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 July 20, 2025 , 81044 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	₹30.9346 ↑ 0.90	₹1,202	500	4	40.1	49.9	31.9	7.3	6.5	15.9
Edelweiss Europe Dynamic Equity Off-shore Fund Growth	₹24.1868 ↓ -0.02	₹115	1,000	12.9	26.6	25.9	21.9	15.2	8	5.4
Aditya Birla Sun Life International Equity Fund - Plan A Growth	₹41.5785 ↑ 0.08	₹215	1,000	17.2	15.5	25	13.1	11.3	8.4	7.4
DSP BlackRock US Flexible Equity Fund Growth	₹64.2929 ↑ 0.33	₹935	500	28.5	7.1	18.8	17.1	16.4	15.4	17.8
Edelweiss ASEAN Equity Off-shore Fund Growth	₹29.926 ↓ -0.15	₹108	1,000	12.9	6.7	17.9	10.6	8.9	8.1	14.5
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹76.7009 ↑ 0.26	₹4,073	500	27.9	1.5	16.2	19.1	11.6	16.3	27.1
Kotak Global Emerging Market Fund Growth	₹25.964 ↑ 0.12	₹100	1,000	19.1	15.1	15.4	10.7	7	5.5	5.9
Sundaram Global Advantage Fund Growth	₹35.1509 ↑ 0.11	₹123	100	18.7	4.9	14.7	16.9	12.7	7.3	13.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jul 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 (21 Jul 25)	₹30.9346 ↑ 0.90 (2.98 %)
Net Assets (Cr)	₹1,202 on 30 Jun 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.35
Sharpe Ratio	1.8
Information Ratio	-0.35
Alpha Ratio	1.97
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 20	₹10,000
30 Jun 21	₹9,311
30 Jun 22	₹7,618
30 Jun 23	₹8,654
30 Jun 24	₹9,907
30 Jun 25	₹15,650

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 21 Jul 25

Duration	Returns
1 Month	-1.2%
3 Month	4%
6 Month	40.1%
1 Year	49.9%
3 Year	31.9%
5 Year	7.3%
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 30 Jun 25

Equity Sector Allocation

Sector	Value
Basic Materials	93.55%

Asset Allocation

Asset Class	Value
Cash	3.73%
Equity	93.59%
Debt	0.02%
Other	2.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	79%	₹940 Cr	1,648,613 ↓ -35,925
VanEck Gold Miners ETF - \| GDX	21%	₹248 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	1%	₹17 Cr
Net Receivables/Payables Net Current Assets \| -	1%	-₹9 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 (21 Jul 25)	₹24.1868 ↓ -0.02 (-0.09 %)
Net Assets (Cr)	₹115 on 30 Jun 25
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.38
Sharpe Ratio	1.48
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 20	₹10,000
30 Jun 21	₹13,822
30 Jun 22	₹11,504
30 Jun 23	₹14,697
30 Jun 24	₹16,746
30 Jun 25	₹21,673

Edelweiss Europe Dynamic Equity Off-shore 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 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 21 Jul 25

Duration	Returns
1 Month	1.6%
3 Month	12.9%
6 Month	26.6%
1 Year	25.9%
3 Year	21.9%
5 Year	15.2%
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	7.23 Yr.
Bharat Lahoti	1 Oct 21	3.75 Yr.

Data below for Edelweiss Europe Dynamic Equity Off-shore Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	24.58%
Industrials	13.6%
Health Care	10.81%
Consumer Cyclical	10.35%
Technology	8.27%
Consumer Defensive	8.23%
Energy	5.61%
Communication Services	5.07%
Utility	4.02%
Basic Materials	3.87%

Asset Allocation

Asset Class	Value
Cash	3.9%
Equity	94.4%
Debt	0.05%
Other	1.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Europe Dynamic I (acc) EUR Investment Fund \| -	98%	₹108 Cr	204,615 ↑ 12,651
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	2%	₹2 Cr
Net Receivables/(Payables) CBLO \| -	0%	₹0 Cr
Accrued Interest CBLO/Reverse Repo \| -	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 8.4% 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 (21 Jul 25)	₹41.5785 ↑ 0.08 (0.18 %)
Net Assets (Cr)	₹215 on 30 Jun 25
Category	Equity - Global
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆
Risk	High
Expense Ratio	2.5
Sharpe Ratio	1.38
Information Ratio	-1.19
Alpha Ratio	6.87
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 20	₹10,000
30 Jun 21	₹13,097
30 Jun 22	₹11,868
30 Jun 23	₹13,348
30 Jun 24	₹13,984
30 Jun 25	₹17,652

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 21 Jul 25

Duration	Returns
1 Month	3.5%
3 Month	17.2%
6 Month	15.5%
1 Year	25%
3 Year	13.1%
5 Year	11.3%
10 Year
15 Year
Since launch	8.4%

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 30 Jun 25

Equity Sector Allocation

Sector	Value
Industrials	31.28%
Financial Services	15.98%
Technology	12%
Consumer Defensive	11.56%
Health Care	10.4%
Consumer Cyclical	7.02%
Communication Services	6.51%
Basic Materials	4.33%

Asset Allocation

Asset Class	Value
Cash	0.92%
Equity	99.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Rheinmetall AG (Industrials) Equity, Since 31 Aug 24 \| RHM	6%	₹13 Cr	700
Allegro.EU SA Ordinary Shares (Consumer Cyclical) Equity, Since 31 Aug 24 \| ALE	3%	₹6 Cr	80,700
British American Tobacco PLC (Consumer Defensive) Equity, Since 31 Jul 24 \| BATSl	2%	₹5 Cr	12,900
Brambles Ltd (Industrials) Equity, Since 31 Aug 24 \| R1H	2%	₹5 Cr	38,800
Singapore Exchange Ltd (Financial Services) Equity, Since 31 Jul 23 \| SPXCF	2%	₹5 Cr	51,000
Imperial Brands PLC (Consumer Defensive) Equity, Since 31 Oct 21 \| IMB	2%	₹5 Cr	14,600
Corteva Inc (Basic Materials) Equity, Since 31 Aug 24 \| CTVA	2%	₹4 Cr	7,300
Compagnie Financiere Richemont SA Class A (Consumer Cyclical) Equity, Since 29 Feb 24 \| CFR	2%	₹4 Cr	2,700
Veeva Systems Inc Class A (Healthcare) Equity, Since 31 Jul 23 \| VEEV	2%	₹4 Cr	1,800
Tencent Holdings Ltd (Communication Services) Equity, Since 30 Sep 22 \| 00700	2%	₹4 Cr	7,800

4. 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 15.4% 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 (21 Jul 25)	₹64.2929 ↑ 0.33 (0.51 %)
Net Assets (Cr)	₹935 on 30 Jun 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	0.51
Information Ratio	-0.49
Alpha Ratio	-4.34
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 20	₹10,000
30 Jun 21	₹14,201
30 Jun 22	₹13,169
30 Jun 23	₹15,997
30 Jun 24	₹19,252
30 Jun 25	₹22,416

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 21 Jul 25

Duration	Returns
1 Month	4.7%
3 Month	28.5%
6 Month	7.1%
1 Year	18.8%
3 Year	17.1%
5 Year	16.4%
10 Year
15 Year
Since launch	15.4%

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 30 Jun 25

Equity Sector Allocation

Sector	Value
Technology	28.15%
Financial Services	19.4%
Communication Services	14.66%
Health Care	13.24%
Consumer Cyclical	8.96%
Industrials	6.76%
Basic Materials	3.47%
Energy	3.16%

Asset Allocation

Asset Class	Value
Cash	2.18%
Equity	97.81%
Debt	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF US Flexible Equity I2 Investment Fund \| -	99%	₹860 Cr	2,038,389 ↓ -14,475
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	1%	₹9 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹3 Cr

5. 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 8.1% 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 (21 Jul 25)	₹29.926 ↓ -0.15 (-0.49 %)
Net Assets (Cr)	₹108 on 30 Jun 25
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.42
Sharpe Ratio	0.87
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 20	₹10,000
30 Jun 21	₹11,912
30 Jun 22	₹11,419
30 Jun 23	₹12,528
30 Jun 24	₹12,837
30 Jun 25	₹15,108

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 21 Jul 25

Duration	Returns
1 Month	4.8%
3 Month	12.9%
6 Month	6.7%
1 Year	17.9%
3 Year	10.6%
5 Year	8.9%
10 Year
15 Year
Since launch	8.1%

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	5.76 Yr.
Bharat Lahoti	1 Oct 21	3.75 Yr.

Data below for Edelweiss ASEAN Equity Off-shore Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	46.2%
Consumer Cyclical	11.87%
Industrials	9.7%
Real Estate	7.94%
Communication Services	5.67%
Consumer Defensive	4.49%
Utility	3.8%
Technology	2.84%
Health Care	2.79%
Energy	1.53%
Basic Materials	0.57%

Asset Allocation

Asset Class	Value
Cash	2.59%
Equity	97.41%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM ASEAN Equity I (acc) USD Investment Fund \| -	98%	₹106 Cr	61,893 ↑ 2,770
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	1%	₹2 Cr
Net Receivables/(Payables) CBLO \| -	0%	₹0 Cr
Accrued Interest CBLO/Reverse Repo \| -	0%	₹0 Cr

6. 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 16.3% since its launch. Ranked 6 in Global category. Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% .

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 (21 Jul 25)	₹76.7009 ↑ 0.26 (0.34 %)
Net Assets (Cr)	₹4,073 on 30 Jun 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.52
Sharpe Ratio	0.38
Information Ratio	-1.5
Alpha Ratio	-6.53
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 20	₹10,000
30 Jun 21	₹13,565
30 Jun 22	₹9,768
30 Jun 23	₹12,063
30 Jun 24	₹15,991
30 Jun 25	₹18,031

Franklin India Feeder - Franklin U S Opportunities 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 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 21 Jul 25

Duration	Returns
1 Month	4.9%
3 Month	27.9%
6 Month	1.5%
1 Year	16.2%
3 Year	19.1%
5 Year	11.6%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.1%
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%

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

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.62 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Technology	34.56%
Communication Services	17.6%
Consumer Cyclical	11.22%
Industrials	9.15%
Health Care	8.56%
Financial Services	7.5%
Consumer Defensive	2.48%
Basic Materials	2.31%
Real Estate	0.57%

Asset Allocation

Asset Class	Value
Cash	1.91%
Equity	96.6%
Other	0.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	99%	₹3,798 Cr	4,626,057 ↓ -15,561
Call, Cash & Other Assets CBLO \| -	1%	₹36 Cr

7. 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 5.5% 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 (21 Jul 25)	₹25.964 ↑ 0.12 (0.46 %)
Net Assets (Cr)	₹100 on 30 Jun 25
Category	Equity - Global
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.66
Sharpe Ratio	0.57
Information Ratio	-0.67
Alpha Ratio	-3.67
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
30 Jun 20	₹10,000
30 Jun 21	₹14,092
30 Jun 22	₹11,138
30 Jun 23	₹11,457
30 Jun 24	₹13,058
30 Jun 25	₹14,752

Kotak Global Emerging Market Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 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 21 Jul 25

Duration	Returns
1 Month	4%
3 Month	19.1%
6 Month	15.1%
1 Year	15.4%
3 Year	10.7%
5 Year	7%
10 Year
15 Year
Since launch	5.5%

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 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	25.69%
Technology	22.18%
Consumer Cyclical	19.41%
Communication Services	7.79%
Basic Materials	6.78%
Energy	5.02%
Health Care	3.1%
Industrials	2.83%
Consumer Defensive	2.54%
Utility	1.21%

Asset Allocation

Asset Class	Value
Cash	3.43%
Equity	96.57%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
CI Emerging Markets Class A Investment Fund \| -	98%	₹92 Cr	428,039 ↓ -240
Triparty Repo CBLO/Reverse Repo \| -	2%	₹2 Cr
Net Current Assets/(Liabilities) Net Current Assets \| -	1%	-₹1 Cr

8. 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 7.3% since its launch. Ranked 28 in Global category. Return for 2024 was 13.1% , 2023 was 30.1% and 2022 was -15.4% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund Growth
Launch Date	24 Aug 07
NAV (21 Jul 25)	₹35.1509 ↑ 0.11 (0.30 %)
Net Assets (Cr)	₹123 on 30 Jun 25
Category	Equity - Global
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	High
Expense Ratio	1.33
Sharpe Ratio	0.55
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 20	₹10,000
30 Jun 21	₹13,570
30 Jun 22	₹11,211
30 Jun 23	₹14,440
30 Jun 24	₹16,374
30 Jun 25	₹18,629

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 21 Jul 25

Duration	Returns
1 Month	4.7%
3 Month	18.7%
6 Month	4.9%
1 Year	14.7%
3 Year	16.9%
5 Year	12.7%
10 Year
15 Year
Since launch	7.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13.1%
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%

Fund Manager information for Sundaram Global Advantage Fund

Name	Since	Tenure
Pathanjali Srinivasan	1 Apr 24	1.17 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Technology	33.47%
Consumer Cyclical	20.32%
Financial Services	15.08%
Communication Services	13.26%
Consumer Defensive	9.31%
Industrials	4.22%

Asset Allocation

Asset Class	Value
Cash	4.33%
Equity	95.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sundaram Global Brand Master Investment Fund \| -	96%	₹113 Cr	8,283,224 ↑ 629
Treps CBLO/Reverse Repo \| -	5%	₹6 Cr
Cash And Other Net Current Assets CBLO \| -	0%	-₹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.

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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.