Best Performing International Funds & Arbitrage Funds – 2018

6
0 views

In my previous post, I have listed the best Performing Equity Funds ( Large Cap , Midcap/ Small Cap, Diversified Funds), balanced Funds, Debt Funds & Gold Funds. Now ion this post, we are mainly looking for best performing Equity Sector Funds, International Funds as well as Arbitrage funds.

Read my postBest Mutual Funds to invest – Top performing Mutual Funds in India

Equity Mutual Funds – Sector / Thematic

Please note that Sector Funds invest in particular sector and involves higher risk as compared to Diversified funds. Sector specific risks exist in such funds.

Please see the post below for the best performing Equity Sector and thematic funds – (Infrastructure & Banking funds have given 40% returns in last one year) – See the link below:

https://wealth18.com/best-top-performing-sector-or-thematic-equity-funds/

Equity Mutual Funds – International

Please note that International Funds invest in International markets and involves higher risk as compared to Diversified funds. Such funds also carries Exchange Risk.  You should avoid investing in International Funds.

 

  Annualised Return (in %)
International Funds 1 year 3 Year 5 Year 10 Year
         
Motilal MOSt Shares NASDAQ 100 ETF 31.64 18.86 22.77
Franklin (I) FF US Opp. -Direct (G) 31.76 13.10 17.58
ICICI Pru US Bluechip – Direct (G) 20.14 12.40 14.85
Edelweiss Great China Equity OffShore 32.10 11.40 15.52
Franklin Asian Equity Fund (G) 15.90 11.96 12.09
         
As on 20th June 2018 Complied by Wealth18.com

 

 

Equity Mutual Funds – Arbitrage Funds

Also ReadShould you Invest in Arbitrage Funds ?

Such funds exploit differences between spot market & derivatives market. These funds enjoy tax benefit of Equity funds wile giving returns similar to Interest rates.

  Annualised Return (in %)
Arbitrage Funds 1 Yr 3 Yr 5 Yr 10 Yr
       
Reliance Arbitrage Fund 6.99 6.86 7.87
Axis Arbitrage Fund 6.89 6.93
SBI Arbitrage Opportunities 6.82 6.47 7.62
Kotak Equity Arbitrage 6.65 6.74 7.83
ICICI Prudential Equity Arbitrage 6.49 6.75 7.78
         
As on 20th June 2018 Complied by Wealth18.com

 

Note that if you invest in DIRECT plan for above funds, you will get higher returns approx 0.5%

Please see my other posts on

LEAVE A REPLY

Please enter your comment!
Please enter your name here