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Alphabet, Tesla and Amazon are the favorite stocks for U.S.-focused mutual funds. Here are the top 10 stocks out of 48 international funds that Indian investors can invest in, 12 of which invest in the US market. Most of it is invested in technology companies listed on the US market.
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Retail investors in India now have the opportunity to buy U.S. stocks directly. Both the BSE and NSE have announced the launch of a platform for Indian investors to trade select US stocks. Currently, few brokers facilitate buying and selling of US stocks for Indian investors by partnering with US brokers. However, the mutual fund route has been a viable way for Indian investors to invest in US stocks. Currently, there are 12 funds that invest primarily in U.S. stocks either directly or through funds of funds. It scores on many fronts, including lower fees and professional management. The US stock market has always been one of the most developed markets in the world. These funds help Indian investors buy shares of companies that cannot be bought in India. The allocation to foreign equities also provides geographic diversification and USD hedging. Below is a list of the top 10 stocks held by these U.S.-focused funds. Portfolio data as of July 31, 2021.
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The Motilal Oswal Nasdaq 100 ETF (MON100) is a passively managed exchange-traded fund (ETF) that invests in the constituent stocks of the Nasdaq 100 Index. It manages the largest asset size of Rs 4,746 crore (as on 31 July 2021) among US-focused funds. The fund house also offers a Fund of Funds (FoF) that primarily invests in MON100. The Nasdaq 100 Index includes the 100 largest non-financial companies listed on the Nasdaq stock market, by market capitalization. It reflects companies in computer hardware, software, telecommunications, retail/wholesale trade and biotechnology. Over the past 10 years, MON100 has delivered a compound annualized return (CAGR) of 28%. Another fund “Kodak Nasdaq 100 Fund of Funds” invests in overseas ETFs of the IShares Nasdaq 100 ETF.
Franklin India Feeder – Franklin U.S. Opportunities Fund (FIF-FUSOF) is a fund of funds that invests in overseas funds – Franklin U.S. Opportunities Fund (target fund) units. Launched in February 2012, FIF-FUSOF has grown at a CAGR of 20% since launch. The underlying fund invests primarily in the US (95%), it also holds stocks listed in the UK (1.7%), Canada (1.2%) and China (0.6%). However, it has a higher weighting (around 42%) in technology stocks.
Motilal Oswal S&P 500 Index Fund is a passively managed index fund that tracks the world’s largest index, the S&P 500 Index. The index invests in the leading 500 companies listed in the United States, covering approximately 80% of available market capitalization. It has grown at a CAGR of 20% (in INR) over the past 10 years.
Edelweiss US Technology Equity FOF is the parent fund that invests in the underlying fund – JPMorgan US Technology Fund. It is an industry fund that invests in current technological megatrends, such as cloud computing, artificial intelligence, OTT, e-payment, self-driving cars, etc.
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The ICICI Prudential US Bluechip Equity Fund invests in securities of blue chip companies listed on US stock exchanges. It is benchmarked against the S&P 500 Index. It has a well-diversified portfolio, holding about 47 stocks across industries. It was launched in July 2012 and has grown at a CAGR of 18% since launch.
SBI International Access – US Equity FoF is a fund of funds investing in units of AMUNDI Funds US Pioneer Fund -12 USD C, primarily investing in securities of the United States. It has a diversified portfolio.
Mirae Asset NYSE FANG+ ETF (MAFANG) is a passively managed ETF that closely tracks the NYSE FANG+ Index. The NYSE FANG+ Index is an equal dollar-weighted index designed to represent a portion of the technology and consumer discretionary sectors, consisting of 10 growth stocks of highly traded U.S. technology and technology-enabled companies. It launches in May 2021. The fund company also provides FoF that mainly invests in MAFANG.
DSP US Flexible Equity Fund is a FoF investing in units of BlackRock Global Funds – US Flexible Equity Fund (underlying fund). It was launched in August 2012 and has grown at a CAGR of 17% since launch. The underlying fund invests primarily in U.S. large-cap stocks.
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Nippon India US Equity Opp Fund invests in high quality stocks listed in the US. The fund’s investment strategy will be underpinned by Morningstar’s research support. It was launched in July 2015 and has grown at a CAGR of 16% since launch.
Edelweiss US Value Equity Offshore Fund (EUVEOF) is a FoF investing in JPMorgan Funds – US Value Fund (Underlying Fund). It’s worth noting that while most other U.S.-focused funds follow a growth-oriented strategy and invest mostly in technology stocks, EUVEOF follows a value style and invests primarily in stocks other than tech stocks.
IDFC US Equity FoF (IUEF) is a recently launched fund that will invest in the underlying fund of growth investing, the JP Morgan US Equity Growth Fund. The underlying fund invests primarily in large-cap stocks with some exposure to mid-cap stocks.
Alphabet Inc., Google’s holding company, has been the most popular stock among U.S.-focused mutual funds. Other preferred stocks are Apple, Amazon.com, Facebook and Microsoft.
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Tags: #Alphabet Inc #Apple (NASDAQ: AAPL) #BSE #FANG #Global mutual funds #investing #Mutual Funds #Nasdaq #NSE #NYSE #S&P 500 Index #top 10 us stocks #us focused mutual funds # us mutual funds #美国股票 Well, before you hit the unfollow button, I’m not saying Canada’s largest mutual fund is awesome. That said, even with the hefty fees, the returns are very impressive. Many Canadians have been able to amass considerable wealth in some of the largest mutual funds in Canada. Let’s start by looking at the RBC Select Balanced Portfolio. very good. Maybe even very good compared to typical mutual funds in Canada.
Note that I have updated this post to include the pandemic period. Returns are updated year-to-date, with a one-year period through August 2020. Below that section, I’ve also updated the 2020 and 2021 returns with the iShares single-ticket benchmark. The latest update covers the first half of 2022.
It manages over $38 billion in AUM assets. The MER is 1.94%. The last listed transaction fee ratio is 0.06%, bringing the total fee to 2.0%.
Obviously, this is a very “long term” mutual fund. Many mutual funds were closed or consolidated due to poor performance. The mutual fund industry loves to hide their mistakes and poor performance. It’s easy to take them out of sight. Given this, other funds may have been merged into this popular fund.
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I’ll look into history. But for an RBC client or fund investor who has been in this balanced asset allocation model, it should be a continual money track or switch.
Funds or fund families have grown almost 8-fold. If one invests regularly, they should be able to amass substantial wealth. This accumulation of wealth depends largely on savings rates. Substantial returns exist and account for it.
That’s not bad. It has trailed the lower-fee Tangerine Balanced Portfolio by 0.4% annually over the past 10 years. Assets and asset allocation performed slightly better than simple Tangerine index-based approaches. But that “excellence” was eaten up by higher fees.
Balanced mutual funds work well. That said, it trails iShares’ benchmark ETF portfolio, XBAL. This is a 0ne annualized total return through the end of 2021.
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The total return is very solid, almost in line with the Tangerine Core portfolio’s 5- and 10-year numbers. That said, the RBC fund lags behind the excellent Mawer fund.
Mawer is a good choice. They practice the art of boring while delivering incredible rewards. The minimum investment in each fund is $5,000.
U.S. and international stock markets enter a bear market (down 20% or more) in 2022. Canadian markets are in correction territory (down 10% or more). This MoneySense post looks at stock and bond returns through 2022.
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The market correction has significantly lowered the total return over the last year, 3 years and 5 years. The fund is down 15.56% in 2022. As a benchmark, iShares XBAL is down 14.59% in 2022.
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Over the past 5 years, XBAL has returned 3.98% per annum compared to RBC Balanced Fund’s 3.26% per annum. Advantage ETFs.
Next we’ll look at Canada’s second-largest fund. This is RBC’s more conservative Balanced Return Portfolio model.
Again, these fees can be a hindrance in modest ways. But over time, Canadians could have created a lot of wealth in this conservative model.
This is the top quartile of mutual funds across the board. Here is the return compared to the benchmark iShares Core Conservative Balanced ETF – XCNS.
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Conservative funds have had meager returns over the past 5 years or less.
