SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

8 Best International Mutual Funds 2026

Updated on January 18, 2026 , 184881 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 2026. 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 26 - 27

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP World Gold Fund Growth ₹58.945
↓ -0.24
₹1,756 500 22.395.5171.14925.8167.1
DSP World Mining Fund Growth ₹30.3937
↑ 0.52
₹154 500 30.271.291.820.118.579
Edelweiss Europe Dynamic Equity Off-shore Fund Growth ₹28.2614
↓ -0.05
₹196 1,000 11.416.749.42215.650
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹22.6418
↑ 0.07
₹169 1,000 14.729.449.316.7441.1
Kotak Global Emerging Market Fund Growth ₹33.075
↑ 0.16
₹256 1,000 13.22847.717.96.639.1
Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹23.0743
↓ -0.30
₹133 500 13.819.143.917.114.442.5
DSP World Energy Fund Growth ₹24.8985
↓ -0.04
₹93 500 9.925.941.313.710.939.2
Aditya Birla Sun Life International Equity Fund - Plan A Growth ₹48.2722
↓ 0.00
₹276 1,000 8.516.335.916.91234.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jan 26

Research Highlights & Commentary of 8 Funds showcased

CommentaryDSP World Gold FundDSP World Mining FundEdelweiss Europe Dynamic Equity Off-shore FundEdelweiss Emerging Markets Opportunities Equity Off-shore FundKotak Global Emerging Market Fund Invesco 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).Upper mid AUM (₹196 Cr).Lower mid AUM (₹169 Cr).Upper mid AUM (₹256 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 (11+ yrs).Established history (18+ yrs).Established history (11+ 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: 25.80% (top quartile).5Y return: 18.55% (top quartile).5Y return: 15.62% (upper mid).5Y return: 3.98% (bottom quartile).5Y return: 6.57% (bottom quartile).5Y return: 14.35% (upper mid).5Y return: 10.88% (lower mid).5Y return: 12.04% (lower mid).
Point 63Y return: 49.00% (top quartile).3Y return: 20.11% (upper mid).3Y return: 21.99% (top quartile).3Y return: 16.72% (bottom quartile).3Y return: 17.95% (upper mid).3Y return: 17.08% (lower mid).3Y return: 13.68% (bottom quartile).3Y return: 16.87% (lower mid).
Point 71Y return: 171.06% (top quartile).1Y return: 91.77% (top quartile).1Y return: 49.36% (upper mid).1Y return: 49.32% (upper mid).1Y return: 47.70% (lower mid).1Y return: 43.87% (lower mid).1Y return: 41.35% (bottom quartile).1Y return: 35.86% (bottom quartile).
Point 8Alpha: 1.32 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (upper mid).Alpha: -0.64 (bottom quartile).Alpha: -1.28 (bottom quartile).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: 3.79 (top quartile).Sharpe: 2.63 (lower mid).Sharpe: 2.58 (lower mid).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: 0.00 (top quartile).Information ratio: -0.95 (bottom quartile).Information ratio: -0.50 (lower mid).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: 25.80% (top quartile).
  • 3Y return: 49.00% (top quartile).
  • 1Y return: 171.06% (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: 18.55% (top quartile).
  • 3Y return: 20.11% (upper mid).
  • 1Y return: 91.77% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 3.27 (upper mid).
  • Information ratio: 0.00 (top quartile).

Edelweiss Europe Dynamic Equity Off-shore Fund

  • Upper mid AUM (₹196 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 15.62% (upper mid).
  • 3Y return: 21.99% (top quartile).
  • 1Y return: 49.36% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 3.79 (top quartile).
  • 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: 3.98% (bottom quartile).
  • 3Y return: 16.72% (bottom quartile).
  • 1Y return: 49.32% (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★ (lower mid).
  • Risk profile: High.
  • 5Y return: 6.57% (bottom quartile).
  • 3Y return: 17.95% (upper mid).
  • 1Y return: 47.70% (lower mid).
  • Alpha: -1.28 (bottom quartile).
  • Sharpe: 2.58 (lower mid).
  • Information ratio: -0.50 (lower mid).

Invesco India Feeder- Invesco Pan European Equity Fund

  • Bottom quartile AUM (₹133 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 14.35% (upper mid).
  • 3Y return: 17.08% (lower mid).
  • 1Y return: 43.87% (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: 10.88% (lower mid).
  • 3Y return: 13.68% (bottom quartile).
  • 1Y return: 41.35% (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: 12.04% (lower mid).
  • 3Y return: 16.87% (lower mid).
  • 1Y return: 35.86% (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.

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 (₹1,756 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 25.80% (top quartile).
  • 3Y return: 49.00% (top quartile).
  • 1Y return: 171.06% (top quartile).
  • Alpha: 1.32 (top quartile).
  • Sharpe: 3.42 (upper mid).
  • Information ratio: -0.67 (lower mid).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding BGF World Gold I2 (~73.7%).
  • Top-3 holdings concentration ~100.4%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (16 Jan 26) ₹58.945 ↓ -0.24   (-0.40 %)
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
31 Dec 20₹10,000
31 Dec 21₹9,101
31 Dec 22₹8,405
31 Dec 23₹8,991
31 Dec 24₹10,424
31 Dec 25₹27,842

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 ₹570,326.
Net Profit of ₹270,326
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 16 Jan 26

DurationReturns
1 Month 12.4%
3 Month 22.3%
6 Month 95.5%
1 Year 171.1%
3 Year 49%
5 Year 25.8%
10 Year
15 Year
Since launch 10.2%
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
Jay Kothari1 Mar 1312.85 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials94.95%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity94.95%
Debt0.01%
Other2.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
74%₹1,294 Cr1,219,254
↓ -59,731
VanEck Gold Miners ETF
- | GDX
25%₹442 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
2%₹28 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹8 Cr

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

  • Bottom quartile AUM (₹154 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.55% (upper mid).
  • 3Y return: 20.11% (lower mid).
  • 1Y return: 91.77% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 3.27 (lower mid).
  • Information ratio: 0.00 (top quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding BGF World Mining I2 (~99.0%).
  • Top-3 holdings concentration ~102.1%.

Below is the key information for DSP World Mining Fund

DSP World Mining Fund
Growth
Launch Date 29 Dec 09
NAV (19 Jan 26) ₹30.3937 ↑ 0.52   (1.74 %)
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
31 Dec 20₹10,000
31 Dec 21₹11,803
31 Dec 22₹13,238
31 Dec 23₹13,240
31 Dec 24₹12,171
31 Dec 25₹21,791

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 ₹481,656.
Net Profit of ₹181,656
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 16 Jan 26

DurationReturns
1 Month 15.1%
3 Month 30.2%
6 Month 71.2%
1 Year 91.8%
3 Year 20.1%
5 Year 18.5%
10 Year
15 Year
Since launch 7.2%
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
Jay Kothari1 Mar 1312.85 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials97.27%
Energy1.09%
Asset Allocation
Asset ClassValue
Cash1.64%
Equity98.36%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Mining I2
Investment Fund | -
99%₹152 Cr150,390
↓ -43,229
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
2%₹3 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹2 Cr

3. 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: 15.62% (lower mid).
  • 3Y return: 21.99% (upper mid).
  • 1Y return: 49.36% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 3.79 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding JPM Europe Dynamic I (acc) EUR (~96.0%).
  • Top-3 holdings concentration ~101.0%.

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 (19 Jan 26) ₹28.2614 ↓ -0.05   (-0.17 %)
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
31 Dec 20₹10,000
31 Dec 21₹11,701
31 Dec 22₹10,995
31 Dec 23₹12,893
31 Dec 24₹13,585
31 Dec 25₹20,378

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 16 Jan 26

DurationReturns
1 Month 3.3%
3 Month 11.4%
6 Month 16.7%
1 Year 49.4%
3 Year 22%
5 Year 15.6%
10 Year
15 Year
Since launch 9.1%
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
Bhavesh Jain9 Apr 187.74 Yr.
Bharat Lahoti1 Oct 214.25 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.03%
Health Care14.5%
Industrials13.89%
Technology8.78%
Consumer Defensive8.1%
Consumer Cyclical7.5%
Energy6.17%
Utility4.97%
Basic Materials3.84%
Communication Services2.81%
Asset Allocation
Asset ClassValue
Cash7.28%
Equity92.59%
Debt0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Europe Dynamic I (acc) EUR
Investment Fund | -
96%₹188 Cr303,883
↑ 9,528
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
4%₹9 Cr
Net Receivables/(Payables)
CBLO | -
0%-₹1 Cr
Accrued Interest
CBLO | -
0%₹0 Cr

4. 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★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 3.98% (bottom quartile).
  • 3Y return: 16.72% (bottom quartile).
  • 1Y return: 49.32% (bottom quartile).
  • Alpha: -0.64 (bottom quartile).
  • Sharpe: 2.63 (bottom quartile).
  • Information ratio: -0.95 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding JPM Emerging Mkts Opps I (acc) USD (~97.0%).
  • Top-3 holdings concentration ~100.8%.

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 (19 Jan 26) ₹22.6418 ↑ 0.07   (0.31 %)
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
31 Dec 20₹10,000
31 Dec 21₹9,410
31 Dec 22₹7,826
31 Dec 23₹8,254
31 Dec 24₹8,743
31 Dec 25₹12,337

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 ₹331,978.
Net Profit of ₹31,978
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 16 Jan 26

DurationReturns
1 Month 9.2%
3 Month 14.7%
6 Month 29.4%
1 Year 49.3%
3 Year 16.7%
5 Year 4%
10 Year
15 Year
Since launch 7.3%
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
Bhavesh Jain9 Apr 187.74 Yr.
Bharat Lahoti1 Oct 214.25 Yr.

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

Equity Sector Allocation
SectorValue
Technology26.62%
Financial Services26.13%
Consumer Cyclical13.66%
Communication Services11.61%
Industrials5.31%
Energy5.19%
Basic Materials1.86%
Real Estate1.82%
Utility1.46%
Consumer Defensive1.05%
Health Care0.99%
Asset Allocation
Asset ClassValue
Cash3.86%
Equity95.7%
Other0.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Emerging Mkts Opps I (acc) USD
Investment Fund | -
97%₹164 Cr96,682
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
3%₹6 Cr
Net Receivables/(Payables)
CBLO | -
0%-₹1 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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!

    Get Started

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.
How helpful was this page ?
Rated 4.2, based on 49 reviews.
POST A COMMENT

Debajit, posted on 1 Oct 19 1:39 AM

Very good article I got all the required information.

1 - 1 of 1