The average 1 year return of International Mutual Funds is 25.49 % for regular funds and 26.93 % for direct funds. The average 3 year return is 3.53 % for regular funds and 4.7 % for direct funds. The average 1 year SIP return is -5.09 % for regular funds and -3.96 % for direct funds. The average 3 year SIP return is 8.2 % for regular funds and 9.4 % for direct funds. The average Sharpe Ratio is 0.09 and the average Standard Deviation is 15.4%.
Find the best International Mutual Funds for September 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Us Equity Opportunities Fu… | |
27.74% | 8.78% | 15.33% | 15.11% | % | 29.17% | 10.06% | 16.73% | 16.44% | % | 16.66% | -23.03% | -22.64% | % | 0.07 | 0.10 | ||
| Franklin Asian Equity Fund | |
22.87% | -0.95% | 6.22% | 4.62% | 7.03% | 23.96% | -0.06% | 7.07% | 5.40% | 7.82% | 18.07% | -31.45% | -23.56% | -8.24% | 0.55 | -0.11 | -0.34 | |
| Nippon India Japan Equity Fund | |
22.11% | 2.76% | 7.45% | 7.45% | 7.31% | 23.57% | 4.09% | 8.79% | 8.68% | 8.39% | 15.44% | -26.83% | -28.35% | % | -0.05 | -0.19 |
Return Calculated On: 11 October 2024
Ratios Calculated On: 30 September 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Franklin Asian Equity Fund | 14,744.40 | 12,804.50 | 34,988.40 | 40,378.07 | 81,144.00 | 66,879.30 | 115,273.20 | 99,916.99 | 236,688.00 | 162,964.32 | 542,988.00 | 311,629.86 |
| Nippon India Japan Equity Fund | 14,653.20 | 9,965.38 | 39,067.20 | 36,308.56 | 85,950.00 | 63,268.80 | 138,860.40 | 98,474.12 | 243,000.00 | 157,101.60 | ||
| Nippon India Taiwan Equity Fund | 15,506.40 | 11,490.71 | ||||||||||
| nippon india us equity opportunities fund | 15,328.80 | 12,290.60 | 46,332.00 | 45,930.38 | 122,442.00 | 85,273.08 | 224,985.60 | 141,000.05 | ||||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Franklin Asian Equity Fund | 14,875.20 | 12,866.27 | 35,938.80 | 40,952.56 | 84,432.00 | 68,379.24 | 121,363.20 | 102,945.70 | 254,676.00 | 170,124.48 | ||
| Nippon India Japan Equity Fund | 14,828.40 | 10,036.37 | 40,600.80 | 37,061.32 | 91,416.00 | 65,461.44 | 150,393.60 | 103,264.31 | 268,644.00 | 167,469.12 | ||
| Nippon India Taiwan Equity Fund | 15,723.60 | 11,579.52 | ||||||||||
| nippon india us equity opportunities fund | 15,500.40 | 12,368.38 | 47,988.00 | 46,798.81 | 130,056.00 | 88,145.40 | 243,801.60 | 147,951.72 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| None |
-17.42 | -15.69 | -8.75 | 14.30 | 10.13 |
| None |
-17.42 | -15.69 | -8.75 | 14.30 | 10.13 |
| None |
-17.42 | -15.69 | -8.75 | 14.30 | 10.13 |
| None |
-17.42 | -15.69 | -8.75 | 14.30 | 10.13 |
| Franklin Asian Equity Fund |
-23.56 | -31.45 | -31.45 | 18.07 | 11.37 |
| None |
-24.25 | -15.92 | -6.61 | 18.07 | 12.52 |
| None |
-14.81 | -15.93 | -9.55 | 13.19 | 9.34 |
| Nippon India Japan Equity Fund |
-28.35 | -26.83 | -15.62 | 15.44 | 11.09 |
| Nippon India Us Equity Opportunities Fund |
-22.64 | -23.03 | -7.48 | 16.66 | 12.14 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| None |
0.01
|
0.03
|
0.27
|
0.39
|
|
|
|
|
|
|
| None |
0.01
|
0.03
|
0.27
|
0.39
|
|
|
|
|
|
|
| None |
0.01
|
0.03
|
0.27
|
0.39
|
|
|
|
|
|
|
| None |
0.01
|
0.03
|
0.27
|
0.39
|
|
|
|
|
|
|
| Franklin Asian Equity Fund |
-0.34
|
-0.11
|
0.01
|
0.46
|
-8.24
|
0.55 |
0.14
|
|
0.29
|
-14.7647
|
| None |
0.30
|
0.17
|
0.49
|
0.36
|
-2.91
|
0.84 |
0.34
|
|
0.97
|
-0.2577
|
| None |
0.93
|
0.49
|
0.77
|
0.37
|
|
|
|
|
|
|
| Nippon India Japan Equity Fund |
-0.19
|
-0.05
|
0.10
|
0.41
|
|
|
|
|
|
|
| Nippon India Us Equity Opportunities Fund |
0.10
|
0.07
|
0.26
|
0.39
|
|
|
|
|
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Asian Equity Fund |
0.46%
|
-0.91%
|
7.89%
|
4.00%
|
%
|
22.87%
|
-0.95%
|
6.22%
|
4.62%
|
7.03%
|
7.64%
|
| Nippon India Japan Equity Fund |
0.11%
|
-1.30%
|
3.17%
|
3.15%
|
%
|
22.11%
|
2.76%
|
7.45%
|
7.45%
|
7.31%
|
%
|
| Nippon India Taiwan Equity Fund |
%
|
4.17%
|
11.49%
|
-2.85%
|
%
|
29.22%
|
%
|
%
|
%
|
%
|
%
|
| nippon india us equity opportunities fund |
0.86%
|
1.17%
|
3.37%
|
2.01%
|
%
|
27.74%
|
8.78%
|
15.33%
|
15.11%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Asian Equity Fund |
0.46%
|
-0.89%
|
7.97%
|
4.23%
|
%
|
23.96%
|
-0.06%
|
7.07%
|
5.40%
|
7.82%
|
%
|
| Nippon India Japan Equity Fund |
0.11%
|
-1.28%
|
3.27%
|
3.47%
|
%
|
23.57%
|
4.09%
|
8.79%
|
8.68%
|
8.39%
|
%
|
| Nippon India Taiwan Equity Fund |
%
|
4.20%
|
11.62%
|
-2.51%
|
%
|
31.03%
|
%
|
%
|
%
|
%
|
%
|
| nippon india us equity opportunities fund |
0.86%
|
1.20%
|
3.46%
|
2.29%
|
%
|
29.17%
|
10.06%
|
16.73%
|
16.44%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Franklin Asian Equity Fund |
12.61%
|
7.58%
|
4.29%
|
4.88%
|
5.96%
|
6.95%
|
| Nippon India Japan Equity Fund |
-29.71%
|
0.55%
|
2.09%
|
4.47%
|
5.26%
|
%
|
| Nippon India Taiwan Equity Fund |
-7.74%
|
%
|
%
|
%
|
%
|
%
|
| nippon india us equity opportunities fund |
4.50%
|
16.45%
|
14.02%
|
14.52%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Franklin Asian Equity Fund |
13.59%
|
8.54%
|
5.17%
|
5.72%
|
6.78%
|
%
|
| Nippon India Japan Equity Fund |
-28.73%
|
1.89%
|
3.44%
|
5.81%
|
6.48%
|
%
|
| Nippon India Taiwan Equity Fund |
-6.41%
|
%
|
%
|
%
|
%
|
%
|
| nippon india us equity opportunities fund |
5.72%
|
17.77%
|
15.36%
|
15.87%
|
%
|
%
|