Top Performed FoFs in 10 years

The table below shows a list of Top Performed FoFs in 10 Years based on AUM, NAV & Minimum SIP.

What Is a Fund of Funds?

A Fund of Funds (FoF) is an investment strategy where a fund invests in a portfolio of other investment funds rather than directly in individual securities. This approach aims to achieve diversification and professional management by allocating assets across various underlying funds, which can include mutual funds, hedge funds, or private equity funds.

Best Top Performed FoFs in 10 years

The table below shows the Best Top Performed FoFs in 10 Years based on Expense Ratio and Minimum SIP.

List Of Top Performed FoFs in 10 years

The table below shows the Top Performed FoFs in 10 Years based on CAGR 3Y and Minimum SIP.

Top Performed FoFs in 10 years

The table below shows the Top Performed FoFs in 10 Years based on AMC and Exit Load.

Who Should Invest In Top Performed FoFs in 10 years?

Investors who should consider top-performing Funds of Funds (FoFs) over the past 10 years include those seeking diversification, professional management, and exposure to a variety of asset classes. These investors typically have a moderate to long-term investment horizon, prefer a hands-off approach, and are willing to pay higher fees for potential risk-adjusted returns. Consult a financial advisor to ensure alignment with your goals.

How To Invest In Top Performed FoFs in 10 years?

To invest in top-performing Funds of Funds (FoFs) over 10 years, open a brokerage account and research the fund’s past performance, expense ratio, and underlying assets. Select a reliable platform or advisor, consider your risk tolerance, and set long-term goals. Regularly review and monitor the fund’s performance to ensure it aligns with your financial objectives.

Performance Metrics Of Best Performed FoFs in 10 years?

Performance metrics of the best-performing Funds of Funds (FoFs) over 10 years highlight strong returns, effective diversification, and risk management. These funds show consistent growth, low expense ratios, and robust performance across market conditions.

1. Consistent Growth: The FoF has demonstrated steady growth over a decade, indicating effective management and a diversified portfolio that balances risk and return.

2. Low Expense Ratio: A low expense ratio signifies efficient management, allowing more of the investor’s capital to compound over time, enhancing long-term returns.

3. Diversification Benefits: The fund offers broad diversification, investing across multiple asset classes and funds, reducing overall risk and enhancing stability.

4. Resilience in Market Downturns: The FoF has shown resilience during market downturns, maintaining value and recovering quickly, a key indicator of a strong, well-managed fund.

Benefits Of Investing In Top Performed FoFs in 10 years?

The main benefits of investing in top-performing FoFs over 10 years include diversification, professional management, risk mitigation, and access to varied asset classes.

1. Diversification: FoFs invest in multiple underlying funds, spreading risk across various assets and reducing exposure to any single investment’s poor performance.

2. Professional Management: Experienced fund managers handle asset allocation and fund selection, leveraging their expertise to optimize returns and manage risks effectively.

3. Risk Mitigation: By investing in a range of funds, FoFs balance potential gains and losses, providing a more stable investment experience.

4. Access to Varied Asset Classes: FoFs offer exposure to different markets and investment strategies, including equity, debt, and alternative assets, which may be difficult for individual investors to access directly.

Challenges Of Investing In Best Performed FoFs in 10 years?

The main challenges of investing in top-performing FoFs over 10 years include higher fees, potential over-diversification, performance lag, and limited transparency.

1. Higher Fees: FoFs typically incur double layers of fees—one for the FoF itself and another for the underlying funds, which can eat into overall returns.

2. Potential Over-Diversification: Investing in too many funds can dilute gains, as the strong performance of some funds may be offset by weaker performance in others, reducing the overall impact.

3. Performance Lag: FoFs may underperform compared to individual funds due to the time it takes to implement strategy changes and adjust to market conditions.

4. Limited Transparency: Investors might face challenges in understanding the specific holdings and strategies of the underlying funds, making it difficult to fully assess risks and returns.

Introduction to Top Performed FoFs in 10 years

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 7 months, having been launched on 01/01/2013.

Franklin India Feeder Franklin US Opportunities Direct Fund-Growth as a FoF, manages assets valued at ₹3,427.18 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 15.79%. This fund has an exit load of 1% and an expense ratio of 0.58%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.25%, and Other – 0.75%.

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 7 months, having been launched on 01/01/2013. 

PGIM India Global Equity Opportunities Fund Direct-Growth as a FoF, manages assets valued at ₹1,421.88 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 16.71%. 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 –  98.83%, Debt – 1.65%, and Other – (-0.48)%.

DSP US Flexible Equity Fund

DSP US Flexible Equity Direct Plan-Growth is an International mutual fund scheme from DSP Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

DSP US Flexible Equity Direct Plan-Growth as a FoF, manages assets valued at ₹908.63 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 17.77%. This fund has an exit load of 0% and an expense ratio of 1.51%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.06%, and Other – 0.94%.

Aditya Birla SL Global Excellence Equity FoF

Aditya Birla Sun Life Global Excellence Equity FoF Direct-Growth is an International mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

Aditya Birla Sun Life Global Excellence Equity FoF Direct-Growth as an FoF manages assets valued at ₹189.99 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 10.43%. This fund has an exit load of 0.25% and an expense ratio of 0.68%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  98.78%, and Other – 1.22%.

ICICI Pru Global Stable Equity Fund

ICICI Prudential Global Stable Equity Fund (FOF) Direct-Growth is an International mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 10 years and 11 months, having been launched on 27/08/2013.

ICICI Prudential Global Stable Equity Fund (FOF) Direct-Growth as a FoF, manages assets valued at ₹116.14 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 11.12%. This fund has an exit load of 1% and an expense ratio of 1.02%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  100.13%, and Other – (-0.13)%.

Sundaram Global Brand Fund

The Sundaram Global Brand Fund focuses on investing in leading global brands across various sectors, aiming for long-term capital appreciation. It was launched on September 27, 2013.

The Sundaram Global Brand Fund as an FoF, manages assets valued at ₹114.78 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 14.02%. This fund has an exit load of 1% and an expense ratio of 1.33%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.25%, and Other – 0.75%.

Edelweiss US Value Equity Offshore Fund

Edelweiss US Value Equity Offshore Fund Direct-Growth is an International mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 11 years, having been launched on 17/07/2013.

Edelweiss US Value Equity Offshore Fund Direct-Growth as a FoF, manages assets valued at ₹102.99 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 14.58%. This fund has an exit load of 1% and an expense ratio of 1.31%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.08%, Debt – 1.14%, and Other – (-0.22)%.

Edelweiss Europe Dynamic Equity Off-shore Fund

Edelweiss Europe Dynamic Equity Offshore Fund Direct-Growth is an International mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 10 years and 6 months, having been launched on 17/01/2014.

Edelweiss Europe Dynamic Equity Offshore Fund Direct-Growth as a FoF, manages assets valued at ₹76.25 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 13.61%. This fund has an exit load of 1% and an expense ratio of 1.35%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  105.65%, Debt – 0.63%, and Other – (-6.28)%.

Best Top Performed FoFs in 10 years – FAQs  

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.