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8 Best Performing Global Mutual Funds 2026

Updated on January 25, 2026 , 81686 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 Mutual Funds

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.

Fund Selection Methodology used to find 8 funds

  • Sub-category: Global
  • AUM Range: 50 to 100000 Cr
  • Sorted On : 1-year return (high to low)
  • Tags: fcpro
  • No Of Funds: 8

Top 8 Best Global Mutual Funds FY 26 - 27

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
DSP World Gold Fund Growth ₹65.542
↑ 2.04
₹1,756 500 52.1105.9199.15528.710.8167.1
DSP World Mining Fund Growth ₹31.9103
↑ 0.61
₹154 500 41.370.6103.821.419.87.579
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹23.1255
↑ 0.07
₹169 1,000 14.930.450.917.34.47.541.1
Kotak Global Emerging Market Fund Growth ₹33.834
↑ 0.18
₹256 1,000 14.628.749.918.27.16.939.1
Edelweiss Europe Dynamic Equity Off-shore Fund Growth ₹28.7013
↑ 0.11
₹196 1,000 1317.148.622.115.79.250
Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹24.1647
↑ 0.39
₹133 500 17.122.347.417.916.27.642.5
DSP World Energy Fund Growth ₹25.3318
↓ -0.07
₹93 500 11.825.542.614.211.55.839.2
Aditya Birla Sun Life International Equity Fund - Plan A Growth ₹48.6856
↑ 0.18
₹276 1,000 8.315.834.117129.134.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26

Research Highlights & Commentary of 8 Funds showcased

CommentaryDSP World Gold FundDSP World Mining FundEdelweiss Emerging Markets Opportunities Equity Off-shore FundKotak Global Emerging Market Fund Edelweiss Europe Dynamic Equity Off-shore FundInvesco India Feeder- Invesco Pan European Equity FundDSP World Energy FundAditya Birla Sun Life International Equity Fund - Plan A
Point 1Highest AUM (₹1,756 Cr).Lower mid AUM (₹154 Cr).Lower mid AUM (₹169 Cr).Upper mid AUM (₹256 Cr).Upper mid AUM (₹196 Cr).Bottom quartile AUM (₹133 Cr).Bottom quartile AUM (₹93 Cr).Top quartile AUM (₹276 Cr).
Point 2Oldest track record among peers (18 yrs).Established history (16+ yrs).Established history (11+ yrs).Established history (18+ yrs).Established history (11+ yrs).Established history (12+ yrs).Established history (16+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 3★ (top quartile).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 28.68% (top quartile).5Y return: 19.83% (top quartile).5Y return: 4.37% (bottom quartile).5Y return: 7.09% (bottom quartile).5Y return: 15.72% (upper mid).5Y return: 16.21% (upper mid).5Y return: 11.50% (lower mid).5Y return: 11.98% (lower mid).
Point 63Y return: 55.03% (top quartile).3Y return: 21.37% (upper mid).3Y return: 17.28% (lower mid).3Y return: 18.18% (upper mid).3Y return: 22.07% (top quartile).3Y return: 17.88% (lower mid).3Y return: 14.18% (bottom quartile).3Y return: 16.99% (bottom quartile).
Point 71Y return: 199.09% (top quartile).1Y return: 103.82% (top quartile).1Y return: 50.85% (upper mid).1Y return: 49.93% (upper mid).1Y return: 48.64% (lower mid).1Y return: 47.35% (lower mid).1Y return: 42.60% (bottom quartile).1Y return: 34.14% (bottom quartile).
Point 8Alpha: 1.32 (top quartile).Alpha: 0.00 (upper mid).Alpha: -0.64 (bottom quartile).Alpha: -1.28 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (lower mid).Alpha: 9.64 (top quartile).
Point 9Sharpe: 3.42 (upper mid).Sharpe: 3.27 (upper mid).Sharpe: 2.63 (lower mid).Sharpe: 2.58 (lower mid).Sharpe: 3.79 (top quartile).Sharpe: 3.44 (top quartile).Sharpe: 1.61 (bottom quartile).Sharpe: 2.57 (bottom quartile).
Point 10Information ratio: -0.67 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: -0.95 (bottom quartile).Information ratio: -0.50 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: -1.52 (bottom quartile).

DSP World Gold Fund

  • Highest AUM (₹1,756 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 28.68% (top quartile).
  • 3Y return: 55.03% (top quartile).
  • 1Y return: 199.09% (top quartile).
  • Alpha: 1.32 (top quartile).
  • Sharpe: 3.42 (upper mid).
  • Information ratio: -0.67 (lower mid).

DSP World Mining Fund

  • Lower mid AUM (₹154 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 19.83% (top quartile).
  • 3Y return: 21.37% (upper mid).
  • 1Y return: 103.82% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 3.27 (upper mid).
  • Information ratio: 0.00 (top quartile).

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

  • Lower mid AUM (₹169 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.37% (bottom quartile).
  • 3Y return: 17.28% (lower mid).
  • 1Y return: 50.85% (upper mid).
  • Alpha: -0.64 (bottom quartile).
  • Sharpe: 2.63 (lower mid).
  • Information ratio: -0.95 (bottom quartile).

Kotak Global Emerging Market Fund

  • Upper mid AUM (₹256 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 7.09% (bottom quartile).
  • 3Y return: 18.18% (upper mid).
  • 1Y return: 49.93% (upper mid).
  • Alpha: -1.28 (bottom quartile).
  • Sharpe: 2.58 (lower mid).
  • Information ratio: -0.50 (lower mid).

Edelweiss Europe Dynamic Equity Off-shore Fund

  • Upper mid AUM (₹196 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 15.72% (upper mid).
  • 3Y return: 22.07% (top quartile).
  • 1Y return: 48.64% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 3.79 (top quartile).
  • Information ratio: 0.00 (top quartile).

Invesco India Feeder- Invesco Pan European Equity Fund

  • Bottom quartile AUM (₹133 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 16.21% (upper mid).
  • 3Y return: 17.88% (lower mid).
  • 1Y return: 47.35% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 3.44 (top quartile).
  • Information ratio: 0.00 (upper mid).

DSP World Energy Fund

  • Bottom quartile AUM (₹93 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.50% (lower mid).
  • 3Y return: 14.18% (bottom quartile).
  • 1Y return: 42.60% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.61 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life International Equity Fund - Plan A

  • Top quartile AUM (₹276 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.98% (lower mid).
  • 3Y return: 16.99% (bottom quartile).
  • 1Y return: 34.14% (bottom quartile).
  • Alpha: 9.64 (top quartile).
  • Sharpe: 2.57 (bottom quartile).
  • Information ratio: -1.52 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

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

1. DSP 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."

Research Highlights for DSP World Gold Fund

  • Highest AUM (₹1,756 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 28.68% (top quartile).
  • 3Y return: 55.03% (top quartile).
  • 1Y return: 199.09% (top quartile).
  • Alpha: 1.32 (top quartile).
  • Sharpe: 3.42 (upper mid).
  • Information ratio: -0.67 (lower mid).

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (23 Jan 26) ₹65.542 ↑ 2.04   (3.22 %)
Net Assets (Cr) ₹1,756 on 31 Dec 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 3.42
Information Ratio -0.67
Alpha Ratio 1.32
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.

DateValue

DSP World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for DSP 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 23 Jan 26

DurationReturns
1 Month 19.7%
3 Month 52.1%
6 Month 105.9%
1 Year 199.1%
3 Year 55%
5 Year 28.7%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 167.1%
2023 15.9%
2022 7%
2021 -7.7%
2020 -9%
2019 31.4%
2018 35.1%
2017 -10.7%
2016 -4%
2015 52.7%
Fund Manager information for DSP World Gold Fund
NameSinceTenure

Data below for DSP World Gold Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. DSP World Mining Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. 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.

Research Highlights for DSP World Mining Fund

  • Lower mid AUM (₹154 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 19.83% (top quartile).
  • 3Y return: 21.37% (upper mid).
  • 1Y return: 103.82% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 3.27 (upper mid).
  • Information ratio: 0.00 (top quartile).

Below is the key information for DSP World Mining Fund

DSP World Mining Fund
Growth
Launch Date 29 Dec 09
NAV (23 Jan 26) ₹31.9103 ↑ 0.61   (1.95 %)
Net Assets (Cr) ₹154 on 31 Dec 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.14
Sharpe Ratio 3.27
Information Ratio 0
Alpha Ratio 0
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.

DateValue

DSP World Mining Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for DSP World Mining Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
1 Month 17.9%
3 Month 41.3%
6 Month 70.6%
1 Year 103.8%
3 Year 21.4%
5 Year 19.8%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 79%
2023 -8.1%
2022 0%
2021 12.2%
2020 18%
2019 34.9%
2018 21.5%
2017 -9.4%
2016 21.1%
2015 49.7%
Fund Manager information for DSP World Mining Fund
NameSinceTenure

Data below for DSP World Mining Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Edelweiss Emerging Markets Opportunities 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 - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies

Research Highlights for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

  • Lower mid AUM (₹169 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.37% (bottom quartile).
  • 3Y return: 17.28% (lower mid).
  • 1Y return: 50.85% (upper mid).
  • Alpha: -0.64 (bottom quartile).
  • Sharpe: 2.63 (lower mid).
  • Information ratio: -0.95 (bottom quartile).

Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Growth
Launch Date 7 Jul 14
NAV (23 Jan 26) ₹23.1255 ↑ 0.07   (0.29 %)
Net Assets (Cr) ₹169 on 31 Dec 25
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.04
Sharpe Ratio 2.63
Information Ratio -0.95
Alpha Ratio -0.64
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.

DateValue

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Edelweiss Emerging Markets Opportunities 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 23 Jan 26

DurationReturns
1 Month 11%
3 Month 14.9%
6 Month 30.4%
1 Year 50.9%
3 Year 17.3%
5 Year 4.4%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 41.1%
2023 5.9%
2022 5.5%
2021 -16.8%
2020 -5.9%
2019 21.7%
2018 25.1%
2017 -7.2%
2016 30%
2015 9.8%
Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
NameSinceTenure

Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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.

Research Highlights for Kotak Global Emerging Market Fund

  • Upper mid AUM (₹256 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 7.09% (bottom quartile).
  • 3Y return: 18.18% (upper mid).
  • 1Y return: 49.93% (upper mid).
  • Alpha: -1.28 (bottom quartile).
  • Sharpe: 2.58 (lower mid).
  • Information ratio: -0.50 (lower mid).

Below is the key information for Kotak Global Emerging Market Fund

Kotak Global Emerging Market Fund
Growth
Launch Date 26 Sep 07
NAV (23 Jan 26) ₹33.834 ↑ 0.18   (0.55 %)
Net Assets (Cr) ₹256 on 31 Dec 25
Category Equity - Global
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.64
Sharpe Ratio 2.58
Information Ratio -0.5
Alpha Ratio -1.28
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.

DateValue

Kotak Global Emerging Market Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
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 23 Jan 26

DurationReturns
1 Month 11.1%
3 Month 14.6%
6 Month 28.7%
1 Year 49.9%
3 Year 18.2%
5 Year 7.1%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.1%
2023 5.9%
2022 10.8%
2021 -15%
2020 -0.5%
2019 29.1%
2018 21.4%
2017 -14.4%
2016 30.4%
2015 -1.2%
Fund Manager information for Kotak Global Emerging Market Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. 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.

Research Highlights for Edelweiss Europe Dynamic Equity Off-shore Fund

  • Upper mid AUM (₹196 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 15.72% (upper mid).
  • 3Y return: 22.07% (top quartile).
  • 1Y return: 48.64% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 3.79 (top quartile).
  • Information ratio: 0.00 (top quartile).

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 (23 Jan 26) ₹28.7013 ↑ 0.11   (0.38 %)
Net Assets (Cr) ₹196 on 31 Dec 25
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.39
Sharpe Ratio 3.79
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.

DateValue

Edelweiss Europe Dynamic Equity Off-shore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 23 Jan 26

DurationReturns
1 Month 4.5%
3 Month 13%
6 Month 17.1%
1 Year 48.6%
3 Year 22.1%
5 Year 15.7%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 50%
2023 5.4%
2022 17.3%
2021 -6%
2020 17%
2019 13.5%
2018 22.9%
2017 -12.2%
2016 12.5%
2015 -3.9%
Fund Manager information for Edelweiss Europe Dynamic Equity Off-shore Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Invesco India Feeder- Invesco Pan European Equity Fund

(Erstwhile Invesco India Pan European Equity Fund)

To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets.

Research Highlights for Invesco India Feeder- Invesco Pan European Equity Fund

  • Bottom quartile AUM (₹133 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 16.21% (upper mid).
  • 3Y return: 17.88% (lower mid).
  • 1Y return: 47.35% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 3.44 (top quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund

Invesco India Feeder- Invesco Pan European Equity Fund
Growth
Launch Date 31 Jan 14
NAV (27 Jan 26) ₹24.1647 ↑ 0.39   (1.66 %)
Net Assets (Cr) ₹133 on 31 Dec 25
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 0.95
Sharpe Ratio 3.44
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Invesco India Feeder- Invesco Pan European Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Invesco India Feeder- Invesco Pan European 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 23 Jan 26

DurationReturns
1 Month 9.6%
3 Month 17.1%
6 Month 22.3%
1 Year 47.4%
3 Year 17.9%
5 Year 16.2%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 42.5%
2023 -5.1%
2022 20.5%
2021 1.6%
2020 16.6%
2019 1.6%
2018 17.2%
2017 -11.2%
2016 14.8%
2015 -0.2%
Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
NameSinceTenure

Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. DSP World Energy Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. 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.

Research Highlights for DSP World Energy Fund

  • Bottom quartile AUM (₹93 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.50% (lower mid).
  • 3Y return: 14.18% (bottom quartile).
  • 1Y return: 42.60% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.61 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for DSP World Energy Fund

DSP World Energy Fund
Growth
Launch Date 14 Aug 09
NAV (23 Jan 26) ₹25.3318 ↓ -0.07   (-0.27 %)
Net Assets (Cr) ₹93 on 31 Dec 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.18
Sharpe Ratio 1.61
Information Ratio 0
Alpha Ratio 0
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.

DateValue

DSP World Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for DSP World Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
1 Month 6.3%
3 Month 11.8%
6 Month 25.5%
1 Year 42.6%
3 Year 14.2%
5 Year 11.5%
10 Year
15 Year
Since launch 5.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.2%
2023 -6.8%
2022 12.9%
2021 -8.6%
2020 29.5%
2019 0%
2018 18.2%
2017 -11.3%
2016 -1.9%
2015 22.5%
Fund Manager information for DSP World Energy Fund
NameSinceTenure

Data below for DSP World Energy Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. 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

Research Highlights for Aditya Birla Sun Life International Equity Fund - Plan A

  • Top quartile AUM (₹276 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.98% (lower mid).
  • 3Y return: 16.99% (bottom quartile).
  • 1Y return: 34.14% (bottom quartile).
  • Alpha: 9.64 (top quartile).
  • Sharpe: 2.57 (bottom quartile).
  • Information ratio: -1.52 (bottom quartile).

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 (23 Jan 26) ₹48.6856 ↑ 0.18   (0.37 %)
Net Assets (Cr) ₹276 on 31 Dec 25
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.57
Information Ratio -1.52
Alpha Ratio 9.64
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.

DateValue

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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 23 Jan 26

DurationReturns
1 Month 4.1%
3 Month 8.3%
6 Month 15.8%
1 Year 34.1%
3 Year 17%
5 Year 12%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 34.7%
2023 7.4%
2022 8.6%
2021 -2.1%
2020 13.5%
2019 13.2%
2018 24.7%
2017 4.1%
2016 13.5%
2015 -2.1%
Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan A
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 funds. 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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. 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.
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Hitesh Pandya, posted on 17 Apr 22 6:21 AM

Indepth study of the subject.thanks.

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