International mutual funds: While most equity mutual fund schemes have faced pressure over the past year, international mutual funds have stood out with strong performance. According to Value Research, 12 international mutual fund schemes are currently open to Indian retail investors, allowing investments through both SIPs and lump-sum contributions. These funds have generated returns of up to 85 per cent over the past year, with many also delivering impressive performance across the three and five-year periods.
As investors increasingly look beyond domestic markets to diversify their portfolios, it is worth examining the international mutual funds that are currently accepting investments from retail investors, along with their returns over the past one, three, and five years.
International Mutual Fund: 12 schemes with stellar returns – LIST
Franklin US Opportunities Equity Active FoF
- 1 Year SIP Return: 31.6%
- 3 Year SIP Return: 25.5%
- 5 Year SIP Return: 13.8%
Lump-sum investment allowed: Yes
- 1 Year Lump Sum Return: 23.83%
- 3 Year Lump Sum Return: 23.38%
- 5 Year Lump Sum Return: 12.75%
Where the fund invests: US growth companies
Baroda BNP Paribas Aqua FoF
- 1 Year SIP Return: 19.7%
- 3 Year SIP Return: 14.2%
- 5 Year SIP Return: 9.7%
Lump-sum investment allowed: Yes
- 1 Year Lump Sum Return: 17.55%
- 3 Year Lump Sum Return: 14.19%%
- 5 Year Lump Sum Return: 9.76%
Where the fund invests: Companies with a global water theme
Franklin Asian Equity Asia
- 1 Year SIP Return: 57.5%
- 3 Year SIP Return: 22.7%
- 5 Year SIP Return: 8.1%
Lump-sum investment allowed: Yes
- 1 Year Lump Sum Return: 49.84%
- 3 Year Lump Sum Return: 21.42%
- 5 Year Lump Sum Return: 7.71%
Where the fund invests: Ex-Japan theme
Edelweiss US Technology Equity FoF
- 1 Year SIP Return: 58.1%
- 3 Year SIP Return: 35.3%
- 5 Year SIP Return: 19.6%
Lump-sum investment allowed: No
Where the fund invests: US-based technology companies
Edelweiss Europe Dynamic Equity Offshore
- 1 Year SIP Return: 29.3%
- 3 Year SIP Return: 24.4%
- 5 Year SIP Return: 14.9%
- Can I do lump sums? : No
Where the fund invests: Europe-based companies
Edelweiss US Value Equity Offshore
- 1 Year SIP Return: 36.2%
- 3 Year SIP Return: 19.9%
- 5 Year SIP Return: 13.8%
Lump-sum investment allowed: No
Where the fund invests: Europe value stocks
Edelweiss Emerging Markets Opportunities Equity Offshore
- 1 Year SIP Return: 84.8%
- 3 Year SIP Return: 30.3%
- 5 Year SIP Return: 11.0%
Lump-sum investment allowed: No
Where the fund invests: Emerging markets
PGIM India Global Equity Opportunities FoF
- 1 Year SIP Return: 30.3%
- 3 Year SIP Return: 21.2%
- 5 Year SIP Return: 11.0%
Lump-sum investment allowed: No
The fund invests in: Global Growth Equities
Edelweiss ASEAN Equity Offshore
- 1 Year SIP Return: 26.3%
- 3 Year SIP Return: 15.5%
- 5 Year SIP Return: 10.1%
Lump-sum investment allowed: No
Where the fund invests: South East Asia
PGIM India Emerging Markets Equity FoF
- 1 Year SIP Return: 61.8%
- 3 Year SIP Return: 32.0%
- 5 Year SIP Return: 6.7%
Lump-sum investment allowed: No
Where the fund invests: Emerging markets
Edelweiss Greater China Equity Offshore
- 1 Year SIP Return: 72.4%
- 3 Year SIP Return: 24.5%
- 5 Year SIP Return: 4.8%
Lump-sum investment allowed: No
Where the fund invests: China, Hong Kong, Taiwan
PGIM India Global Select Real Estate Sec FoF
- 1 Year SIP Return: 23.2%
- 3 Year SIP Return: 15%
- 5 Year SIP Returns: –
Lump-sum investment allowed: No
Where the fund invests: Global real estate (REITs)
Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
