8 Best Performing Global Mutual Funds to Invest In 2025 | fincash.com

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8 Best Performing Global Mutual Funds 2025

Updated on June 25, 2025 , 80968 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 25 - 26

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2024 (%)
DSP BlackRock World Gold Fund Growth	₹30.6683 ↑ 0.30	₹1,196	500	18.2	53.1	65	27.4	10.6	6.5	15.9
Edelweiss Europe Dynamic Equity Off-shore Fund Growth	₹23.902 ↑ 0.04	₹110	1,000	11.5	30.1	26.5	22.3	16.3	8	5.4
Aditya Birla Sun Life International Equity Fund - Plan A Growth	₹40.562 ↑ 0.16	₹207	1,000	8	16.6	24.4	14.4	11.6	8.3	7.4
Edelweiss ASEAN Equity Off-shore Fund Growth	₹28.709 ↑ 0.10	₹108	1,000	4.9	4.4	18	9.3	8.6	7.8	14.5
DSP BlackRock US Flexible Equity Fund Growth	₹62.5663 ↑ 0.03	₹866	500	12.2	9.7	15.7	18.2	17.1	15.3	17.8
ICICI Prudential Global Stable Equity Fund Growth	₹27.5 ↑ 0.01	₹102	1,000	1.7	9	13.8	10.8	11.6	9	5.7
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
Kotak Global Emerging Market Fund Growth	₹25.529 ↑ 0.18	₹93	1,000	9.7	14.5	13.8	9.9	8.2	5.4	5.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jun 25

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

1. 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 6.5% since its launch. Ranked 11 in Global category. Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund Growth
Launch Date	14 Sep 07
NAV (26 Jun 25)	₹30.6683 ↑ 0.30 (1.00 %)
Net Assets (Cr)	₹1,196 on 31 May 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.35
Sharpe Ratio	1.49
Information Ratio	-0.18
Alpha Ratio	0.9
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
31 May 20	₹10,000
31 May 21	₹10,912
31 May 22	₹9,016
31 May 23	₹9,312
31 May 24	₹10,653
31 May 25	₹15,913

DSP BlackRock World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 26 Jun 25

Duration	Returns
1 Month	4.7%
3 Month	18.2%
6 Month	53.1%
1 Year	65%
3 Year	27.4%
5 Year	10.6%
10 Year
15 Year
Since launch	6.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.9%
2023	7%
2022	-7.7%
2021	-9%
2020	31.4%
2019	35.1%
2018	-10.7%
2017	-4%
2016	52.7%
2015	-18.5%

Fund Manager information for DSP BlackRock World Gold Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	12.26 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Basic Materials	90.73%

Asset Allocation

Asset Class	Value
Cash	5.24%
Equity	91.1%
Debt	0.04%
Other	3.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	78%	₹913 Cr	1,684,538 ↓ -117,413
VanEck Gold Miners ETF - \| GDX	21%	₹239 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	2%	₹18 Cr
Net Receivables/Payables Net Current Assets \| -	1%	-₹7 Cr

2. 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 8% since its launch. Ranked 22 in Global category. Return for 2024 was 5.4% , 2023 was 17.3% and 2022 was -6% .

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 (26 Jun 25)	₹23.902 ↑ 0.04 (0.15 %)
Net Assets (Cr)	₹110 on 31 May 25
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.38
Sharpe Ratio	0.94
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
31 May 20	₹10,000
31 May 21	₹14,593
31 May 22	₹13,420
31 May 23	₹14,909
31 May 24	₹18,304
31 May 25	₹22,232

Edelweiss Europe Dynamic Equity Off-shore 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 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 26 Jun 25

Duration	Returns
1 Month	1.7%
3 Month	11.5%
6 Month	30.1%
1 Year	26.5%
3 Year	22.3%
5 Year	16.3%
10 Year
15 Year
Since launch	8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.4%
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%

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

Name	Since	Tenure
Bhavesh Jain	9 Apr 18	7.15 Yr.
Bharat Lahoti	1 Oct 21	3.67 Yr.

Data below for Edelweiss Europe Dynamic Equity Off-shore Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	24.68%
Industrials	13.66%
Health Care	10.85%
Consumer Cyclical	10.39%
Technology	8.3%
Consumer Defensive	8.26%
Energy	5.63%
Communication Services	5.09%
Utility	4.03%
Basic Materials	3.88%

Asset Allocation

Asset Class	Value
Cash	3.5%
Equity	94.79%
Debt	0.05%
Other	1.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Europe Dynamic I (acc) EUR Investment Fund \| -	98%	₹94 Cr	191,964 ↓ -37,422
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	2%	₹2 Cr
Net Receivables/(Payables) CBLO/Reverse Repo \| -	0%	₹0 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

3. Aditya Birla Sun Life International Equity Fund - Plan A

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 international markets

Aditya Birla Sun Life International Equity Fund - Plan A 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 8.3% since its launch. Ranked 36 in Global category. Return for 2024 was 7.4% , 2023 was 8.6% and 2022 was -2.1% .

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

Aditya Birla Sun Life International Equity Fund - Plan A Growth
Launch Date	31 Oct 07
NAV (26 Jun 25)	₹40.562 ↑ 0.16 (0.39 %)
Net Assets (Cr)	₹207 on 31 May 25
Category	Equity - Global
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆
Risk	High
Expense Ratio	2.5
Sharpe Ratio	0.98
Information Ratio	-1
Alpha Ratio	4.29
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
31 May 20	₹10,000
31 May 21	₹12,866
31 May 22	₹12,713
31 May 23	₹12,985
31 May 24	₹14,290
31 May 25	₹17,225

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

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

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jun 25

Duration	Returns
1 Month	3.9%
3 Month	8%
6 Month	16.6%
1 Year	24.4%
3 Year	14.4%
5 Year	11.6%
10 Year
15 Year
Since launch	8.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.4%
2023	8.6%
2022	-2.1%
2021	13.5%
2020	13.2%
2019	24.7%
2018	4.1%
2017	13.5%
2016	-2.1%
2015	0%

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

Name	Since	Tenure
Dhaval Joshi	21 Nov 22	2.53 Yr.

Data below for Aditya Birla Sun Life International Equity Fund - Plan A as on 31 May 25

Equity Sector Allocation

Sector	Value
Industrials	30.35%
Financial Services	16.46%
Consumer Defensive	12.12%
Technology	11.67%
Health Care	10.79%
Consumer Cyclical	7.17%
Communication Services	6.3%
Basic Materials	4.31%

Asset Allocation

Asset Class	Value
Cash	0.83%
Equity	99.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Rheinmetall AG (Industrials) Equity, Since 31 Aug 24 \| RHM	5%	₹10 Cr	700
Allegro.EU SA Ordinary Shares (Consumer Cyclical) Equity, Since 31 Aug 24 \| ALE	3%	₹6 Cr	80,700
Imperial Brands PLC (Consumer Defensive) Equity, Since 31 Oct 21 \| IMB	3%	₹5 Cr	14,600
Singapore Exchange Ltd (Financial Services) Equity, Since 31 Jul 23 \| S68	2%	₹5 Cr	51,000
British American Tobacco PLC (Consumer Defensive) Equity, Since 31 Jul 24 \| BATS	2%	₹5 Cr	12,900
Brambles Ltd (Industrials) Equity, Since 31 Aug 24 \| BXB	2%	₹4 Cr	38,800
Huntington Ingalls Industries Inc (Industrials) Equity, Since 31 Aug 24 \| HII	2%	₹4 Cr	2,200
Tencent Holdings Ltd (Communication Services) Equity, Since 30 Sep 22 \| 00700	2%	₹4 Cr	7,800
Compagnie Financiere Richemont SA Class A (Consumer Cyclical) Equity, Since 29 Feb 24 \| CFR	2%	₹4 Cr	2,700
Sanofi SA (Healthcare) Equity, Since 31 Dec 21 \| SAN	2%	₹4 Cr	4,200

4. Edelweiss ASEAN Equity Off-shore Fund

The primary investment objective of the Scheme is to provide long term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund which invests primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized.

Edelweiss ASEAN Equity Off-shore Fund is a Equity - Global fund was launched on 1 Jul 11. It is a fund with High risk and has given a CAGR/Annualized return of 7.8% since its launch. Ranked 18 in Global category. Return for 2024 was 14.5% , 2023 was -1.4% and 2022 was 4.8% .

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

Edelweiss ASEAN Equity Off-shore Fund Growth
Launch Date	1 Jul 11
NAV (26 Jun 25)	₹28.709 ↑ 0.10 (0.34 %)
Net Assets (Cr)	₹108 on 31 May 25
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.42
Sharpe Ratio	1.1
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
31 May 20	₹10,000
31 May 21	₹12,570
31 May 22	₹12,925
31 May 23	₹13,298
31 May 24	₹13,264
31 May 25	₹16,015

Edelweiss ASEAN Equity Off-shore Fund 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 Edelweiss ASEAN 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 26 Jun 25

Duration	Returns
1 Month	-2%
3 Month	4.9%
6 Month	4.4%
1 Year	18%
3 Year	9.3%
5 Year	8.6%
10 Year
15 Year
Since launch	7.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	14.5%
2023	-1.4%
2022	4.8%
2021	6.3%
2020	2.3%
2019	12%
2018	-2.1%
2017	21.9%
2016	9.6%
2015	-11.1%

Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund

Name	Since	Tenure
Bhavesh Jain	27 Sep 19	5.68 Yr.
Bharat Lahoti	1 Oct 21	3.67 Yr.

Data below for Edelweiss ASEAN Equity Off-shore Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	46.66%
Consumer Cyclical	11.99%
Industrials	9.79%
Real Estate	8.02%
Communication Services	5.72%
Consumer Defensive	4.53%
Utility	3.84%
Technology	2.87%
Health Care	2.82%
Energy	1.55%
Basic Materials	0.58%

Asset Allocation

Asset Class	Value
Cash	1.63%
Equity	98.36%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM ASEAN Equity I (acc) USD Investment Fund \| -	99%	₹96 Cr	59,123 ↓ -4,139
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	1%	₹1 Cr
Net Receivables/(Payables) CBLO/Reverse Repo \| -	0%	₹0 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

5. 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 15.3% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% .

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 (26 Jun 25)	₹62.5663 ↑ 0.03 (0.05 %)
Net Assets (Cr)	₹866 on 31 May 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.28
Information Ratio	-0.7
Alpha Ratio	-6.37
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
31 May 20	₹10,000
31 May 21	₹13,949
31 May 22	₹14,457
31 May 23	₹15,546
31 May 24	₹18,855
31 May 25	₹20,914

DSP BlackRock US Flexible Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 26 Jun 25

Duration	Returns
1 Month	8.9%
3 Month	12.2%
6 Month	9.7%
1 Year	15.7%
3 Year	18.2%
5 Year	17.1%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.8%
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%

Fund Manager information for DSP BlackRock US Flexible Equity Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	12.26 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Technology	28.22%
Financial Services	20.08%
Health Care	15.02%
Communication Services	11.49%
Consumer Cyclical	9.51%
Industrials	6.16%
Energy	3.9%
Basic Materials	3.79%

Asset Allocation

Asset Class	Value
Cash	1.82%
Equity	98.17%
Debt	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF US Flexible Equity I2 Investment Fund \| -	99%	₹758 Cr	2,052,864 ↓ -13,756
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	1%	₹11 Cr
Net Receivables/Payables Net Current Assets \| -	1%	-₹4 Cr

6. ICICI Prudential Global Stable Equity Fund

ICICI Prudential Global Stable Equity Fund (the Scheme) is an open-ended fund of funds scheme that seeks to provide adequate returns by investing in the units of one or more overseas mutual fund schemes, which have the mandate to invest globally. Currently the Scheme intends to invest in the units/shares of Nordea 1 – Global Stable Equity Fund – Unhedged (N1 – GSEF - U). The fund manager may also invest in one or more other overseas mutual fund schemes, with similar investment policy/fundamental attributes and risk profile and is in accordance with the investment strategy of the Scheme. The Scheme may also invest a certain portion of its corpus in domestic money market securities and/or money market/liquid schemes of domestic mutual funds including that of ICICI Prudential Mutual Fund, in order to meet liquidity requirements from time to time.

ICICI Prudential Global Stable Equity Fund is a Equity - Global fund was launched on 13 Sep 13. It is a fund with High risk and has given a CAGR/Annualized return of 9% since its launch. Ranked 10 in Global category. Return for 2024 was 5.7% , 2023 was 11.7% and 2022 was 3.2% .

Below is the key information for ICICI Prudential Global Stable Equity Fund

ICICI Prudential Global Stable Equity Fund Growth
Launch Date	13 Sep 13
NAV (26 Jun 25)	₹27.5 ↑ 0.01 (0.04 %)
Net Assets (Cr)	₹102 on 31 May 25
Category	Equity - Global
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	0.58
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-3 Months (3%),3-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 20	₹10,000
31 May 21	₹12,477
31 May 22	₹13,167
31 May 23	₹13,852
31 May 24	₹14,991
31 May 25	₹16,914

ICICI Prudential Global Stable Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for ICICI Prudential Global Stable 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 26 Jun 25

Duration	Returns
1 Month	2.2%
3 Month	1.7%
6 Month	9%
1 Year	13.8%
3 Year	10.8%
5 Year	11.6%
10 Year
15 Year
Since launch	9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.7%
2023	11.7%
2022	3.2%
2021	19.7%
2020	2.9%
2019	23%
2018	-0.9%
2017	7.2%
2016	7.3%
2015	5%

Fund Manager information for ICICI Prudential Global Stable Equity Fund

Name	Since	Tenure
Ritesh Lunawat	13 Sep 24	0.71 Yr.
Sharmila D’mello	1 Apr 22	3.17 Yr.
Masoomi Jhurmarvala	4 Nov 24	0.57 Yr.

Data below for ICICI Prudential Global Stable Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Health Care	25.13%
Consumer Defensive	16.25%
Communication Services	14.79%
Technology	12.15%
Utility	9.2%
Industrials	7.17%
Consumer Cyclical	6.97%
Financial Services	5.17%
Basic Materials	0.79%
Real Estate	0.5%

Asset Allocation

Asset Class	Value
Cash	1.89%
Equity	98.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nordea 1 - Global Stable Equity Z USD Investment Fund \| -	100%	₹99 Cr	269,455 ↓ -24,030
Treps CBLO/Reverse Repo \| -	0%	₹0 Cr
Net Current Assets Net Current Assets \| -	0%	₹0 Cr

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

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
31 May 20	₹10,000
31 May 21	₹16,639
31 May 22	₹16,667
31 May 23	₹17,653

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 26 Jun 25

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

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

8. Kotak Global Emerging Market Fund

The investment objective of the scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets.

Kotak Global Emerging Market Fund is a Equity - Global fund was launched on 26 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.4% since its launch. Ranked 17 in Global category. Return for 2024 was 5.9% , 2023 was 10.8% and 2022 was -15% .

Below is the key information for Kotak Global Emerging Market Fund

Kotak Global Emerging Market Fund Growth
Launch Date	26 Sep 07
NAV (26 Jun 25)	₹25.529 ↑ 0.18 (0.70 %)
Net Assets (Cr)	₹93 on 31 May 25
Category	Equity - Global
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.66
Sharpe Ratio	0.33
Information Ratio	-0.62
Alpha Ratio	-4.18
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 20	₹10,000
31 May 21	₹14,990
31 May 22	₹12,781
31 May 23	₹12,029
31 May 24	₹13,828
31 May 25	₹15,190

Kotak Global Emerging Market Fund 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 Kotak Global Emerging Market Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jun 25

Duration	Returns
1 Month	6.7%
3 Month	9.7%
6 Month	14.5%
1 Year	13.8%
3 Year	9.9%
5 Year	8.2%
10 Year
15 Year
Since launch	5.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.9%
2023	10.8%
2022	-15%
2021	-0.5%
2020	29.1%
2019	21.4%
2018	-14.4%
2017	30.4%
2016	-1.2%
2015	-4.6%

Fund Manager information for Kotak Global Emerging Market Fund

Name	Since	Tenure
Arjun Khanna	9 May 19	6.07 Yr.

Data below for Kotak Global Emerging Market Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	25.93%
Technology	20.71%
Consumer Cyclical	20.12%
Basic Materials	8.79%
Communication Services	8.26%
Energy	5.21%
Industrials	2.32%
Consumer Defensive	2.22%
Health Care	1.29%
Utility	0.55%
Real Estate	0.02%

Asset Allocation

Asset Class	Value
Cash	4.57%
Equity	95.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
CI Emerging Markets Class A Investment Fund \| -	98%	₹87 Cr	428,279 ↓ -247
Triparty Repo CBLO/Reverse Repo \| -	3%	₹2 Cr
Net Current Assets/(Liabilities) Net Current Assets \| -	1%	-₹1 Cr

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?

Open Free Investment Account for Lifetime at Fincash.com.

Complete your Registration and KYC Process

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

Get Started

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.