Nowadays, many investors look to diversify their investment Portfolio across geographical boundaries. Such investors invest in global fund. Global funds have opened a window for Indian investors to international asset markets and have facilitated diversification. These funds primarily invest in companies, which are spread across 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 global funds requires in-depth knowledge of the Market around the world. Investors need to be constantly aware of the current political-economic situation because a negative political scenario of a region can risk the investment. Thus, investors should make a conscious effort to keep a track of Economics in a foreign market. Investors can choose a fund from the below-listed top performing global/international fund.
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Fund NAV Net Assets (Cr) Rating 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin Asian Equity Fund Growth ₹31.3929
↓ -0.25 ₹263 ☆☆☆☆☆ 10.4 8.8 15.7 7.8 3.5 14.4 DSP US Flexible Equity Fund Growth ₹67.1635
↓ -0.16 ₹935 ☆☆☆☆☆ 21.1 8.3 29.9 17.3 16.9 17.8 ICICI Prudential US Bluechip Equity Fund Growth ₹65.64
↑ 0.04 ₹3,113 ☆☆☆☆ 12.1 4.3 10.6 12.8 14.1 10.4 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹78.6056
↑ 0.21 ₹4,073 ☆☆☆☆ 14.5 2.1 22.5 17.9 11.5 27.1 DSP World Gold Fund Growth ₹34.2295
↑ 0.18 ₹1,202 ☆☆☆ 19.4 38.5 76.1 33.6 8.3 15.9 Kotak Global Emerging Market Fund Growth ₹26.684
↓ -0.15 ₹100 ☆☆☆ 16 14.8 22.8 11.7 7.4 5.9 ICICI Prudential Global Stable Equity Fund Growth ₹28.16
↑ 0.13 ₹101 ☆☆☆☆ 5.6 4.5 13.3 10.2 11.4 5.7 Nippon India Japan Equity Fund Growth ₹21.4386
↑ 0.29 ₹272 ☆☆☆☆ 10.1 10.8 21.3 14.4 9 9.3 Edelweiss ASEAN Equity Off-shore Fund Growth ₹30.4
↓ -0.20 ₹108 ☆☆☆ 7.4 7.5 21.1 9.2 9.2 14.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 9 Funds showcased
Commentary Franklin Asian Equity Fund DSP US Flexible Equity Fund ICICI Prudential US Bluechip Equity Fund Franklin India Feeder - Franklin U S Opportunities Fund DSP World Gold Fund Kotak Global Emerging Market Fund ICICI Prudential Global Stable Equity Fund Nippon India Japan Equity Fund Edelweiss ASEAN Equity Off-shore Fund Point 1 Lower mid AUM (₹263 Cr). Upper mid AUM (₹935 Cr). Top quartile AUM (₹3,113 Cr). Highest AUM (₹4,073 Cr). Upper mid AUM (₹1,202 Cr). Bottom quartile AUM (₹100 Cr). Bottom quartile AUM (₹101 Cr). Lower mid AUM (₹272 Cr). Bottom quartile AUM (₹108 Cr). Point 2 Oldest track record among peers (17 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (11+ yrs). Established history (10+ yrs). Established history (14+ yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 3.48% (bottom quartile). 5Y return: 16.86% (top quartile). 5Y return: 14.13% (top quartile). 5Y return: 11.51% (upper mid). 5Y return: 8.31% (bottom quartile). 5Y return: 7.43% (bottom quartile). 5Y return: 11.38% (upper mid). 5Y return: 8.98% (lower mid). 5Y return: 9.22% (lower mid). Point 6 3Y return: 7.79% (bottom quartile). 3Y return: 17.26% (upper mid). 3Y return: 12.80% (lower mid). 3Y return: 17.85% (top quartile). 3Y return: 33.59% (top quartile). 3Y return: 11.68% (lower mid). 3Y return: 10.19% (bottom quartile). 3Y return: 14.38% (upper mid). 3Y return: 9.24% (bottom quartile). Point 7 1Y return: 15.69% (bottom quartile). 1Y return: 29.94% (top quartile). 1Y return: 10.62% (bottom quartile). 1Y return: 22.46% (upper mid). 1Y return: 76.11% (top quartile). 1Y return: 22.77% (upper mid). 1Y return: 13.32% (bottom quartile). 1Y return: 21.31% (lower mid). 1Y return: 21.05% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: -4.34 (bottom quartile). Alpha: -6.41 (bottom quartile). Alpha: -6.53 (bottom quartile). Alpha: 1.97 (top quartile). Alpha: -3.67 (lower mid). Alpha: 0.00 (upper mid). Alpha: -3.97 (lower mid). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.42 (bottom quartile). Sharpe: 0.51 (lower mid). Sharpe: 0.22 (bottom quartile). Sharpe: 0.38 (bottom quartile). Sharpe: 1.80 (top quartile). Sharpe: 0.56 (lower mid). Sharpe: 0.76 (upper mid). Sharpe: 0.73 (upper mid). Sharpe: 0.87 (top quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.49 (lower mid). Information ratio: -0.91 (bottom quartile). Information ratio: -1.50 (bottom quartile). Information ratio: -0.35 (upper mid). Information ratio: -0.67 (lower mid). Information ratio: 0.00 (top quartile). Information ratio: -1.07 (bottom quartile). Information ratio: 0.00 (upper mid). Franklin Asian Equity Fund
DSP US Flexible Equity Fund
ICICI Prudential US Bluechip Equity Fund
Franklin India Feeder - Franklin U S Opportunities Fund
DSP World Gold Fund
Kotak Global Emerging Market Fund
ICICI Prudential Global Stable Equity Fund
Nippon India Japan Equity Fund
Edelweiss ASEAN Equity Off-shore Fund
Fincash has employed the following parameters for shortlisting the top performing funds:
Past Returns: Return analysis of last 3 years
Parameters & Weights: Information ratio with some modifications for our ratings and rankings
Qualitative & Quantitative Analysis: Quantitative measures like Expense Ratio, Sharpe Ratio, Sortino Ratio, Alpa, Beta, Upside Capture Ratio & Downside Capture Ratio, including fund age and the size of the fund has been considered. Qualitative analysis like the reputation of the fund along with the fund manager is one of the important parameters that you would see in the listed funds.
Asset Size: The minimum AUM criteria for Equity Funds are INR 100 Crores with some exceptions at times for new funds that are doing well in the market.
Performance with Respect to Benchmark: Peer average
Some of the important tips to consider while investing in global funds are:
Investment Tenure: Investors planning to invest in global funds should stay invested for minimum 3 years.
Invest via a SIP: SIP or Systematic Investment plan is the most efficient way to invest in a Mutual Fund. They not only provide a systematic way of investing, but also ensures regular investment growth. Also, due to their investment style, they can prevent the pitfalls of equity investments. You can invest in a SIP with an amount as low as INR 500.