ING Global Real Estate Fund

ING Global Real Estate Fund is managed by Mr. Arvind Bansal. ING Global Real Estate Fund offers a unique diversification. Not equity, bonds, money market instruments or gilts - we are talking about a different asset class altogether. To add to it, it is diverse across geographies and sectors and invested in around 100 stocks across minimum 10 countries. This fund has consistently delivered positive annual returns over the past three years - the only equity fund in India to do so. However being an international equity fund it is never recommended for core fund.

Where does ING Global Real Estate Fund invest your money?

The scheme will invest atleast 65% in ING Global Real Estate Securities Fund, upto 35% in the units of other similar overseas mutual fund schemes and may also keep upto 20% of its corpus into money market securities. 

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has ING Global Real Estate Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Dec 2007, your value of investments would be around Rs 1.53 lakhs. The fund has given positive returns consecutively for 3 years. The fund’s performance has been similar to or at times better than other funds in this category. 

Assume you had invested Rs 10,000 every month in ING Global Real Estate Fund through SIP since inception today you would have just around Rs 9.49lakhs.

How will ING Global Real Estate Fund perform in the future?

Needless to say no one can predict the future of markets. We have firm belief in the future prospects of the Indian economy. If the Indian economy grows at 9% then the leading companies tend to do well. When the companies do well their stock prices follow their performance. So if you expect the economy to grow at 8% then you can expect top performing mutual funds to give you returns in excess of 14%.

Mutual fund schemes that have exposure to mid sized companies tend to show results when their bet on few companies comes true. We advise you to avoid too much of star gazing and future prediction. Be reminded that equities are one of the asset classes that have the potential to beat inflation. Your aim for core portfolio should be to beat inflation.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
When to exit?

Withdraw when your goals are close to achievement. Do not remove the money when the markets go up or down. Do not panic. Stick to your goals.

How frequently you need to monitor the performance?

Once you invest in the fund do not get into the habit of checking the NAV daily or monthly. Review the performance twice a year. Too much attention is not good.

What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of ING Global Real Estate Fund is 1.65%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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