Top 7 International Funds With Highest SIP Returns in 3 Years: Rs 13,333 monthly SIP investment in No. 1 fund is worth Rs 7.93 lakh now
Top 7 International Funds With Highest SIP Returns in 3 Years: International mutual funds invest in companies that are listed outside of India. These mutual funds provide opportunities to invest in companies like Facebook, Apple, Google, and Netflix, sitting in India.
Top 7 International Funds With Highest SIP Returns in 3 Years: Can Indians invest in stocks of the world's top companies, such as Facebook, Apple, Google, Netflix, or Amazon? It is possible for equity investors to invest directly, through buying stocks, or indirectly, through mutual funds. Funds that invest in stocks of the companies listed abroad are known as international funds. Such funds also follow indices such as NASDAQ and S&P. It means international fund investors can invest in the top companies of these indices. As the companies grow in their businesses, investors' investments in international funds also grow.
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International fund category performance
For the portfolio diversification of mutual fund investors, international funds can be an important aspect. However, the funds are risky and suitable for long-term investors. The international fund category has given 25.89 per cent annualised return in 1 year, 6.56 per cent in 3 years, 9.92 per cent in 5 years, and 7.82 per cent in 10 years, as per Value Research data.
Know the top 7 international funds in terms of highest annualised SIP returns (XIRR) in 3 years, and how Rs 13,333 monthly SIP investment in each of them has performed in that duration.
Motilal Oswal Nasdaq 100 FOF - Direct Plan
The fund has given 35.4 per cent annualised SIP return in the 3-year period.
It has assets under management (AUM) of Rs 5,469 crore, while its net asset value (NAV) is Rs 40.9668.
Benchmarked against Nasdaq 100 TRI, the fund has given 26.31 per cent annualised return since its inception in November 2018.
Motilal Oswal Nasdaq 100 FOF - Direct Plan
At an expense ratio of 0.24 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
The fund has 67.07 per cent of its investment in the technology sector.
A Rs 13,333 monthly SIP investment in the fund in 3 years, or a total investment of Rs 4,79,988, has swelled to Rs 7,92,201.
Motilal Oswal NASDAQ 100 ETF
The ETF has given 30.74 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 8,778 crore, while its NAV is Rs 180.3357.
Benchmarked against Nasdaq 100 TRI, the ETF has given 23.11 per cent annualised return since its debut in March 2011.
Motilal Oswal NASDAQ 100 ETF
The ETF has 67.67 per cent of its investment in the technology sector.
With an expense ratio of 0.58 per cent, the ETF has Rs 500 as the minimum investment.
A Rs 13,333 monthly SIP investment in in the ETF in the 3-year period has grown to Rs 7,45,102.
Invesco India - Invesco Global Equity Income FoF - Direct Plan
The fund has given 30.74 per cent annualised SIP return in the 3-year period.
It has an asset base of Rs 26 crore, while its NAV is Rs 29.2489.
Benchmarked against MSCI World Net Dividend, the fund has given 10.64 per cent annualised return since its launch in May 2014.
Invesco India - Invesco Global Equity Income FoF - Direct Plan
At an expense ratio of 0.86 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the 3-year time frame has converted into Rs 6,49,497.
Nippon India US Equity Opportunities Fund - Direct Plan
The fund has given 24.13 per cent annualised SIP return in 3 years.
Its AUM is Rs 719 crore, while its unit price is Rs 38.9951.
Benchmarked against S&P 500 TRI, the fund has given 15.59 per cent annualised return since its beginning in July 2015.
Nippon India US Equity Opportunities Fund - Direct Plan
The fund has 45.31 per cent of its investment in the technology sector.
With an expense ratio of 1.30 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in 3 years has jumped to Rs 6,81,426.
Franklin India Feeder Franklin US Opportunities Fund - Direct Plan
The fund has given 27.45 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 7,12,967 crore, while its NAV is Rs 84.6533.
Benchmarked against Russell 3000 Growth TRI, the fund has given 18.17 per cent annualised return since its starting in January 2013.
Franklin India Feeder Franklin US Opportunities Fund - Direct Plan
At an expense ratio of 0.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the 3-year period has swelled to Rs 7,12,967.
ICICI Prudential US Bluechip Equity Fund - Direct Plan
The fund has given 19.01 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 3,349 crore, while its NAV is Rs 71.9700.
Benchmarked against S&P 500 TRI, the fund has given 17.06 per cent annualised return since its launch in January 2013.
ICICI Prudential US Bluechip Equity Fund - Direct Plan
It has 22.12 per cent of its investment in the healthcare sector.
With an expense ratio of 1.19 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the 3-year time frame has converted into Rs 6,34,770.
DSP US Flexible Equity Fund of Fund - Direct Plan
The fund has given 18.4 per cent annualised SIP return in 3 years.
It has an asset base of Rs 853 crore, while its unit price is Rs 63.2762.
Benchmarked against Russell 1000 TRI, the fund has given 16.10 per cent annualised return since its inception in January 2013.
DSP US Flexible Equity Fund of Fund - Direct Plan
At an expense ratio of 1.49 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in 3 years has jumped to Rs 6,29,289.