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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: 57
  • 💰 Total AUM: 60,963 Cr

Best performing FoFs (Overseas)

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Mirae Asset NYSE FANG+ETF FoF2,707.100.0346.31%59.17%36.49%
DSP World Gold Mining Overseas Equity Omni FoF1,827.651.6128.42%56.70%30.37%
Mirae Asset S&P 500 Top 50 ETF FoF846.590.0248.18%46.60%29.84%
Motilal Oswal Nasdaq 100 FOF8,353.540.1644.80%38.09%24.14%
Kotak US Specific Equity Passive FOF4,542.300.2932.89%33.85%21.75%
DSP World Mining Overseas Equity Omni FoF194.561.5739.45%28.46%20.72%
DSP US Specific Equity Omni FoF1,270.061.3931.42%28.63%19.67%
SBI US Specific Equity Active FoF1,227.410.8822.43%27.77%17.65%
Invesco India - Invesco Global Equity Income FoF311.720.6916.46%22.63%17.50%
Edelweiss US Technology Equity FOF4,348.090.6124.32%32.81%17.44%

Overview of FoFs (Overseas)

  • AUM
    ₹ 2,707.10 Cr.
  • Base Exp. Ratio
    0.03%
  • 5Y CAGR
    36.49%
Performance
The fund's annualised performance has been 36.06% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 28.16% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 100% along with the largest allocation towards Others at 99.92%.
  • AUM
    ₹ 1,827.65 Cr.
  • Base Exp. Ratio
    1.61%
  • 5Y CAGR
    30.37%
Performance
The fund's annualised performance has been 9.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 44.86% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 96.26% along with the largest allocation towards Others at 95.97%.
  • AUM
    ₹ 846.59 Cr.
  • Base Exp. Ratio
    0.02%
  • 5Y CAGR
    29.84%
Performance
The fund's annualised performance has been 29.14% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 39.9% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 100% along with the largest allocation towards Others at 99.92%.
  • AUM
    ₹ 8,353.54 Cr.
  • Base Exp. Ratio
    0.16%
  • 5Y CAGR
    24.14%
Performance
The fund's annualised performance has been 27.64% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 23.34% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 100.03% along with the largest allocation towards Others at 99.95%.
  • AUM
    ₹ 4,542.30 Cr.
  • Base Exp. Ratio
    0.29%
  • 5Y CAGR
    21.75%
Performance
The fund's annualised performance has been 21.08% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.5% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 99.91% along with the largest allocation towards Others at 99.83%.
  • AUM
    ₹ 194.56 Cr.
  • Base Exp. Ratio
    1.57%
  • 5Y CAGR
    20.72%
Performance
The fund's annualised performance has been 9.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 33.53% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 96.15% along with the largest allocation towards Others at 96%.
  • AUM
    ₹ 1,270.06 Cr.
  • Base Exp. Ratio
    1.39%
  • 5Y CAGR
    19.67%
Performance
The fund's annualised performance has been 18.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.07% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 96.03% along with the largest allocation towards Others at 95.91%.
  • AUM
    ₹ 1,227.41 Cr.
  • Base Exp. Ratio
    0.88%
  • 5Y CAGR
    17.65%
Performance
The fund's annualised performance has been 18.27% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.77% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 97.6% along with the largest allocation towards Others at 97.46%.
  • AUM
    ₹ 311.72 Cr.
  • Base Exp. Ratio
    0.69%
  • 5Y CAGR
    17.5%
Performance
The fund's annualised performance has been 12.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.6% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 96.39% along with the largest allocation towards Others at 96.3%.
  • AUM
    ₹ 4,348.09 Cr.
  • Base Exp. Ratio
    0.61%
  • 5Y CAGR
    17.44%
Performance
The fund's annualised performance has been 24.62% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 28.89% vs its category average of 18.73%.
Composition
Mutual Funds makes up for the majority of the fund at 95.37% along with the largest allocation towards Others at 95.26%.
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.