How Indians Can Invest in Rolls-Royce, Burberry and Louis Vuitton Through Mutual Funds
The Edelweiss Europe Dynamic Offshore Fund enables Indian investors to access European luxury brands like Rolls-Royce, Burberry, and LVMH with a minimum investment of Rs. 100. Managed by experienced fund managers overseeing Rs. 87,361 crore in combined assets, the fund delivered impressive returns of 50.00% over one year and 22.81% annualised over three years. The diversified portfolio spans 12 European markets with significant allocations to capital goods (15.18%) and banking (12.97%), providing structured exposure to premium European companies through professional fund management.
*this image is generated using AI for illustrative purposes only.
Indian investors seeking exposure to iconic European brands like Rolls-Royce, Burberry, and Louis Vuitton now have a structured pathway through mutual funds. While these prestigious companies don't trade on Indian exchanges, the Edelweiss Europe Dynamic Offshore Fund provides access to these and other European market leaders through a professionally managed investment vehicle.
Fund Structure and Investment Approach
The Edelweiss Europe Dynamic Offshore Fund operates as an open-ended fund of funds that invests in the JPMorgan Funds-Europe Dynamic Fund. This structure offers Indian investors diversified exposure across 12 key European markets, including the United Kingdom, Germany, and France. The fund employs a multi-factor investment approach combining value, quality, and momentum strategies to identify undervalued stocks and companies with strong fundamentals.
| Parameter: | Details |
|---|---|
| Minimum Investment: | Rs. 100 |
| Investment Routes: | SIP and Lump Sum |
| Additional Investment: | Multiples of Re. 1 |
| Fund Type: | Open-ended Fund of Funds |
| Underlying Fund: | JPMorgan Funds-Europe Dynamic Fund |
Fund Management Team
The fund is jointly managed by Bhavesh Jain and Bharat Lahoti, both bringing extensive market experience. Jain has been with Edelweiss Asset Management since January 2008, progressing from low-risk trading strategies to his current role as Fund Manager and Deputy Vice President. His expertise spans arbitrage opportunities across SGX Nifty and NSE Nifty, along with ETF management. Lahoti contributes 13 years of experience in portfolio management and macroeconomic analysis, with previous experience at DE Shaw Group as a senior manager developing research-driven investment ideas.
| Fund Manager: | Assets Under Management |
|---|---|
| Bhavesh Jain: | Rs. 51,474 crore |
| Bharat Lahoti: | Rs. 35,887 crore |
Geographic and Sector Allocation
The fund maintains well-diversified geographic exposure across major European economies. The United Kingdom leads with 22.17% allocation, followed by France at 15.75% and Germany at 15.61%. Switzerland accounts for 13.46%, while the Netherlands contributes 10.97% to the portfolio.
Capital goods form the largest sector allocation at 15.18%, featuring prominent names like Rolls-Royce Holdings PLC (1.92%), Safran SA (2.57%), and Siemens AG-REG (2.31%). The banking sector contributes 12.97% through major European financial institutions including Banco Santander SA (3.16%) and Barclays PLC (2.72%).
Access to Luxury and Premium Brands
The fund provides direct exposure to luxury brands that Indian investors typically cannot access easily. LVMH Moët Hennessy Louis Vuitton, the world's largest luxury goods conglomerate, holds a 0.88% allocation. Burberry Group PLC, the premium fashion house, accounts for 0.65% of the portfolio. These holdings, combined with other consumer discretionary stocks, offer investors participation in Europe's luxury goods market.
| Luxury Brand: | Portfolio Weight | Business Focus |
|---|---|---|
| LVMH: | 0.88% | Luxury goods conglomerate |
| Burberry: | 0.65% | Premium apparel and accessories |
| Rolls-Royce: | 1.92% | Aerospace and power systems |
Performance Track Record
The fund has demonstrated strong performance across multiple time horizons. Over one year, it delivered returns of 50.00%, transforming a Rs. 10,000 investment into approximately Rs. 15,000. The three-year annualised return of 22.81% grew the same investment to Rs. 18,534, while five-year returns of 15.29% increased the value to Rs. 20,378.
SIP Performance Analysis:
| Investment Period: | Total Investment | Market Value | Returns (%) |
|---|---|---|---|
| 1 Year: | Rs. 1,20,000 | Rs. 1,45,478 | 41.86% |
| 3 Years: | Rs. 3,60,000 | Rs. 5,28,611 | 26.65% |
| 5 Years: | Rs. 6,00,000 | Rs. 9,88,376 | 20.08% |
| 10 Years: | Rs. 12,00,000 | Rs. 25,49,702 | 14.42% |
| Since Inception: | Rs. 14,30,000 | Rs. 31,83,031 | 12.69% |
Investment Accessibility
The fund's low entry barrier of Rs. 100 makes European market exposure accessible to a broad range of Indian investors. This structure eliminates the complexity of opening overseas accounts while providing professional fund management and systematic investment discipline. The fund allows both systematic investment plans and lump sum investments, though lump sum investments are currently restricted.
Through this mutual fund route, Indian investors can participate in Europe's established markets and gain exposure to brands and companies that would otherwise remain beyond their direct reach, all while benefiting from professional portfolio management and diversification across multiple European economies.
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