Best FoFs Overseas Funds 

The table below shows the Best FoFs Overseas Funds based on the AUM, NAV, and minimum SIP.

Content:

• What are FoFs Overseas Funds?
• Top FoFs Overseas Funds
• Best FoFs Overseas Funds
• List Of Top FoFs Overseas Funds In India
• Best FoFs Overseas Funds In India
• Who Should Invest In FoFs Overseas Funds?
• How To Invest in the FoFs Overseas Funds?
• Performance Metrics Of FoFs Overseas Funds
• Benefits of Investing in FoFs Overseas Funds
• Challenges Of Investing In FoFs Overseas Funds
• Introduction to Best FoFs Overseas Funds
  • Motilal Oswal Nasdaq 100 FOF
  • Franklin India Feeder – Franklin U.S. Opportunities Fund
  • Kotak NASDAQ 100 FoF
  • Mirae Asset NYSE FANG+ETF FoF
  • Aditya Birla SL US Treasury 1-3 year Bond ETFs FoF
  • Kotak International REIT FOF
  • SBI International Access-US Equity FoF
  • Aditya Birla SL Global Excellence Equity FoF
  • DSP US Flexible Equity Fund
  • DSP World Mining Fund
  • DSP Global Allocation FoF
  • DSP World Energy Fund
  • PGIM India Global Equity Opp Fund
  • Edelweiss US Technology Equity FOF
  • PGIM India Emerging Markets Equity Fund
• Top FoFs Overseas Funds – FAQs

What are FoFs Overseas Funds?

FoFs (Funds of Funds) Overseas Funds are mutual funds that invest in other mutual funds or investment portfolios located outside of the investor’s home country. These funds offer diversification by investing across different regions, industries, or asset classes globally, thus spreading risk and potentially enhancing returns.

Top FoFs Overseas Funds 

The table below shows the Top FoFs Overseas Funds based on the lowest to highest expense ratio. 

Best FoFs Overseas Funds 

The table below shows the Best FoFs Overseas Funds based on.Highest 3Y CAGR

List Of Top FoFs Overseas Funds In India

The table below shows a List Of Top FoFs Overseas Funds In India based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Best FoFs Overseas Funds In India

The table below shows Best FoFs Overseas Funds In India based on Absolute 1 Year Return and AMC.

Who Should Invest In FoFs Overseas Funds?

Investors seeking global diversification and willing to handle the associated risks of currency fluctuations and geopolitical uncertainties should consider investing in FoFs Overseas Funds. It suits those looking for exposure to international markets.

How To Invest in the FoFs Overseas Funds?

To invest in FoFs Overseas Funds, you can purchase units through a brokerage or a mutual fund platform. It requires opening an investment account, choosing the suitable FoF based on objectives and risk tolerance, and then investing either lump sum or via SIPs (Systematic Investment Plans).

Performance Metrics Of FoFs Overseas Funds 

Here are some key performance metrics used to evaluate FoFs Overseas Funds:

• Total Return: Measures the fund’s overall performance, including capital gains and dividends, over a specific period.

• Alpha: Indicates the extra return the fund generates compared to its benchmark, showing the value added by the fund manager.

• Beta: Assesses the fund’s volatility relative to the market; a beta greater than 1 means the fund is more volatile than the market.

• Sharpe Ratio: Evaluates the risk-adjusted return of the fund, showing how much return is received for each unit of risk taken.

• Expense Ratio: This represents the percentage of the fund’s assets that go towards administrative and management expenses each year.

• Standard Deviation: Measures the fund’s volatility by calculating the average deviation of its returns from its mean, indicating risk level.

• Net Asset Value (NAV) Growth: Tracks the change in the fund’s NAV over time, reflecting its investment success.

• Comparative Index Performance: Compares the fund’s performance to that of a relevant benchmark index to gauge its effectiveness in a global context.

Benefits of Investing in FoFs Overseas Funds 

The main benefit of investing in FoFs Overseas Funds is the access to global markets, which helps diversify investment portfolios beyond local options, potentially reducing risk and enhancing returns through exposure to international growth.

• Diversification: Investing in FoFs Overseas allows exposure to different economic regions, industries, and currencies. This diversification can reduce risk as the performance of investments in one country or sector may offset the underperformance in another.

• Access to Expert Management: These funds are managed by professional managers who have expertise in international markets and are better equipped to make informed decisions about where to invest globally.

• Potential for Higher Returns: By investing in international markets, these funds can tap into growth opportunities in emerging and developed markets that may not be available domestically, possibly leading to higher returns.

• Convenience: FoFs Overseas Funds offer a convenient way to invest in multiple international markets without the need for investors to manage multiple transactions and research foreign markets and currencies themselves.

Challenges Of Investing In FoFs Overseas Funds 

The main challenge of investing in FoFs Overseas Funds is the increased complexity due to factors like foreign market volatility, currency risks, and geopolitical uncertainties, which can affect returns and require careful consideration.

• Currency Risk: Changes in exchange rates can significantly affect the returns of overseas investments. If the investor’s home currency strengthens against the currency in which the investments are made, it could reduce the overall returns when converted back.

• Higher Costs: FoFs Overseas Funds may incur additional costs such as higher expense ratios, administrative fees, and taxes on international transactions. These costs can eat into the potential profits from such investments.

• Regulatory Risks: Each country has its own regulatory environment which can impact investments. Changes in regulations, tax laws, and compliance requirements can affect the profitability and operation of overseas funds.

• Geopolitical Risks: Political instability, economic downturns, or significant policy changes in the countries where investments are made can negatively impact the performance of these funds. Such factors are unpredictable and add an element of risk.

Introduction to Best FoFs Overseas Funds 

Best FoFs Overseas Funds – AUM, NAV, and minimum SIP

Motilal Oswal Nasdaq 100 FOF

Motilal Oswal Nasdaq 100 FOF Direct Growth is a Other Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009.

Motilal Oswal Nasdaq 100 FOF is an overseas fund of funds with an AUM of ₹4,785.58 Crore, a 5-year CAGR of 24.62%, no exit load, and an expense ratio of 0.24. The fund’s assets are entirely invested in debt instruments, with 99.9% allocated to this category. It holds a small cash position of 0.1% and does not invest in equities.

Franklin India Feeder – Franklin U.S. Opportunities Fund

Franklin India Feeder Franklin US Opportunities Direct Fund Growth is a Other Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 19 Feb 1996.

Franklin India Feeder – Franklin U.S. Opportunities Fund is an overseas fund of funds with an AUM of ₹3,385.14 Crore, a 5-year CAGR of 17.21%, an exit load of 1%, and an expense ratio of 0.58. The fund’s portfolio is fully dedicated to debt securities, allocating 99.2% to this asset class. It maintains a minimal cash position of 0.8% and does not invest in equities.

Kotak NASDAQ 100 FoF

Kotak Nasdaq 100 FOF Direct-Growth is a Other Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994.

Kotak NASDAQ 100 FoF is an overseas fund of funds with an AUM of ₹2,891.95 Crore, a 5-year CAGR of 0%, no exit load, and an expense ratio of 0.28. The fund’s asset allocation is entirely in equity, comprising 100% of its portfolio, with no allocations to debt or cash.

Top FoFs Overseas Funds – Expense Ratio

Mirae Asset NYSE FANG+ETF FoF

Mirae Asset NYSE FANG+ ETF FoF Direct Growth is a Other Mutual Fund Scheme launched by Mirae Asset Mutual Fund. This scheme was made available to investors on 30 Nov 2007. 

Mirae Asset NYSE FANG+ETF FoF is an overseas fund of funds with an AUM of ₹1,570.17 Crore, a 5-year CAGR of 0%, an exit load of 0.5%, and an expense ratio of 0.05. The fund’s asset allocation is entirely in equity, comprising 100% of its portfolio, with no allocations to debt or cash.

Aditya Birla SL US Treasury 1-3 year Bond ETFs FoF

Aditya Birla Sun Life US Treasury 1 3-year Bond ETFs FoF Direct Growth is a Other Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994.

Aditya Birla SL US Treasury 1-3 year Bond ETFs FoF is an overseas fund of funds with an AUM of ₹84.87 Crore, a 5-year CAGR of 0%, an exit load of 0.25%, and an expense ratio of 0.13. The fund’s asset allocation is primarily in debt at 96.3%, with cash holdings making up 3.7% of the portfolio, and no equity investments.

Kotak International REIT FOF

Kotak International REIT FOF Direct Growth is a Other Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994.

Kotak International REIT FOF is an overseas fund of funds with an AUM of ₹74.35 Crore, a 5-year CAGR of 0%, an exit load of 1%, and an expense ratio of 0.51. The fund’s asset allocation is dominated by debt investments at 99.4%, with a minor portion in cash holdings at 0.6%, and no investment in equity.

Best FoFs Overseas Funds – Highest 3Y CAGR

SBI International Access-US Equity FoF

SBI International Access US Equity FoF Direct Growth is a Other Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987.

SBI International Access-US Equity FoF is an overseas fund of funds with an AUM of ₹903.01 Crore, a 5-year CAGR of 0%, an exit load of 1%, and an expense ratio of 0.90. The fund predominantly invests in equity at 99.3%, with the remainder in cash at 0.7%, and no allocation to debt.

Aditya Birla SL Global Excellence Equity FoF

Aditya Birla Sun Life Global Excellence Equity FoF Direct Growth is a Other Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994.

Aditya Birla SL Global Excellence Equity FoF is an overseas fund of funds with an AUM of ₹187.82 Crore, a 5-year CAGR of 9.82%, an exit load of 0.25%, and an expense ratio of 0.68. The fund predominantly invests in equity at 99.2%, with the remainder in cash at 0.8%, and no allocation to debt.

DSP US Flexible Equity Fund

DSP US Flexible Equity Direct Plan Growth is a Other Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996.

DSP US Flexible Equity Fund is an overseas fund of funds with an AUM of ₹863.66 Crore, a 5-year CAGR of 18.41%, no exit load, and an expense ratio of 1.50. The fund predominantly invests in equity at 98.5%, with the remainder in cash at 1.5%, and no allocation to debt.

List Of Top FoFs Overseas Funds In India- Exit load

DSP World Mining Fund

DSP World Mining Fund Direct Plan Growth is a Other Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996. 

DSP World Mining Fund is an overseas fund of funds with an AUM of ₹152.70 Crore, a 5-year CAGR of 18.02%, no exit load, and an expense ratio of 1.51. The fund predominantly invests in equity at 98.8%, with the remainder in cash at 1.2%, and no allocation to debt.

DSP Global Allocation FoF

DSP Global Allocation FoF Direct Growth is a Other Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996.

DSP Global Allocation FoF is an overseas fund of funds with an AUM of ₹61.58 Crore, a 5-year CAGR of 10.64%, no exit load, and an expense ratio of 1.38. The fund primarily invests in equity, constituting 96.9% of its assets, complemented by 0.9% in debt and 2.2% in cash holdings.

DSP World Energy Fund

DSP World Energy Fund Direct Plan Growth is a Other Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996.

DSP World Energy Fund is an overseas fund of funds with an AUM of ₹137.46 Crore, a 5-year CAGR of 8.93%, no exit load, and an expense ratio of 1.54. The fund predominantly invests in equity at 98.8%, with the remainder in cash at 1.2%, and no allocation to debt.

Best FoFs Overseas Funds In India – 1 Year Return

PGIM India Global Equity Opp Fund

PGIM India Global Equity Opportunities Fund Direct-Growth is a Other Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 13 May 2010.

PGIM India Global Equity Opp Fund is an overseas fund of funds with an AUM of ₹1,444.20 Crore, a 5-year CAGR of 18.46%, an exit load of 0.5%, and an expense ratio of 1.44 %. The fund’s asset allocation is 98.7% in equity and 1.3% in debt, with no cash holdings.

Edelweiss US Technology Equity FOF

Edelweiss US Technology Equity FoF Direct-Growth is a Other Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.

Edelweiss US Technology Equity FOF is an overseas fund of funds with an AUM of ₹2,152.91 Crore, a 5-year CAGR of 0%, an exit load of 1%, and an expense ratio of 1.41%. The fund’s asset allocation is heavily weighted towards equity at 99.9%, with a minimal debt allocation of 0.1%, and no cash holdings.

PGIM India Emerging Markets Equity Fund

PGIM India Emerging Markets Equity Fund Direct Growth is a Other Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 13 May 2010.

PGIM India Emerging Markets Equity Fund is an overseas fund of funds with an AUM of ₹105.60 Crore, a 5-year CAGR of 3.03%, an exit load of 0.5%, and an expense ratio of 1.34%. The asset allocation of the fund is predominantly in equity at 97.2%, with a smaller allocation in debt at 1.8%, and cash holdings constituting 1%.

Top FoFs Overseas Funds – FAQs

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.