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Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

(Erstwhile Reliance US Equity Opportunites Fund- Growth Plan- Growth Option)

Category: Equity: Thematic-International
Launch Date: 05-07-2015
Asset Class: Equity
Benchmark: Standard & Poors US 500 (total return)
Expense Ratio: 2.76% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 95.9 Cr As on (31-01-2020)
Turn over: 15.00
NAV as on 14-02-2020

18.5415

-0.01 (-0.0631%)

CAGR Since Inception

15.28%

PERFORMANCE of Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

Scheme Performance (%) Data as on - 17-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option 23.97 19.13 - - 15.28
Benchmark - - - - -
Equity: Thematic-International 17.74 11.81 7.85 8.39 10.68

Yearly Performance (%)

Fund Managers

Ms. Anju Chhajer, Ms. Jahnvee Shah

Ms. Chhajer is a B.Com (H) and a Chartered Accountant. 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.

Investment Objective

The scheme seeks 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 remaining in debt and money market securities in India.

RETURNS CALCULATOR for Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option - - 1.26 1.18 - -
Equity: Thematic-International - - - - - -

PEER COMPARISION of Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

Period
Data as on - 17-02-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option 05-07-2015 23.97 21.39 19.13 0.0 0.0
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 36.25 0.0 0.0 0.0 0.0
ICICI Prudential US Bluechip Equity Fund - Growth 25-07-2012 22.84 19.56 16.58 13.51 0.0
Franklin Asian Equity Fund - Growth Plan 05-01-2008 19.13 5.14 12.35 9.4 9.94
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan 31-10-2007 17.19 14.11 14.09 7.87 11.21
Nippon India Japan Equity Fund- Growth Plan- Growth Option 05-08-2014 13.36 6.92 9.77 7.31 0.0
Aditya Birla Sun Life International Equity Fund - Plan B - Growth - Regular Plan 31-10-2007 12.55 3.11 6.88 5.73 8.63
Sundaram Global Brand Fund Growth 24-08-2007 11.61 4.79 8.06 5.15 6.31
HSBC Global Emerging Markets Fund - Growth 17-03-2008 11.22 3.48 9.11 6.05 5.86
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth 24-02-2014 9.29 6.68 10.28 7.77 0.0

PORTFOLIO ANALYSIS of Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

Asset Allocation (%)