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International Equity Mutual Funds, simply funds that in firms or companies of other countries or companies outside the investor’s native country. For example, in the case of India, it would be funds that invest in the equities of companies that are outside India.
These funds are also popular as Overseas Funds or Foreign Funds.
These funds offer a good diversifying and growth option to their investors. Experts say, if you are a mature or high net worth investor who has already exhausted the domestic equity market, then you may consider investing about five to ten percent of your total mutual fund portfolio in the International Mutual Funds.
Investors before investing in International Funds should get themselves prepared for currency risk, they should get sure regarding their investments goal and investment tenure and once they are done, they can plan their investment in International Funds.
Well, for your assistance, we have prepared a list of some of the BEST INTERNATIONAL EQUITY MUTUAL FUNDS, based on returns, latest Nav, ratings, performance, etc. for your assistance.
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Franklin India Feeder - Franklin U.S. Opportunities Fund – Growth
Funds of funds category equity mutual fund, run and managed by Franklin Templeton Mutual Fund House.
The fund size of the scheme is around Rs 3752 crores and it charges a total expense ratio of around 1.54%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days of investment.
The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, and overseas. Franklin Templeton mutual fund, which primarily invests in securities in the United States of America
ICICI Prudential US Bluechip Equity Fund – Growth
A sectoral/thematic category equity mutual fund, run and managed by ICICI Prudential Mutual Fund House.
The fund size of the scheme is around Rs 2104 crores and it charges a total expense ratio of around 2.25%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 30 days of investment.
The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long-term capital appreciation to investors by primarily investing in equity and equity-related securities of companies listed on recognized stock exchanges in the United States of America.
The Scheme shall also invest in ADRs/GDRs issued by Indian and foreign companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
PGIM India Global Equity Opportunities Fund – Growth
Funds of funds category equity mutual fund, run and managed by PGIM India Mutual Fund House.
The fund size of the scheme is around Rs 1537 crores and it charges a total expense ratio of around 3.26%. The fund charges an exit load equal to 0.5% of sell value if the fund is sold before 90 days of investment.
The primary investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of units of overseas mutual funds.
Nippon India US Equity Opportunities Fund – Growth
A sectoral/thematic category equity mutual fund, run and managed by Nippon India Mutual Fund House.
The fund size of the scheme is around Rs 568 crores and it charges a total expense ratio of around 2.58%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 30 days of investment.
The primary investment objective of the Scheme is To provide long-term capital appreciation to investors by primarily investing in equity and equity-related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee of future returns).