Many mutual fund investors are now turning to international and thematic funds after seeing some schemes deliver exceptional returns over the past year, with gains of up to 200%. Technology- and semiconductor-focused funds, particularly those with exposure to Taiwan, have generated strong returns as the global artificial intelligence (AI) boom fuelled demand for chips and advanced technology products.
A similar query came from Abhijit, a viewer of The Money Show on ET Now, who is looking to add thematic exposure for diversification. He wants to know whether the Nippon India Taiwan Equity Fund is the right choice for his portfolio.