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8 Best International Mutual Funds 2025

Updated on October 27, 2025 , 184384 views

Indian investors have traditionally preferred domestic investments like equity Mutual Funds, fixed deposits, and Real Estate. But in today’s interconnected world, relying only on India’s growth story can be limiting. International Mutual Funds give you a chance to invest in global markets — from Silicon Valley’s tech giants like Apple and Microsoft to Europe’s luxury brands and Asia’s fast-growing economies.

Master-Feeder-Structure

With the Indian economy becoming more globalised and investors looking for smarter diversification, International Mutual Funds are emerging as an attractive option in 2025. This guide explains everything — meaning, benefits, risks, taxation, best-performing funds, and whether you should add them to your Portfolio.

What Are International Mutual Funds?

International Mutual Funds are schemes that invest in companies outside India. Instead of buying foreign shares directly (which requires opening a global Trading Account and dealing with complex taxation), you can invest in such companies through Indian AMCs (Asset Management Companies).

Types of Structures

  • Feeder Funds – Indian AMCs collect money from investors and channel it into an overseas fund. Example: Franklin India Feeder – Franklin U.S. Opportunities Fund.

  • fund of funds (FoFs) – A fund that invests in another international mutual fund, ETF, or index abroad.

  • Direct International Equity Funds – A few funds may directly buy foreign stocks (less common).

Why Should Indians Invest in International Mutual Funds?

1. Geographic Diversification

Putting all your money in India means your wealth depends solely on how the Indian economy performs. Global exposure spreads risk. For example, if Indian IT underperforms but U.S. tech thrives, international funds balance your portfolio.

2. Exposure to Global Giants

Think about this: India doesn’t have companies like Apple, Tesla, Microsoft, Amazon, or NVIDIA listed on NSE/BSE. International funds give access to these global leaders.

3. Currency Advantage

If the Indian Rupee depreciates against the U.S. Dollar (which historically it has — from ₹45/USD in 2010 to ~₹83/USD in 2025), your international fund value rises in INR terms.

4. Thematic Opportunities

Global themes like Artificial Intelligence, Electric Vehicles, Green Energy, Biotechnology, and Semiconductors can be tapped into via such funds.

5. Risk Balancing

Different economies move differently. For instance, when India faced COVID shocks in 2020, U.S. tech rallied. This balance helps reduce Volatility.

Risks of International Mutual Funds

  • Currency Fluctuations – A strong rupee may reduce your returns.

  • Geopolitical Risks – Wars, trade disputes, sanctions can affect global companies.

  • Regulatory Risks – India’s RBI and SEBI impose limits under the Liberalised Remittance Scheme (LRS).

  • Higher Expense Ratios – Because of fund-of-fund structures and foreign management costs.

  • Concentration Risk – Many funds are U.S.-centric; you may lack true global diversification.

Background of International Mutual Funds in India

With the permission of Reserve Bank of India (RBI), International Mutual Funds opened up in India in 2007. Each fund is allowed to get a corpus of USD 500 million.

Master-Feeder Structure of International Mutual Funds

International Mutual Funds follow a master-feeder structure. A master-feeder structure is a three-tier structure where investors place their money in the feeder fund which then invests in the master fund. The master fund then invests the money in the market. A feeder fund is based on-shore i.e. in India, whereas, the master fund is based off-shore (in a foreign geography like Luxembourg etc).

A master fund can have multiple feeder funds. For example,

Multiple-Feeders

How to Pick an International Mutual Fund?

There are certain things to be kept in mind while choosing a suitable fund.

Steps-to-choose-a-fund

Fund Selection Methodology used to find 9 funds

  • Sub-category: Global
  • AUM Range: 10 to 100000 Cr
  • Sorted On : 1-year return (high to low)
  • Tags: nifty, sensex
  • No Of Funds: 8

Best International Mutual Funds to Invest in FY 25 - 26

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP World Gold Fund Growth ₹41.2272
↑ 0.49
₹1,421 500 34.547.375.744.716.315.9
DSP US Flexible Equity Fund Growth ₹73.5456
↑ 0.58
₹1,000 500 12.440.2332319.517.8
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹20.5829
↓ -0.08
₹137 1,000 16.83532.920.66.55.9
Edelweiss Europe Dynamic Equity Off-shore Fund Growth ₹25.8006
↑ 0.07
₹147 1,000 5.516.531.62418.85.4
Aditya Birla Sun Life International Equity Fund - Plan A Growth ₹46.056
↓ -0.01
₹250 1,000 9.32630.418.713.57.4
DSP World Mining Fund Growth ₹22.3084
↑ 0.32
₹148 500 23.537.629.416.917.6-8.1
Kotak Global Emerging Market Fund Growth ₹30.281
↓ -0.04
₹116 1,000 15.734.328.921.19.65.9
DSP World Energy Fund Growth ₹23.1937
↑ 0.10
₹98 500 14.843.127.315.916.4-6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Oct 25

Research Highlights & Commentary of 8 Funds showcased

CommentaryDSP World Gold FundDSP US Flexible Equity FundEdelweiss Emerging Markets Opportunities Equity Off-shore FundEdelweiss Europe Dynamic Equity Off-shore FundAditya Birla Sun Life International Equity Fund - Plan ADSP World Mining FundKotak Global Emerging Market Fund DSP World Energy Fund
Point 1Highest AUM (₹1,421 Cr).Top quartile AUM (₹1,000 Cr).Lower mid AUM (₹137 Cr).Lower mid AUM (₹147 Cr).Upper mid AUM (₹250 Cr).Upper mid AUM (₹148 Cr).Bottom quartile AUM (₹116 Cr).Bottom quartile AUM (₹98 Cr).
Point 2Oldest track record among peers (18 yrs).Established history (13+ yrs).Established history (11+ yrs).Established history (11+ yrs).Established history (18+ yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (16+ yrs).
Point 3Rating: 3★ (top quartile).Top rated.Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (lower mid).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: 16.34% (lower mid).5Y return: 19.51% (top quartile).5Y return: 6.45% (bottom quartile).5Y return: 18.82% (top quartile).5Y return: 13.48% (lower mid).5Y return: 17.58% (upper mid).5Y return: 9.64% (bottom quartile).5Y return: 16.36% (upper mid).
Point 63Y return: 44.72% (top quartile).3Y return: 23.02% (upper mid).3Y return: 20.63% (lower mid).3Y return: 24.04% (top quartile).3Y return: 18.66% (lower mid).3Y return: 16.85% (bottom quartile).3Y return: 21.08% (upper mid).3Y return: 15.87% (bottom quartile).
Point 71Y return: 75.74% (top quartile).1Y return: 32.98% (top quartile).1Y return: 32.91% (upper mid).1Y return: 31.56% (upper mid).1Y return: 30.40% (lower mid).1Y return: 29.37% (lower mid).1Y return: 28.88% (bottom quartile).1Y return: 27.34% (bottom quartile).
Point 8Alpha: 3.15 (top quartile).Alpha: -2.48 (bottom quartile).Alpha: -2.83 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 3.25 (top quartile).Alpha: 0.00 (upper mid).Alpha: -1.03 (lower mid).Alpha: 0.00 (lower mid).
Point 9Sharpe: 1.80 (top quartile).Sharpe: 0.77 (lower mid).Sharpe: 0.94 (lower mid).Sharpe: 1.16 (upper mid).Sharpe: 1.27 (top quartile).Sharpe: 0.73 (bottom quartile).Sharpe: 1.08 (upper mid).Sharpe: 0.39 (bottom quartile).
Point 10Information ratio: -1.09 (lower mid).Information ratio: -0.62 (lower mid).Information ratio: -1.21 (bottom quartile).Information ratio: 0.00 (top quartile).Information ratio: -1.15 (bottom quartile).Information ratio: 0.00 (top quartile).Information ratio: -0.54 (upper mid).Information ratio: 0.00 (upper mid).

DSP World Gold Fund

  • Highest AUM (₹1,421 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 16.34% (lower mid).
  • 3Y return: 44.72% (top quartile).
  • 1Y return: 75.74% (top quartile).
  • Alpha: 3.15 (top quartile).
  • Sharpe: 1.80 (top quartile).
  • Information ratio: -1.09 (lower mid).

DSP US Flexible Equity Fund

  • Top quartile AUM (₹1,000 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.51% (top quartile).
  • 3Y return: 23.02% (upper mid).
  • 1Y return: 32.98% (top quartile).
  • Alpha: -2.48 (bottom quartile).
  • Sharpe: 0.77 (lower mid).
  • Information ratio: -0.62 (lower mid).

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

  • Lower mid AUM (₹137 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 6.45% (bottom quartile).
  • 3Y return: 20.63% (lower mid).
  • 1Y return: 32.91% (upper mid).
  • Alpha: -2.83 (bottom quartile).
  • Sharpe: 0.94 (lower mid).
  • Information ratio: -1.21 (bottom quartile).

Edelweiss Europe Dynamic Equity Off-shore Fund

  • Lower mid AUM (₹147 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.82% (top quartile).
  • 3Y return: 24.04% (top quartile).
  • 1Y return: 31.56% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.16 (upper mid).
  • Information ratio: 0.00 (top quartile).

Aditya Birla Sun Life International Equity Fund - Plan A

  • Upper mid AUM (₹250 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.48% (lower mid).
  • 3Y return: 18.66% (lower mid).
  • 1Y return: 30.40% (lower mid).
  • Alpha: 3.25 (top quartile).
  • Sharpe: 1.27 (top quartile).
  • Information ratio: -1.15 (bottom quartile).

DSP World Mining Fund

  • Upper mid AUM (₹148 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 17.58% (upper mid).
  • 3Y return: 16.85% (bottom quartile).
  • 1Y return: 29.37% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.73 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

Kotak Global Emerging Market Fund

  • Bottom quartile AUM (₹116 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 9.64% (bottom quartile).
  • 3Y return: 21.08% (upper mid).
  • 1Y return: 28.88% (bottom quartile).
  • Alpha: -1.03 (lower mid).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: -0.54 (upper mid).

DSP World Energy Fund

  • Bottom quartile AUM (₹98 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 16.36% (upper mid).
  • 3Y return: 15.87% (bottom quartile).
  • 1Y return: 27.34% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.39 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 9 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
9+ 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.

All the funds mentioned above are ideal, we are giving you detailed analysis of 4 funds.

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 (₹1,421 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 16.34% (lower mid).
  • 3Y return: 44.72% (top quartile).
  • 1Y return: 75.74% (top quartile).
  • Alpha: 3.15 (top quartile).
  • Sharpe: 1.80 (top quartile).
  • Information ratio: -1.09 (lower mid).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding BGF World Gold I2 (~75.6%).
  • Top-3 holdings concentration ~99.8%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (28 Oct 25) ₹41.2272 ↑ 0.49   (1.20 %)
Net Assets (Cr) ₹1,421 on 31 Aug 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 1.8
Information Ratio -1.09
Alpha Ratio 3.15
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
30 Sep 20₹10,000
30 Sep 21₹7,753
30 Sep 22₹6,406
30 Sep 23₹7,497
30 Sep 24₹10,968
30 Sep 25₹21,899

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 ₹458,689.
Net Profit of ₹158,689
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 28 Oct 25

DurationReturns
1 Month -4.7%
3 Month 34.5%
6 Month 47.3%
1 Year 75.7%
3 Year 44.7%
5 Year 16.3%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
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 World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1312.59 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials95.54%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity95.6%
Debt0.01%
Other2.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
76%₹1,268 Cr1,456,030
↓ -89,620
VanEck Gold Miners ETF
- | GDX
23%₹389 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹18 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹3 Cr

2. DSP 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.

Research Highlights for DSP US Flexible Equity Fund

  • Upper mid AUM (₹1,000 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.51% (top quartile).
  • 3Y return: 23.02% (lower mid).
  • 1Y return: 32.98% (upper mid).
  • Alpha: -2.48 (lower mid).
  • Sharpe: 0.77 (bottom quartile).
  • Information ratio: -0.62 (upper mid).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding BGF US Flexible Equity I2 (~98.8%).
  • Top-3 holdings concentration ~100.3%.

Below is the key information for DSP US Flexible Equity Fund

DSP US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (28 Oct 25) ₹73.5456 ↑ 0.58   (0.80 %)
Net Assets (Cr) ₹1,000 on 31 Aug 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.55
Sharpe Ratio 0.77
Information Ratio -0.62
Alpha Ratio -2.48
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
30 Sep 20₹10,000
30 Sep 21₹13,082
30 Sep 22₹12,159
30 Sep 23₹14,648
30 Sep 24₹18,122
30 Sep 25₹23,384

DSP US Flexible 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for DSP 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 28 Oct 25

DurationReturns
1 Month 3.8%
3 Month 12.4%
6 Month 40.2%
1 Year 33%
3 Year 23%
5 Year 19.5%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
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 US Flexible Equity Fund
NameSinceTenure
Jay Kothari1 Mar 1312.59 Yr.

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

Equity Sector Allocation
SectorValue
Technology33.17%
Financial Services17.01%
Communication Services14.3%
Health Care10.86%
Consumer Cyclical10.4%
Industrials6.24%
Basic Materials3.03%
Energy2.54%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity97.56%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹1,033 Cr1,994,958
↓ -29,079
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹15 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹2 Cr

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

  • Bottom quartile AUM (₹137 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 6.45% (bottom quartile).
  • 3Y return: 20.63% (bottom quartile).
  • 1Y return: 32.91% (lower mid).
  • Alpha: -2.83 (bottom quartile).
  • Sharpe: 0.94 (lower mid).
  • Information ratio: -1.21 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding JPM Emerging Mkts Opps I (acc) USD (~97.5%).
  • Top-3 holdings concentration ~100.6%.

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 (28 Oct 25) ₹20.5829 ↓ -0.08   (-0.38 %)
Net Assets (Cr) ₹137 on 31 Aug 25
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.04
Sharpe Ratio 0.94
Information Ratio -1.21
Alpha Ratio -2.83
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
30 Sep 20₹10,000
30 Sep 21₹11,545
30 Sep 22₹8,355
30 Sep 23₹9,226
30 Sep 24₹11,093
30 Sep 25₹13,772

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 ₹357,992.
Net Profit of ₹57,992
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 28 Oct 25

DurationReturns
1 Month 6.1%
3 Month 16.8%
6 Month 35%
1 Year 32.9%
3 Year 20.6%
5 Year 6.5%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.9%
2023 5.5%
2022 -16.8%
2021 -5.9%
2020 21.7%
2019 25.1%
2018 -7.2%
2017 30%
2016 9.8%
2015 -14.3%
Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
NameSinceTenure
Bhavesh Jain9 Apr 187.48 Yr.
Bharat Lahoti1 Oct 214 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services26.88%
Technology24.89%
Consumer Cyclical15.64%
Communication Services12.05%
Industrials4.89%
Energy3.76%
Consumer Defensive2.43%
Real Estate1.91%
Basic Materials1.58%
Health Care1.21%
Utility0.91%
Asset Allocation
Asset ClassValue
Cash3.84%
Equity96.15%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Emerging Mkts Opps I (acc) USD
Investment Fund | -
97%₹149 Cr94,755
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
3%₹4 Cr
Net Receivables/(Payables)
CBLO | -
0%₹0 Cr
Accrued Interest
CBLO | -
0%₹0 Cr

4. 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

  • Lower mid AUM (₹147 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.82% (upper mid).
  • 3Y return: 24.04% (upper mid).
  • 1Y return: 31.56% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.16 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding JPM Europe Dynamic I (acc) EUR (~96.5%).
  • Top-3 holdings concentration ~100.0%.

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 (28 Oct 25) ₹25.8006 ↑ 0.07   (0.27 %)
Net Assets (Cr) ₹147 on 31 Aug 25
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.39
Sharpe Ratio 1.16
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
30 Sep 20₹10,000
30 Sep 21₹13,138
30 Sep 22₹10,880
30 Sep 23₹13,862
30 Sep 24₹17,510
30 Sep 25₹22,171

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 ₹481,656.
Net Profit of ₹181,656
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 28 Oct 25

DurationReturns
1 Month 2.5%
3 Month 5.5%
6 Month 16.5%
1 Year 31.6%
3 Year 24%
5 Year 18.8%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Bhavesh Jain9 Apr 187.48 Yr.
Bharat Lahoti1 Oct 214 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.23%
Industrials16.88%
Health Care12.48%
Technology7.96%
Energy7.37%
Consumer Defensive6.65%
Consumer Cyclical5.6%
Utility4.3%
Basic Materials4.3%
Communication Services4.14%
Asset Allocation
Asset ClassValue
Cash8.04%
Equity91.89%
Debt0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Europe Dynamic I (acc) EUR
Investment Fund | -
97%₹154 Cr271,733
↑ 7,069
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
3%₹6 Cr
Net Receivables/(Payables)
CBLO | -
0%₹0 Cr
Accrued Interest
CBLO | -
0%₹0 Cr

Types of International Mutual Funds

1. Emerging Market Funds

These invest in developing economies such as China, Brazil, South Korea, Taiwan and India. Emerging markets offer faster growth potential, young demographics and rising consumption — but also carry higher volatility and political risk. Examples: Franklin Asian Equity FoF, Kotak Global Emerging Market Fund.

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2. Developed Market Funds

These invest in stable economies like the US, Japan and Europe. Developed markets tend to be more resilient during global uncertainty and provide access to global leaders (Apple, Microsoft, Toyota, Nestlé, etc.). Examples: Motilal Oswal S&P 500 Index FoF, Nippon India Japan Equity Fund.

Multiple-Feeders

3. Country Specific Funds

Focused on one nation’s equity market. These are higher risk since all exposure is tied to a single economy, but can deliver strong returns if that market performs well. Examples: Kotak US Equity FoF, Mirae Asset China Advantage Fund.

4. Commodity Based Funds

Invest in commodities like gold, silver, energy or agriculture. They provide an inflation hedge and low correlation with equity. Examples: DSP World Gold Fund, Kotak Global Energy FoF.

5. Theme-Based Funds

Target a global theme — e.g., technology, healthcare, energy, real assets, or ESG. Broader than sector funds, thematic funds spread investments across multiple industries tied to the same theme. Examples: Edelweiss US Technology Equity FoF, L&T Global Real Assets Fund.

Why Invest Abroad? Main benefits

  • Geographic diversification — Over-concentration in any single economy raises risk; global fund spread it.

  • Access to global leaders & themes — Apple, Microsoft, Nvidia, Tesla, advanced semiconductor firms and global biotech companies are easier to access via international funds.

  • Currency hedge — If INR weakens vs USD, overseas investments gain in INR terms (on top of market returns).

  • Participation in long-term megatrends — AI, EVs, cloud, green energy and semiconductors have most depth outside India today.

  • Portfolio smoothing — Different economies and sectors often move out of sync, reducing portfolio volatility.

Key Risks to Keep in Mind

  • Currency risk — A strengthening INR can erode returns in INR terms.
  • Geopolitical & regulatory risk — Sanctions, trade wars or local rules can hit sectors or countries you’ve invested in.
  • Higher costs — FoFs/feeder funds often carry two layers of fees (Indian AMC + overseas fund).
  • SEBI / RBI caps & flow limits — At times, AMCs may pause new inflows if industry/AMC overseas headroom is full.

How Much of Your Portfolio Should Be International?

Common planner guidance for retail investors: 5–15% of total investible assets in international equities/FoFs. For more aggressive investors or HNIs who already have large domestic exposure, this can be higher. Keep the bulk in Indian equity + debt for local goals and stability. (This is a rule of thumb — adapt to risk appetite and Financial goals.)

How to Invest in International Mutual Fund 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!

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According to experts, an investor should have around 10-12% of the portfolio invested in international mutual funds. So with the basics covered now, start building up that portfolio with international mutual funds today.

Conclusion

International mutual funds are a convenient, regulated route for Indian investors to own global companies and themes. They provide diversification, access to non-Indian market leaders, and an effective currency hedge — but they come with tax, currency and theme-concentration risks. For most retail investors, a measured exposure (5–15%) combined with SIP discipline and a long-term view will work well.

FAQs

1. Are international mutual funds taxed like equity or debt?

A: Many international FoFs are treated as “specified mutual funds” under Section 50AA; units acquired on/after 1 April 2023 are typically taxed as short-term gains at slab rates. Check the AMC factsheet and AMFI guidance for specifics.

2. Can an Indian investor buy US ETFs directly?

A: Yes — via international brokers (Vested, INDmoney, Hatch) or by Investing in India-domiciled FoFs/ETFs that replicate US ETFs. Direct purchases are subject to LRS limits and additional compliance.

3. Which is better: NASDAQ FoF or S&P 500 FoF?

A: Nasdaq is tech-heavy (higher growth, higher volatility). S&P 500 is broader and less concentrated. Choose based on risk tolerance and time horizon.

4. Will SEBI/RBI restrict new international fund flows?

A: SEBI sets industry-level overseas headroom (historically adjustments in 2020/2021 and temporary pauses in 2022). AMCs may pause inflows if headroom is exhausted. Always check AMC notices.

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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Debajit, posted on 1 Oct 19 1:39 AM

Very good article I got all the required information.

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