The below table shows a list Of the Best MNC Mutual funds in India Based on AUM, NAV and minimum SIP.
| Name | AUM (Cr) | NAV (Rs) | Minimum SIP (Rs) |
| SBI Magnum Global Fund | 6,878.56 | 416.89 | 1,000 |
| Aditya Birla SL MNC Fund | 4,054.99 | 1,615.29 | 100 |
| UTI MNC Fund | 3,174.37 | 464.7 | 500 |
| ICICI Pru MNC Fund | 1,846.06 | 32.22 | 100 |
| HDFC MNC Fund | 663.68 | 15.28 | 1,500 |
Introduction to MNC Mutual Fund
SBI Magnum Global Fund
SBI Magnum Global Fund is a Thematic-MNC mutual fund scheme from SBI Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.
SBI Magnum Global Fund is a Thematic Fund – MNC with an AUM of ₹6,878.56 Crores. It has a 5-year CAGR of 18.03%, an exit load of 1%, and an expense ratio of 1.18%. SEBI categorizes its risk as Very High. The fund’s asset allocation is Cash & Equivalents at 5.15% and Equity at 94.85%.
Aditya Birla SL MNC Fund
Aditya Birla SL MNC Fund is a Thematic-MNC mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.
Aditya Birla SL MNC Fund is a Thematic Fund – MNC with an AUM of ₹4,054.99 Crores. It has a 5-year CAGR of 15.58%, an exit load of 1%, and an expense ratio of 1.29%. SEBI categorizes its risk as Very High. The fund’s asset allocation is Cash & Equivalents at 0.45% and Equity at 99.55%.
UTI MNC Fund
UTI MNC Fund is a Thematic-MNC mutual fund scheme from UTI Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.
UTI MNC Fund is a Thematic Fund – MNC with an AUM of ₹3,174.37 Crores. It has a 5-year CAGR of 18.17%, an exit load of 1%, and an expense ratio of 1.17%. SEBI categorizes its risk as Very High. The fund’s asset allocation is Treasury Bills at 0.46%, Cash & Equivalents at 0.46%, and Equity at 96.37%.
ICICI Pru MNC Fund
ICICI Pru MNC Fund is a Thematic-MNC mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 5 years and 3 months, having been launched on 28/05/2019.
ICICI Pru MNC Fund is a Thematic Fund – MNC with an AUM of ₹1,846.06 Crores. It has a 5-year CAGR of 25.72%, an exit load of 1%, and an expense ratio of 0.98%. SEBI categorizes its risk as Very High. The fund’s asset allocation is Treasury Bills at 1.53%, Cash & Equivalents at 7.64%, and Equity at 90.83%.
HDFC MNC Fund
HDFC MNC Fund is a Thematic-MNC mutual fund scheme from HDFC Mutual Fund. This fund has been in existence for 1 year 6 months, having been launched on 17/02/2023.
HDFC MNC Fund is a Thematic Fund – MNC with an AUM of ₹663.68 Crores. It has no 5-year CAGR yet, an exit load of 1%, and an expense ratio of 1.22%. SEBI categorizes its risk as Very High. The fund’s asset allocation is Cash & Equivalents at 4.31% and Equity at 95.69%.
MNC Mutual Fund Meaning
MNC Mutual Funds are equity funds that primarily invest in stocks of multinational companies (MNCs) operating in India. These funds aim to capitalize on the growth potential, global expertise and strong corporate governance practices of MNCs, offering investors exposure to well-established international brands in the Indian market.
These funds typically invest in MNCs across various sectors such as consumer goods, pharmaceuticals, technology and automobiles. They provide an opportunity for investors to benefit from the global reach, advanced technologies and proven business models of multinational corporations.
MNC Mutual Funds can be suitable for investors seeking exposure to companies with strong parent support and global best practices. However, they may be subject to risks such as currency fluctuations and changes in international trade policies that can affect MNC performance.
Features of the Best MNC Mutual Fund India
The main features of the best MNC Mutual Funds in India include focused investment in multinational companies, exposure to global brands, potential for strong corporate governance and access to advanced technologies. These funds offer a unique opportunity to invest in companies with international expertise operating in the Indian market.
- Global expertise: MNC Mutual Funds invest primarily in companies with strong international presence and expertise. This feature can provide access to global best practices and advanced technologies.
- Brand power: These funds often include well-known global brands, which can have strong market positions and customer loyalty. This brand strength can potentially lead to stable growth.
- Corporate governance: MNCs often adhere to stringent global standards of corporate governance. This can potentially result in more transparent and efficient management practices.
- Sector diversity: MNC Mutual Funds typically invest across various sectors, providing diversification while maintaining the MNC focus. This can help spread risk across different industries.
Top 10 MNC Mutual Funds Based on Expense Ratio
The table below shows the top 10 MNC mutual funds based on the expense ratio Of the lowest to highest expense ratio.
| Name | Expense Ratio (%) | Minimum SIP (Rs) |
| ICICI Pru MNC Fund | 0.98 | 100 |
| UTI MNC Fund | 1.17 | 500 |
| SBI Magnum Global Fund | 1.18 | 1,000 |
| HDFC MNC Fund | 1.22 | 1,500 |
| Aditya Birla SL MNC Fund | 1.29 | 100 |
Best MNC Mutual Funds Based on 3Y CAGR
The table below shows the Best MNC Mutual Funds based on the Highest 3Y CAGR.
| Name | CAGR 3Y (%) | Minimum SIP (Rs) |
| ICICI Pru MNC Fund | 18.36 | 100 |
| UTI MNC Fund | 15.13 | 500 |
| Aditya Birla SL MNC Fund | 14.1 | 100 |
| SBI Magnum Global Fund | 10.7 | 1,000 |
List Of MNC Mutual Funds Based on Exit Load
The table below shows a List Of MNC Mutual Funds Based on Exit Load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load (%) |
| ICICI Pru MNC Fund | ICICI Prudential Asset Management Company Limited | 1 |
| UTI MNC Fund | UTI Asset Management Company Private Limited | 1 |
| Aditya Birla SL MNC Fund | Aditya Birla Sun Life AMC Limited | 1 |
| SBI Magnum Global Fund | SBI Funds Management Limited | 1 |
| HDFC MNC Fund | HDFC Asset Management Company Limited | 1 |
MNC Mutual Fund Returns
The table below shows Mutual Fund Returns based on 1Y return.
| Name | Absolute Returns – 1Y (%) | Minimum SIP (Rs) |
| UTI MNC Fund | 34.76 | 500 |
| Aditya Birla SL MNC Fund | 36.53 | 100 |
| ICICI Pru MNC Fund | 33.14 | 100 |
| HDFC MNC Fund | 31.07 | 1,500 |
| SBI Magnum Global Fund | 13.57 | 1,000 |
Historical Performance of The Best MNC Mutual Funds In India
The table below shows Historical Performance of The Best MNC Mutual Funds In India Based on 5Y return.
| Name | CAGR 5Y (%) | Minimum SIP (Rs) |
| ICICI Pru MNC Fund | 25.72 | 100 |
| SBI Magnum Global Fund | 18.03 | 1,000 |
| UTI MNC Fund | 18.17 | 500 |
| Aditya Birla SL MNC Fund | 15.58 | 100 |
Factors to Consider When Investing in MNC Mutual Fund India
The main factor when investing in MNC Mutual Funds is the fund’s historical performance, followed by the expense ratio, sector allocation, and the global presence of its holdings. Additionally, assess your risk tolerance, investment horizon, and the potential impact of global economic factors on the investment.
- Historical performance: Analyze the fund’s past returns over various periods (1-year, 3-year, 5-year) and compare them with its benchmark index and category average. Look for consistent performance rather than just short-term gains.
- Expense ratio: This is the annual fee charged by the fund for managing your investment. A lower expense ratio can significantly impact your overall returns, especially over the long term.
- Sector allocation: Examine the fund’s distribution across different sectors. A well-diversified portfolio can help mitigate risks associated with any single sector’s underperformance.
- Global factors: Consider the potential impact of global economic trends and policies on MNCs. These factors can significantly influence the performance of MNC Mutual Funds.
- Parent company strength: Evaluate the financial strength and global market position of the parent companies of the MNCs in the fund’s portfolio. This can provide insights into potential stability and growth.
How to Invest in Top MNC Mutual Funds?
To invest in top MNC Mutual Funds, start by researching and comparing different funds based on their performance, expense ratios and investment strategies. Once you’ve selected a fund that aligns with your financial goals and risk tolerance, you can invest through Alice Blue, a user-friendly online investment platform.
Alice Blue provides tools and resources to help you make informed investment decisions. You can choose to invest a lump sum amount or opt for a Systematic Investment Plan (SIP), which allows you to invest a fixed amount regularly.
For most investors, a SIP is recommended as it helps in rupee cost averaging and reduces the impact of market volatility on your investment over time. Remember to review and rebalance your investment periodically to ensure it remains aligned with your financial goals.
Impact of Market Trends on MNC Mutual Funds In India
Market trends significantly influence MNC Mutual Funds in India. These funds are particularly sensitive to global economic conditions, international trade policies and currency fluctuations, as well as domestic market trends that affect the operations of multinational companies in India.
During periods of strong global economic growth or favourable international trade conditions, MNC funds may outperform. Conversely, they might underperform during global economic downturns or when trade tensions are affecting multinational operations.
How MNC Funds Perform in Volatile Markets?
MNC Funds often demonstrate relative stability during volatile markets due to the strong parent company support and global diversification of their underlying investments. The established brand presence and financial strength of MNCs can provide a cushion against market volatility.
However, their performance can still be affected by global economic factors and currency fluctuations. The funds’ exposure to international markets can sometimes lead to increased volatility, especially during periods of global economic uncertainty or significant changes in exchange rates.
Advantages of Investing in The Best MNC Equity Mutual Fund India
The main advantages of investing in the best MNC Equity Mutual Funds in India include exposure to global brands, strong corporate governance, access to advanced technologies, and potential for stable growth. These funds offer a unique opportunity to invest in companies with international expertise operating in the Indian market.
- Global expertise: MNC Mutual Funds invests in companies with strong international presence, providing access to global best practices and advanced technologies. This can potentially lead to superior product offerings and operational efficiencies.
- Strong corporate governance: MNCs often adhere to stringent global standards of corporate governance. This can result in more transparent and efficient management practices, potentially reducing investment risks.
- Brand power: These funds often include well-known global brands with strong market positions and customer loyalty. This brand strength can contribute to stable growth and potentially higher returns.
- Diversification: MNC Mutual Funds typically invest across various sectors, providing diversification while maintaining the MNC focus. This can help spread risk across different industries and global markets.
Risks of Investing in MNC Mutual Fund
The main risks of investing in MNC Mutual Funds include exposure to global economic factors, currency fluctuations, regulatory changes, and potential conflicts between global strategies and local market needs. These factors can impact the performance and returns of MNC funds.
- Currency risk: MNCs often have significant foreign currency exposure. Fluctuations in exchange rates can impact the profitability of these companies and, consequently, the fund’s performance.
- Global economic factors: MNC Mutual Funds are sensitive to global economic conditions and international trade policies. Economic downturns or trade tensions can negatively affect fund performance.
- Regulatory changes: Changes in regulations, both in India and globally, can impact MNC operations. Stricter regulations or unfavourable policy changes can affect the profitability of MNCs.
- Market adaptation challenges: Sometimes, the global strategies of MNCs may not align well with local market needs. This can lead to underperformance in specific markets, affecting the overall fund returns.
Contribution of MNC Funds to Portfolio Diversification
MNC Funds can contribute significantly to portfolio diversification by providing exposure to global brands and international business practices within the Indian market context. These funds offer a unique blend of domestic market opportunity and global corporate strength, potentially adding stability and growth to an investment portfolio.
By including MNC Funds, investors can balance their exposure to purely domestic companies with those having international parentage and global operations. This diversification can help mitigate overall portfolio risk, as MNCs often have different risk-return characteristics compared to local companies.
Who Should Invest in MNC Funds?
MNC Funds are suitable for investors seeking exposure to multinational companies operating in India. They can be appropriate for those with a moderate risk appetite and a long-term investment horizon, typically 5-7 years or more.
These funds can be a good fit for investors who believe in the growth potential of global brands in the Indian market. They may also appeal to those seeking potentially stable returns, as MNCs often have strong parent company support and established business models.
Impact of Fund Manager Expertise on MNC Mutual Fund Performance
The expertise of the fund manager plays a crucial role in the performance of MNC Mutual Funds. A skilled manager can navigate the unique challenges and opportunities presented by investing in multinational companies operating in India, potentially enhancing the fund’s returns.
Experienced managers can better assess the impact of global economic factors, local market trends, and company-specific strengths on MNC performance. They can also make informed decisions about sector allocation and stock selection within the MNC universe, which can significantly influence the fund’s overall performance.
How Much Money Should I Invest In MNC Mutual Funds In India?
The amount you should invest in MNC Mutual Funds depends on your overall financial goals, risk tolerance, and investment portfolio. As a general rule, it’s advisable not to allocate more than 5-10% of your equity portfolio to thematic funds like MNC funds.
Consider your investment horizon, current financial situation, and other investments when deciding the amount. It’s often recommended to start with smaller amounts through SIPs and gradually increase your investment as you become more comfortable with the fund’s performance and risks.
What is the Future of MNC Mutual Fund?
The future of MNC mutual funds looks promising due to the growing globalization of businesses and economies. These funds offer diversification by investing in companies with a global footprint, potentially benefiting from robust international demand and economic growth in various regions.
Additionally, MNCs are generally more stable and resilient to market volatility. This stability makes MNC mutual funds an attractive option for long-term investors seeking consistent returns. The continued expansion of multinational corporations into emerging markets further enhances their growth potential in the coming years.
FAQs – List Of MNC Mutual Fund
An MNC (Multinational Corporation) fund is a type of mutual fund that invests primarily in companies that are subsidiaries or affiliates of multinational corporations. These companies operate across multiple countries, offering investors exposure to global markets while benefiting from strong international brand recognition.
Top 5 MNC Mutual Funds #1: SBI Magnum Global Fund
Top 5 MNC Mutual Funds #2: Aditya Birla SL MNC Fund
Top 5 MNC Mutual Funds #3: UTI MNC Fund
Top 5 MNC Mutual Funds #4: ICICI Pru MNC Fund
Top 5 MNC Mutual Funds #5: HDFC MNC Fund
These funds are listed based on the Highest AUM.
The best MNC mutual funds in India based on expense ratio include Aditya Birla SL MNC Fund at 1.29%, HDFC MNC Fund at 1.22%, SBI Magnum Global Fund at 1.18%, UTI MNC Fund at 1.17%, and ICICI Pru MNC Fund with a low 0.98% expense ratio.
MNC funds are generally considered moderately safe due to the strong parent company support of underlying stocks. However, they carry market risks like any equity fund. Their safety can be influenced by global economic factors, currency fluctuations, and overall market conditions.
The best-performing MNC Mutual Fund can vary over time. Look for funds with consistent long-term returns (3-5 years) above their benchmark and category average. Consider factors like expense ratio and fund manager expertise alongside returns when evaluating performance.
To invest in the best MNC Mutual Fund, research top-performing funds, and compare their returns and expense ratios. Then, open an account with Alice Blue, a user-friendly investment platform. Choose between a lump sum investment or starting a Systematic Investment Plan (SIP) for regular investing.
Yes, MNC funds are considered thematic funds. They focus specifically on multinational companies operating in India, making them a distinct investment theme. Like other thematic funds, they offer targeted exposure to a specific segment of the market based on a particular investment thesis.
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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.
