International Mutual Funds: International funds or overseas fund funds invest in international markets. These funds can be invested in equity or debt. However, their investment in equity or equity-related instruments of other countries is 80 per cent or more. They also invest in other asset classes like commodities, real estate etc. Apart from giving an opportunity to invest in the global market, these funds also help people to achieve geographical diversification and sometimes act as a hedge if there is a decline in domestic currency.
Average returns of 1, 3, 5 and 10 years
In the last one year, the performance of International Mutual Fund in Equity Mutual Fund Kategiri has been excellent. During this period, the average return of international funds has been more than 34 per cent. Many funds are included in the top performers. At the same time, the average return for the last 3 years has been 12 percent, the average return for 5 years has been 13 percent and the average return for 10 years has been more than 7 percent. If you also want to keep the balance by diversifying your investment, then international funds should be included in the portfolio. 5 year top performer ……
Edelweiss Greater China Equity Offshore Fund
5 year return: 28% annually
Value of Rs 1 lakh investment in 5 years: 3.46 lakhs
Minimum investment: Rs 5000
Minimum SIP: Rs 500
Assets: 1,033 crores (January 31, 2021)
Expense Ratio: 1.49% (January 31, 2021)
PGIM India Global Equity Opportunity Fund
5 year return: 23% annually
Value of Rs 1 lakh investment in 5 years: 2.77 lakh
Minimum investment: Rs 5000
Minimum SIP: 1000 rupees
Assets: 769 crores (January 31, 2021)
Expense Ratio: 1.34% (January 31, 2021)
Mutual Funds: What are floater funds, investors are placing bets in hopes of high returns
Franklin India Feeder Franklin US Opportunity Fund
5-Year Return: 22.5% per annum
Value of Rs 1 lakh investment in 5 years: 2.76 lakhs
Minimum investment: Rs 5000
Minimum SIP: 500 rupees
Assets: 2733 crores (January 31, 2021)
Expense Ratio: 0.61% (January 31, 2021)
ICICI Pru US Bluechip Equity Fund
5-Year Return: 18% per annum
Value of investment of Rs 1 lakh in 5 years: 2.25 lakh
Minimum investment: Rs 5000
Minimum SIP: Rs 100
Assets: 1075 crores (January 31, 2021)
Expense Ratio: 1.40% (January 31, 2021)
(source: value research)
(Note: We have given information only here of funds whose asset value is more than 500 crores rupees.)
Keep some things in mind
Before investing by the fund, which is invested in the equity of the country, before investing, see that there is no issue going on in that country at the present time. There is no kind of live political tension or political uncertainty. The movement in the currency has an impact on their returns. For example, if the rupee is strong then the returns of these funds may decrease. At the same time, their returns can increase due to the weakening of the rupee. Check the expense ratio of the fund to see if there is much more. It is important to keep an eye on expenses while investing in these funds.
(Note: We have given information here based on the performance and expert report of different funds. Investment in the market is subject to risk, so consult the advisor at your level before investing.)