Indian Mutual Funds That Invest in US Stocks | North Loop Official Blog
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14 Oct 2020

Indian Mutual Funds That Invest in US Stocks

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What are Mutual Funds?

Mutual funds are the investment instruments wherein customers deposit money as a lump sum or SIPs (Systematic Investment Plans) at regular intervals to portfolio managers (money managers). Most Mutual Funds usually consist of a diverse portfolio of all-weather performing Indian Companies. While investing in these funds might be a wise choice, for those looking for hybrid solutions, there are other choices.

Benefits of a Diverse Portfolio

Indian Mutual funds consist of only Indian Companies, this means that the performance of these securities is contingent on the current market scenario in India. However, mutual funds have their own advantages, with one being that the diversification of securities diversifies risk exposure and the other being that well-seasoned money managers manage your portfolio with their level of expertise. This in turn helps with good return on investment.

But still, one problem persists- in an economy ravaged by COVID-19, is it still wise to invest in Indian securities?
That’s where our niche set of investment institutions come in clutch in this context, where investments are diversified in global securities markets.

We’re sure as soon as you read the above, there’s one question instilled in your mind- How to invest in the US stock market from India?

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How to invest in the US stock market from India?

We’re pretty certain that the option of investing in the US across all sue would have piqued the curiosity of well-seasoned investors as well as experimental investors. We’re going to uncover the ways through which investors can invest in the US stock market that can deliver both reasonable risk and high returns. US companies like Apple, Alphabet (Google), and Microsoft are pioneers across the world, their share prices continue to soar with the release of their new products, Investing in such companies can give the investor a sense of security and relief that they shall get constant returns.

Given below is the list of top mutual funds that invest in the US Stock Market-

Name Assets Under Management
(AUM)
Returns (% per annum)
1 month6 months1 year3 years5 years
Franklin India Feeder Franklin US Opportunities Fund₹ 2,252 Cr5.2636.648.8425.9219.38
Nippon India US Equity Opportunities Fund₹ 200 Cr2.325.0127.0319.1917.28
ICICI Prudential US Bluechip Equity Fund₹ 811 Cr2.913.872217.515.81
DSP US Flexible Equity Fund₹ 250 Crs1.524.7524.2214.3114.11
Edelweiss US Value
Equity Offshore Fund
₹ 40 Crs1.914.677.357.728.72


Note- all of the schemes have a SIP (systematic investment plan) option as well as a lump-sum payment option. Some schemes charge a fee on premature redemption known as the exit load.

Franklin India Feeder Franklin US Opportunities Fund-

  • Benchmark- Russell 3000 Growth

  • Min. Investment- SIP ₹500 & Lumpsum ₹5000

  • Portfolio Allocation - 100% Allocated to Franklin India Feeder Franklin US Opportunities Fund (Financial Sector, Other Cap).

  • Risk Appetite Required- High


Nippon India US Equity Opportunities Fund

  • Benchmark- S&P 500

  • Min. Investment- SIP ₹100 & Lumpsum ₹5000

  • Portfolio Allocation - Allocated across many bluechip stocks like Microsoft, Amazon, and Facebook. (Diversified into various sectors, 97.02% Large Cap)

  • Risk Appetite Required- High


ICICI Prudential US Bluechip Equity Fund

  • Benchmark- S&P 500

  • Min. Investment- SIP ₹100 & Lumpsum ₹5000

  • Portfolio Allocation - Allocated across many bluechip stocks like Salesforce, Alphabet (Google), Aspen Tech Inc. (Diversified into various sectors, 97.98% Large Cap)

  • Risk Appetite Required- High


DSP US Flexible Equity Fund

  • Benchmark- Russell 1000

  • Portfolio Allocation - 95.3% Allocated to Black Rock Global Funds (Financial Sector, Other Cap).

  • Risk Appetite Required- High

  • Min. Investment- SIP ₹500 & Lumpsum ₹1000


Edelweiss US Value Equity Offshore Fund

  • Benchmark- Russell 1000

  • Min. Investment- SIP ₹300 & Lumpsum ₹5000

  • Portfolio Allocation - 98.9% Allocated to JP Morgan Funds (Financial Sector, Other Cap).

  • Risk Appetite Required- High


While investing in mutual funds, it is important to determine the initial amount invested, followed by the returns expected and the tenure (investment period). Once this is done, investors next need to decide the amount of risk they can afford to be exposed to. This in turn helps fund managers create a portfolio that is in-line with the requirements of the investor. North Loop offers handpicked mutual funds with the ease of round up investing, and an automated set of rules and goals. Choose across various portfolios and realize your financial goals with North Loop. Sign up here.

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This publication is provided for general information purposes only and is not intended to cover every aspect of the topics with which it deals. It is not intended be advice. You must obtain professional advice before taking, or refraining from, any action on the basis of the content in this publication. The information in this publication does not constitute legal, tax, investment or other professional advice from North Loop or its affiliates. We make no representations, warranties or guarantees, whether express or implied, that the content in the publication is accurate, complete or up to date. All opinions expressed do not reflect the views of North Loop nor are endorsed by North Loop.