How to invest in top companies in India or US and you get Double

Articles on- Learn & Compare Big Companies Share returns 

What is the goal of every investor to create wealth and how to create wealth by investing in companies with a consistent track record a high brand value and a bright future so if I ask you what are the most valuable brands in the world let me show you Forbes latest list of world's most valuable brand in 2021. How to invest in top companies of the world like amazon Facebook Microsoft, Apple, and Google Or How to invest in stock market in india.

How to invest in top companies in share marketing

1-Apple        [$241.2B]

2-Google      [$207.5B]

3-Microsoft  [$162.9B]

4-Amazon     [$135.4B]

5-Facebook   [$70.3B]

Note:- Start your extra money on Big Company [ investing and Earn money]

The Number one brand is Apple with a brand value of 241.2 billion dollars it is followed with Google with a brand value of 207.5 billion dollars third position is of Microsoft with a brand value of 162.9 billion dollars it is followed with Amazon and Facebook with a respective brand value of  135.4 billion dollars and 70.3 billion dollars so if I ask you want is the common thing among all these companies the answer is they are all Technology Companies can you figure out anything else which is common among them they are all US-Based companies.

Now is I ask you as an Indian investor how can you invest in these top companies In this article I am going to discuss 6 Mutual Fund which can help you invest in these top companies like -Apple Facebook Google Microsoft etc.

Sahil Bhadviya( Explainer ) Investing Expert

Hi, my name is Sahil and this is my personal finance academy where I explain everything about money management in layman's language before we get into the details of funds that can help you invest in apple facebook amazon, etc.

let's quickly look at the 5-year returns of these top five companies, Apple share has jumped from the level of 115 in august 2015 to the current level of 425 giving a return of 265 percent in the last five years, Microsoft shares price has jumped from the level of 46 in August 2015 to current level of 205 giving a return of 345 percent in last five years Google Share price has jumped from the level of 664 in august 2015 to current level of 1427 giving a return of 124 percent in last five years.

Amazon's share price jumped from the level of 522 in August 2015 to the current level of 3164 giving a return of a whopping 506 % in last five years. Facebook price has jumped from the level of 94 in august 2015 to current level of 253 giving a return of 169 percent in last five years. Not only this when you invest in US-based companies you also get the benefits of US dollars appreciation against the Indian rupee. So if you compare the US dollar to Indian rupee price in last five years USD has jumped from level of 64 in 2015 to current level of 75 that's a rise of 17 percent so if you don't do anything and just keep money in US dollars then also you will see the rise in your investment value. Hence as an Indian investor you get Double advantages of return from the stock as well as the dollar appreciation on top of this it helps in diversification. 

When you invest a portion of your money in global companies you get the global exposure and it hedges your investment against the volatility of the Indian Market.

Here Top Companies where you can invest and take valuable returns. 

Where to invest money in Share market

Now Let's discuss the six funds which can help you invest in the top US companies 

1-Parag parikh Long term equity fund

2-Axis Growth opportunities fund

3-Motilal Oswal S&P 500 Index fund- Direct-Growth

4-Motilal Oswal Nasdaq 100

5-ICICI  Prudential US Bluechip Equity Fund- Direct-Growth

6-Nippon India US Equity Opportunity Fund- Direct-Growth


[1]-Parag parikh Long term equity fund

So the first one is parag parikh long-term equity fund this fund falls in the category of the multi-cap fund if you look at the expense ratio it is 1.1 % the fund size is 3513 crore and the one year return is 19.6 percent please note that this return is as of 31st July 2020. Now let's look at the foreign equity holding so paragraph long-term equity fund is got 28.9 exposure in foreign equities rest of the expose is in Indian equities, Now let's look at the breakup of foreign equities so the top allocation is:-

Start-investing-money-big-companies-google-apple

1-Amazon with a Percent allocation of 8.8%

2-Google with a percent allocation of 7.9%

" Please Note that here the investment is in the parent company of Google which is your alphabet ". 

3-Facebook with a percent allocation of 5.9% and 

4-Microsoft with a percent allocation of 2.1%

so you can see that paragraph long term equity fund has got a good exposure in the top companies like amazon facebook Google and Microsoft.


[2]-Axis Growth opportunities fund

Now let's discuss fund number two which is your access growth opportunity fund direct growth this fund fall in the category of large and mid-cap fund the expense ratio is very low it is just 0.46 % if you look at the fund size it is 1174 crore if you look at the one-year return it is 8.36 % please note that the last one-year return of nifty 50 is just one percent whereas this fund has given 8.36% return and the major reason is it has got exposure in US-based equities which has done considerably well in last one year so let's look at the foreign equity holding of excess growth opportunity fund it has got an exposure of 24.09 in foreign equities out of which 

Invest money on share market

1-Amazon has got 1.48% allocation 

2-Google has got 1.24% allocation 

3-Facebook has got 1.09 allocation 

4-Microsoft has got 1.61 allocations 

Please note that the top holding of this fund is in Indian companies they holding an amazon google Facebook and Microsoft is around five to six percent and rest of the global equity exposure is in companies like visa adobe Procter and gamble intuit etc. Again note that the one-year returns are as of 31st July 2020. 


Where to invest money for Indian in 2021

1-Motilal Oswal
2-PRADHAN MANTRI VAYA VANDHAN YOJANA (PMVVY)
3-SENIOR CITIZENS SAVINGS SCHEME (SCSS):
4-EMPLOYEE PROVIDENT FUND (EPF):
5-NPS (NATIONAL PENSION SCHEME)
6-SUKANYA SAMRUDHI YOJANA (SSY)

[3]-Motilal Oswal S&P 500 Index fund- Direct-Growth

Now let's look at the third fund which is your Motilal Oswal S&P 500 direct growth so if we talk about the category of this fund it falls under the index fund category so this is not an active fund it is an index fund where this fund simply replicates the S&P 500 of the US that is your top 500 companies of the US if you look the expense ratio it is 0.49 % if you look at the fund size it is 264 crore if you look at the one-year return it is not applicable and the reason is it relatively new fund it was launched in April 2020. Now, look at the foreign equity holding so this fund has got 98.8% allocation in the US Based companies and it makes sense because it replicates the S&P 500 of the US.

Now, look at the percentage holding of the top companies. 

-Microsoft has got a percentage allocation of 5.89%

-Apple  has got a percentage allocation of 5.77%

-Amazon has got a percentage allocation of 4.39%

-Google has got a percentage allocation of 3.24%

-Finally, Facebook has got a percentage allocation of 2.08%


[4] -Motilal Oswal Nasdaq 100

Now let's discuss the fourth fund in the category, So the Fourth fund is Motilal Nasdaq 100 if you look at the category it is an ETF fund. Please note that ETF funds are similar to your index fund but they are traded like a stock so if you want to invest in Motilal Oswald Nasdaq 100 you would need a trading account and a demet account so basically this fund replicates the nesdek 100 funds which mean it replicates the top 100 funds of the US stock market if you look at its expense ratio it is just 0.54% if you look at the fund size it is 1090 crores if you look at the one year return it is 46.68%. I know this is crazy where the Nifty is giving as low as 1%t return in last one year this fund is giving as high as 46% return \.

So let's look at the foreign equity holding of this one so this fund invest 98.8% of the money in the foreign equity what are the top companies, let's look at it so the top holding is in 

1-Apple:- which enjoys the allocation of 12.19%

2-Microsoft:-with percentage allocation of 11.7%

3-Amazon: with percentage allocation of 10.39%

4-Facebook: with percentage allocation of 4.12%

5-Google: with 7.84% allocation 

NOTE:- Click the Below link for Read more information

Learn Basics of Copywritting Skill and start Earning

[5] -ICICI  Prudential US Bluechip Equity Fund- Direct-Growth

Here Fith option to invest in top US companies is ICIC Prudential US Blue chip equity fund direct growth if you look at the category it falls under the global fund category if you look at the expense ratio it is on the higher side with 1.68% expense ratio if you look at the fund size it is 691  crore rupees if you look at the one-year return it is given 21% return in last one year. Now let's look at the foreign equity holding, So ICIC potential US blue-chip fund has invested 94.57 percent of the money in U.S. equities.

Now let's look at the allocation in the top companies so 

1-Amazon has got 4.0% allocation 

2-Microsoft with the allocation of 2.08% 

3-Google with a percentage allocation of 1.44%

4-Facebook with a percentage allocation of 1.43%

Note:- Affiliate Link Click and Purchase 

Equipment & Services I use: 

[6]-Nippon India U.S. Equity Opportunity Fund- Direct-Growth

Now let's discuss the sixth and final option to invest in the U.S. Economy so the sixth option is Nippon India U.S. equity opportunity fund direct growth if you look at the category it falls under the global fund category if you look at the expense ratio it is 1.5% the fund size is 145 crore if you look at the one-year return it has given 22.38% return in last one year please note that the returns are as of 31st July 2020 and if you look at the foreign equity holding this fund has invested 92.87% in foreign.


look at the allocation in top companies

1-Microsoft with a percentage allocation of 6.48%

2-Amazon with a percentage allocation of 5.7%

3-Facebook with a percentage allocation of 5.58%

4-Google with a percentage allocation of 4.53%

In this article, we discussed How to invest in top companies of the world like amazon Facebook Microsoft, Apple, and Google.


Post a Comment

0 Comments