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Summary: SEBI's overseas investment cap has quietly shut most international funds to fresh money. But 12 are still open, and only a handful actually clear the one test that separates a genuine opportunity from a full bucket. Here's how to tell the difference before the next door closes.
Summary: SEBI's overseas investment cap has quietly shut most international funds to fresh money. But 12 are still open, and only a handful actually clear the one test that separates a genuine opportunity from a full bucket. Here's how to tell the difference before the next door closes. Our last Fund Advisor Live session had one message above all others: the international funds you used to be able to buy are now closed. The newer ones we recommend are SIP-only, with small monthly caps. Many of you feel stranded. You want geographic diversification. You cannot easily act on it. Let me start with what is not going on. Value Research has not stopped believing in international diversification. Indian equity is 4.5 per cent of the world's listed businesses. A portfolio that ignores the other 95.5 per cent is taking a country bet, whether the investor intends it or not. That argument has not changed. What has changed is supply. SEBI permits all Indian mutual funds, collectively, to hold about $7 billion in foreign shares. The industry manages over Rs 80 lakh crore. The entire overseas allowance is less than 1 per cent of total industry assets. It fills up fast. The other limit is per fund house. Each AMC has its own $1 billion cap. This is the one most
This article was originally published on June 08, 2026.
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