Reliance US Equity Opportunities Fund Dividend-0.52%

1Groww
11.43%
1 Year Return
Equity
Sectoral/Thematic
1.0 star
6M
1Y
3Y
All

Fund Details

Reliance US Equity Opportunities Fund Dividend

RiskHigh
Min SIP Amount₹100
Expense Ratio2.61%
NAV16.2 (22 Aug 2019)
Fund Started23 Jul 2015
Fund Size47 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance US Equity Opportunities Fund Dividend
11.4%
15.1%
NA
12.6%
Category Average
7.6%
12.0%
NA
-
Rank within category
4
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
    30
    with 11.4% 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
    Iqvia HoldingsHealthcareForgn. Eq7.3%
    Mastercard Ord Shs Class AFinancialForgn. Eq6.5%
    Facebook CoTechnologyForgn. Eq5.9%
    O Reilly Automotive Inc. (USA)AutomobileForgn. Eq5.8%
    Booking Holdings IncServicesForgn. Eq5.8%
    Microsoft Corportion (US)TechnologyForgn. Eq5.7%
    Enbridge Inc.ServicesForgn. Eq5.1%
    Lowe S Companies Inc (USA)FMCGForgn. Eq5.0%
    Amerisource Bergen CorpHealthcareForgn. Eq4.7%
    Anthem Inc.FinancialForgn. Eq4.7%
    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

    Reliance US Equity Opportunities Fund Dividend is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 23 Jul 2015. Anju Chajjer, Kinjal Desai is the Current Fund Manager of Reliance US Equity Opportunities Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹47 Cr and the Latest NAV as of 22 Aug 2019 is ₹16.2.

    The Reliance US Equity Opportunities Fund Dividend 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

    Compare Funds

    Reliance US Equity Opportunities Fund Dividend
    VS
    search

    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
    29 Jun 1995
    Reliance Mutual Fund
    Asset Management Company
    Custodian
    ABN AMRO Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |