International mutual funds delivered up to 83% returns. Here are funds open for lump-sum and SIP... - Moneycontrol.com
Several international funds delivered high returns in a year, but many top performers remain SIP-only.. US, Japan, Taiwan, and Korea markets outperformed Indian equities Top
Several international funds delivered high returns in a year, but many top performers remain SIP-only.. US, Japan, Taiwan, and Korea markets outperformed Indian equities Top international funds restrict lump-sum investments, allow SIPs Nasdaq-focused funds and emerging markets led global returns Did our AI summary help? International investing is back in focus after several overseas markets delivered significantly stronger returns than Indian equities over the past year. While the Nifty and Sensex slipped into negative territory, markets such as the US, Japan, Taiwan and South Korea posted sharp gains, boosting returns from many international mutual funds available to Indian investors. However, access remains uneven. While some international schemes are accepting both lump-sum and SIP investments, several others continue to restrict fresh lump-sum inflows, allowing investors to enter only through SIPs. The result is an unusual situation: some of the high return international funds over the past year are not fully open for investment. Why investors are looking overseas again The performance gap between Indian and global markets has widened considerably over the past year.
The contrast is striking. While Indian benchmarks delivered negative returns over the period, several overseas markets generated strong double-digit gains. Technology-heavy markets, in particular, led the rally, with Nasdaq rising nearly 39 percent and Taiwan's benchmark more than doubling. This strong global performance has translated into healthy returns for several international mutual funds available to Indian investors. Funds open for both SIP and lump-sum investments Investors looking to build international exposure immediately still have a handful of options that remain fully open for fresh investments. The data suggests that investors seeking global exposure today are largely gaining access to themes linked to US technology and developed markets, which have benefited from the strong rally in AI and technology stocks. Many top international funds remain SIP-only While the fully open funds have delivered impressive returns, an even stronger set of performers sits in the SIP-only bucket. Interestingly, the highest one-year return among all the schemes analysed came from Edelweiss Emerging Markets Opportunities Equity Offshore Fund, which delivered 83.18 percent.
China-focused, emerging market and US technology funds also feature prominently among the top performers. This means investors looking to deploy a large lump-sum amount may not be able to access some of the international themes directly through these schemes. What the data reveals Three trends stand out from the numbers. First, the global rally has been broad-based. The top-performing funds include exposure to emerging markets, Greater China, US technology, Asian equities and US indices, showing that strong returns were not limited to a single geography or investment theme. Second, emerging markets have staged a strong comeback. Funds focused on emerging markets and China have delivered returns comparable to, and in some cases higher than, their US-focused counterparts. In fact, the highest one-year return in the dataset came from an emerging markets fund. Third, access remains selective. Several of the highest-returning international schemes continue to restrict lump-sum investments, creating a gap between where opportunities exist and where investors can immediately deploy capital.
The BriefWire