This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||--||-0.10||1.09||8.02||13.05||--||--||--||--||--||--|
As on 24-Sep-2021
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Axis Global Innovation FoF - Direct Plan||May-21||--||--||--||0.39||1,840|
|Franklin India Feeder Franklin US Opportunities Fund - Direct Plan | Invest Online Now||Jan-13||37.97||24.37||24.97||0.52||3,919|
|Motilal Oswal Nasdaq 100 FOF - Direct Plan | Invest Online||Nov-18||38.72||--||--||0.10||3,631|
|Motilal Oswal S&P 500 Index Fund - Direct Plan | Invest Online||Apr-20||36.83||--||--||0.49||2,058|
|Edelweiss US Technology Equity FoF - Direct Plan | Invest Online||Mar-20||47.68||--||--||1.32||1,888|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||3.22||19-Jul-2021 - 26-Jul-2021||-3.03||13-Sep-2021 - 20-Sep-2021|
|Month||5.29||07-Jun-2021 - 07-Jul-2021||-1.01||25-Aug-2021 - 24-Sep-2021|
|Quarter||9.59||09-Jun-2021 - 08-Sep-2021||3.99||23-Jun-2021 - 22-Sep-2021|
|S&P BSE 500 TRI*||16.64||22.81||0.55||0.63||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 31-Aug-2021
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Schroder ISF Global Disruption Class X USD Acc||Financial||--||96.94|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Aug-2021
Education: Mr. Das is a PGDM, M.Tech, B.Tech
Experience: Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Education: Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience: Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Personal finance advice and mutual fund ideas delivered to your inbox every Monday
The schemes seeks to provide long term capital appreciation by predominantly investing in units of Schroder International Selection Fund Global Disruption, an equity fund that aims to provide capital growth by investing companies worldwide which benefit from disruption and to invest a part of corpus in debt, money market instruments and / or units of liquid schemes in order to meet liquidity requirements from time to time.
|Minimum Investment (₹)||5,000|
|Minimum Addl Investment (₹)||100|
|Minimum SIP Investment (₹)||1,000|
|Minimum No of Cheques||6|
|Minimum Withdrawal (₹)||--|
|Minimum Balance (₹)||--|
|Lock-in Period||Not Applicable|
|Exit Load||For units in excess of 10% of the investment,1% will be charged for redemption within 365 days|
|Fund House:||Axis Mutual Fund|
|Return Since Launch:||7.30%|
|Benchmark:||MSCI All Country World TRI|
|Assets:||₹ 1,840 Cr (As on 31-Aug-2021)|
|Expense:||0.39% (As on 31-Aug-2021)|
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]