The below table shows a list Of the Best FoFs Overseas Fund Based on AUM, NAV and minimum SIP.
| Name | AUM (Cr) | NAV (Rs) | Minimum SIP (Rs) |
| Motilal Oswal Nasdaq 100 FOF | 4,844.82 | 33.58 | 500.00 |
| Franklin India Feeder – Franklin U.S. Opportunities Fund | 3,433.00 | 76.63 | 500 |
| Kotak NASDAQ 100 FoF | 3,138.32 | 16.52 | 100 |
| Edelweiss US Technology Equity FOF | 2,181.26 | 23.86 | 100 |
| Mirae Asset NYSE FANG+ETF FoF | 1,555.63 | 19.79 | 59 |
| PGIM India Global Equity Opp Fund | 1,344.59 | 47.18 | 1,000.00 |
| HDFC Developed World Indexes FoF | 1,260.45 | 13.96 | 100 |
| Edelweiss Gr China Equity Off-Shore Fund | 1,244.31 | 36.68 | 100 |
| Navi NASDAQ 100 FoF | 960.5 | 14.51 | 10 |
| Navi US Total Stock Market FoF | 944.8 | 14.64 | 10 |
Introduction to FoFs Overseas Funds in India
Motilal Oswal Nasdaq 100 FOF
Motilal Oswal Nasdaq 100 FOF Direct-Growth is an International mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 5 years and 10 months, having been launched on 09/11/2018.
Motilal Oswal Nasdaq 100 FOF as a FoFs Overseas Fund, manages assets valued at ₹4844.82 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 23.18%. This fund has no exit load and an expense ratio of 0.24%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 99.47%, Debt at 0.78% and Other at (-)0.25%.
Franklin India Feeder – Franklin U.S. Opportunities Fund
Franklin India Feeder Franklin US Opportunities Direct Fund-Growth is an International mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.
Franklin India Feeder – Franklin U.S. Opportunities Fund as a FoFs Overseas Fund, manages assets valued at ₹3433.00 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 16.71%. This fund has an exit load of 1% and an expense ratio of 0.6%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 99.17%, No Debt and Other at 0.83%.
Kotak NASDAQ 100 FoF
Kotak Nasdaq 100 FOF Direct-Growth is an International mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been in existence for 3 years and 8 months, having been launched on 11/01/2021.
Kotak NASDAQ 100 FoF as a FoFs Overseas Fund, manages assets valued at ₹3138.32 crore. Over the past 3 years, it has achieved a Compound Annual Growth Rate (CAGR) of 13.08%. This fund has no exit load and an expense ratio of 0.3%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 99.87%, No Debt and Other at 0.13%.
Edelweiss US Technology Equity FOF
Edelweiss US Technology Equity FoF Direct-Growth is an International mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 4 years and 7 months, having been launched on 14/02/2020.
Edelweiss US Technology Equity FOF as a FoFs Overseas Fund, manages assets valued at ₹2181.26 crore. Over the past 3 years, it has achieved a Compound Annual Growth Rate (CAGR) of 6.21%. This fund has an exit load of 1% and an expense ratio of 1.41%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 100.33%, Debt at 0.47% and Other at (-)0.8%.
Mirae Asset NYSE FANG+ETF FoF
Mirae Asset NYSE FANG+ ETF FoF Direct-Growth is an International mutual fund scheme from Mirae Asset Mutual Fund. This fund has been in existence for 3 years and 5 months, having been launched on 19/04/2021.
Mirae Asset NYSE FANG+ETF FoF as a FoFs Overseas Fund, manages assets valued at ₹1555.63 crore. Over the past 3 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.77%. This fund has an exit load of 0.5% and an expense ratio of 0.05%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 100.02%, No Debt and Other at (-)0.02%.
PGIM India Global Equity Opp Fund
PGIM India Global Equity Opportunities Fund Direct-Growth is an International mutual fund scheme from PGIM India Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.
PGIM India Global Equity Opp Fund as a FoF Overseas Fund, manages assets valued at ₹1344.59 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.6%. This fund has an exit load of 0.5% and an expense ratio of 1.44%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 98.73%, Debt at 1.71% and Other at (-)0.44%.
HDFC Developed World Indexes FoF
HDFC Developed World Indexes FoF Direct-Growth is an International mutual fund scheme from HDFC Mutual Fund. This fund has been in existence for 3 years, having been launched on 17/09/2021.
HDFC Developed World Indexes FoF as a FoFs Overseas Fund, manages assets valued at ₹1260.45 crore. Over the past 1 year, it has achieved a Compound Annual Growth Rate (CAGR) of 24.69%. This fund has an exit load of 1% and an expense ratio of 0.23%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 99.51%, No Debt and Other at 0.49%.
Edelweiss Gr China Equity Off-Shore Fund
Edelweiss Greater China Equity Off-shore Fund Direct-Growth is an International mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.
Edelweiss Gr China Equity Off-Shore Fund as a FoFs Overseas Fund, manages assets valued at ₹1244.31 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 3.37%. This fund has an exit load of 1% and an expense ratio of 1.4%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at 99.86%, Debt at 0.77% and Other at (-)0.63%.
Navi NASDAQ 100 FoF
Navi NASDAQ 100 FoF is an International mutual fund scheme from Navi Mutual Fund. This fund has been in existence for 2 years and 6 months, having been launched on 23/03/2022.
Navi NASDAQ 100 FoF as a FoFs Overseas Fund, manages assets valued at ₹960.5 crore. Over the past 1 year, it has achieved a Compound Annual Growth Rate (CAGR) of 29.17%. This fund has no exit load and an expense ratio of 0.15%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises No Equity, No Debt and Other at 100%.
Navi US Total Stock Market FoF
Navi US Total Stock Market FoF is an International mutual fund scheme from Navi Mutual Fund. This fund has been in existence for 02 years 7 months, having been launched on 18/02/2022.
Navi US Total Stock Market FoF as a FoFs Overseas Fund, manages assets valued at ₹944.8 crore. Over the past 1 year, it has achieved a Compound Annual Growth Rate (CAGR) of 27.92%. This fund has no exit load and an expense ratio of 0.06%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises No Equity, No Debt and Other at 100%.
What Are FoFs Overseas Funds?
FoFs overseas funds, or Funds of Funds overseas, are investment vehicles that primarily invest in a diversified portfolio of international mutual funds. This structure allows investors to gain exposure to global markets without having to manage multiple individual fund investments directly.
These funds provide access to a wide range of asset classes, including equities, bonds, and alternative investments from various countries. By pooling resources, FoFs enable investors to capitalize on growth opportunities in emerging and developed markets while benefiting from professional management and diversification.
Investing in FoFs overseas funds also helps mitigate risks associated with individual market volatility. Through strategic asset allocation and expert management, these funds aim to achieve balanced returns, making them suitable for investors seeking global exposure within a single investment vehicle.
Features of the Best FoFs Overseas Funds
The main features of the best Fund of Funds (FoFs) overseas funds include diversified global exposure, professional management, cost efficiency and strategic asset allocation. These characteristics help investors access international markets while managing risks effectively.
- Diversified Global Exposure: Top FoFs overseas funds invest in a range of international assets, including equities, bonds and alternative investments. This diversification allows investors to benefit from global market opportunities, reducing dependence on domestic market performance and enhancing overall portfolio stability.
- Professional Management: These funds are managed by experienced professionals who analyze global markets and select high-quality underlying funds. Their expertise ensures effective decision-making, helping investors navigate complex international investments while optimizing returns through well-researched strategies.
- Cost Efficiency: The best FoFs overseas funds often have lower expense ratios compared to investing directly in multiple international funds. This cost efficiency enhances overall returns for investors, as they can access diversified global investments without incurring excessive fees.
- Strategic Asset Allocation: Quality FoFs employ strategic asset allocation to balance risk and reward based on market conditions. By adjusting allocations across various international assets, these funds can capitalize on emerging opportunities while managing volatility effectively, catering to different investor risk profiles.
Top FoFs Overseas Funds In India Based on Expense Ratio
The table below shows the Best-performing FoFs Overseas Fund Based on the highest to lowest expense ratio.
| Name | Expense Ratio (%) | Minimum SIP (Rs) |
| HSBC Brazil Fund | 1.85 | 1000 |
| HSBC Asia Pacific (Ex Japan) DYF | 1.66 | 1,500.00 |
| HSBC Global Emerging Markets Fund | 1.65 | 1000 |
| Edelweiss ASEAN Equity Off-Shore Fund | 1.58 | 100 |
| DSP World Energy Fund | 1.54 | 100 |
| DSP World Mining Fund | 1.51 | 100 |
| DSP US Flexible Equity Fund | 1.5 | 100 |
| DSP World Agriculture Fund | 1.49 | 100 |
| Edelweiss Europe Dynamic Equity Off-shore Fund | 1.47 | 100 |
| HSBC Global Equity Climate Change FoF | 1.45 | 1,000.00 |
Best FoFs Overseas Funds To Invest In Based on 3Y CAGR
The table below shows the Best FoFs Overseas Fund Based on the Highest 3Y CAGR.
| Name | CAGR 3Y (Cr) | Minimum SIP (Rs) |
| Mirae Asset NYSE FANG+ETF FoF | 19.77 | 59 |
| Invesco India – Invesco Global Equity Income FoF | 15.31 | 500 |
| SBI International Access-US Equity FoF | 13.74 | 500.00 |
| Bandhan US Equity FoF | 13.35 | 100 |
| Kotak NASDAQ 100 FoF | 13.08 | 100 |
| Edelweiss US Value Equity Offshore Fund | 11.97 | 100 |
| DSP US Flexible Equity Fund | 11.91 | 100 |
| Motilal Oswal Nasdaq 100 FOF | 11.89 | 500.00 |
| Axis Global Equity Alpha FoF | 10.46 | 1,000.00 |
| Aditya Birla SL Global Excellence Equity FoF | 10.26 | 100 |
FoFs Overseas Mutual Funds List Based on Exit Load
The table below shows the Best Performing FoFs Overseas Fund In India Based on Exit Load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load (%) |
| Motilal Oswal Nasdaq 100 FOF | Motilal Oswal Asset Management Company Limited | 0 |
| Franklin India Feeder – Franklin U.S. Opportunities Fund | Franklin Templeton Asset Management (India) Private Limited | 1 |
| Kotak NASDAQ 100 FoF | Kotak Mahindra Asset Management Company Limited | 0 |
| Edelweiss US Technology Equity FOF | Edelweiss Asset Management Limited | 1 |
| Mirae Asset NYSE FANG+ETF FoF | Mirae Asset Investment Managers (India) Private Limited | 0.5 |
| PGIM India Global Equity Opp Fund | PGIM India Asset Management Private Limited | 0.5 |
| HDFC Developed World Indexes FoF | HDFC Asset Management Company Limited | 1 |
| Edelweiss Gr China Equity Off-Shore Fund | Edelweiss Asset Management Limited | 1 |
| Navi NASDAQ 100 FoF | Navi AMC Limited | 0 |
| Navi US Total Stock Market FoF | Navi AMC Limited | 0 |
FoFs Overseas Funds Returns
The table below shows FoFs Overseas Fund Returns Based on 1Y return
| Name | Absolute Returns – 1Y (%) | Minimum SIP (Rs) |
| Mirae Asset NYSE FANG+ETF FoF | 44.03 | 59 |
| Bandhan US Equity FoF | 34.89 | 100 |
| Franklin India Feeder – Franklin U.S. Opportunities Fund | 33.74 | 500 |
| PGIM India Global Equity Opp Fund | 32.6 | 1,000.00 |
| SBI International Access-US Equity FoF | 32.49 | 500.00 |
| Aditya Birla SL Global Excellence Equity FoF | 30.04 | 100 |
| Navi NASDAQ 100 FoF | 29.17 | 10 |
| Axis NASDAQ 100 FoF | 29.02 | 100 |
| Aditya Birla SL NASDAQ 100 FOF | 28.96 | 100 |
| Kotak NASDAQ 100 FoF | 28.52 | 100 |
Historical Performance of FoFs Overseas Funds
The table below shows the Historical Performance Of FoFs Overseas Fund based on 5Y return
| Name | CAGR 5Y (Cr) | Minimum SIP (Rs) |
| Motilal Oswal Nasdaq 100 FOF | 23.18 | 500.00 |
| PGIM India Global Equity Opp Fund | 18.6 | 1,000.00 |
| DSP US Flexible Equity Fund | 16.9 | 100 |
| Franklin India Feeder – Franklin U.S. Opportunities Fund | 16.71 | 500 |
| Invesco India – Invesco Global Equity Income FoF | 15.59 | 500 |
| DSP World Mining Fund | 14.52 | 100 |
| Edelweiss US Value Equity Offshore Fund | 14.03 | 100 |
| Edelweiss Europe Dynamic Equity Off-shore Fund | 13.63 | 100 |
| Aditya Birla SL Global Emerging Opp Fund | 13.4 | 100 |
| Sundaram Global Brand Fund | 13.33 | 100 |
Factors to Consider When Investing in FoFs Overseas Funds
The main factors to consider when investing in Fund of Funds (FoFs) overseas funds include the fund’s investment strategy, underlying fund selection, expense ratio and currency risk. Evaluating these aspects ensures alignment with your financial goals and risk tolerance.
- Investment Strategy: Understanding the fund’s investment strategy is crucial. Assess whether it focuses on specific regions, sectors, or asset classes. A clear strategy helps determine if the fund aligns with your investment objectives and overall portfolio diversification needs.
- Underlying Fund Selection: The performance of a FoF largely depends on the quality of its underlying funds. Research the selected funds’ historical performance, management style, and risk profile to ensure that they meet your investment criteria and provide adequate exposure to desired markets.
- Expense Ratio: Reviewing the expense ratio is essential, as higher fees can erode returns. Compare the cost structures of various FoFs overseas to find those that offer competitive fees without compromising on the quality of management or investment strategy.
- Currency Risk: Investing in overseas funds exposes investors to currency risk, which can affect returns due to fluctuations in exchange rates. Assessing how currency movements impact the fund’s performance is vital for managing potential risks associated with international investments.
How to Invest in Top FoFs Overseas Funds?
To invest in top FoFs overseas funds, begin by researching various funds available on Alice Blue. Evaluate their historical performance, expense ratios, and underlying fund selections to ensure they align with your investment objectives and risk tolerance.
Once you’ve identified suitable funds, determine your investment approach. You can opt for a lump sum investment for immediate exposure or choose a systematic investment plan (SIP) to invest gradually. This strategy allows you to manage cash flow while benefiting from dollar-cost averaging.
After investing, regularly monitor your FoFs to assess performance and make necessary adjustments. Stay informed about global market trends and economic conditions that may impact your investments, and consider rebalancing your portfolio to maintain alignment with your financial goals.
Impact of Market Trends on Top FoFs Overseas Funds
Market trends significantly influence the performance of top FoF’s overseas funds by dictating asset allocation strategies. During bullish markets, fund managers may increase exposure to high-growth sectors, capitalizing on upward momentum, while bearish trends often prompt a shift toward more defensive investments.
Additionally, global economic conditions, such as interest rates and geopolitical events, affect investor sentiment and fund performance. Top-performing FoFs adapt to these trends, allowing for strategic rebalancing to optimize returns and ensuring that the fund remains aligned with prevailing market dynamics and investor expectations.
How FoFs Overseas Funds Perform in Volatile Markets?
FoF overseas funds can exhibit resilience in volatile markets due to their diversified nature, spreading investments across various global assets. This diversification helps cushion against significant losses in any single market or sector, providing a buffer during economic downturns.
However, the performance of FoFs in volatile conditions also depends on the expertise of the fund manager. Skilled managers can adjust allocations strategically to minimize risks and capitalize on opportunities, potentially enhancing returns even amid market turbulence and thereby benefiting long-term investors.
Advantages of Investing in FoFs Overseas Funds
The main advantages of investing in Fund of Funds (FoFs) overseas funds include enhanced diversification, access to global markets, professional management and reduced risk exposure. These features help investors capitalize on international opportunities while mitigating potential downsides.
- Enhanced Diversification: FoF overseas funds provide broad exposure to various global assets, including equities, bonds, and real estate. This diversification helps spread risk across different markets and sectors, reducing the impact of local economic fluctuations on an investor’s overall portfolio.
- Access to Global Markets: Investing in FoFs allows individuals to tap into international markets that may not be easily accessible through direct investments. This access enables investors to benefit from growth opportunities in emerging markets and developed economies alike, broadening their investment horizon.
- Professional Management: FoFs are managed by experienced professionals who analyze global market trends and select high-quality underlying funds. Their expertise in navigating complex international investments ensures that investors receive well-researched strategies aimed at optimizing returns while managing risks effectively.
- Reduced Risk Exposure: By investing in multiple underlying funds, FoFs help dilute individual investment risks. This approach minimizes the impact of poor performance from any single investment, allowing investors to maintain a more stable portfolio while pursuing higher potential returns from global assets.
Risks of Investing in FoFs Overseas Mutual Funds
The main risks of investing in Fund of Funds (FoFs) overseas mutual funds include currency risk, market volatility, dependency on underlying fund performance and higher fees. Understanding these risks is essential for making informed investment decisions and managing expectations.
- Currency Risk: Investing in overseas funds exposes investors to currency fluctuations, which can affect returns. Changes in exchange rates may lead to gains or losses, impacting overall performance and complicating returns when converted back to the investor’s home currency.
- Market Volatility: FoFs overseas are subject to the volatility of global markets, which can be influenced by geopolitical events, economic shifts, and market sentiment. This volatility may lead to significant fluctuations in fund value, affecting investors’ short-term financial goals.
- Dependency on Underlying Fund Performance: The performance of a FoF is directly tied to the success of its underlying funds. Poor performance from any selected fund can drag down overall returns, making it crucial to evaluate the quality and track record of these funds.
- Higher Fees: FoFs typically carry higher fees due to their layered structure, which includes expenses from both the FoF itself and the underlying funds. These costs can erode returns over time, making it important for investors to assess fee structures carefully.
Contribution of FoFs Overseas Mutual Funds to Portfolio Diversification
FoFs overseas mutual funds enhance portfolio diversification by providing exposure to a range of international assets, including equities, bonds, and alternative investments. This broader market access helps mitigate risks associated with domestic economic fluctuations, leading to a more balanced investment strategy.
Additionally, investing in global markets allows investors to capitalize on growth opportunities outside their home country. By diversifying across various regions and sectors, FoFs can reduce overall portfolio volatility, improve risk-adjusted returns and help investors achieve long-term financial objectives more effectively.
Who Should Invest in FoFs Overseas Funds?
FoFs overseas funds are suitable for investors seeking diversification beyond domestic markets. Those looking to capitalize on global growth opportunities, such as emerging markets or international equities, can benefit from the broad exposure these funds offer while managing risk through professional management.
Additionally, these funds appeal to investors with a moderate to high-risk tolerance, as they are exposed to market volatility and currency fluctuations. Long-term investors aiming for capital appreciation and willing to navigate the complexities of international investing will find FoFs overseas funds align with their financial goals.
Impact of Fund Manager Expertise on FoFs Overseas Funds Performance
The expertise of fund managers significantly impacts the performance of FoFs overseas funds. Experienced managers analyze global markets and economic trends, allowing them to select high-quality underlying funds that align with investment objectives, enhancing the potential for superior returns.
Moreover, skilled fund managers can effectively navigate market volatility and adjust allocations based on changing conditions. Their ability to identify emerging opportunities and mitigate risks through strategic decision-making directly influences the fund’s overall performance, ensuring that investors benefit from well-researched investment strategies in international markets.
How Much Money Should I Invest In FoFs Overseas Funds?
The amount to invest in FoFs overseas funds depends on your financial goals, risk tolerance, and overall portfolio strategy. Assess your current investments and consider allocating a portion that aligns with your long-term objectives while providing diversification benefits.
Starting with a systematic investment plan (SIP) can be a prudent approach, allowing gradual exposure to international markets. Alternatively, lump sum investments may suit those with a higher risk appetite and long-term horizons. Regularly reviewing your investment can help ensure it remains aligned with your financial situation.
Taxation On FoFs Overseas Funds
Taxation on FoFs overseas funds is primarily determined by the duration of the investment. Long-term capital gains, applicable for investments held over three years, are taxed at 20% with indexation benefits, enhancing tax efficiency for investors.
Short-term capital gains, realized from investments held for less than three years, are taxed according to the investor’s income tax slab. Additionally, any dividends received from the underlying funds are also subject to tax, making it essential for investors to consider these implications when planning their investments.
FAQs – FoFs Overseas Funds List
FoFs overseas funds are mutual funds that invest in a diversified portfolio of international funds, providing exposure to global markets. They allow investors to access foreign equities and bonds while benefiting from professional management and risk diversification within a single investment vehicle.
Top FoFs Overseas Fund #1: Motilal Oswal Nasdaq 100 FOF
Top FoFs Overseas Fund #2: Franklin India Feeder – Franklin U.S. Opportunities Fund
Top FoFs Overseas Fund #3: Kotak NASDAQ 100 FoF
Top FoFs Overseas Fund #4: Edelweiss US Technology Equity FOF
Top FoFs Overseas Fund #5:Mirae Asset NYSE FANG+ETF FoF
These funds are listed based on the Highest AUM.
The best FoFs Overseas Fund based on expense ratio include HSBC Brazil Fund, HSBC Asia Pacific (Ex Japan) DYF, HSBC Global Emerging Markets Fund, Edelweiss ASEAN Equity Off-Shore Fund and DSP World Energy Fund.
Investing in FoFs overseas funds carries moderate risk due to market volatility and currency fluctuations. While they offer diversification and professional management, investors should assess their risk tolerance and investment goals to determine if this investment aligns with their financial strategy.
The best FoFs Overseas Fund based on 3Y CAGR include Mirae Asset NYSE FANG+ETF FoF, Invesco India – Invesco Global Equity Income FoF, SBI International Access-US Equity FoF, Bandhan US Equity FoF, Kotak NASDAQ 100 FoF.
To invest in the best FoFs overseas funds, use a reputable brokerage platform to research funds with strong performance and low fees. Analyze their underlying fund selections and choose an investment approach, such as a lump sum or systematic investment plan (SIP).
We hope you’re clear on the topic, but there’s more to explore in stocks, commodities, mutual funds, and related areas. Here are important topics to learn about.
Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
