How Indians Can Invest in Rolls Royce, Burberry and Louis Vuitton Through Mutual Funds

Synopsis: This article explains how Indian investors can gain exposure to iconic European brands like Rolls-Royce, Burberry, and Louis Vuitton throughMutual Funds, covering its investment strategy, portfolio composition, fund managers, geographic exposure, and long-term performance across lump sum and SIP routes.

Some of the world’s most powerful brands don’t trade on Indian exchanges, yet we interact with them more often than we realise. The engines that power long-haul flights, the luxury labels seen in flagship stores, and the companies shaping Europe’s economy all sit beyond our markets. For most Indian investors, owning these names feels distant or complicated. But there are simpler ways to gain exposure without dealing with overseas accounts or constant market tracking. This article looks at one such option that quietly opens the door to Europe’s biggest businesses.

Edelweiss Europe Dynamic Offshore Fund

Edelweiss Europe Dynamic Offshore Fund is an open-ended fund of funds that invests in the JPMorgan Funds-Europe Dynamic Fund, offering Indian investors a structured way to gain exposure to European equities. The fund provides diversification across 12 key European markets, including the United Kingdom, Germany, and France. 

It follows a multi-factor investment approach that blends value, quality, and momentum strategies, aiming to identify undervalued stocks, businesses with strong fundamentals, and companies showing sustained operational strength. Through this structure, investors gain access to a broad basket of European companies managed by JP Morgan Asset Management, a globally recognised and established investment firm.

The scheme allows investors to start with a minimum investment of Rs. 100, applicable to both SIP and lump sum routes, with additional investments permitted in multiples of Re. 1. However, lump sum investments are currently restricted by the fund. This low entry threshold makes the fund accessible to a wide range of investors looking to diversify internationally while benefiting from professional fund management and a disciplined investment framework focused on long-term risk-adjusted returns.

Fund Managers

The fund is jointly managed by Bhavesh Jain and Bharat Lahoti, both of whom bring extensive experience in financial markets and portfolio management. Bhavesh Jain has been associated with Edelweiss Asset Management since January 2008 and has over a decade of experience across various market segments. He began his career in the low-risk trading team, where he worked on arbitrage opportunities across SGX Nifty and NSE Nifty, as well as cash-futures and index arbitrage strategies.

Over the years, he has progressed to his current role as Fund Manager and Deputy Vice President, overseeing multiple strategies focused on delivering risk-adjusted returns, including ETFs. The total assets under management across schemes handled by him stand at Rs. 51,474 crore.

Bharat Lahoti brings 13 years of experience spanning portfolio management, macroeconomic analysis, and sector research. Before joining Edelweiss Asset Management Limited, he worked with leading investment banks and asset management firms, gaining deep expertise in both fundamental and quantitative research.

His previous role was with the DE Shaw Group, a global hedge fund, where he served as a senior manager developing research-driven investment ideas. The total assets under management across schemes managed by him amount to Rs. 35,887 crore, adding further depth and credibility to the fund’s investment management team.

From a geographic standpoint, the fund is well spread across major European economies. The United Kingdom forms the largest country exposure at 22.17 percent, followed by France at 15.75 percent and Germany at 15.61 percent. Switzerland accounts for 13.46 percent of the portfolio, while the Netherlands contributes 10.97 percent. Other exposures include Italy at 4.55 percent, Denmark at 4.13 percent, Spain at 3.85 percent, allocations to European Funds at 3.28 percent, and Finland at 1.83 percent, offering investors diversified access across developed European markets.

Capital Goods

Capital goods form a significant portion of the portfolio with an overall weight of 15.18 percent, reflecting exposure to industrial, engineering, and aerospace-led growth across Europe. Fluidra SA, with a 0.82 percent allocation, is a leading player in pool and wellness equipment, serving both residential and commercial markets. 

GEA Group AG, accounting for 1.24 percent, specializes in industrial engineering solutions, particularly for the food, beverage, and pharmaceutical industries. KION Group AG, with a 0.50 percent weight, is a key player in industrial trucks and supply chain solutions, while Konecranes Oyj at 1.34 percent focuses on lifting equipment and services for ports and heavy industries.

MTU Aero Engines AG, holding 1.25 percent of the portfolio, is a major manufacturer of aircraft engines and a critical supplier to global aviation programs. Rolls-Royce Holdings PLC, with a 1.92 percent allocation, is a leading aerospace and power systems company known for aircraft engines used in civil aviation and defense. Safran SA, the largest holding within this segment at 2.57 percent, operates across aerospace propulsion, aircraft equipment, and defense systems.

Siemens AG-REG, representing 2.31 percent, is a diversified industrial and technology conglomerate with strong positions in automation, electrification, and digital industries, while Siemens Energy AG at 1.36 percent focuses on power generation, transmission, and energy transition technologies. Thales SA, with a 1.03 percent weight, provides advanced electronics and systems for aerospace, defense, and cybersecurity, and Volvo AB at 0.84 percent is a global manufacturer of commercial vehicles, construction equipment, and industrial engines.

Banks

The banking sector constitutes 12.97 percent of the portfolio, providing exposure to Europe’s major financial institutions. Banca Monte dei Paschi di Siena, with a 0.70 percent allocation, is one of Italy’s oldest banks, serving retail and corporate customers. Banco Santander SA, the largest banking exposure at 3.16 percent, is a global banking group with a strong presence across Europe and Latin America. Barclays PLC, accounting for 2.72 percent, operates as a universal bank offering retail, corporate, and investment banking services. 

NatWest Group PLC, with a 2.07 percent weight, focuses primarily on retail and commercial banking in the UK. Société Générale SA at 1.92 percent provides a wide range of financial services including retail banking, corporate finance, and investment solutions, while UniCredit SpA, with a 2.40 percent allocation, is a leading pan-European commercial bank with a strong footprint in Italy and Central Europe.

Energy

Energy stocks make up 7.12 percent of the portfolio, offering exposure to both traditional and transition-oriented energy businesses. Aker Solutions ASA, with a 0.13 percent allocation, delivers engineering and construction services to the energy industry, particularly offshore projects. Galp Energia SGPS SA at 1.02 percent is an integrated energy company involved in exploration, production, refining, and renewables. Gaztransport et Technigaz SA, holding 0.92 percent, specializes in membrane containment systems used in liquefied natural gas transport and storage. 

Neste Oyj, with a 1.04 percent weight, is a global leader in renewable fuels and sustainable solutions. SBM Offshore NV at 1.15 percent provides floating production systems for offshore energy projects, while Shell PLC (UK), the largest energy holding at 2.86 percent, is a global energy major with operations spanning oil, gas, and renewable energy solutions.

Insurance

Insurance accounts for 6.75 percent of the portfolio, providing stability through well-capitalised insurers. Allianz SE, with a 2.55 percent allocation, is one of the world’s largest insurance and asset management groups. ASR Nederland NV at 1.46 percent focuses on life, non-life, and pension products in the Dutch market. Prudential PLC, holding 1.56 percent, operates across life insurance and asset management with a strong presence in Asia and Africa. Unipol Assicurazioni SpA, with a 1.18 percent allocation, is a prominent Italian insurer offering a range of insurance and financial products.

Food, Beverage and Tobacco

This segment contributes 5.56 percent to the portfolio and includes well-known consumer brands. Carlsberg AS-B at 1.62 percent is a global brewing company with strong positions across Europe and Asia. Coca-Cola HBC AG, with a 1.56 percent weight, is one of the largest bottlers of Coca-Cola products worldwide. Cranswick PLC at 0.87 percent is a UK-based food producer focused on fresh and processed protein products. Nestlé SA-REG, holding 0.65 percent, is the world’s largest food and beverage company with a diversified portfolio of everyday consumer brands. Pernod Ricard SA at 0.86 percent is a global leader in premium wines and spirits.

Consumer Discretionary Distribution and Retail

This segment represents 3.63 percent of the portfolio. Next PLC, with a 1.40 percent allocation, is a major UK-based fashion and homeware retailer with a strong online presence. Prosus NV, accounting for 2.23 percent, is a global consumer internet company with significant investments in e-commerce, food delivery, and online classifieds.

Financial Services

Financial services contribute 3.27 percent to the portfolio, providing exposure beyond traditional banking. DWS Group GmbH & Co KGaA, with a 1.37 percent weight, is a global asset management firm offering active and passive investment solutions. Euronext NV at 0.85 percent operates pan-European stock exchanges and related market infrastructure. St James’s Place PLC, holding 1.05 percent, is a UK-based wealth management company focused on long-term financial planning.

Commercial and Professional Services

This segment accounts for 3.26 percent of the portfolio and includes companies providing specialised services. Bilfinger SE, with a 1.19 percent allocation, offers industrial services for process industries. Mitie Group PLC at 0.72 percent delivers facilities management and professional services across the UK. SPIE SA, holding 1.35 percent, provides multi-technical services in energy and communications infrastructure across Europe.

Consumer Durables and Apparel

Consumer durables and apparel form 2.91 percent of the portfolio, offering exposure to premium and discretionary spending trends. Asmodee Group AB-B at 0.71 percent is a global leader in tabletop games and entertainment products. Burberry Group PLC, with a 0.65 percent allocation, is a luxury fashion house known for its premium apparel and accessories. Games Workshop Group PLC at 0.67 percent designs and retails miniature tabletop games with a loyal global customer base. LVMH Moët Hennessy Louis Vuitton, holding 0.88 percent, is the world’s largest luxury goods conglomerate with brands spanning fashion, leather goods, wines, spirits, and cosmetics.

Automobiles and Components

Automobiles and components account for 1.21 percent of the portfolio, represented entirely by Michelin. Michelin (CGDE), with a 1.21 percent allocation, is a global tyre manufacturer serving passenger vehicles, commercial transport, and speciality mobility solutions, while also investing in sustainable materials and advanced mobility technologies.

Historical Performance

The fund’s trailing return data reflects a strong performance across shorter time frames, highlighting its ability to capture favourable market trends in European equities. Over a one-year period, the scheme delivered a return of 50.00 percent, turning an investment of Rs. 10,000 into approximately Rs. 15,000. Over three years, the fund generated an annualised return of 22.81 percent, with the same Rs. 10,000 investment growing to Rs. 18,534. Even across a five-year horizon, the scheme maintained healthy momentum, posting annualised returns of 15.29 percent and increasing the investment value to Rs. 20,378, indicating consistency through varying market cycles.

Looking at longer durations, the fund has delivered steady compounding over time. Over ten years, the annualised return stood at 10.43 percent, translating Rs. 10,000 into Rs. 26,991. Since inception (7th Feb 2014), the fund has recorded an annualised return of 8.91 percent, with the investment value rising to Rs. 27,602. 

These figures underline the fund’s long-term approach, where returns may moderate over extended periods but still reflect disciplined portfolio construction and exposure to established European markets. It is important to note that these numbers pertain to the regular plan, while direct plan performance may vary slightly.

The SIP performance further demonstrates the fund’s suitability for long-term, systematic investing. A one-year SIP investment of Rs. 1,20,000 delivered returns of 41.86 percent, resulting in a market value of Rs. 1,45,478. Over three years, total investments of Rs. 3,60,000 grew to Rs. 5,28,611, reflecting annualised returns of 26.65 percent.

 For longer SIP tenures, a five-year investment of Rs. 6,00,000 reached Rs. 9,88,376 with returns of 20.08 percent, while a ten-year SIP of Rs. 12,00,000 accumulated to Rs. 25,49,702 at a return of 14.42 percent. Since inception, total SIP investments of Rs. 14,30,000 have grown to Rs. 31,83,031, delivering annualised returns of 12.69 percent, highlighting the power of disciplined investing combined with global diversification.

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