Nippon India us equity opportunities fund (Equity, International)

High
4 yrs 11 monthsStarted on:23 Jul 2015
₹ 121.77 Cras on: 20 May 2020
Long Term Horizon
2.65%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Exit Load for all subscriptions is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment of units. Nil thereafter.

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.46
1 Month10.20
1 YR18.95
2 YR15.80
3 YR17.37

SIP Returns

TenureReturns (CAGR)
1 YR23.17
2 YR17.43
3 YR17.32

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Technology24.45
Financial18.84
Services16.94
Healthcare15.6
Automobile8.77
Cons Durable5.72
FMCG4.95

Indicators

LabelValue
Portfolio turnover ratio8
Standard Deviation16%
Beta0.93%
Sharpe Ratio0.69

Anju Chhajer,Kinjal Desai

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

Other Funds Managed by Anju Chhajer,Kinjal Desai