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5 international funds that delivered 18-28% annually over five years

US-focused funds dominate the performance list, though a few other global schemes, too, are catching up

August 04, 2021 / 09:47 AM IST
Investing in international markets has caught on with many wishing to diversify their portfolios overseas. Mutual funds and ETFs are popular vehicles for investors. Thanks to the massive rally over the last decade in the US markets, funds focused on that geography dominate the performance chart.
Investing in international markets has caught on with many wishing to diversify their portfolios overseas. Mutual funds and ETFs are popular vehicles for investors. Thanks to the massive rally over the last decade in the US markets, funds focused on that geography dominate the performance chart.
Motilal Oswal Nasdaq 100 ETF has delivered a robust 28 percent annually over the past five years and tops the international funds performance chart, according to data from ACEMF. It holds assets worth Rs 4351 crore. Though the Nasdaq is heavy on technology, it also has global leaders in consumer services and healthcare as well, thus giving a healthy basket for investors to deploy their money.
Motilal Oswal Nasdaq 100 ETF has delivered a robust 28 percent annually over the past five years and tops the international funds performance chart, according to data from ACEMF. It holds assets worth Rs 4351 crore. Though the Nasdaq is heavy on technology, it also has global leaders in consumer services and healthcare as well, thus giving a healthy basket for investors to deploy their money.
Franklin India Feeder - Franklin U.S. Opportunities Fund comes next in the list with 23.5 percent returns. It is benchmarked against the broader market Russell 3000 Growth index and has assets of Rs 3610 crore.
Franklin India Feeder - Franklin U.S. Opportunities Fund comes next in the list with 23.5 percent returns. It is benchmarked against the broader market Russell 3000 Growth index and has assets of Rs 3610 crore.
PGIM India Global Opportunities Fund delivered 22.2 percent returns over five years. True to its name, its feeder fund invests in US, European and Chinese stocks among others. The fund manages assets of Rs 1269 crore.
PGIM India Global Opportunities Fund delivered 22.2 percent returns over five years. True to its name, its feeder fund invests in US, European and Chinese stocks among others. The fund manages assets of Rs 1269 crore.
Edelweiss Greater China Equity Off-Shore Fund delivered 22 percent in the last five years and invests in companies listed in China, Hong Kong and Taiwan. It invests via the JP Morgan Funds - Greater China Fund. It holds assets to the tune of Rs 1838 crore.
Edelweiss Greater China Equity Off-Shore Fund delivered 22 percent in the last five years and invests in companies listed in China, Hong Kong and Taiwan. It invests via the JP Morgan Funds - Greater China Fund. It holds assets to the tune of Rs 1838 crore.
DSP US Flexible Equity Fund delivered 18.4 percent returns over the last five years. It manages assets of Rs 473 crore. It is benchmarked to the Russell 1000 TRI.
DSP US Flexible Equity Fund delivered 18.4 percent returns over the last five years. It manages assets of Rs 473 crore. It is benchmarked to the Russell 1000 TRI.
Investing across geographies helps diversify your portfolio. International funds are ideal avenues for retail investors. US-focused funds have tended to dominate investor preference given the sheer variety of stocks and sectors of global repute that are available in that market. Investors can keep US-focused funds for the main portion of their international investments and also explore other global funds investing in fast-growing Asian markets. Fresh investors must take the help of an advisor to zero in on the right funds. In addition to regular equity market risks, there is also currency volatility for investors to deal with. For example, if the dollar weakens against the rupee, investors may see some erosion in returns.
Investing across geographies helps diversify your portfolio. International funds are ideal avenues for retail investors. US-focused funds have tended to dominate investor preference given the sheer variety of stocks and sectors of global repute that are available in that market. Investors can keep US-focused funds for the main portion of their international investments and also explore other global funds investing in fast-growing Asian markets. Fresh investors must take the help of an advisor to zero in on the right funds. In addition to regular equity market risks, there is also currency volatility for investors to deal with. For example, if the dollar weakens against the rupee, investors may see some erosion in returns.
Venkatasubramanian K
first published: Aug 4, 2021 08:57 am
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