Table of Contents
Nowadays, many investors look to diversify their investment Portfolio across geographical boundaries. Such investors invest in global fund. Global funds have opened a window for Indian investors to international asset markets and have facilitated diversification. These funds primarily invest in companies, which are spread across the world. One of the important benefits of investing in this fund is that your investment is just not concentrated to one country, it is diversified across various markets to earn benefits from International trade developments.
Investing in global funds requires in-depth knowledge of the Market around the world. Investors need to be constantly aware of the current political-economic situation because a negative political scenario of a region can risk the investment. Thus, investors should make a conscious effort to keep a track of Economics in a foreign market. Investors can choose a fund from the below-listed top performing global/international fund.
Talk to our investment specialist
Fund NAV Net Assets (Cr) Rating 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Franklin Asian Equity Fund Growth ₹29.0156
↓ -0.13 ₹250 ☆☆☆☆☆ 2.3 7 18.7 -0.5 3.5 0.7 DSP BlackRock US Flexible Equity Fund Growth ₹58.2287
↓ -0.47 ₹853 ☆☆☆☆☆ 6.4 8.2 22.4 11.3 16.1 22 ICICI Prudential US Bluechip Equity Fund Growth ₹64
↓ -0.13 ₹3,221 ☆☆☆☆ 2 12.1 14.6 11.2 15.1 30.6 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹74.5263
↓ -0.65 ₹3,514 ☆☆☆☆ 9.1 11 32.9 8 16.9 37.9 DSP BlackRock World Gold Fund Growth ₹20.7097
↓ -0.28 ₹1,120 ☆☆☆ -7.2 13 20.9 6 8.9 7 Kotak Global Emerging Market Fund Growth ₹22.604
↓ -0.13 ₹91 ☆☆☆ 0.2 2.1 8.8 0.5 6.1 10.8 ICICI Prudential Global Stable Equity Fund Growth ₹25.73
↓ -0.09 ₹119 ☆☆☆☆ -3.6 7.5 8.5 7.2 8.9 11.7 Principal Global Opportunities Fund Growth ₹47.4362
↓ -0.04 ₹38 ☆☆☆☆ 2.9 3.1 25.8 24.8 16.5 Nippon India Japan Equity Fund Growth ₹18.851
↑ 0.04 ₹259 ☆☆☆☆ 0.2 7.9 13.4 1.9 18.7 Edelweiss ASEAN Equity Off-shore Fund Growth ₹27.894
↓ -0.30 ₹94 ☆☆☆ -1.6 15.4 19 5.4 5.8 -1.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Dec 24
Fincash has employed the following parameters for shortlisting the top performing funds:
Past Returns: Return analysis of last 3 years
Parameters & Weights: Information ratio with some modifications for our ratings and rankings
Qualitative & Quantitative Analysis: Quantitative measures like Expense Ratio, Sharpe Ratio, Sortino Ratio, Alpa, Beta, Upside Capture Ratio & Downside Capture Ratio, including fund age and the size of the fund has been considered. Qualitative analysis like the reputation of the fund along with the fund manager is one of the important parameters that you would see in the listed funds.
Asset Size: The minimum AUM criteria for Equity Funds are INR 100 Crores with some exceptions at times for new funds that are doing well in the market.
Performance with Respect to Benchmark: Peer average
Some of the important tips to consider while investing in global funds are:
Investment Tenure: Investors planning to invest in global funds should stay invested for minimum 3 years.
Invest via a SIP: SIP or Systematic Investment plan is the most efficient way to invest in a Mutual Fund. They not only provide a systematic way of investing, but also ensures regular investment growth. Also, due to their investment style, they can prevent the pitfalls of equity investments. You can invest in a SIP with an amount as low as INR 500.
You Might Also Like