FoF Overseas Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: एफओएफ ओवरसीज फंड

Top Performing FoF Overseas

Ranking Date: 30 September 2023

Fund Name BMSMONEY FoF Overseas Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Invesco India - Invesco Global Equity Income Fund Of Fund

1 The Invesco India - Invesco Global Equity Income Fund Of Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has fifth KPIs that are in top quartile. The fund has 45% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 20.76% 13.66% -19.04% -17.24% 0.54 0.29 0.45

Axis Global Equity Alpha Fund Of Fund

2 The Axis Global Equity Alpha Fund Of Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has first KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. 23.22% 11.43% -18.23% -22.64% 0.20 0.11 0.41

Dsp Us Flexible Equity Fund

3 The Dsp Us Flexible Equity Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has fourth KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 24.25% 13.40% -12.57% -18.42% 0.43 0.23 0.42

Sundaram Global Brand Fund

4 None % % -23.60% -24.02% 0.13 0.09 0.40

Edelweiss Europe Dynamic Equity Offshore Fund

5 The Edelweiss Europe Dynamic Equity Offshore Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 12.54% 9.24% -21.46% -18.95% 0.23 0.15 0.45

Icici Prudential Global Stable Equity Fund (Fof)

6 None % % -11.30% -13.45% 0.43 0.24 0.44

Invesco India - Invesco Pan European Equity Fund Of Fund

7 The Invesco India - Invesco Pan European Equity Fund Of Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. 7.82% 10.90% -21.36% -22.77% 0.42 0.25 0.48

Edelweiss Us Value Equity Offshore Fund

8 The Edelweiss Us Value Equity Offshore Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has fourth KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 11.47% 12.31% -9.70% -14.68% 0.49 0.31 0.46

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

9 None % % -26.41% -26.83% 0.17 0.11 0.41

Franklin India Feeder - Templeton European Opportunities Fund

10 The Franklin India Feeder - Templeton European Opportunities Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 55% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 2.07% 1.51% -27.84% -24.24% -0.04 0.02 0.46

Dsp World Energy Fund

11 The Dsp World Energy Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. 1.08% 5.44% -25.48% -32.81% 0.26 0.17 0.45

Dsp Global Allocation Fund

12 None % % -13.36% -15.27% -0.26 -0.09 0.43

Edelweiss Asean Equity Off-Shore Fund

13 The Edelweiss Asean Equity Off-Shore Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has first KPI that is in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -1.66% 2.38% -11.44% -15.20% 0.09 0.09 0.49

Pgim India Global Equity Opportunities Fund

14 The Pgim India Global Equity Opportunities Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has ninth KPIs that are in top quartile. The fund has 82% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. 44.81% 2.78% -39.61% -31.21% -0.25 -0.06 0.38

Aditya Birla Sun Life Global Emerging Opportunities Fund

15 None % % -20.79% -26.11% -0.07 0.00 0.42

Dsp World Mining Fund

16 The Dsp World Mining Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 64% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -11.09% 1.98% -27.49% -27.39% 0.28 0.18 0.44

Edelweiss Us Technology Fund Of Fund

17 The Edelweiss Us Technology Fund Of Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has seventh KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. 59.86% 7.48% -42.38% -36.09% -0.00 0.06 0.42

Franklin India Feeder - Franklin U.S. Opportunities Fund

18 The Franklin India Feeder - Franklin U.S. Opportunities Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has ninth KPIs that are in top quartile. The fund has 82% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. 45.40% 7.76% -34.04% -33.87% -0.20 -0.04 0.40

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

19 The Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has first KPI that is in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. 6.75% -0.90% -24.49% -18.38% -0.16 -0.04 0.47

Hsbc Brazil Fund

20 The Hsbc Brazil Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. 19.15% 2.13% -32.47% -40.80% -0.02 0.06 0.44

Kotak Global Emerging Market Fund

21 The Kotak Global Emerging Market Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has first performance parameter that is in bottom quartile. 10.54% -4.02% -29.38% -22.33% -0.29 -0.10 0.40

Hsbc Global Emerging Markets Fund

22 The Hsbc Global Emerging Markets Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 64% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 2.21% -7.77% -30.35% -21.92% -0.43 -0.15 0.41

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

23 The Edelweiss Emerging Markets Opportunities Equity Offshore Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has first KPI that is in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 5.11% -8.04% -35.42% -23.77% -0.52 -0.19 0.43

Dsp World Agriculture Fund

24 The Dsp World Agriculture Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 82% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -8.53% -6.64% -26.46% -26.40% -0.55 -0.18 0.39

Dsp World Gold Fund

25 The Dsp World Gold Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -4.56% -5.66% -36.58% -39.54% -0.57 -0.19 0.36

Pgim India Emerging Markets Equity Fund

26 The Pgim India Emerging Markets Equity Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 45% of the KPIs that are in bottom quartile. 15.67% -12.48% -48.09% -30.49% -0.71 -0.24 0.38

Edelweiss Greater China Equity Off-Shore Fund

27 The Edelweiss Greater China Equity Off-Shore Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -15.79% -17.81% -50.48% -35.46% -0.58 -0.21 0.46

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 23 February 2024
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Global Emerging Opportunities Fund
Aditya Birla Sun Life Nasdaq 100 Fof
0.30
10
1.90
24
21.32
6
49.53
3
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund
Baroda BNP Paribas Funds Aqua Fund Of Fund
DSP World Gold Fund
-0.78
30
-6.71
37
-11.54
44
-9.59
34
-4.56
29
-5.66
19
3.73
12
DSP World Energy Fund
-0.42
27
0.10
31
3.44
31
0.44
28
1.08
27
5.44
10
5.30
11
DSP World Mining Fund
-0.24
23
-5.38
36
-5.56
42
-4.75
32
-11.09
33
1.98
14
10.69
6
DSP World Agriculture Fund
0.73
3
1.29
29
0.17
35
-3.70
31
-8.53
32
-6.64
20
1.80
17
DSP Us Flexible Equity Fund
0.49
6
4.00
13
11.07
11
14.88
12
24.25
11
13.40
3
15.79
3
DSP Global Allocation Fund
DSP Global Innovation Fund Of Fund
Edelweiss Greater China Equity Off-Shore Fund
0.20
14
4.39
10
-4.69
40
-4.93
33
-15.79
34
-17.81
25
3.60
13
Edelweiss Asean Equity Off-Shore Fund
-1.34
31
2.27
22
4.19
28
-0.09
29
-1.66
28
2.38
12
2.61
15
Edelweiss Us Value Equity Offshore Fund
0.56
5
3.28
20
8.53
15
10.10
17
11.47
18
12.31
4
12.14
5
Edelweiss Europe Dynamic Equity Offshore Fund
-0.16
19
4.17
12
6.97
20
11.21
15
12.54
17
9.24
7
10.54
7
Edelweiss Emerging Markets Opportunities Equity Offshore Fund
-0.24
24
5.07
6
4.68
26
6.88
22
5.11
23
-8.04
22
2.23
16
Edelweiss Us Technology Fund Of Fund
-0.21
20
5.25
5
19.57
2
29.67
1
59.86
1
7.48
9
Navi Nasdaq 100 Fund Of Fund
Navi Us Total Stock Market Fund Of Fund
Franklin India Feeder - Franklin U.S. Opportunities Fund
0.25
12
6.80
3
15.82
4
23.70
4
45.40
5
7.76
8
15.86
2
Franklin India Feeder - Templeton European Opportunities Fund
-1.47
32
-0.54
3
-1.65
33
-0.67
37
-1.79
30
2.07
26
1.51
15
-0.24
19
HDFC Developed World Indexes Fund Of Funds
HSBC Global Emerging Markets Fund
0.42
9
3.69
16
2.57
33
2.03
26
2.21
25
-7.77
21
3.07
14
HSBC Brazil Fund
-1.69
33
-1.67
34
-1.10
38
5.79
24
19.15
14
2.13
13
-4.25
20
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
0.44
7
6.05
4
5.65
23
8.20
18
6.75
22
-0.90
16
5.59
10
HSBC Global Equity Climate Change Fund Of Fund
0.43
8
2.25
23
7.47
18
8.07
19
7.64
21
ICICI Prudential Global Stable Equity Fund (Fof)
ICICI Prudential Strategic Metal And Energy Equity Fund Of Fund
IDFC Us Equity Fund Of Fund
0.58
4
6.90
2
16.33
3
24.23
3
45.24
6
Invesco India - Invesco Pan European Equity Fund Of Fund
-0.13
18
0.99
30
3.41
32
6.28
23
7.82
20
10.90
6
8.38
8
Invesco India - Invesco Global Equity Income Fund Of Fund
0.24
13
3.02
21
8.74
13
13.25
14
20.76
13
13.66
2
12.72
4
Invesco India - Invesco Global Consumer Trends Fund Of Fund
0.06
17
4.57
9
8.87
12
10.93
16
13.77
16
-12.58
24
Invesco India - Invesco Eqqq Nasdaq-100 Etf Fund Of Fund
0.28
11
1.88
25
11.67
9
21.06
7
48.71
4
Kotak Global Emerging Market Fund
-0.69
29
3.33
18
5.36
24
7.97
21
10.54
19
-4.02
18
6.83
9
Kotak Global Innovation Fund Of Fund
-0.22
22
4.24
11
12.07
8
16.79
10
29.99
9
Kotak International Reit Fof
-0.36
26
0.06
32
3.78
29
3.91
25
-4.91
30
-1.44
17
Kotak Nasdaq 100 Fof
0.19
15
1.84
27
21.40
5
50.26
2
15.95
1
Mahindra Manulife Asia Pacific Reits Fof
-0.47
28
-2.27
35
-0.04
36
0.69
27
-8.46
31
Axis Global Equity Alpha Fund Of Fund
0.82
2
3.90
15
14.63
13
23.22
12
11.43
5
Axis Global Innovation Fund Of Fund
1.04
1
4.77
8
19.49
8
29.88
10
SBI International Access - Us Equity Fof
0.18
16
3.67
17
13.32
7
18.79
9
31.27
8
Sundaram Global Brand Fund
Axis Greater China Equity Fund Of Fund
PGIM India Global Equity Opportunities Fund
-0.33
25
0.18
1
7.31
1
14.72
6
24.37
2
44.81
7
2.78
11
16.66
1
PGIM India Global Select Real Estate Securities Fund Of Fund
-0.21
21
0.11
2
1.62
28
6.82
22
8.05
20
4.68
24
PGIM India Emerging Markets Equity Fund
-1.79
34
-2.23
4
3.30
19
8.15
17
15.47
11
15.67
15
-12.48
23
-0.21
18

Returns (Direct Plan)

As On: 23 February 2024
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Global Emerging Opportunities Fund
Aditya Birla Sun Life Nasdaq 100 Fof
0.30
10
1.90
24
21.32
6
49.53
3
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund
Baroda BNP Paribas Funds Aqua Fund Of Fund
DSP World Gold Fund
-0.78
30
-6.71
37
-11.54
44
-9.59
34
-4.56
29
-5.66
19
3.73
12
DSP World Energy Fund
-0.42
27
0.10
31
3.44
31
0.44
28
1.08
27
5.44
10
5.30
11
DSP World Mining Fund
-0.24
23
-5.38
36
-5.56
42
-4.75
32
-11.09
33
1.98
14
10.69
6
DSP World Agriculture Fund
0.73
3
1.29
29
0.17
35
-3.70
31
-8.53
32
-6.64
20
1.80
17
DSP Us Flexible Equity Fund
0.49
6
4.00
13
11.07
11
14.88
12
24.25
11
13.40
3
15.79
3
DSP Global Allocation Fund
DSP Global Innovation Fund Of Fund
Edelweiss Greater China Equity Off-Shore Fund
0.20
14
4.39
10
-4.69
40
-4.93
33
-15.79
34
-17.81
25
3.60
13
Edelweiss Asean Equity Off-Shore Fund
-1.34
31
2.27
22
4.19
28
-0.09
29
-1.66
28
2.38
12
2.61
15
Edelweiss Us Value Equity Offshore Fund
0.56
5
3.28
20
8.53
15
10.10
17
11.47
18
12.31
4
12.14
5
Edelweiss Europe Dynamic Equity Offshore Fund
-0.16
19
4.17
12
6.97
20
11.21
15
12.54
17
9.24
7
10.54
7
Edelweiss Emerging Markets Opportunities Equity Offshore Fund
-0.24
24
5.07
6
4.68
26
6.88
22
5.11
23
-8.04
22
2.23
16
Edelweiss Us Technology Fund Of Fund
-0.21
20
5.25
5
19.57
2
29.67
1
59.86
1
7.48
9
Navi Nasdaq 100 Fund Of Fund
Navi Us Total Stock Market Fund Of Fund
Franklin India Feeder - Franklin U.S. Opportunities Fund
0.25
12
6.80
3
15.82
4
23.70
4
45.40
5
7.76
8
15.86
2
Franklin India Feeder - Templeton European Opportunities Fund
-1.47
32
-0.54
3
-1.65
33
-0.67
37
-1.79
30
2.07
26
1.51
15
-0.24
19
HDFC Developed World Indexes Fund Of Funds
HSBC Global Emerging Markets Fund
0.42
9
3.69
16
2.57
33
2.03
26
2.21
25
-7.77
21
3.07
14
HSBC Brazil Fund
-1.69
33
-1.67
34
-1.10
38
5.79
24
19.15
14
2.13
13
-4.25
20
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
0.44
7
6.05
4
5.65
23
8.20
18
6.75
22
-0.90
16
5.59
10
HSBC Global Equity Climate Change Fund Of Fund
0.43
8
2.25
23
7.47
18
8.07
19
7.64
21
ICICI Prudential Global Stable Equity Fund (Fof)
ICICI Prudential Strategic Metal And Energy Equity Fund Of Fund
IDFC Us Equity Fund Of Fund
0.58
4
6.90
2
16.33
3
24.23
3
45.24
6
Invesco India - Invesco Pan European Equity Fund Of Fund
-0.13
18
0.99
30
3.41
32
6.28
23
7.82
20
10.90
6
8.38
8
Invesco India - Invesco Global Equity Income Fund Of Fund
0.24
13
3.02
21
8.74
13
13.25
14
20.76
13
13.66
2
12.72
4
Invesco India - Invesco Global Consumer Trends Fund Of Fund
0.06
17
4.57
9
8.87
12
10.93
16
13.77
16
-12.58
24
Invesco India - Invesco Eqqq Nasdaq-100 Etf Fund Of Fund
0.28
11
1.88
25
11.67
9
21.06
7
48.71
4
Kotak Global Emerging Market Fund
-0.69
29
3.33
18
5.36
24
7.97
21
10.54
19
-4.02
18
6.83
9
Kotak Global Innovation Fund Of Fund
-0.22
22
4.24
11
12.07
8
16.79
10
29.99
9
Kotak International Reit Fof
-0.36
26
0.06
32
3.78
29
3.91
25
-4.91
30
-1.44
17
Kotak Nasdaq 100 Fof
0.19
15
1.84
27
21.40
5
50.26
2
15.95
1
Mahindra Manulife Asia Pacific Reits Fof
-0.47
28
-2.27
35
-0.04
36
0.69
27
-8.46
31
Axis Global Equity Alpha Fund Of Fund
0.82
2
3.90
15
14.63
13
23.22
12
11.43
5
Axis Global Innovation Fund Of Fund
1.04
1
4.77
8
19.49
8
29.88
10
SBI International Access - Us Equity Fof
0.18
16
3.67
17
13.32
7
18.79
9
31.27
8
Sundaram Global Brand Fund
Axis Greater China Equity Fund Of Fund
PGIM India Global Equity Opportunities Fund
-0.33
25
0.18
1
7.31
1
14.72
6
24.37
2
44.81
7
2.78
11
16.66
1
PGIM India Global Select Real Estate Securities Fund Of Fund
-0.21
21
0.11
2
1.62
28
6.82
22
8.05
20
4.68
24
PGIM India Emerging Markets Equity Fund
-1.79
34
-2.23
4
3.30
19
8.15
17
15.47
11
15.67
15
-12.48
23
-0.21
18
Click on + to See Details
As On: 23 February 2024
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

0.65
28
1.61
28
3.27
29
-2.45
18
13.13
4

Franklin India Feeder - Franklin U. S. Opportunities Fund

2.74
8
6.25
8
12.42
9
-10.63
24
10.09
7

Franklin India Feeder - Franklin European Growth Fund

0.20
34
1.98
24
6.02
24
1.01
12
-2.89
23

Dsp World Gold Fund

-0.36
40
-0.48
36
1.85
33
0.34
13
4.74
19

Dsp World Energy Fund

0.76
26
1.84
26
4.14
28
1.82
10
5.53
18

Dsp World Mining Fund

-0.33
39
-2.95
43
-3.72
44
5.98
4
22.13
1

Dsp World Agriculture Fund

-0.96
42
-2.60
42
-3.63
43
-9.12
22
6.01
15

Dsp Us Flexible Equity Fund

1.87
16
2.92
18
7.52
21
5.17
7
15.88
2

Dsp Global Allocation Fund

1.03
23
1.62
27
4.21
27
0.26
14
8.13
11

Edelweiss Greater China Equity Off-Shore Fund

-2.60
46
-5.04
46
-6.64
46
-13.50
29
9.63
8

Edelweiss Asean Equity Off-Shore Fund

-1.10
43
-1.61
40
-1.43
40
2.76
8
3.35
20

Edelweiss Us Value Equity Offshore Fund

1.02
24
-0.32
35
2.39
32
5.18
6
13.55
3

Edelweiss Europe Dynamic Equity Offshore Fund

0.41
31
1.84
25
6.19
22
5.79
5
7.86
12

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

-0.03
36
-0.49
37
1.21
36
-11.64
27
1.17
21

Hsbc Global Emerging Markets Fund

0.13
35
-1.00
39
0.69
38
-10.93
25
6.94
13

Hsbc Brazil Fund

2.83
6
2.40
22
8.29
18
2.73
9
-8.63
25

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-0.23
38
-0.22
34
1.58
34
-4.60
19
5.87
16

Icici Prudential Global Stable Equity Fund (Fof)

0.76
27
1.49
29
5.10
26
6.60
3
10.10
6

Invesco India Feeder - Invesco Pan European Equity Fund

0.20
32
2.63
21
8.28
19
8.33
2
5.59
17

Invesco India Feeder - Invesco Global Equity Income Fund

1.30
21
4.35
12
11.14
12
8.36
1
8.98
9

Kotak Global Emerging Market Fund

0.53
29
0.99
31
3.26
30
-9.06
21
6.64
14

Pgim India Global Equity Opportunities Fund

2.41
10
7.33
6
14.17
7
-11.37
26
10.83
5

Sundaram Global Brand Fund

2.25
13
5.77
9
12.31
10
-0.36
15
8.57
10

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

2.39
11
5.58
11
12.42
8
-0.44
16
0.05
22

Pgim India Emerging Markets Equity Fund

0.82
25
1.46
30
-0.27
39
-22.19
30
-3.03
24

Edelweiss Us Technology Fund Of Fund

3.29
5
8.45
1
18.35
1
-12.38
28

Axis Global Equity Alpha Fund Of Fund

1.54
20
2.72
20
7.72
20
1.32
11

Invesco India - Invesco Global Consumer Trends Fund Of Fund

1.64
19
2.81
19
5.48
25
-22.60
31

Kotak International Reit Fof

-0.38
41
-1.88
41
-2.76
41
-5.03
20

Kotak Nasdaq 100 Fof

3.49
1
8.21
3
17.14
3
-1.88
17

Axis Greater China Equity Fund Of Fund

-2.29
45
-4.41
45
-5.07
45
-10.47
23

Hsbc Global Equity Climate Change Fund Of Fund

0.41
30
0.71
32
3.05
31

Sbi International Access - Us Equity Fof

1.65
18
3.21
17
9.55
13

Axis Global Innovation Fund Of Fund

1.72
17
4.12
13
9.26
15

Kotak Global Innovation Fund Of Fund

2.29
12
4.10
14
9.35
14

Idfc Us Equity Fund Of Fund

2.81
7
5.75
10
11.90
11

Hdfc Developed World Indexes Fund Of Funds

2.06
15
3.47
16
8.54
17

Mahindra Manulife Asia Pacific Reits Fof

-1.60
44
-3.36
44
-3.61
42

Aditya Birla Sun Life Nasdaq 100 Fof

3.40
2
8.10
4
16.42
5

Pgim India Global Select Real Estate Securities Fund Of Fund

-0.23
37
0.22
33
1.46
35

Icici Prudential Strategic Metal And Energy Equity Fund Of Fund

0.20
33
-0.55
38
0.90
37

Dsp Global Innovation Fund Of Fund

2.51
9
7.18
7
15.90
6

Navi Us Total Stock Market Fund Of Fund

2.24
14
3.76
15
8.85
16

Navi Nasdaq 100 Fund Of Fund

3.38
3
8.33
2
17.36
2

Invesco India - Invesco Eqqq Nasdaq-100 Etf Fund Of Fund

3.30
4
8.10
5
16.57
4

Baroda Bnp Paribas Funds Aqua Fund Of Fund

1.03
22
2.19
23
6.18
23
As On: 23 February 2024
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

0.68
28
1.79
27
3.51
30
-1.99
18
13.69
4

Franklin India Feeder - Franklin U. S. Opportunities Fund

2.82
8
6.50
8
12.96
8
-9.72
24
11.19
6

Franklin India Feeder - Franklin European Growth Fund

0.27
33
2.20
24
6.50
24
1.93
12
-2.02
23

Dsp World Gold Fund

-0.31
41
-0.33
38
2.15
33
1.00
13
5.39
19

Dsp World Energy Fund

0.80
26
1.99
26
4.44
28
2.43
11
6.12
17

Dsp World Mining Fund

-0.28
39
-2.79
43
-3.40
43
6.72
3
22.85
1

Dsp World Agriculture Fund

-0.92
42
-2.50
42
-3.42
44
-8.79
22
6.24
16

Dsp Us Flexible Equity Fund

1.94
16
3.14
18
7.98
21
6.10
7
16.77
2

Dsp Global Allocation Fund

1.08
24
1.77
28
4.53
27
0.92
14
8.80
11

Edelweiss Greater China Equity Off-Shore Fund

-2.52
46
-4.82
46
-6.21
46
-12.69
29
10.59
8

Edelweiss Us Value Equity Offshore Fund

1.10
23
-0.11
35
2.84
32
6.12
6
14.55
3

Edelweiss Asean Equity Off-Shore Fund

-1.04
43
-1.42
40
-1.07
40
3.50
9
4.09
20

Edelweiss Europe Dynamic Equity Offshore Fund

0.48
30
2.04
25
6.63
23
6.68
4
8.69
12

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

0.05
36
-0.28
36
1.65
36
-10.88
27
2.14
21

Hsbc Global Emerging Markets Fund

0.19
35
-0.83
39
1.04
38
-10.30
25
7.72
13

Hsbc Brazil Fund

2.89
7
2.59
22
8.65
18
3.51
8
-7.90
25

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-0.17
38
-0.05
34
1.95
34
-3.87
19
6.69
15

Icici Prudential Global Stable Equity Fund (Fof)

0.79
27
1.59
30
5.15
26
6.63
5
10.73
7

Invesco India Feeder - Invesco Pan European Equity Fund

0.23
34
2.74
21
8.48
19
8.74
2
6.07
18

Invesco India Feeder - Invesco Global Equity Income Fund

1.36
21
4.52
12
11.51
12
9.14
1
9.75
9

Kotak Global Emerging Market Fund

0.57
29
1.14
31
3.51
29
-8.57
21
7.22
14

Pgim India Global Equity Opportunities Fund

2.50
10
7.58
6
14.72
7
-10.42
26
12.03
5

Sundaram Global Brand Fund

2.34
13
5.99
10
12.84
9
0.77
15
9.48
10

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

2.44
11
5.73
11
12.74
10
0.14
16
0.53
22

Pgim India Emerging Markets Equity Fund

0.85
25
1.76
29
0.24
39
-21.31
30
-2.02
24

Edelweiss Us Technology Fund Of Fund

3.38
4
8.70
1
18.91
1
-11.48
28

Axis Global Equity Alpha Fund Of Fund

1.63
20
2.99
20
8.32
20
2.51
10

Invesco India - Invesco Global Consumer Trends Fund Of Fund

1.72
18
3.06
19
6.02
25
-21.77
31

Kotak International Reit Fof

-0.30
40
-1.66
41
-2.33
41
-4.18
20

Kotak Nasdaq 100 Fof

3.52
1
8.31
3
17.37
3
-1.48
17

Axis Greater China Equity Fund Of Fund

-2.27
45
-4.15
45
-4.52
45
-9.40
23

Hsbc Global Equity Climate Change Fund Of Fund

0.47
31
0.90
32
3.45
31

Sbi International Access - Us Equity Fof

1.71
19
3.39
17
9.93
14

Axis Global Innovation Fund Of Fund

1.74
17
4.43
13
9.92
15

Kotak Global Innovation Fund Of Fund

2.39
12
4.41
14
10.04
13

Idfc Us Equity Fund Of Fund

2.90
6
6.01
9
12.44
11

Hdfc Developed World Indexes Fund Of Funds

2.10
15
3.62
16
8.76
17

Mahindra Manulife Asia Pacific Reits Fof

-1.52
44
-3.14
44
-3.15
42

Aditya Birla Sun Life Nasdaq 100 Fof

3.43
2
8.20
4
16.59
5

Pgim India Global Select Real Estate Securities Fund Of Fund

-0.11
37
0.44
33
1.82
35

Icici Prudential Strategic Metal And Energy Equity Fund Of Fund

0.28
32
-0.32
37
1.38
37

Dsp Global Innovation Fund Of Fund

2.59
9
7.42
7
16.42
6

Navi Us Total Stock Market Fund Of Fund

2.25
14
3.77
15
8.87
16

Navi Nasdaq 100 Fund Of Fund

3.39
3
8.45
2
17.50
2

Invesco India - Invesco Eqqq Nasdaq-100 Etf Fund Of Fund

3.32
5
8.16
5
16.72
4

Baroda Bnp Paribas Funds Aqua Fund Of Fund

1.12
22
2.45
23
6.75
22
As On: 30 September 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

-26.11
16
-20.79
8
-6.60
9
15.30
6
11.40
13

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

-26.83
18
-26.41
14
-7.21
12
17.77
15
13.00
17

Dsp World Gold Fund

-39.54
26
-36.58
23
-36.58
27
27.23
25
17.68
24

Dsp World Energy Fund

-32.81
22
-25.48
13
-13.81
20
22.88
21
15.24
22

Dsp World Mining Fund

-27.39
19
-27.49
16
-11.59
17
26.03
24
18.66
25

Dsp World Agriculture Fund

-26.40
17
-26.46
15
-13.83
21
15.25
5
11.02
9

Dsp Us Flexible Equity Fund

-18.42
7
-12.57
4
-4.13
4
14.27
4
9.78
6

Dsp Global Allocation Fund

-15.27
4
-13.36
5
-4.27
5
9.69
1
6.67
1

Edelweiss Greater China Equity Off-Shore Fund

-35.46
24
-50.48
27
-28.39
26
24.84
23
15.13
21

Edelweiss Asean Equity Off-Shore Fund

-15.20
3
-11.44
3
-5.24
8
16.11
9
8.95
3

Edelweiss Us Value Equity Offshore Fund

-14.68
2
-9.70
1
-3.20
1
15.53
7
9.43
4

Edelweiss Europe Dynamic Equity Offshore Fund

-18.95
8
-21.46
10
-7.08
11
18.44
16
12.20
15

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

-23.77
13
-35.42
22
-12.68
19
17.67
14
11.35
11

Edelweiss Us Technology Fund Of Fund

-36.09
25
-42.38
25
-11.40
16
27.91
26
18.85
26

Franklin India Feeder - Franklin U.S. Opportunities Fund

-33.87
23
-34.04
21
-9.34
14
20.96
20
14.64
20

Franklin India Feeder - Templeton European Opportunities Fund

-24.24
15
-27.84
17
-7.27
13
18.62
17
12.44
16

Hsbc Global Emerging Markets Fund

-21.92
9
-30.35
19
-11.71
18
17.40
13
11.04
10

Hsbc Brazil Fund

-40.80
27
-32.47
20
-15.17
22
31.45
27
21.07
27

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-18.38
6
-24.49
12
-24.49
24
15.86
8
9.50
5

Icici Prudential Global Stable Equity Fund (Fof)

-13.45
1
-11.30
2
-3.60
2
12.21
2
8.00
2

Invesco India - Invesco Pan European Equity Fund Of Fund

-22.77
12
-21.36
9
-4.71
6
20.12
19
13.26
18

Invesco India - Invesco Global Equity Income Fund Of Fund

-17.24
5
-19.04
7
-4.98
7
16.64
12
11.46
14

Kotak Global Emerging Market Fund

-22.33
10
-29.38
18
-10.64
15
16.32
10
10.16
8

Sundaram Global Brand Fund

-24.02
14
-23.60
11
-6.97
10
16.60
11
11.37
12

Pgim India Global Equity Opportunities Fund

-31.21
21
-39.61
24
-15.19
23
23.59
22
16.70
23

Pgim India Emerging Markets Equity Fund

-30.49
20
-48.09
26
-28.19
25
20.04
18
13.52
19

Axis Global Equity Alpha Fund Of Fund

-22.64
11
-18.23
6
-4.05
3
13.61
3
9.87
7
As On: 30 September 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

-0.07
16
0.00
16
0.19
13
0.42

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

0.17
10
0.11
10
0.28
11
0.41

Dsp World Gold Fund

-0.57
25
-0.19
25
-0.20
27
0.36

Dsp World Energy Fund

0.26
7
0.17
7
0.38
8
0.45

Dsp World Mining Fund

0.28
6
0.18
6
0.40
7
0.44

Dsp World Agriculture Fund

-0.55
24
-0.18
23
-0.05
23
0.39

Dsp Us Flexible Equity Fund

0.43
3
0.23
5
0.60
2
0.42

Dsp Global Allocation Fund

-0.26
20
-0.09
20
0.19
14
0.43

Edelweiss Greater China Equity Off-Shore Fund

-0.58
26
-0.21
26
-0.14
25
0.46

Edelweiss Asean Equity Off-Shore Fund

0.09
12
0.09
12
0.40
6
0.49

Edelweiss Us Value Equity Offshore Fund

0.49
2
0.31
1
0.76
1
0.46

Edelweiss Europe Dynamic Equity Offshore Fund

0.23
8
0.15
8
0.37
9
0.45

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

-0.52
23
-0.19
24
-0.06
24
0.43

Edelweiss Us Technology Fund Of Fund

-0.00
13
0.06
13
0.13
17
0.42

Franklin India Feeder - Franklin U.S. Opportunities Fund

-0.20
18
-0.04
17
0.06
19
0.40

Franklin India Feeder - Templeton European Opportunities Fund

-0.04
15
0.02
15
0.17
15
0.46

Hsbc Global Emerging Markets Fund

-0.43
22
-0.15
22
-0.02
22
0.41

Hsbc Brazil Fund

-0.02
14
0.06
14
0.15
16
0.44

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-0.16
17
-0.04
18
0.12
18
0.47

Icici Prudential Global Stable Equity Fund (Fof)

0.43
4
0.24
4
0.59
3
0.44

Invesco India - Invesco Pan European Equity Fund Of Fund

0.42
5
0.25
3
0.51
5
0.48

Invesco India - Invesco Global Equity Income Fund Of Fund

0.54
1
0.29
2
0.57
4
0.45

Kotak Global Emerging Market Fund

-0.29
21
-0.10
21
0.05
20
0.40

Sundaram Global Brand Fund

0.13
11
0.09
11
0.28
12
0.40

Pgim India Global Equity Opportunities Fund

-0.25
19
-0.06
19
0.01
21
0.38

Pgim India Emerging Markets Equity Fund

-0.71
27
-0.24
27
-0.14
26
0.38

Axis Global Equity Alpha Fund Of Fund

0.20
9
0.11
9
0.35
10
0.41




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.