5 International Mutual Funds with 1 Year Return up to 75%

International Mutual Funds with 1 Year Return up to 75percentTop Performing International Funds in 2020 with 1 year returns up to 75%


International mutual funds have been rocking in the last couple of years. In the recent bull market, International mutual funds are one of the TALK OF THE TOWN funds. We believe that post covid, stock markets across the world has recovered faster than we ever thought. We were always positive and keep on saying that investing in International mutual funds can reward investors with high returns in the medium to long run. There are several international mutual funds that have come into the limelight now in this bull run (good or bad). Which are the Top 5 International Mutual Funds in 2020 that gave up to 75% returns in the last 1 year? Can we invest in such international mutual funds now?

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What are International Mutual Funds?

As the name indicates, International mutual funds invest in International stocks across the world based on the investment objective of the fund.

5 International Mutual Funds with 1 Year Return up to 75%

While checking for top international funds, we have excluded gold funds. Here are the list of top performing International mutual funds in 2020 that gave 75% returns.

#1 – PGIM India Global Equity Opportunities Fund

#2 – Edelweiss Greater China Equity Off-shore Fund

#3 – Motilal Oswal NASDAQ 100 Exchange Traded Fund (ETF)

#4 – Franklin India Feeder Franklin US Opportunities Fund

#5 – Kotak Global Emerging Market Fund

5 International Mutual Funds with 1 Year Return up to 75% – Detailed View

Now let us get into more information about these top performing International funds in 2020.

#1 – PGIM India Global Equity Opportunities Fund

The scheme aims generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

This fund gave 1 Year return of 75% against the International benchmark return of 17%.

If one would have invested Rs 1,000 per month through SIP, the investment would have been Rs 12,000 and the value would have grown to Rs 17,200.

This fund currently invests 90% of its assets in another fund PGIM Jennison Global Equity Opportunities Fund. This underlying fund invests in stocks across the world. Its current major portfolio is in US-57%; Euro-20%; Asia-11%. Its top holdings are Tesla, Amazon, Apple, MercedoLibre, Adyen NV etc.,

Our view: PGDIM India International Opps fund gave 21% annualized returns in the last 5 years and gave 13% annualized return since inception of 10 years. From rolling returns point of view, it is able to beat its peers and benchmark for 1 years, 2 years, 3 years, 5 years, 7 years and 10 years. It is one of the best international mutual fund to invest in 2020.

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#2 – Edelweiss Greater China Equity Offshore Fund

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The MF aims to provide long term capital appreciation by investing in JPMorgan Funds – JF Greater China Equity Fund, an equity fund which invests primarily in a diversified portfolio of companies incorporated or which have their registered office located in, or derive the predominant part of their economic activity from, a country in the Greater China region.

This fund gave 1 Year return of 56% against the International benchmark return of 17%.

If one would have invested Rs 1,000 per month through SIP, the investment would have been Rs 12,000 and the value would have grown to Rs 16,000.

This fund currently invests 98% of its assets in another fund JPMorgan Funds – Greater China Fund. This underlying fund invests in companies in China. Its top holdings are Tencent Holdings, Taiwan Semiconductor manufacturing, Alibaba Group holdings, Meituan etc.,

Our view: Edelweiss Greater China Equity Off-shore Fund gave 21% annualized returns in the last 5 years and gave 15% annualized return since inception of 10 years. From rolling returns point of view, it is able to beat its peers and benchmark for 1 years, 2 years, 3 years, 5 years, 7 years and 10 years. This fund has too much dependency on single country i.e. China. However, it is one of the consistent performing international mutual fund that invests in China companies.

#3 – Motilal Oswal NASDAQ 100 Exchange Traded Fund (ETF)

The Scheme seeks investment return that corresponds to the performance of NASDAQ 100 Index, subject to tracking error.

This fund gave 1 Year return of 55% against the International benchmark return of 17%.

If one would have invested Rs 1,000 per month through SIP, the investment would have been Rs 12,000 and the value would have grown to Rs 15,500.

This fund currently invests and replicates the stocks of NASDAQ Index. Its top holdings are Apple Inc, Microsoft, Amazon, Tesla, Facebook, Alphabet NVIDIA Corp, Paypal, Comcast, Adobe Intl, Pepsico, Costco Wholesale Corp, T-Mobiles, Qualcom etc.,

Our view: Motilal Oswal NASDAQ 100 (ETF) gave 24% annualized returns in the last 5 years and gave 25% annualized return since inception of 9.5 years. From rolling returns point of view, it is able to beat its peers and benchmark for 1 years, 2 years, 3 years, 5 years, 7 years and 10 years. This is one of the consistent performing international mutual fund to invest in 2020-2021.

#4 – Franklin India Feeder Franklin US Opportunities Fund

The mutual fund aims to provide capital appreciation by investing predominantly in units of Franklin U.S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.

This fund gave 1 Year return of 47% against the International benchmark return of 17%.

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If one would have invested Rs 1,000 per month through SIP, the investment would have been Rs 12,000 and the value would have grown to Rs 15,000.

This fund currently invests in other underlying fund i.e. Franklin US Opportunities Fund. This underlying fund’s top holdings are Amazon, Microsoft, Mastercard, Apple, Service now etc.,

Our view: Franklin India Feeder Franklin US Opportunities Fund  gave 19% annualized returns in the last 5 years and gave 20% annualized return since inception of 7.5 years. From rolling returns point of view, it is able to beat its peers and benchmark for 2 years, 3 years and 7 years. In the last 1 year, it is under performer compared to its peers in terms of rolling returns. One can still invest in such funds that had long term performance.

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#5 – Kotak Global Emerging Market Fund

The scheme aims to invest a greater proportion of assets in overseas mutual funds investing in globally emerging markets funds. T. Rowe Price SICAV, (TGEMF) which is a Luxembourg domiciled Fund, has been identified by Kotak Mutual Fund as the portfolio for the purpose of Kotak Global Emerging Market Fund.

This fund gave 1 Year return of 31% against the International benchmark return of 17%.

If one would have invested Rs 1,000 per month through SIP, the investment would have been Rs 12,000 and the value would have grown to Rs 15,400.

This fund currently invests in other underlying fund i.e. Signature Emerging Markets Fund. This underlying fund’s top holdings are Taiwan Semiconductor Mfg, Samsung Electronics, Tencent Holdings, Alibaba Group Holdings, GDS Holdings, Ping an Insurance Group, ANTA Sports, Petroleo Brasileirio, LG Chem etc.,

Our view: Franklin India Feeder Franklin US Opportunities Fund  gave 19% annualized returns in the last 5 years and gave 20% annualized return since inception of 7.5 years. From rolling returns point of view, it is able to beat its peers and benchmark for 10  years. However, for 1 year, 2 years, 3 years, 5 years and 7 years, it does not stand among top 5 in terms of rolling returns. If you are picking up 1-2 mutual funds from international mutual funds, there are better funds that this.

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Suresh KP

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