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FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 56
  • 💰 Total AUM: 58,729 Cr

Best performing FoFs (Overseas)

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Mirae Asset NYSE FANG+ETF FoF2,605.340.0340.73%46.68%30.99%
Motilal Oswal Nasdaq 100 FOF8,583.280.1976.36%40.06%25.72%
Kotak US Specific Equity Passive FOF4,214.610.2446.66%32.04%22.08%
DSP US Specific Equity Omni FoF1,322.621.3751.85%28.24%19.18%
SBI US Specific Equity Active FoF1,266.270.9240.16%28.06%18.00%
Edelweiss US Technology Equity FOF4,556.981.4840.87%31.15%17.52%
Invesco India - Invesco Global Equity Income FoF304.170.7225.20%22.84%17.00%
DSP World Mining Overseas Equity Omni FoF187.351.5183.52%25.79%16.17%
Aditya Birla SL Global Excellence Equity FoF228.050.5826.08%21.66%14.86%
Edelweiss Europe Dynamic Equity Off-shore Fund250.511.5227.87%24.32%14.86%

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Overview of FoFs (Overseas)

Mirae Asset NYSE FANG+ETF FoF
  • AUM
    ₹ 2,605.34 Cr.
  • Expense Ratio
    0.03%
  • 5Y CAGR
    30.99%
Performance
The fund's annualised performance has been 31.76% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.14% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 100.04% along with the largest allocation towards Others at 99.92%.
Motilal Oswal Nasdaq 100 FOF
  • AUM
    ₹ 8,583.28 Cr.
  • Expense Ratio
    0.19%
  • 5Y CAGR
    25.72%
Performance
The fund's annualised performance has been 28.93% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.28% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 100.04% along with the largest allocation towards Others at 99.9%.
Kotak US Specific Equity Passive FOF
  • AUM
    ₹ 4,214.61 Cr.
  • Expense Ratio
    0.24%
  • 5Y CAGR
    22.08%
Performance
The fund's annualised performance has been 21.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.53% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 99.94% along with the largest allocation towards Others at 99.9%.
DSP US Specific Equity Omni FoF
  • AUM
    ₹ 1,322.62 Cr.
  • Expense Ratio
    1.37%
  • 5Y CAGR
    19.18%
Performance
The fund's annualised performance has been 18.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.43% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 95.68% along with the largest allocation towards Others at 95.56%.
SBI US Specific Equity Active FoF
  • AUM
    ₹ 1,266.27 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    18%
Performance
The fund's annualised performance has been 19.09% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.69% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 97.42% along with the largest allocation towards Others at 97.18%.
Edelweiss US Technology Equity FOF
  • AUM
    ₹ 4,556.98 Cr.
  • Expense Ratio
    1.48%
  • 5Y CAGR
    17.52%
Performance
The fund's annualised performance has been 25.03% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 25.76% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 96.82% along with the largest allocation towards Others at 96.63%.
Invesco India - Invesco Global Equity Income FoF
  • AUM
    ₹ 304.17 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    17%
Performance
The fund's annualised performance has been 12.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.16% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 96.79% along with the largest allocation towards Others at 96.73%.
DSP World Mining Overseas Equity Omni FoF
  • AUM
    ₹ 187.35 Cr.
  • Expense Ratio
    1.51%
  • 5Y CAGR
    16.17%
Performance
The fund's annualised performance has been 9.03% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 30.19% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 96.33% along with the largest allocation towards Others at 96.1%.
Aditya Birla SL Global Excellence Equity FoF
  • AUM
    ₹ 228.05 Cr.
  • Expense Ratio
    0.58%
  • 5Y CAGR
    14.86%
Performance
The fund's annualised performance has been 9.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.51% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 98.74% along with the largest allocation towards Others at 98.64%.
Edelweiss Europe Dynamic Equity Off-shore Fund
  • AUM
    ₹ 250.51 Cr.
  • Expense Ratio
    1.52%
  • 5Y CAGR
    14.86%
Performance
The fund's annualised performance has been 10.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.01% vs its category average of 16.56%.
Composition
Mutual Funds makes up for the majority of the fund at 96.25% along with the largest allocation towards Others at 96.05%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.