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Global funds shine as overseas themes boost Indian portfolios
Strong global equity rallies pushed international mutual funds to sharp gains, though experts expect more measured returns in 2026 amid valuation and regulatory pressures.
International mutual funds have delivered triple digit returns since Budget 2025, driven by US tech rallies, AI spending, and a weaker rupee. Analysts say performance may moderate in 2026 as valuations rise and flows face regulatory limits. Experts advise staggered investments, currency awareness, and selective exposure, noting global rate cycles, geopolitics, and earnings growth will shape returns ahead for Indian investors over coming quarters globally.