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Nippon India US Equity Opportunities Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

•

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

Fund Info

Scheme Class	Equity
Scheme Category	Global - Other
Expense Ratio	1.37%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 197
AMC AUM (in Crs.)	₹ 2,33,617
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P 500

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential US Bluechip Equity Fund - Direct Plan	1000	1000	19.42%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct Plan	1000	1000	28.47%
Franklin Asian Equity Fund - Direct Plan	1000	1000	11.81%
DSP World Mining - Direct Plan	1000	1000	14.96%

Top 10 Holdings

Company	Holding Type	Asset(%)
Triparty Repo	Cash - Repurchase Agreement	8
Facebook Inc A	Equity	6
Microsoft Corp	Equity	6
Amazon.com Inc	Equity	6
Lowe's Companies Inc	Equity	6
Mastercard Inc A	Equity	6
IQVIA Holdings Inc	Equity	5
O'Reilly Automotive Inc	Equity	5
Visa Inc Class A	Equity	4
Booking Holdings Inc	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	92
Cash - Repurchase Agreement	8
Cash	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	25
Healthcare	21
Communication Services	17
Financial Services	14
Technology	11

Fund Manager

Anju Chhajer

5+ years of experience

Kinjal Desai

2+ years of experience

Nippon India Mutual Fund

AUM₹2,33,617 Cr

About

Reliance Mutual Fund is a part of Reliance Anil Dhirubhai Ambani (ADA) Group and it is one of the largest growing asset management companies in India. It has an asset under management of Rs 2,40,445.37 and 83.99 lakhs folios.##Reliance Mutual Fund is present across 160 cities across the country. The main motto of the asset management company is to launch products that are not only innovative, but also conducive for investors. They believe in increasing their value to investors.##RMF provides a host of mutual funds across various categories, be it equity, debt and hybrid. The schemes have a well-managed portfolio and it has pioneered to become one of the most trusted asset management companies in India.##Reliance Mutual Fund has been sponsored by Reliance Capital Limited and Nippon Life Insurance Company.

customer_care@reliancemutual.com

Phone

18002090007

Address

Reliance Capital Asset Management Ltd.,One India Bulls Centre - Tower One,,11th & 12th floor, Jupiter Mills Compound,,Elphinstone Road,, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m