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International or Overseas Mutual Funds, are funds that invest in 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.
As these funds invest in companies of other countries, it allows investors to earn profits from the growth of foreign markets. However, there are certain risks associated with investing in international funds.
Investors before they plan to invest in international funds must know about 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.
However, experts say, if you are a mature or high net worth investor and have exhausted the domestic equity market, you may consider investing in international funds. They also advise, invest about five to ten percent of your total mutual fund portfolio in the International Mutual Funds.
Well, for your assistance, we have prepared a list of some of the TOP 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 4167 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 prime objective of the fund is 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.
DSP US Flexible Equity Fund - Regular Plan-Growth
Funds of funds category equity mutual fund, run and managed by DSP Mutual Fund House.
The fund size of the scheme is around Rs 712 crores and it charges a total expense ratio of around 2.45%. There is no data available for the exit load charged by the fund.
The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund (BGF - USFEF). The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus.
The Scheme may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP BlackRock Mutual Fund, to meet liquidity requirements from time to time.
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 1725 crores and it charges a total expense ratio of around 2.44%. 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.
Edelweiss Greater China Equity Off-shore Fund - Regular Plan-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 1965 crores and it charges a total expense ratio of around 2.4%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days of investment.
The primary investment objective of the Scheme is To provide long term capital appreciation by investing in JPMorgan Funds - JF Greater China Equity Fund, an equity fund that invests primarily in a diversified portfolio of companies incorporated or which have their registered office located in or derive the predominant part of their economic activity from, a country in the Greater China region.
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 to future returns).