Top 5 Mutual Funds for Indian Investors to Invest in Global Companies

Indian investors are increasingly exploring global markets to diversify their portfolios and maximise returns. The US elections in 2024 have further piqued interest in major Wall Street indices like the Dow Jones, Nasdaq, and S&P 500, which have consistently delivered impressive returns. Mutual funds, whether through systematic investment plans (SIPs) or lump-sum investments, provide a robust platform to tap into these international markets, often yielding greater long-term returns compared to direct equity investments.

Top 5 Global Mutual Funds for Investors

Here are the top-performing global mutual funds, ranked based on their 1-year returns and fund size as of November 14, 2024: 

Source: ET 

Mirae Asset NYSE FANG+ ETF FoF Focused on leading technology giants like Facebook, Apple, Amazon, Netflix, and Google, this fund is ideal for aggressive tech-focused investors.

• NAV: Rs 23.33

• Expense Ratio: 0.06%
•  Return Since Launch: 27.22%

Mirae Asset S&P 500 Top 50 ETF
Tracks the top 50 companies in the S&P 500, offering diversified exposure to U.S. market leaders across sectors.

• NAV: Rs 17.33
• Expense Ratio: 0.09%
• Return Since Launch: 19.08%

Bandhan US Equity FoF
A US Equity Fund of Fund (FOF) offers access to US equities via a diversified portfolio of international mutual funds and ETFs, bringing a slice of the American market into your portfolio.

• NAV: Rs 15.80
• Expense Ratio: 0.74%
• Return Since Launch: 15.17%

Franklin India Feeder Franklin US Opportunities
Provides access to innovative U.S. companies across technology, healthcare, and consumer sectors.

• NAV: Rs 82.26

• Expense Ratio: 0.61%
• Return Since Launch: 18.01%

Motilal Oswal Nasdaq 100 FOF
Offers exposure to the Nasdaq 100, covering top-performing non-financial companies in the U.S. tech-heavy index.

• NAV Rs: 37.25
• Expense Ratio: 0.24%
• Return Since Launch: 24.67%

Why Consider Global Mutual Funds?

Global mutual funds provide geographical and sectoral diversification, mitigating risks tied to the Indian economy alone. These funds:

1. Benefit from Currency Depreciation: Investors gain as foreign currencies strengthen against the Indian Rupee.
2. Offer Access to Global Giants: Includes exposure to FAANG (Facebook, Apple, Amazon, Netflix, Google) and other world-class companies.
3. Cater to Aggressive Investors: Ideal for those with a high-risk appetite and a long-term investment horizon of at least five years.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.