
31.4%
12.4%
NA
-
Rank within category
6
3
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 29.9% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    Mastercard Ord Shs Class AFinancialForgn. Eq6.3%
    O Reilly Automotive Inc. (USA)AutomobileForgn. Eq6.1%
    Iqvia HoldingsHealthcareForgn. Eq5.9%
    Microsoft Corportion (US)TechnologyForgn. Eq5.8%
    Facebook CoTechnologyForgn. Eq5.7%
    Lowe S Companies Inc (USA)FMCGForgn. Eq5.4%
    Enbridge Inc.ServicesForgn. Eq5.4%
    Booking Holdings IncServicesForgn. Eq5.3%
    Amerisource Bergen CorpHealthcareForgn. Eq4.5%
    Anthem Inc.FinancialForgn. Eq4.5%
    See All

    Fund Managers

    addAnju Chhajer
    Education
    Ms. Chhajer is a B.Com (H) and a Chartered Accountant.
    Experience
    Prior to joining Reliance Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.
    Funds Managed
    addKinjal Desai
    Education
    Ms. Desai is MSc(Economics)
    Experience
    Associate Equity Investments at RNAM Assisting lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in Stock Selection and monitoring of overseas investments.
    Funds Managed

    Other Details

    Nippon India US Equity Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 18 Jul 2015. Anju Chajjer, Kinjal Desai is the Current Fund Manager of Nippon India US Equity Opportunities Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹79 Cr and the Latest NAV as of 17 Jan 2020 is ₹18.94.

    The Nippon India US Equity Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year..

    Investment 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.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About Reliance Mutual Fund

    Address
    Corporate Office : Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz(E) Mumbai-400055
    Phone
    022-33031000/30301111
    Launch Date
    30 Jun 1995
    Reliance Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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