Sign In

Nippon India US Equity Opportunities Fund (Formerly Reliance US Equity Opportunities Fund)

An open ended equity scheme following US focused theme

Product Label Close

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investement in equity and equity related securirties of companied listed on recognized stock exchanges in the US.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

investMore investMore
  • 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 the recognized stock exchanges in the of 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 PerformanceGROWTH PLAN

  • Latest NAV (05 Dec 2019)17.1444


NAV as on Nov 29, 2019: `17.2902

Performance of Nippon India US Equity O​pportunitues Fund as on 29/11/2019
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %Since Inception
Nippon India US Equity Opportunities Fund - Reg - Growth22.1618.07N.A.13.39
B: S&P 500 TRI19.6216.66N.A.15.03
AB: S&P BSE Sensex TRI12.3815.12N.A.9.48
Value of `10000 Invested
Nippon India US Equity Opportunities Fund - Reg - Growth12,20916,451N.A.17,290
B: S&P 500 TRI11,95615,870N.A.18,402
AB: S&P BSE Sensex TRI11,23415,252N.A14,835
Inception Date: Jul 23, 2015
​​​B - Benchmark    |   AB - Additional Benchmark |   TRI - Total Return Index
Fund Manager: Anju Chhajer (Since Jul 2015), Kinjal Desai (Since May 2018)
NA stands for schemes in existence for more than 1 year but less than 3 years or 5 years or instances where benchmark data for corresponding period is not available.
​​

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Anju Chhajer

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Top 3
Nippon India Japan Equity Fund15.1111.529.9210.087.9110.89
Nippon India Banking & PSU Debt Fund11.8010.457.426.86N.A.N.A.
Nippon India Retirement Fund - Income Generation Scheme9.8113.034.647.65N.A.N.A.
Bottom 3
Nippon India Retirement Fund - Wealth Creation Scheme4.579.199.6113.00N.A.N.A.
Nippon India Ultra Short Duration Fund##1.058.184.577.585.677.91
Nippon India Equity Savings Fund##-6.049.752.929.56N.A.N.A.

​​Note​:

a.Ms. Anju Chhajer manages 11 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes,the top 3 and bottom 3 schemes managed by fund manager has been provided herein are on the basis of 1 Year CAGR returns.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

​Ms. Anju Chhajer has been managing Nippon India Low Duration Fund since Oct 2009, Nippon India Prime Debt Fund since Oct 2009, Nippon India Ultra Short Duration Fund since Oct 2013, Nippon India Liquid Fund since Oct 2013, Nippon India Japan Equity Fund since Aug 2014, Nippon India Retirement Fund - Wealth Creation Scheme since Feb 2015, Nippon India Retirement Fund - Income Generation Scheme sinceFeb 2015, Nippon India Banking & PSU Debt Fund since May 2015, Nippon India Equity Savings Fund since May 2015, Nippon India US Equity Opportunities Fund since Jul 2015,Nippon India Overnight fund since Dec 2018

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER:Kinjal Desai

​Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Japan Equity Fund#15.1111.529.9210.087.9110.89
Nippon India ETF Hang Seng BeES*^4.846.028.8210.097.158.39
​​​ ​

Note:

a.Ms.Kinjal Desai manages 3 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement

d. Different plans shall have a different expense structure.

TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent index stocks, thereby showing a true picture of returns.

The performance of the equity scheme is benchmarked to the Total Return variant of the Index.

#The performance details provided herein are of Growth Plan (Regular Plan)

^ Co-Fund Manager

*The Scheme does not offer any Plans/Options. The performance details are provided at Scheme level using Dividend Reinvestment NAV's.

Ms. Kinjal Desai has been managing Nippon India Japan Equity Fund since May 2018, Nippon India US Equity Opportunities Fund since May 2018, Nippon India ETF Hang Seng BeES since May 2018

​Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other Investment. Dividends (if any) are assumed to be reinvested at the prevailing NAV. In case of LIQUIDBEES, returns are based on gross dividend per unit declared by the Fund. Bonus (if any) declared has been adjusted. Performance of dividend option would be Net of Dividend distribution tax, if any. Face value of scheme is `10/- per unit. Face Value of Nippon India Low Duration Fund is `1000/- per unit. Face Value of Nippon India Money Market Fund, Nippon India Liquid Fund, Nippon India Ultra Short Duration Fund is `1000/- per unit w.e.f 5th Aug 2012. Face value of Nippon India ETF Junior BeES is `1.25/- per unit. Face value of Nippon India ETF Liquid BeES is `1000/- per unit. Face value of Nippon India ETF Gold BeES is `100/- per unit. Face value of Nippon India Overnight Fund is `100/- per unit. In case, the start/end date of the concerned period is non-business day (NBD), the NAV of the previous date is considered for computation of returns. Schemes which have not completed one year, performance details for the same are not provided. Performance details of closed ended schemes are not provided since these are not comparable with other schemes.​​​​​​Different plans shall have a different expense structure. The performance details provided herein are of Growth plan (Regular Plan)

​​​​​​​

Note:

##The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the relevant Schemes.

​​
​​

​​​​​
Read more

Fund Details

  • Inception Date23 Jul 2015
  • Fund ManagerMs. Kinjal Desai | Ms. Anju Chhajer
Current Investment Philosophy
    • The fund endeavours to invest in a portfolio of high quality stocks listed on recognized stock exchanges of US.
    • The investment strategy of the fund would be powered by the research support of Morningstar Investment Adviser India Private Limited (MIA), a group company of Morningstar, Inc. Morningstar employs their proprietary research methodology, focused on Economic Moats, to identify investment opportunity.
    • The fund proposes to follow the Hare Strategy for its investments.
    • The Hare portfolio invests in stocks of firms that are experiencing rapid growth, emphasizing those that possess sustainable competitive advantages.
    • Companies in this strategy tend to faster-growing with both higher risk and higher return potential.
    • The investment philosophy would be a blend of top down and bottom up approach without any sector or market capitalization bias.
Minimum Investment
5000.00

    and in multiples of Re. 1 thereafter

Load Details

Entry Load*:

Not Applicable

*In terms of SEBI circular no. SEBI/IMD/CIR No.4/ 168230/09 dated June 30, 2009, no entry load will be charged by the Scheme to the investor effective August 1, 2009. Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors' assessment of various factors including the service rendered by the distributor.

Exit Load**:

1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.

Nil, thereafter.

**If charged, the same shall be credited to the scheme immediately net of Goods & Service tax, if any.

Product label

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investement in equity and equity related securirties of companied listed on recognized stock exchanges in the US.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them



Close

Portfolio

Select

Details as on Oct 31 , 2019

​​

Related Downloads & Tools

How to Invest?

Contact our advisor to complete the process

Other funds in such category

Nippon India Tax Saver (ELSS) Fund (Formerly Reliance Tax Saver (ELSS) Fund) An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit-Direct Growth Plan

Latest NAV

55.3275 06-Dec-2019

Get the app