Top 7 International Funds With Best SIP returns in 5 years: Rs 12,500 monthly investment in No 1 scheme has jumped to Rs 11,80,272
Top 7 International Funds With Best SIP returns in 5 years: International funds have their investments in foreign stocks and debt assets. Sitting in India, investors get the benefit of the stock rising of international firms such as Facebook, Amazon, Netflix, Google, Nvidia.
Top 7 International Funds With Best SIP returns in 5 years: Many investors want to take the benefit of the rising prices of international stocks. But sitting in India, it is not easy to invest in them directly due to currency conversion, third-party requirements, or high fees to get service. But they can invest through international mutual funds. These funds invest in indices, such as S&P 500, Nasdaq, and international stocks, such as Facebook, Amazon, Netflix, Google, and Nvidia among others. The other advantage is that one can invest with as little an amount as Rs 100 in many international funds. While international funds can be good for portfolio diversification and can give high returns in the short term, the category is very highly risky because of exposure to equity in a foreign market. International funds are suitable for investors with a long-term horizon. Know the top 7 international mutual funds with best annualised SIP returns (XIRR) in the 5-year period, and know which fund has given the highest return on a Rs 12,500 monthly investment.
Photos: Unsplash/Pixabay
Invesco India - Invesco Global Equity Income FoF Direct-Growth
The small cap fund has given 16.82 per cent annualised SIP return in 5 years.
It has assets under management (AUM) of Rs 26 crore, while its net asset value (NAV) is Rs 28.85.
Benchmarked against MSCI World Net Dividend, the fund has given 10.42 per cent annualised return since its launch in April 2014.
Invesco India - Invesco Global Equity Income FoF Direct-Growth
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 12,500 monthly SIP investment in the 5-year period, or a total investment of Rs 7,50,000, has ballooned to Rs 11,80,271.98.
Franklin India Feeder Franklin US Opportunities Direct Fund-Growth
The fund has given 16.18 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 3,609 crore, while its NAV is Rs 81.55.
Benchmarked against Russell 3000 Growth TRI, the fund has given 17.65 per cent annualised return since its debut in January 2013.
Franklin India Feeder Franklin US Opportunities Direct Fund-Growth
With 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 12,500 monthly SIP investment in the 5-year time frame has sprung to Rs 11,59,011.92.
Aditya Birla Sun Life Global Excellence Equity FoF Direct-Growth
The fund has given 15.00 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 199 crore, while its unit price is Rs 34.26.
Benchmarked against MSCI World, the fund has given 7.82 per cent annualised return since its beginning in January 2013.
Aditya Birla Sun Life Global Excellence Equity FoF Direct-Growth
At an expense ratio of 0.68 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP investment in 5 years has zoomed to Rs 11,21,021.11.
ICICI Prudential US Bluechip Equity Direct Plan-Growth
The fund has given 14.84 per cent annualised SIP return in 5 years.
It has a fund size of Rs 3,228 crore, while its NAV is Rs 69.51.
Benchmarked against S&P 500 TRI, the fund has given 16.57 per cent annualised return since its starting in January 2013.
ICICI Prudential US Bluechip Equity Direct Plan-Growth
With an expense ratio of 1.18 per cent, investments are currently closed in the scheme.
A Rs 12,500 monthly SIP investment in the 5-year period has jumped to Rs 11,15,987.44.
Edelweiss US Value Equity Offshore Fund Direct-Growth
The fund has given 15.28 per cent annualised SIP return in the 5-year period.
Its AUM is Rs 147 crore, while its NAV is Rs 35.07.
Benchmarked against Russell 1000, the fund has given 11.58 per cent annualised return since its inception in July 2013.
Edelweiss US Value Equity Offshore Fund Direct-Growth
At an expense ratio of 1.42 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP investment in the 5-year time frame has jumped to Rs 11,29,896.88.
PGIM India Global Equity Opportunities Fund Direct-Growth
The fund has given 13.95 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 1,349 crore, while its unit price is Rs 48.41.
Benchmarked against MSCI AC World in INR Terms, the fund has given 10.46 per cent annualised return since its debut in January 2013.
PGIM India Global Equity Opportunities Fund Direct-Growth
With an expense ratio of 1.44 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in 5 years has grown to Rs 10,88,486.32.
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct-Growth
The fund has given 12.04 per cent annualised SIP return in 5 years.
It has a fund size of Rs 244 crore, while its NAV is Rs 26.64.
Benchmarked against MSCI All Country World TRI, the fund has given 5.85 per cent annualised return since its launch in January 2013.
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct-Growth
At an expense ratio of 0.61 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP investment in the 5-year period has converted into Rs 10,32,219.2.