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Top international MFs with highest lump sum returns: Rs 5,000 SIP in top fund has grown to Rs 8.15 lakh
- Written by Anamika Singh
Published: Zee Business| Updated: Zee Business
With international mutual funds, you can diversify your investments across various countries and regions, reducing risk by not relying on a single market. Investing globally can open the door to opportunities for higher returns by taking advantage of the growth of emerging markets and industry leaders from around the world. International funds expose you to different currencies, which can be beneficial if your home currency is underperforming. It also provides liquidity, allowing you to buy or sell your investments relatively easily. But international markets tend to experience more price swings than domestic ones. This volatility can result in ups and downs in the value of your investment portfolio. Thus, let’s take a look at the top international MFs with the highest lump sum returns. See how Rs 5,000 SIP in the top fund has grown to Rs 8.15 lakh.
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DISCLAIMER: Investments carry risk; seek professional guidance
1/10
Edelweiss US Technology Equity FoF
1/10In 5 years, Edelweiss US Technology has given a 22.14 per cent annualised return. Its assets under management (AUM) are Rs 2,816 crore, while its net asset value (NAV) is Rs 23.83. Benchmarked against Russel 1000 Equal Weighted Technology, the fund has given annualised returns of 20.5 per cent since its launch in February 2020.
2/10
Edelweiss US Technology Equity FoF
2/10With 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 one-time SIP of 3,00,000, the fund has grown to Rs 8,15,000.
3/10
Invesco India - Invesco Global Equity Income FoF
3/10This Invesco Global Equity Income FoF has delivered a 21.17 per cent annualised return in 5 years. It has a fund size of Rs 31 crore and a unit price of Rs 28.96. Its benchmark is the MSCI World Net Dividend, and since its launch in April 2015, it has achieved an annualised return of 10.25 per cent.
4/10
Invesco India - Invesco Global Equity Income FoF
4/10With 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 3,00,000 lump sum investment has grown to Rs 7,84,000.
5/10
Edelweiss US Value Equity Offshore Fund
5/10In 5 years, Edelweiss US Value Equity Offshore Fund has given a 19.33 per cent annualised return. Its assets under management (AUM) are Rs 181 crore, while its net asset value (NAV) is Rs 34.36. Benchmarked against Russel 1000, the fund has given annualised returns of 11.17 per cent since its launch in July 2013.
6/10
Edelweiss US Value Equity Offshore Fund
6/10With an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a one-time lump sum investment of Rs 3,00,000, the fund has grown to Rs 7,26,000.
7/10
Edelweiss Europe Dynamic Equity Offshore Fund
7/10This Edelweiss Europe Offshore Fund has delivered a 19.10 per cent annualised return in 5 years. It has a fund size of Rs 107 crore and a unit price of Rs 22.86. Its benchmark is the MSCI Europe TRI, and since its launch in January 2014, it has achieved an annualised return of 7.7 per cent.
8/10
Edelweiss Europe Dynamic Equity Offshore Fund
8/10With an expense ratio of 0.57 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 3,00,000 lump sum investment has grown to Rs 7,19,000.
9/10
ICICI Prudential US Bluechip Equity Fund
9/10In 5 years, ICICI Prudential US has given a 17.90 per cent annualised return. Its assets under management (AUM) are Rs 3,249 crore, while its net asset value (NAV) is Rs 65.91. Benchmarked against S&P 500 TRI, the fund has given annualised returns of 15.76 per cent since its launch in January 2013.
10/10
ICICI Prudential US Bluechip Equity Fund
10/10This fund has an expense ratio of 1.25 per cent. With a one-time SIP of 3,00,000 in 5 years, the fund has grown to Rs 6,83,000.
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