8 Best Performing Global Mutual Funds to Invest In 2024 | fincash.com

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8 Best Performing Global Mutual Funds 2024

Updated on July 21, 2024 , 79846 views

Nowadays, many investors look to diversify their investment Portfolio across geographical boundaries. Such investors invest in global funds! Global funds are a type of Mutual Funds that invest across countries, including the U.S. These funds primarily invest in companies, which are spread across the world. As the name refers, the fund is global in its approach. It aims to diversify holdings in different parts of the world. The only essential part of this fund is that it should include investments in the country of the investor too.

Global funds have opened a window for Indian investors to international asset markets and has facilitated diversification. So, it becomes equally important to look at the top performing global funds in India along with other important features of these funds.

Global Investments— Global Funds

Investing in Global Mutual Funds can be a smart move. They give a diverse opportunity to domestic investors in the International markets. Though the investment is done locally through a domestic AMC, it gives an exposure to some of the biggest companies around the world. One of the important benefits of investing in this fund is that your investment is just not concentrated to one country, it is diversified across various markets to earn benefits from International trade developments.

Investing in these funds requires in-depth knowledge of the markets around the world. One needs to be constantly aware of the current political-economic scenario. Moreover, one may have to make a conscious effort to understand and keep a track of Economics in a foreign Market.

Investors can make a good profit by investing in multiple markets through global funds, however, one should not avoid the risk that comes along. The actual risk might vary depending on international conditions, politics, etc. A negative political scenario can harm the financial atmosphere of the particular region. Global funds can also be impacted by both man-made atrocities and natural calamities like earthquakes, tsunamis, riots and war-like situations.

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The time period for a global fund is typically more, which means that this fund is suitable for investors looking at long-term gains.

Top 8 Best Global Mutual Funds FY 24 - 25

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2023 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹66.9994 ↑ 0.99	₹3,558	500	10.6	15.2	29.3	4.5	15.5	16.5	37.9
Nippon India US Equity Opportunites Fund Growth	₹31.34 ↑ 0.42	₹688	100	5	10.4	21.5	7.4	14.3	13.5	32.4
DSP BlackRock US Flexible Equity Fund Growth	₹54.2382 ↑ 0.14	₹909	500	7.3	11.4	18	10.4	16.6	15.2	22
DSP BlackRock World Gold Fund Growth	₹20.49 ↓ -0.15	₹878	500	12.1	33.7	17.9	5.1	7.9	4.3	7
Nippon India Japan Equity Fund Growth	₹18.7663 ↑ 0.11	₹287	100	6.9	8.3	15.6	3.7		5.9	18.7
Edelweiss Europe Dynamic Equity Off-shore Fund Growth	₹19.3431 ↑ 0.13	₹76	1,000	4.7	13.9	15.2	7.9	12.2	6.5	17.3
Sundaram Global Advantage Fund Growth	₹30.8312 ↓ 0.00	₹114	100	3	7.9	13.9	6.3	12.9	6.9	30.1
Aditya Birla Sun Life International Equity Fund - Plan B Growth	₹28.8036 ↑ 0.07	₹93	1,000	10.3	10	13.8	18.9	9	7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jul 24

*List of Funds based on Assets >= 50 Crore & Sorted based on 1 Year Return

1. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch. Ranked 6 in Global category. Return for 2023 was 37.9% , 2022 was -30.3% and 2021 was 17.9% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund Growth
Launch Date	6 Feb 12
NAV (22 Jul 24)	₹66.9994 ↑ 0.99 (1.49 %)
Net Assets (Cr)	₹3,558 on 30 Jun 24
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	1.24
Information Ratio	-2.13
Alpha Ratio	-3.81
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 19	₹10,000
30 Jun 20	₹13,250
30 Jun 21	₹17,973
30 Jun 22	₹12,942
30 Jun 23	₹15,983
30 Jun 24	₹21,188

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	-0.5%
3 Month	10.6%
6 Month	15.2%
1 Year	29.3%
3 Year	4.5%
5 Year	15.5%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	37.9%
2022	-30.3%
2021	17.9%
2020	45.2%
2019	34.2%
2018	6.5%
2017	18.1%
2016	-0.8%
2015	8.8%
2014	8.4%

Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	2.7 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 24

Equity Sector Allocation

Sector	Value
Technology	40.66%
Health Care	12.84%
Communication Services	11.22%
Consumer Cyclical	10.96%
Financial Services	6.62%
Industrials	6.47%
Consumer Defensive	3.37%
Basic Materials	2.35%
Real Estate	0.73%

Asset Allocation

Asset Class	Value
Cash	1.27%
Equity	97.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹3,532 Cr	4,645,885 ↓ -93,905
Call, Cash & Other Assets CBLO \| -	1%	₹27 Cr

2. Nippon India US Equity Opportunites Fund

The primary investment objective of Reliance US Equity Opportunities 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 US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Nippon India US Equity Opportunites Fund is a Equity - Global fund was launched on 23 Jul 15. It is a fund with High risk and has given a CAGR/Annualized return of 13.5% since its launch. Return for 2023 was 32.4% , 2022 was -19% and 2021 was 22.2% .

Below is the key information for Nippon India US Equity Opportunites Fund

Nippon India US Equity Opportunites Fund Growth
Launch Date	23 Jul 15
NAV (22 Jul 24)	₹31.34 ↑ 0.42 (1.37 %)
Net Assets (Cr)	₹688 on 30 Jun 24
Category	Equity - Global
AMC	Nippon Life Asset Management Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.49
Sharpe Ratio	1.14
Information Ratio	-1.31
Alpha Ratio	-1.08
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 19	₹10,000
30 Jun 20	₹11,757
30 Jun 21	₹15,914
30 Jun 22	₹13,434
30 Jun 23	₹15,997
30 Jun 24	₹20,061

Nippon India US Equity Opportunites Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Nippon India US Equity Opportunites Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	-1.1%
3 Month	5%
6 Month	10.4%
1 Year	21.5%
3 Year	7.4%
5 Year	14.3%
10 Year
15 Year
Since launch	13.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	32.4%
2022	-19%
2021	22.2%
2020	22.4%
2019	31.8%
2018	7.7%
2017	16.9%
2016	8.2%
2015
2014

Fund Manager information for Nippon India US Equity Opportunites Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	6.11 Yr.

Data below for Nippon India US Equity Opportunites Fund as on 30 Jun 24

Equity Sector Allocation

Sector	Value
Technology	27.05%
Communication Services	18.65%
Consumer Cyclical	18.14%
Health Care	17.71%
Financial Services	13.83%
Basic Materials	3.75%

Asset Allocation

Asset Class	Value
Cash	0.87%
Equity	99.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Alphabet Inc Class A (Communication Services) Equity, Since 31 Jul 15 \| ABEA	9%	₹62 Cr	40,634
Microsoft Corp (Technology) Equity, Since 30 Nov 18 \| MSFT	8%	₹57 Cr	15,303
Amazon.com Inc (Consumer Cyclical) Equity, Since 31 Mar 19 \| AMZ N	7%	₹51 Cr	31,635
Meta Platforms Inc Class A (Communication Services) Equity, Since 31 Oct 16 \| META	7%	₹49 Cr	11,610
Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology) Equity, Since 31 Jan 23 \| TSM	6%	₹43 Cr	29,760
Booking Holdings Inc (Consumer Cyclical) Equity, Since 31 Jul 15 \| BKNG	6%	₹41 Cr	1,238
Mastercard Inc Class A (Financial Services) Equity, Since 31 Jul 15 \| MA	6%	₹38 Cr	10,346
IQVIA Holdings Inc (Healthcare) Equity, Since 28 Feb 17 \| QTS	5%	₹34 Cr	19,088
Elevance Health Inc (Healthcare) Equity, Since 28 Feb 18 \| ELV	5%	₹32 Cr	7,050
Charles Schwab Corp (Financial Services) Equity, Since 31 Jul 22 \| SCHW	4%	₹29 Cr	47,952

3. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of 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, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.2% since its launch. Ranked 3 in Global category. Return for 2023 was 22% , 2022 was -5.9% and 2021 was 24.2% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund Growth
Launch Date	3 Aug 12
NAV (22 Jul 24)	₹54.2382 ↑ 0.14 (0.26 %)
Net Assets (Cr)	₹909 on 30 Jun 24
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.61
Sharpe Ratio	1.01
Information Ratio	-0.38
Alpha Ratio	-1.42
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 19	₹10,000
30 Jun 20	₹11,569
30 Jun 21	₹16,429
30 Jun 22	₹15,234
30 Jun 23	₹18,507
30 Jun 24	₹22,272

DSP BlackRock US Flexible Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for DSP BlackRock US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	0.4%
3 Month	7.3%
6 Month	11.4%
1 Year	18%
3 Year	10.4%
5 Year	16.6%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	22%
2022	-5.9%
2021	24.2%
2020	22.6%
2019	27.5%
2018	-1.1%
2017	15.5%
2016	9.8%
2015	2.5%
2014	13.1%

Fund Manager information for DSP BlackRock US Flexible Equity Fund

Name	Since	Tenure
Kedar Karnik	17 Jul 16	7.96 Yr.
Laukik Bagwe	3 Aug 12	11.92 Yr.
Jay Kothari	1 Mar 13	11.34 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 30 Jun 24

Equity Sector Allocation

Sector	Value
Technology	30.83%
Health Care	15.34%
Communication Services	12.86%
Financial Services	12.39%
Consumer Cyclical	10.37%
Basic Materials	4.41%
Energy	4.11%
Consumer Defensive	3.08%
Industrials	2.91%
Real Estate	1.58%

Asset Allocation

Asset Class	Value
Cash	2.12%
Equity	97.87%
Debt	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF US Flexible Equity I2 Investment Fund \| -	99%	₹900 Cr	2,334,074
Treps / Reverse Repo Investment CBLO/Reverse Repo \| -	1%	₹12 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹4 Cr

4. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. 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 units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 4.3% since its launch. Ranked 11 in Global category. Return for 2023 was 7% , 2022 was -7.7% and 2021 was -9% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund Growth
Launch Date	14 Sep 07
NAV (22 Jul 24)	₹20.49 ↓ -0.15 (-0.72 %)
Net Assets (Cr)	₹878 on 30 Jun 24
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.31
Sharpe Ratio	0.36
Information Ratio	-0.33
Alpha Ratio	-0.72
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 19	₹10,000
30 Jun 20	₹14,794
30 Jun 21	₹13,775
30 Jun 22	₹11,270
30 Jun 23	₹12,802
30 Jun 24	₹14,657

DSP BlackRock World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	8.8%
3 Month	12.1%
6 Month	33.7%
1 Year	17.9%
3 Year	5.1%
5 Year	7.9%
10 Year
15 Year
Since launch	4.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7%
2022	-7.7%
2021	-9%
2020	31.4%
2019	35.1%
2018	-10.7%
2017	-4%
2016	52.7%
2015	-18.5%
2014	-3%

Fund Manager information for DSP BlackRock World Gold Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	11.34 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Jun 24

Equity Sector Allocation

Sector	Value
Basic Materials	93.17%

Asset Allocation

Asset Class	Value
Cash	3.2%
Equity	93.4%
Debt	0.01%
Other	3.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	79%	₹693 Cr	1,915,334 ↑ 16,320
VanEck Gold Miners ETF - \| GDX	19%	₹162 Cr	573,719
Treps / Reverse Repo Investment CBLO/Reverse Repo \| -	3%	₹25 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹3 Cr

5. Nippon India Japan Equity Fund

The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Nippon India Japan Equity Fund is a Equity - Global fund was launched on 26 Aug 14. It is a fund with High risk and has given a CAGR/Annualized return of 5.9% since its launch. Ranked 9 in Global category. Return for 2023 was 18.7% , 2022 was -15.3% and 2021 was 5.7% .

Below is the key information for Nippon India Japan Equity Fund

Nippon India Japan Equity Fund Growth
Launch Date	26 Aug 14
NAV (23 Jul 24)	₹18.7663 ↑ 0.11 (0.60 %)
Net Assets (Cr)	₹287 on 30 Jun 24
Category	Equity - Global
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.43
Sharpe Ratio	0.26
Information Ratio	-1.22
Alpha Ratio	-4.25
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 20	₹9,711
30 Jun 21	₹11,914
30 Jun 22	₹9,611
30 Jun 23	₹11,336
30 Jun 24	₹12,482

Nippon India Japan Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978 Invest Now

Returns for Nippon India Japan Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	7.5%
3 Month	6.9%
6 Month	8.3%
1 Year	15.6%
3 Year	3.7%
5 Year
10 Year
15 Year
Since launch	5.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	18.7%
2022	-15.3%
2021	5.7%
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for Nippon India Japan Equity Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	6.11 Yr.

Data below for Nippon India Japan Equity Fund as on 30 Jun 24

Equity Sector Allocation

Sector	Value
Industrials	27.77%
Consumer Cyclical	16.52%
Financial Services	14.14%
Technology	13.56%
Consumer Defensive	9.43%
Communication Services	6.83%
Real Estate	6.57%
Basic Materials	3.35%

Asset Allocation

Asset Class	Value
Cash	1.84%
Equity	98.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Tokio Marine Holdings Inc (Financial Services) Equity, Since 30 Jun 22 \| 8766	4%	₹10 Cr	33,600 ↓ -5,500
Mitsubishi UFJ Financial Group Inc (Financial Services) Equity, Since 31 Aug 14 \| 8306	4%	₹10 Cr	114,400 ↓ -2,300
Dai-ichi Life Holdings Inc (Financial Services) Equity, Since 30 Jun 22 \| 8750	4%	₹10 Cr	45,700 ↓ -3,100
TDK Corp (Technology) Equity, Since 30 Jun 22 \| 6762	4%	₹10 Cr	19,900 ↓ -3,900
Recruit Holdings Co Ltd (Communication Services) Equity, Since 30 Jun 23 \| 1RH	3%	₹10 Cr	22,400 ↓ -5,100
Toyota Motor Corp (Consumer Cyclical) Equity, Since 31 Aug 14 \| TOM	3%	₹10 Cr	58,200 ↑ 8,000
Hitachi Ltd (Industrials) Equity, Since 31 Aug 14 \| 6501	3%	₹10 Cr	53,000 ↓ -17,500
Sony Group Corp (Technology) Equity, Since 30 Jun 21 \| SON1	3%	₹10 Cr	13,900 ↑ 500
Denso Corp (Consumer Cyclical) Equity, Since 30 Jun 22 \| 6902	3%	₹10 Cr	75,500 ↑ 11,800
Komatsu Ltd (Industrials) Equity, Since 30 Jun 17 \| 6301	3%	₹10 Cr	40,300 ↓ -600

6. Edelweiss Europe Dynamic Equity Off-shore Fund

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Europe Dynamic Fund, an equity fund which invests primarily in an aggressively managed portfolio of European companies.

Edelweiss Europe Dynamic Equity Off-shore Fund is a Equity - Global fund was launched on 7 Feb 14. It is a fund with High risk and has given a CAGR/Annualized return of 6.5% since its launch. Ranked 22 in Global category. Return for 2023 was 17.3% , 2022 was -6% and 2021 was 17% .

Below is the key information for Edelweiss Europe Dynamic Equity Off-shore Fund

Edelweiss Europe Dynamic Equity Off-shore Fund Growth
Launch Date	7 Feb 14
NAV (22 Jul 24)	₹19.3431 ↑ 0.13 (0.69 %)
Net Assets (Cr)	₹76 on 30 Jun 24
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.38
Sharpe Ratio	0.48
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 19	₹10,000
30 Jun 20	₹10,315
30 Jun 21	₹14,258
30 Jun 22	₹11,867
30 Jun 23	₹15,161
30 Jun 24	₹17,274

Edelweiss Europe Dynamic Equity Off-shore Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Edelweiss Europe Dynamic Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	2.4%
3 Month	4.7%
6 Month	13.9%
1 Year	15.2%
3 Year	7.9%
5 Year	12.2%
10 Year
15 Year
Since launch	6.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17.3%
2022	-6%
2021	17%
2020	13.5%
2019	22.9%
2018	-12.2%
2017	12.5%
2016	-3.9%
2015	5.4%
2014

Fund Manager information for Edelweiss Europe Dynamic Equity Off-shore Fund

Name	Since	Tenure
Bhavesh Jain	9 Apr 18	6.23 Yr.
Bharat Lahoti	1 Oct 21	2.75 Yr.

Data below for Edelweiss Europe Dynamic Equity Off-shore Fund as on 30 Jun 24

Equity Sector Allocation

Sector	Value
Industrials	23.52%
Financial Services	17.58%
Energy	11.72%
Consumer Cyclical	10.6%
Health Care	8.74%
Consumer Defensive	8.35%
Basic Materials	7.66%
Communication Services	6.57%
Technology	4.33%
Utility	2.27%
Real Estate	0.13%

Asset Allocation

Asset Class	Value
Equity	101.46%
Debt	0.03%
Other	1.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Europe Dynamic I (acc) EUR Investment Fund \| -	106%	₹81 Cr	191,976
Net Receivables/(Payables) CBLO \| -	6%	-₹5 Cr
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	1%	₹0 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

7. Sundaram Global Advantage Fund

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.9% since its launch. Ranked 28 in Global category. Return for 2023 was 30.1% , 2022 was -15.4% and 2021 was 18.5% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund Growth
Launch Date	24 Aug 07
NAV (23 Jul 24)	₹30.8312 ↓ 0.00 (-0.01 %)
Net Assets (Cr)	₹114 on 30 Jun 24
Category	Equity - Global
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	High
Expense Ratio	1.49
Sharpe Ratio	0.49
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 19	₹10,000
30 Jun 20	₹11,098
30 Jun 21	₹15,061
30 Jun 22	₹12,442
30 Jun 23	₹16,026
30 Jun 24	₹18,173

Sundaram Global Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Sundaram Global Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	1.9%
3 Month	3%
6 Month	7.9%
1 Year	13.9%
3 Year	6.3%
5 Year	12.9%
10 Year
15 Year
Since launch	6.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	30.1%
2022	-15.4%
2021	18.5%
2020	21.4%
2019	17.6%
2018	-8.1%
2017	19.8%
2016	12.8%
2015	-14.2%
2014	-3.6%

Fund Manager information for Sundaram Global Advantage Fund

Name	Since	Tenure
Rohit Seksaria	30 Dec 17	6.51 Yr.
Ashish Aggarwal	1 Jan 22	2.5 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Jun 24

Equity Sector Allocation

Sector	Value
Technology	32.33%
Consumer Cyclical	25.75%
Communication Services	15.21%
Financial Services	13.17%
Consumer Defensive	7.65%
Industrials	3.64%

Asset Allocation

Asset Class	Value
Cash	2.25%
Equity	97.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sundaram Global Brand Master Investment Fund \| -	98%	₹112 Cr	9,107,595 ↓ -250,000
Treps CBLO/Reverse Repo \| -	2%	₹3 Cr
Cash And Other Net Current Assets Net Current Assets \| -	0%	₹0 Cr

8. Aditya Birla Sun Life International Equity Fund - Plan B

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Aditya Birla Sun Life International Equity Fund - Plan B is a Equity - Global fund was launched on 31 Oct 07. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch. Ranked 39 in Global category. .

Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B

Aditya Birla Sun Life International Equity Fund - Plan B Growth
Launch Date	31 Oct 07
NAV (28 Jul 23)	₹28.8036 ↑ 0.07 (0.23 %)
Net Assets (Cr)	₹93 on 30 Jun 23
Category	Equity - Global
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆
Risk	High
Expense Ratio	2.6
Sharpe Ratio	0.85
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 19	₹10,000
30 Jun 20	₹8,955
30 Jun 21	₹14,004
30 Jun 22	₹12,984
30 Jun 23	₹15,239

Aditya Birla Sun Life International Equity Fund - Plan B SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Aditya Birla Sun Life International Equity Fund - Plan B

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 24

Duration	Returns
1 Month	4.2%
3 Month	10.3%
6 Month	10%
1 Year	13.8%
3 Year	18.9%
5 Year	9%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B

Name	Since	Tenure

Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

Unique Features of Global Funds

Some of the feature of global mutual funds are:

Returns

The return here depends on multiple parameters. It could vary time to time.

Risk Factor

Global funds could be affected by many risks such as country specific macro-economic risk, currency risk, regulation risk or geopolitical risk. Thus, investors should ensure that they have a thorough knowledge about this fund.

Hedge

Global funds functions as a hedge against Inflation

Global Funds Taxation

Taxation for global funds are treated like Debt fund. Short-term gains which are lesser than 3 years, are taxed according to the existing Income-tax slab of the investor. Long-term gains are taxed 10 percent without indexation and 20 percent with indexation.

How to Invest in Global Funds Online?

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Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Conclusion

Looking at the risk level of global funds, investors wanting to invest in global funds should hold a high-risk appetite. The best way to invest in a global fund is through a SIP. A Systematic Investment plan can benefit from rupee-cost averaging. It can also prevent you from the dual Volatility that may occur in global funds due to the currency rate fluctuations and unpredictable behavior of equity markets.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.