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8 بہترین کارکردگی کا مظاہرہ کرنے والے عالمی میوچل فنڈز 2022

Updated on September 27, 2025 , 81283 views

آج کل، بہت سے سرمایہ کار جغرافیائی حدود میں اپنے سرمایہ کاری کے پورٹ فولیو کو متنوع بنانا چاہتے ہیں۔ ایسے سرمایہ کار عالمی فنڈز میں سرمایہ کاری کرتے ہیں! عالمی فنڈز کی ایک قسم ہے۔باہمی چندہ جو کہ امریکہ سمیت تمام ممالک میں سرمایہ کاری کرتے ہیں یہ فنڈز بنیادی طور پر ان کمپنیوں میں سرمایہ کاری کرتے ہیں، جو دنیا بھر میں پھیلی ہوئی ہیں۔ جیسا کہ نام سے مراد ہے، فنڈ اپنے نقطہ نظر میں عالمی ہے۔ اس کا مقصد دنیا کے مختلف حصوں میں ہولڈنگز کو متنوع بنانا ہے۔ اس فنڈ کا واحد ضروری حصہ یہ ہے کہ اس میں ملک میں سرمایہ کاری شامل ہونی چاہیے۔سرمایہ کار بھی

global-funds

عالمی فنڈز نے ہندوستانی سرمایہ کاروں کے لیے بین الاقوامی اثاثہ جات کی منڈیوں میں ایک کھڑکی کھول دی ہے اور تنوع میں سہولت فراہم کی ہے۔ لہٰذا، ان فنڈز کی دیگر اہم خصوصیات کے ساتھ ساتھ ہندوستان میں سرفہرست کارکردگی دکھانے والے عالمی فنڈز کو دیکھنا بھی اتنا ہی اہم ہو جاتا ہے۔

عالمی سرمایہ کاری - عالمی فنڈز

سرمایہ کاری میںگلوبل میوچل فنڈز ہوشیار اقدام ہو سکتا ہے۔ وہ ملکی سرمایہ کاروں کو بین الاقوامی منڈیوں میں متنوع مواقع فراہم کرتے ہیں۔ اگرچہ سرمایہ کاری مقامی طور پر مقامی طور پر کی جاتی ہے۔اے ایم سی، یہ دنیا بھر کی سب سے بڑی کمپنیوں میں سے کچھ کو ایک نمائش فراہم کرتا ہے۔ اہم میں سے ایکسرمایہ کاری کے فوائد اس فنڈ میں یہ ہے کہ آپ کی سرمایہ کاری صرف ایک ملک پر مرکوز نہیں ہے، بلکہ بین الاقوامی تجارتی ترقی سے فوائد حاصل کرنے کے لیے اسے مختلف منڈیوں میں متنوع بنایا گیا ہے۔

ان فنڈز میں سرمایہ کاری کے لیے دنیا بھر کی مارکیٹوں کے بارے میں گہرائی سے معلومات کی ضرورت ہوتی ہے۔ موجودہ سیاسی و اقتصادی منظر نامے سے مسلسل آگاہ رہنے کی ضرورت ہے۔ مزید یہ کہ، کسی کو سمجھنے اور اس پر نظر رکھنے کے لیے شعوری کوشش کرنی پڑ سکتی ہے۔معاشیات ایک غیر ملکی میںمارکیٹ.

سرمایہ کار عالمی فنڈز کے ذریعے متعدد منڈیوں میں سرمایہ کاری کر کے اچھا منافع کما سکتے ہیں، تاہم، کسی کو اس خطرے سے گریز نہیں کرنا چاہیے۔ حقیقی خطرہ بین الاقوامی حالات، سیاست وغیرہ کے لحاظ سے مختلف ہو سکتا ہے۔ ایک منفی سیاسی منظر نامہ خاص خطے کے مالی ماحول کو نقصان پہنچا سکتا ہے۔ انسانی ساختہ مظالم اور قدرتی آفات جیسے زلزلے، سونامی، فسادات اور جنگ جیسے حالات سے بھی عالمی فنڈز متاثر ہو سکتے ہیں۔

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عالمی فنڈ کے لیے وقت کی مدت عام طور پر زیادہ ہوتی ہے، جس کا مطلب ہے کہ یہ فنڈ ان سرمایہ کاروں کے لیے موزوں ہے جو طویل مدتی فوائد کو دیکھتے ہیں۔

ٹاپ 8 بہترین عالمی میوچل فنڈز مالی سال 22 - 23

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
DSP World Gold Fund Growth ₹43.2497
↑ 0.42
₹1,421 500 4166.786.85216.58.515.9
DSP US Flexible Equity Fund Growth ₹70.8328
↑ 0.89
₹1,000 500 13.22727.123.519.116.117.8
DSP World Mining Fund Growth ₹22.1608
↑ 0.20
₹148 500 27.533.62520.717.45.2-8.1
Edelweiss Europe Dynamic Equity Off-shore Fund Growth ₹25.1831
↑ 0.00
₹147 1,000 5.417.524.526.917.78.35.4
Aditya Birla Sun Life International Equity Fund - Plan A Growth ₹44.6622
↑ 0.13
₹250 1,000 10.118.924.419.413.38.77.4
Kotak Global Emerging Market Fund Growth ₹29.09
↓ -0.30
₹116 1,000 13.9252217.59.96.15.9
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹19.4037
↓ -0.27
₹137 1,000 12.222.321.716.56.76.15.9
Sundaram Global Advantage Fund Growth ₹37.5905
↑ 0.14
₹130 100 10.215.820.122.714.27.613.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 8 Funds showcased

CommentaryDSP World Gold FundDSP US Flexible Equity FundDSP World Mining FundEdelweiss Europe Dynamic Equity Off-shore FundAditya Birla Sun Life International Equity Fund - Plan AKotak Global Emerging Market Fund Edelweiss Emerging Markets Opportunities Equity Off-shore FundSundaram Global Advantage Fund
Point 1Highest AUM (₹1,421 Cr).Top quartile AUM (₹1,000 Cr).Upper mid AUM (₹148 Cr).Lower mid AUM (₹147 Cr).Upper mid AUM (₹250 Cr).Bottom quartile AUM (₹116 Cr).Lower mid AUM (₹137 Cr).Bottom quartile AUM (₹130 Cr).
Point 2Oldest track record among peers (18 yrs).Established history (13+ yrs).Established history (15+ yrs).Established history (11+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (11+ yrs).Established history (18+ 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: 16.46% (upper mid).5Y return: 19.11% (top quartile).5Y return: 17.36% (upper mid).5Y return: 17.71% (top quartile).5Y return: 13.26% (lower mid).5Y return: 9.94% (bottom quartile).5Y return: 6.72% (bottom quartile).5Y return: 14.20% (lower mid).
Point 63Y return: 52.04% (top quartile).3Y return: 23.48% (upper mid).3Y return: 20.73% (lower mid).3Y return: 26.92% (top quartile).3Y return: 19.38% (lower mid).3Y return: 17.52% (bottom quartile).3Y return: 16.52% (bottom quartile).3Y return: 22.74% (upper mid).
Point 71Y return: 86.77% (top quartile).1Y return: 27.15% (top quartile).1Y return: 25.02% (upper mid).1Y return: 24.55% (upper mid).1Y return: 24.35% (lower mid).1Y return: 22.04% (lower mid).1Y return: 21.69% (bottom quartile).1Y return: 20.05% (bottom quartile).
Point 8Alpha: 3.15 (top quartile).Alpha: -2.48 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (upper mid).Alpha: 3.25 (top quartile).Alpha: -1.03 (lower mid).Alpha: -2.83 (bottom quartile).Alpha: 0.00 (lower mid).
Point 9Sharpe: 1.80 (top quartile).Sharpe: 0.77 (bottom quartile).Sharpe: 0.73 (bottom quartile).Sharpe: 1.16 (upper mid).Sharpe: 1.27 (top quartile).Sharpe: 1.08 (upper mid).Sharpe: 0.94 (lower mid).Sharpe: 0.81 (lower mid).
Point 10Information ratio: -1.09 (lower mid).Information ratio: -0.62 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: 0.00 (top quartile).Information ratio: -1.15 (bottom quartile).Information ratio: -0.54 (upper mid).Information ratio: -1.21 (bottom quartile).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: 16.46% (upper mid).
  • 3Y return: 52.04% (top quartile).
  • 1Y return: 86.77% (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: 19.11% (top quartile).
  • 3Y return: 23.48% (upper mid).
  • 1Y return: 27.15% (top quartile).
  • Alpha: -2.48 (bottom quartile).
  • Sharpe: 0.77 (bottom quartile).
  • Information ratio: -0.62 (lower mid).

DSP World Mining Fund

  • Upper mid AUM (₹148 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 17.36% (upper mid).
  • 3Y return: 20.73% (lower mid).
  • 1Y return: 25.02% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.73 (bottom quartile).
  • Information ratio: 0.00 (top 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: 17.71% (top quartile).
  • 3Y return: 26.92% (top quartile).
  • 1Y return: 24.55% (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 (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.26% (lower mid).
  • 3Y return: 19.38% (lower mid).
  • 1Y return: 24.35% (lower mid).
  • Alpha: 3.25 (top quartile).
  • Sharpe: 1.27 (top quartile).
  • Information ratio: -1.15 (bottom quartile).

Kotak Global Emerging Market Fund

  • Bottom quartile AUM (₹116 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 9.94% (bottom quartile).
  • 3Y return: 17.52% (bottom quartile).
  • 1Y return: 22.04% (lower mid).
  • Alpha: -1.03 (lower mid).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: -0.54 (upper mid).

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

  • Lower mid AUM (₹137 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 6.72% (bottom quartile).
  • 3Y return: 16.52% (bottom quartile).
  • 1Y return: 21.69% (bottom quartile).
  • Alpha: -2.83 (bottom quartile).
  • Sharpe: 0.94 (lower mid).
  • Information ratio: -1.21 (bottom quartile).

Sundaram Global Advantage Fund

  • Bottom quartile AUM (₹130 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 14.20% (lower mid).
  • 3Y return: 22.74% (upper mid).
  • 1Y return: 20.05% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.81 (lower mid).
  • Information ratio: 0.00 (upper mid).
*فنڈز کی فہرست کی بنیاد پراثاثے >= 50 کروڑ & کی بنیاد پر ترتیب دیا گیا ہے۔1 سال کی واپسی۔

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★ (top quartile).
  • Risk profile: High.
  • 5Y return: 16.46% (upper mid).
  • 3Y return: 52.04% (top quartile).
  • 1Y return: 86.77% (top quartile).
  • Alpha: 3.15 (top quartile).
  • Sharpe: 1.80 (top quartile).
  • Information ratio: -1.09 (lower mid).

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (26 Sep 25) ₹43.2497 ↑ 0.42   (0.97 %)
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
31 Aug 20₹10,000
31 Aug 21₹7,754
31 Aug 22₹5,954
31 Aug 23₹7,515
31 Aug 24₹9,830
31 Aug 25₹16,461

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 26 Sep 25

DurationReturns
1 Month 21%
3 Month 41%
6 Month 66.7%
1 Year 86.8%
3 Year 52%
5 Year 16.5%
10 Year
15 Year
Since launch 8.5%
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 1312.51 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials95.55%
Asset Allocation
Asset ClassValue
Cash1.55%
Equity95.62%
Debt0.01%
Other2.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
77%₹1,088 Cr1,545,650
↓ -32,885
VanEck Gold Miners ETF
- | GDX
22%₹318 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

  • Top quartile AUM (₹1,000 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.11% (top quartile).
  • 3Y return: 23.48% (upper mid).
  • 1Y return: 27.15% (top quartile).
  • Alpha: -2.48 (bottom quartile).
  • Sharpe: 0.77 (bottom quartile).
  • Information ratio: -0.62 (lower mid).

Below is the key information for DSP US Flexible Equity Fund

DSP US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (26 Sep 25) ₹70.8328 ↑ 0.89   (1.27 %)
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
31 Aug 20₹10,000
31 Aug 21₹12,790
31 Aug 22₹12,729
31 Aug 23₹14,669
31 Aug 24₹17,491
31 Aug 25₹21,484

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 26 Sep 25

DurationReturns
1 Month 5.2%
3 Month 13.2%
6 Month 27%
1 Year 27.1%
3 Year 23.5%
5 Year 19.1%
10 Year
15 Year
Since launch 16.1%
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 1312.51 Yr.

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

Equity Sector Allocation
SectorValue
Technology33.83%
Financial Services17%
Communication Services13.87%
Health Care10.58%
Consumer Cyclical10.54%
Industrials6.42%
Basic Materials3.05%
Energy2.38%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.67%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹992 Cr2,024,037
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹9 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹2 Cr

3. 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

  • Upper mid AUM (₹148 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 17.36% (upper mid).
  • 3Y return: 20.73% (lower mid).
  • 1Y return: 25.02% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.73 (bottom quartile).
  • 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 (26 Sep 25) ₹22.1608 ↑ 0.20   (0.93 %)
Net Assets (Cr) ₹148 on 31 Aug 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.14
Sharpe Ratio 0.73
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 Aug 20₹10,000
31 Aug 21₹13,330
31 Aug 22₹13,126
31 Aug 23₹14,795
31 Aug 24₹15,524
31 Aug 25₹18,716

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 ₹470,047.
Net Profit of ₹170,047
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 26 Sep 25

DurationReturns
1 Month 13.3%
3 Month 27.5%
6 Month 33.6%
1 Year 25%
3 Year 20.7%
5 Year 17.4%
10 Year
15 Year
Since launch 5.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -8.1%
2023 0%
2022 12.2%
2021 18%
2020 34.9%
2019 21.5%
2018 -9.4%
2017 21.1%
2016 49.7%
2015 -36%
Fund Manager information for DSP World Mining Fund
NameSinceTenure
Jay Kothari1 Mar 1312.51 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials96.53%
Energy1.47%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98%
Debt0%
Other0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Mining I2
Investment Fund | -
99%₹147 Cr196,725
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹2 Cr
Net Receivables/Payables
Net Current Assets | -
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★ (upper mid).
  • Risk profile: High.
  • 5Y return: 17.71% (top quartile).
  • 3Y return: 26.92% (top quartile).
  • 1Y return: 24.55% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.16 (upper mid).
  • 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 (26 Sep 25) ₹25.1831 ↑ 0.00   (0.00 %)
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
31 Aug 20₹10,000
31 Aug 21₹13,116
31 Aug 22₹11,101
31 Aug 23₹13,874
31 Aug 24₹16,790
31 Aug 25₹20,779

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 ₹470,047.
Net Profit of ₹170,047
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 26 Sep 25

DurationReturns
1 Month 1.4%
3 Month 5.4%
6 Month 17.5%
1 Year 24.5%
3 Year 26.9%
5 Year 17.7%
10 Year
15 Year
Since launch 8.3%
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 187.4 Yr.
Bharat Lahoti1 Oct 213.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services21.74%
Industrials15.78%
Health Care12.05%
Consumer Defensive8.89%
Technology8.85%
Consumer Cyclical8.24%
Energy6.45%
Communication Services5.21%
Utility4.84%
Basic Materials4.35%
Asset Allocation
Asset ClassValue
Cash3.26%
Equity96.39%
Debt0.06%
Other0.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Europe Dynamic I (acc) EUR
Investment Fund | -
99%₹146 Cr264,664
↑ 23,104
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
1%₹1 Cr
Net Receivables/(Payables)
CBLO | -
0%₹0 Cr
Accrued Interest
CBLO/Reverse Repo | -
0%₹0 Cr

5. 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

  • Upper mid AUM (₹250 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.26% (lower mid).
  • 3Y return: 19.38% (lower mid).
  • 1Y return: 24.35% (lower mid).
  • Alpha: 3.25 (top quartile).
  • Sharpe: 1.27 (top quartile).
  • Information ratio: -1.15 (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 (26 Sep 25) ₹44.6622 ↑ 0.13   (0.30 %)
Net Assets (Cr) ₹250 on 31 Aug 25
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.27
Information Ratio -1.15
Alpha Ratio 3.25
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
31 Aug 20₹10,000
31 Aug 21₹12,269
31 Aug 22₹11,297
31 Aug 23₹12,314
31 Aug 24₹14,195
31 Aug 25₹17,563

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 ₹426,080.
Net Profit of ₹126,080
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 26 Sep 25

DurationReturns
1 Month 2.2%
3 Month 10.1%
6 Month 18.9%
1 Year 24.4%
3 Year 19.4%
5 Year 13.3%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.4%
2023 8.6%
2022 -2.1%
2021 13.5%
2020 13.2%
2019 24.7%
2018 4.1%
2017 13.5%
2016 -2.1%
2015 0%
Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan A
NameSinceTenure
Dhaval Joshi21 Nov 222.78 Yr.

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

Equity Sector Allocation
SectorValue
Technology26.13%
Financial Services18.49%
Industrials11.76%
Communication Services10.46%
Consumer Cyclical7.77%
Health Care7.23%
Consumer Defensive3.83%
Basic Materials3.6%
Utility2.44%
Energy2.38%
Asset Allocation
Asset ClassValue
Cash5.91%
Equity94.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NVIDIA Corp (Technology)
Equity, Since 30 Jun 25 | NVD
7%₹18 Cr11,700
↑ 900
Microsoft Corp (Technology)
Equity, Since 30 Jun 25 | MSFT
5%₹13 Cr2,800
↑ 400
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 23 | GOOGL
3%₹8 Cr4,200
Meta Platforms Inc Class A (Communication Services)
Equity, Since 30 Jun 25 | META
3%₹8 Cr1,200
↑ 300
Apple Inc (Technology)
Equity, Since 30 Jun 25 | APC
3%₹7 Cr3,400
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 25 | AMZN
3%₹6 Cr3,100
Bawag Group AG Ordinary Shares (Financial Services)
Equity, Since 30 Jun 25 | BG
2%₹5 Cr4,400
Webster Financial Corp (Financial Services)
Equity, Since 31 Jul 25 | WBS
2%₹5 Cr9,000
Prudential PLC (Financial Services)
Equity, Since 30 Jun 25 | PRU
2%₹5 Cr42,000
NatWest Group PLC (Financial Services)
Equity, Since 31 Jul 25 | RYSD
2%₹5 Cr80,300
↑ 29,400

6. 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

  • Bottom quartile AUM (₹116 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 9.94% (bottom quartile).
  • 3Y return: 17.52% (bottom quartile).
  • 1Y return: 22.04% (lower mid).
  • Alpha: -1.03 (lower mid).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: -0.54 (upper mid).

Below is the key information for Kotak Global Emerging Market Fund

Kotak Global Emerging Market Fund
Growth
Launch Date 26 Sep 07
NAV (26 Sep 25) ₹29.09 ↓ -0.30   (-1.03 %)
Net Assets (Cr) ₹116 on 31 Aug 25
Category Equity - Global
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.64
Sharpe Ratio 1.08
Information Ratio -0.54
Alpha Ratio -1.03
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 Aug 20₹10,000
31 Aug 21₹12,114
31 Aug 22₹10,204
31 Aug 23₹10,691
31 Aug 24₹12,091
31 Aug 25₹14,465

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 ₹385,859.
Net Profit of ₹85,859
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 26 Sep 25

DurationReturns
1 Month 6.6%
3 Month 13.9%
6 Month 25%
1 Year 22%
3 Year 17.5%
5 Year 9.9%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.9%
2023 10.8%
2022 -15%
2021 -0.5%
2020 29.1%
2019 21.4%
2018 -14.4%
2017 30.4%
2016 -1.2%
2015 -4.6%
Fund Manager information for Kotak Global Emerging Market Fund
NameSinceTenure
Arjun Khanna9 May 196.32 Yr.

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

Equity Sector Allocation
SectorValue
Technology24.07%
Financial Services22.6%
Consumer Cyclical17.51%
Communication Services8.51%
Basic Materials7.03%
Industrials5.65%
Energy4.96%
Health Care3.89%
Consumer Defensive1.97%
Utility0.51%
Asset Allocation
Asset ClassValue
Cash3.29%
Equity96.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CI Emerging Markets Class A
Investment Fund | -
98%₹113 Cr461,303
↑ 24,494
Triparty Repo
CBLO/Reverse Repo | -
3%₹3 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
1%-₹1 Cr

7. 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 (₹137 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 6.72% (bottom quartile).
  • 3Y return: 16.52% (bottom quartile).
  • 1Y return: 21.69% (bottom quartile).
  • Alpha: -2.83 (bottom quartile).
  • Sharpe: 0.94 (lower mid).
  • Information ratio: -1.21 (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 (26 Sep 25) ₹19.4037 ↓ -0.27   (-1.35 %)
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
31 Aug 20₹10,000
31 Aug 21₹11,661
31 Aug 22₹9,100
31 Aug 23₹9,312
31 Aug 24₹10,479
31 Aug 25₹12,379

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 26 Sep 25

DurationReturns
1 Month 6.8%
3 Month 12.2%
6 Month 22.3%
1 Year 21.7%
3 Year 16.5%
5 Year 6.7%
10 Year
15 Year
Since launch 6.1%
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 187.4 Yr.
Bharat Lahoti1 Oct 213.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.83%
Technology25.17%
Consumer Cyclical16.94%
Communication Services10.79%
Industrials4.61%
Energy4.01%
Consumer Defensive3.05%
Real Estate2.3%
Health Care1.4%
Basic Materials1.1%
Utility0.11%
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.31%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Emerging Mkts Opps I (acc) USD
Investment Fund | -
99%₹136 Cr94,755
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
1%₹2 Cr
Net Receivables/(Payables)
CBLO | -
0%₹0 Cr
Accrued Interest
CBLO/Reverse Repo | -
0%₹0 Cr

8. Sundaram Global Advantage Fund

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Research Highlights for Sundaram Global Advantage Fund

  • Bottom quartile AUM (₹130 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 14.20% (lower mid).
  • 3Y return: 22.74% (upper mid).
  • 1Y return: 20.05% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.81 (lower mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (26 Sep 25) ₹37.5905 ↑ 0.14   (0.39 %)
Net Assets (Cr) ₹130 on 31 Aug 25
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.07
Sharpe Ratio 0.81
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 20₹10,000
31 Aug 21₹12,514
31 Aug 22₹10,782
31 Aug 23₹13,335
31 Aug 24₹15,367
31 Aug 25₹18,052

Sundaram Global Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Sundaram Global Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25

DurationReturns
1 Month 3.9%
3 Month 10.2%
6 Month 15.8%
1 Year 20.1%
3 Year 22.7%
5 Year 14.2%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 13.1%
2023 30.1%
2022 -15.4%
2021 18.5%
2020 21.4%
2019 17.6%
2018 -8.1%
2017 19.8%
2016 12.8%
2015 -14.2%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
Pathanjali Srinivasan1 Apr 241.42 Yr.

Data below for Sundaram Global Advantage Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Technology33.28%
Consumer Cyclical20.2%
Financial Services14.81%
Communication Services13.2%
Consumer Defensive9.64%
Industrials4.48%
Asset Allocation
Asset ClassValue
Cash4.39%
Equity95.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
96%₹124 Cr8,283,224
Treps
CBLO/Reverse Repo | -
5%₹6 Cr
Cash And Other Net Current Assets
CBLO | -
0%₹0 Cr

عالمی فنڈز کی منفرد خصوصیات

عالمی میوچل فنڈز کی کچھ خصوصیات یہ ہیں:

واپسی

یہاں واپسی متعدد پیرامیٹرز پر منحصر ہے۔ یہ وقتاً فوقتاً مختلف ہو سکتا ہے۔

خطرے کا عنصر

عالمی فنڈز بہت سے خطرات سے متاثر ہو سکتے ہیں جیسے کہ ملک کا مخصوص میکرو اکنامک رسک، کرنسی کا خطرہ، ریگولیشن رسک یا جیو پولیٹیکل رسک۔ اس طرح، سرمایہ کاروں کو اس بات کو یقینی بنانا چاہیے کہ انہیں اس فنڈ کے بارے میں مکمل علم ہے۔

رکاوٹ

عالمی فنڈز کے خلاف ہیج کے طور پر کام کرتا ہے۔مہنگائی

گلوبل فنڈز ٹیکسیشن

عالمی فنڈز کے لیے ٹیکس لگانے جیسا سلوک کیا جاتا ہے۔قرض فنڈ. قلیل مدتی فوائد جو 3 سال سے کم ہیں، موجودہ کے مطابق ٹیکس لگایا جاتا ہے۔آمدنی- سرمایہ کار کا ٹیکس سلیب۔ طویل مدتی فوائد پر بغیر اشاریہ کے 10 فیصد اور اشاریہ سازی کے ساتھ 20 فیصد ٹیکس لگایا جاتا ہے۔

گلوبل فنڈز میں آن لائن سرمایہ کاری کیسے کی جائے؟

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    شروع کرنے کے

نتیجہ

عالمی فنڈز کے خطرے کی سطح کو دیکھتے ہوئے، عالمی فنڈز میں سرمایہ کاری کرنے کے خواہشمند سرمایہ کاروں کو اعلیخطرے کی بھوک. عالمی فنڈ میں سرمایہ کاری کرنے کا بہترین طریقہ a کے ذریعے ہے۔گھونٹ. ایک منظمسرمایہ کاری کا منصوبہ روپے کی لاگت کے اوسط سے فائدہ اٹھا سکتے ہیں۔ یہ آپ کو دوہری اتار چڑھاؤ سے بھی روک سکتا ہے جو کرنسی کی شرح کے اتار چڑھاو اور ایکویٹی مارکیٹوں کے غیر متوقع رویے کی وجہ سے عالمی فنڈز میں ہو سکتا ہے۔

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Indepth study of the subject.thanks.

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