Top 5 International Mutual Funds Based on 5-Year CAGR
An international mutual fund invests in global equities and fixed-income securities that allows investors to diversify beyond domestic markets. It provides investors exposure to global economic growth and helps them mitigate country-specific risks. It allows the investors to capitalise on diverse opportunities in different economies and a variety of sectors.
What is CAGR?
CAGR refers to the Compound Annual Growth Rate and is a metric used to measure the annual growth of a mutual fund. It is crucial in evaluating the fund’s performance.
Top 5 International Mutual Funds Based on 5-Year CAGR
Here are the top five international mutual funds based on 5-year CAGR and their key features.
PGIM India Global Equity Opportunities Fund
- 5-year CAGR: 16.88%
- 5-year return: 17.61%
- Expense Ratio: 0.61%
- Fund Manager: Chetan Gindodia
- Fund Size: ₹1348.95 Cr
- Risk Profile: Very High
Franklin India Feeder Franklin US Opportunities Fund
- 5-year CAGR: 16.84%
- 5-year return: 16.78%
- Expense Ratio : 0.62%
- Fund Manager: Sandeep Manam
- Fund Size: ₹3748.66 Cr
- Risk Profile: Very High
ICICI Prudential US Bluechip Equity Fund
- 5-year CAGR: 15.25%
- 5-year return: 14.92%
- Expense Ratio : 1.19%
- Fund Manager: Ritesh Lunawat
- Fund Size: ₹3228.15 Cr
- Risk Profile: Very High
Aditya Birla Sun Life Global Emerging Opportunities Fund
- 5-year CAGR: 13.83%
- 5-year return: 14.2%
- Expense Ratio : 0.61%
- Fund Manager: Dhaval Joshi
- Fund Size: ₹244 Cr
- Risk Profile: Very High
Edelweiss Europe Dynamic Equity Offshore Fund
- 5-year CAGR: 11.43%
- 5-year return: 11.3%
- Expense Ratio: 2.33%
- Fund size: ₹78.29
- Risk Profile: Very High
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing.