Top International Mutual Funds with Highest SIP Returns in 5 Years: Rs 25,000 monthly investment in No. 1 fund has jumped to Rs 24.32 lakh in just 5 years

In 5 years, Edelweiss US Technology Equity FoF Fund has given a 19.43 per cent annualised return. Its assets under management (AUM) are Rs 2,737 crore, while its net asset value (NAV) is Rs 29.15. Benchmarked against Russel 1000 Equal Weighted Technology, the fund has given annualised returns of 24.26 per cent since its launch in July 2013. 

With an expense ratio of 0.7 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 25,000, the fund has grown to Rs 24,32,000. 

This Invesco Global Equity Income FoF has delivered a 19 per cent annualised return in 5 years. It has a fund size of Rs 41 crore and a unit price of Rs 32.71 as of June 16. Its benchmark is the MSCI World Net Dividend, and since its launch in April 2015, it has achieved an annualised return of 11.26 per cent.

With an expense ratio of 0.86 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 5 years, a Rs 25,000 monthly investment has grown to Rs 24,07,000. 

This Edelweiss Europe Dynamic Equity Offshore Fund has delivered an 18.52 per cent annualised return in 5 years. It has a fund size of Rs 110 crore and a unit price of Rs 26.6. Its benchmark is the MSCI Europe TRI, and since its launch in January 2014, it has achieved an annualised return of 8.99 per cent.

With an expense ratio of 0.6 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In 5 years, a Rs 25,000 monthly investment has jumped to Rs 23,79,000. 

In 5 years, Aditya Birla Sun Life Global Excellence Equity FoF has given a 14.55 per cent annualised return. Its assets under management (AUM) are Rs 201 crore, while its net asset value (NAV) is Rs 35.44. Benchmarked against MSCI World, the fund has given annualised returns of 7.85 per cent since its launch in January 2013. 

With an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 25,000, the fund has grown to Rs 21,56,000.

This Invesco India - Invesco Pan European Equity FoF has delivered a 14.28 per cent annualised return in 5 years. It has a fund size of Rs 48 crore and a unit price of Rs 21.1. Its benchmark is the MSCI Europe TRI, and since its launch in January 2014, it has achieved an annualised return of 6.78 per cent.

With an expense ratio of 0.59 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In 5 years, a Rs 25,000 monthly investment has jumped to Rs 21,44,000.