International mutual funds have delivered varied long‑term outcomes over the past 5 years, reflecting global equity shifts across commodities, US technology and European markets. The top performers by 5‑year CAGR span mining‑focused funds, US index‑linked schemes and Europe‑oriented offerings.
These patterns underline how global diversification has influenced domestic investor portfolios. The following sections summarise the key trends and performance characteristics observed across the leading schemes.
| Name | AUM (₹ Crore) | Expense Ratio | CAGR 5Y | Sharpe Ratio |
| DSP World Mining Overseas Equity Omni FoF | 153.76 | 1.67 | 21.86 | 2.70 |
| Motilal Oswal Nasdaq 100 FOF | 6,159.15 | 0.21 | 18.40 | 0.44 |
| DSP US Specific Equity Omni FoF | 1,068.04 | 1.53 | 18.17 | 1.41 |
| Kotak US Specific Equity Passive FOF | 3,769.89 | 0.24 | 18.05 | 0.94 |
| Edelweiss Europe Dynamic Equity Off-shore Fund | 196.18 | 1.49 | 17.43 | 2.53 |
| Invesco India – Invesco Global Equity Income FoF | 208.52 | 0.87 | 17.12 | 1.23 |
| Invesco India – Invesco Pan European Equity FoF | 132.85 | 0.59 | 16.70 | 2.37 |
| Axis Global Equity Alpha FoF | 1,440.53 | 0.83 | 16.35 | 1.21 |
| Edelweiss US Value Equity Offshore Fund | 192.07 | 1.43 | 15.72 | 0.93 |
| Aditya Birla SL Global Excellence Equity FoF | 197.12 | 0.68 | 15.42 | 0.94 |
Note: The schemes mentioned above have been selected and sorted based on 5Y CAGR as of February 5, 2026
Global commodity cycles played a major role in lifting the returns of mining‑linked funds over the period. Funds with exposures to metals and mining companies benefited from strong demand patterns and favourable price movements.
US‑focused funds tracking technology‑driven indices like the Nasdaq 100 exhibited stable long‑term performance despite periodic volatility. European equity strategies also gained from sector rotation and selective market recoveries, contributing to their presence among top performers.
The DSP World Mining Overseas Equity Omni FoF leads the rankings with a 5‑year CAGR of 21.86%, reflecting strong performance from global mining companies. Its Sharpe Ratio of 2.70 highlights relatively superior risk‑adjusted returns during the assessment period.
US‑oriented schemes dominate much of the upper half of the table, supported by technology‑driven growth in major American indices. European funds such as Edelweiss Europe Dynamic Equity Off‑shore and Invesco Pan European Equity FoF show Sharpe Ratios above 2, indicating comparatively efficient returns for the level of risk involved.
| Name | Returns - 1Y |
| DSP World Mining Overseas Equity Omni FoF | 102.32 |
| ICICI Pru Strategic Metal and Energy Equity FoF | 70.26 |
| HSBC Brazil Fund | 56.81 |
| DSP Global Clean Energy Overseas Equity Omni FoF | 53.72 |
| Edelweiss Emerging Markets Opp Eq. Offshore Fund | 53.01 |
| HSBC Global Emerging Markets Fund | 52.82 |
| Edelweiss Europe Dynamic Equity Off-shore Fund | 49.48 |
| Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF | 49.4 |
| Kotak Global Emerging Market Overseas Equity Omni FOF | 48.73 |
| HSBC Asia Pacific (Ex Japan) DYF | 48.35 |
Note: The schemes mentioned above have been selected and sorted based on 1Y Returns as of February 5, 2026
Read More: HDFC Mutual Fund Launches Nifty India Consumption Index Fund.
The 5‑year data shows that international diversification has contributed meaningfully to long‑term portfolio growth through exposure to global commodities, US technology‑driven equities and selective European markets. Mining‑focused funds led performance due to favourable global demand cycles, while US‑tracking funds benefited from sustained growth in technology sectors. European strategies demonstrated efficient risk‑adjusted returns, reflecting improvements in specific market segments. Collectively, the top 10 schemes highlight the varied opportunities available across international themes over multi‑year horizons.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Published on: Feb 5, 2026, 6:42 PM IST
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