Reliance US Equity Opportunities Fund - Direct
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 |
| Benchmark Type | S&P 500 |
| Expense Ratio | 1.76% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 47 |
| AMC AUM (in Crs.) | ₹ 2,33,617 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 16.62% | |
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct | 1000 | 1000 | 17.8% |
| 1000 | 1000 | 9.14% | |
| 1000 | 1000 | 10.97% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Triparty Repo | Cash - Repurchase Agreement | 14 |
| IQVIA Holdings Inc | Equity | 7 |
| Mastercard Inc A | Equity | 7 |
| Facebook Inc A | Equity | 6 |
| O'Reilly Automotive Inc | Equity | 6 |
| Booking Holdings Inc | Equity | 6 |
| Microsoft Corp | Equity | 6 |
| Enbridge Inc | Equity | 5 |
| Lowe's Companies Inc | Equity | 5 |
| Anthem Inc | Equity | 5 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 87 |
| Cash - Repurchase Agreement | 14 |
| Cash | 1 |
| Other Assets And Liabilities | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Internet Content & Information | 14 |
| Cash - Repurchase Agreement | 14 |
| Credit Services | 11 |
| Health Care Plans | 9 |
| Specialty Retail | 9 |
Reliance 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.
Email
customer_care@reliancemutual.com
Phone
18002090007
Address
9th Floor, Crescenzo, C-38 & 39,,G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051, Mumbai - 400055
Reliance Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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