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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: 59,477 Cr

Best performing FoFs (Overseas)

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Mirae Asset NYSE FANG+ETF FoF2,388.460.0728.94%45.21%29.20%
Motilal Oswal Nasdaq 100 FOF8,583.280.1963.15%38.22%24.07%
Kotak US Specific Equity Passive FOF4,587.710.3136.45%29.39%19.64%
DSP US Specific Equity Omni FoF1,291.401.4742.64%27.08%18.78%
Invesco India - Invesco Global Equity Income FoF296.400.8122.52%22.80%17.58%
DSP World Mining Overseas Equity Omni FoF163.871.6765.64%24.40%16.95%
SBI US Specific Equity Active FoF1,237.840.9827.79%25.93%16.80%
Edelweiss Europe Dynamic Equity Off-shore Fund261.630.5726.88%23.85%15.74%
Invesco India - Invesco Pan European Equity FoF218.920.4933.48%19.37%15.49%
Edelweiss US Value Equity Offshore Fund223.940.7233.05%19.31%15.00%

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Overview of FoFs (Overseas)

Mirae Asset NYSE FANG+ETF FoF
  • AUM
    ₹ 2,388.46 Cr.
  • Expense Ratio
    0.07%
  • 5Y CAGR
    29.2%
Performance
The fund's annualised performance has been 31.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.75% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 100% along with the largest allocation towards Others at 99.89%.
Motilal Oswal Nasdaq 100 FOF
  • AUM
    ₹ 8,583.28 Cr.
  • Expense Ratio
    0.19%
  • 5Y CAGR
    24.07%
Performance
The fund's annualised performance has been 28.76% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.41% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 100.05% along with the largest allocation towards Others at 99.89%.
Kotak US Specific Equity Passive FOF
  • AUM
    ₹ 4,587.71 Cr.
  • Expense Ratio
    0.31%
  • 5Y CAGR
    19.64%
Performance
The fund's annualised performance has been 20.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.97% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 99.96% along with the largest allocation towards Others at 99.95%.
DSP US Specific Equity Omni FoF
  • AUM
    ₹ 1,291.40 Cr.
  • Expense Ratio
    1.47%
  • 5Y CAGR
    18.78%
Performance
The fund's annualised performance has been 18.42% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.27% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 95.74% along with the largest allocation towards Others at 95.53%.
Invesco India - Invesco Global Equity Income FoF
  • AUM
    ₹ 296.40 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    17.58%
Performance
The fund's annualised performance has been 12.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.48% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 95.88% along with the largest allocation towards Others at 95.73%.
DSP World Mining Overseas Equity Omni FoF
  • AUM
    ₹ 163.87 Cr.
  • Expense Ratio
    1.67%
  • 5Y CAGR
    16.95%
Performance
The fund's annualised performance has been 8.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 32.09% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 96.45% along with the largest allocation towards Others at 95.98%.
SBI US Specific Equity Active FoF
  • AUM
    ₹ 1,237.84 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    16.8%
Performance
The fund's annualised performance has been 18.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.48% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 97.69% along with the largest allocation towards Others at 97.45%.
Edelweiss Europe Dynamic Equity Off-shore Fund
  • AUM
    ₹ 261.63 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    15.74%
Performance
The fund's annualised performance has been 10.45% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.32% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 96.02% along with the largest allocation towards Others at 95.9%.
Invesco India - Invesco Pan European Equity FoF
  • AUM
    ₹ 218.92 Cr.
  • Expense Ratio
    0.49%
  • 5Y CAGR
    15.49%
Performance
The fund's annualised performance has been 8.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.94% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 96.12% along with the largest allocation towards Others at 95.63%.
Edelweiss US Value Equity Offshore Fund
  • AUM
    ₹ 223.94 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    15%
Performance
The fund's annualised performance has been 13.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.76% vs its category average of 17.57%.
Composition
Mutual Funds makes up for the majority of the fund at 95.94% along with the largest allocation towards Others at 95.8%.
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.