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Indian mutual funds that invest in US markets gave an average return of 33% in the last one year. But don’t get swayed by past returns. Here is a low-down on the sub-categories of these funds
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When it comes to developed markets, the Ukraine-Russia crisis, geopolitical issues and currency risks can bite into returns, apart from debt taxation
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Mutual funds are mandated to disclose the NAVs of all schemes within a given outer time limit.
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Investors should look at their asset allocation, and if there’s a need to buy more international funds, only then should they invest. Taxation shouldn’t be the only reason to invest, experts say
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While Kotak Mahindra MF has suspended lump sum investments and fresh as well existing SIPs in one of its overseas schemes, Edelweiss MF has stopped only lump sum investments in its seven schemes.
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The five funds are S&P 500 Index Fund, Nasdaq 100 ETF, Nasdaq 100 Fund of Fund, MSCI EAFE Top 100 Select Index Fund and Nasdaq Q 50 ETF.
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There is a separate $1-billion limit for funds of funds (FoFs) and industry sources say around $700-800 million of this limit remains open. While FoFs are also mutual fund schemes, they are different from international MFs. Watch the video to know the difference, and how you can increase your exposure to global equities through FoFs
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Only select fund houses have opened their doors of international funds. And they may shut these if they breach their February 1, 2022 limits.
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Rising interest rates have led to a sharp fall in technology stocks in the US, a favourite among Indian investors for the past two years. That doesn’t mean you should sell them in a hurry, especially when fresh investments have been halted temporarily.
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The Russia-Ukraine crisis has hammered prices of several global stocks, but most international funds are not accepting fresh investor flows due to overseas investing limits
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The restriction is applied to fund houses on buying listed shares or securities or units of schemes overseas (other than exchange traded funds)
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Trideep Bhattacharya, Co-CIO Equities Edelweiss Mutual Fund, speaks with Moneycontrol’s Jash Kriplani
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Advisors say investors must go for time-tested markets and geographies, rather than going for niche markets or themes
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US-focused funds dominate the performance list, though a few other global schemes, too, are catching up
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With positive flows in equity schemes in the past couple of months, mutual funds have turned saviour for equity markets as they are seen absorbing the selling by FPIs
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The US opportunities fund would give you diversification, but don’t allocate more than 10 percent of your portfolio to global schemes
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Superior returns from US indices, a weak rupee vis-à-vis the dollar and the ample investment opportunities in overseas markets made investors choose international funds
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Each global fund has a different risk-reward level associated with it
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Advisers are suggesting an investment in international funds as a means to diversify across countries and currencies due to volatility in Indian equities.
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They give you a chance to invest in global companies that aren’t listed in Indian stock markets
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You need to build a US dollar-based kitty. Such investments would help you build a substantial corpus in the long-term
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International funds can be considered once your domestic portfolio is well-diversified
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Whenever India has experienced near-zero or negative real interest rates, gold has done well
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Top five best performing international fund included Franklin Asian Equity Fund (8.41 percent) and HSBC Asia Pacific (Ex Japan) Dividend Yield Fund (7.74 percent).
