Also known as foreign or overseas funds, international mutual funds can be a great investment instrument for investors looking to diversify their portfolio beyond the options available in the domestic market. Opting for such funds can also help you gain exposure to foreign markets.
What are international mutual funds?
International mutual funds are those where the Asset Management Companies (AMCs) invest in financial securities of entities listed abroad. Just like you invest in mutual funds domestically, you can invest in international ones through lump-sum or Systematic Investment Plans (SIPs).
Let’s look at the top international mutual funds in India, based on historical returns as of July 23, 2021.
- Franklin India Feeder Franklin US Opportunities Fund:
Franklin India Feeder Franklin US Opportunities Fund has most of its investments in the units of Franklin U.S. Opportunities Fund.
These are its primary financial particulars:
| Particulars | Amount in ₹ |
| Assets Under Management (AUM) as on 30-06-2021 | 3,610 crores |
| Minimum investment in Lump-sum | 5,000 |
| Minimum investment through SIP | 500 |
| Net Asset Value (NAV) as on 22-07-2021 | 63.85 |
Given here are its performance benchmarks:
| Performance benchmarks | Return % |
| 1 year | 36.43% |
| 3 years | 26.13% |
| 5 years | 24.77% |
| Since inception (01-01-2013) | 22.70% |
- Edelweiss Greater China Equity Off-shore Fund:
Edelweiss Greater China Equity Off-shore Fund has most of its investments in the units of JP Morgan Funds – JF Greater China Equity Fund.
These are its primary financial particulars:
| Particulars | Amount in ₹ |
| Assets Under Management (AUM) as on 30-06-2021 | 1,838 crores |
| Minimum investment in Lump-sum | 5,000 |
| Minimum investment through SIP | 300 |
| Net Asset Value (NAV) as on 23-07-2021 | 58.39 |
Given here are its performance benchmarks:
| Performance benchmarks | Return % |
| 1 year | 34.48% |
| 3 years | 25.05% |
| 5 years | 24.16% |
| Since inception (01-01-2013) | 17.81% |
- PGIM India Global Equity Opportunities Fund:
PGIM India Global Equity Opportunities Fund has most of its investments in the units of PGIM Jennison Global Equities Opportunities Fund.
These are its primary financial particulars:
| Particulars | Amount in ₹ |
| Assets Under Management (AUM) as on 30-06-2021 | 1,269 crores |
| Minimum investment in Lump-sum | 5,000 |
| Minimum investment through SIP | 1,000 |
| Net Asset Value (NAV) as on 23-07-2021 | 40.59 |
Given here are its performance benchmarks:
| Performance benchmarks | Return % |
| 1 year | 34.63% |
| 3 years | 31.97% |
| 5 years | 23.15% |
| Since inception (01-01-2013) | 12.70% |
Note: Fund performance indicators and other fund-specific information are sourced through ETMoney.
How to invest in international mutual funds?
You can make international mutual fund investments through online and offline modes. You can opt for a lump-sum investment or a SIP. The investments are in INR.
The best international mutual fund investments in India can reduce the negative impact of domestic economic factors and provide you with the opportunity to invest in leading foreign companies. However, before you make such investment decisions, it is prudent to reach out to a financial advisor who can guide you on your investment journey by curating plans that suit your financial goals, age and risk appetite.
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