RELIANCE US EQUITY OPPORTUNITES FUND (Equity, International)

High
2 yrs 8 monthsStarted on:23 Jul 2015
₹ 13.15 Cras on: 22 Feb 2018
Long Term Horizon
2.45%
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

Similar Funds
ICICI Prudential US Bluechip Equity Fund
Return (CAGR) 16.27%
Crisil Ranking NA
Value Research NA
Franklin Asian Equity Fund
Return (CAGR) 8.59%
Crisil Ranking NA
Value Research NA
Principal Global Opportunities Fund
Return (CAGR) 8.42%
Crisil Ranking NA
Value Research NA
BSL Global Commodities Fund
Return (CAGR) 2.71%
Crisil Ranking NA
Value Research NA
RELIANCE JAPAN EQUITY FUND
Return (CAGR) 6.57%
Crisil Ranking NA
Value Research NA
DSP BlackRock World Gold Fund
Return (CAGR) 1.04%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
YTD3.72
3 Month4.15
1 YR15.25
2 YR16.15

SIP Returns

TenureReturns (CAGR)
1 YR18.07
2 YR16.29

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Technology22.02
Healthcare18.14
Financial16.85
Services10.15
Automobile7.01
FMCG5.41
Construction3.42
Engineering2.9
Diversified2.55

Indicators

LabelValue

Anju Chhajer,Jahnvee Shah

Ms. Chhajer is a B.Com (H) and a Chartered Accountant.Ms. Shah is a B.Sc and an MBA (Finance).
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.Prior to joining Reliance Mutual Fund she has worked with Financial Express

Other Funds Managed by Anju Chhajer,Jahnvee Shah

© CRISIL Limited 2017. All Rights Reserved