Should I invest in Fidelity International Opportunities Fund?

We don't give personal investment advice. Fidelity International Opportunities Fund - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 56.5%. 5-year CAGR: 5.12%.

Fidelity

Fidelity International Opportunities Fund - Growth Option

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.20%	+0.06%	+0.14	99 / 299	Q2
1W	+0.11%	-3.61%	+3.72	133 / 303	Q2
2W	-0.82%	-4.52%	+3.70	165 / 303	Q3
1M	-0.17%	-5.64%	+5.47	141 / 302	Q2
3M	+4.07%	-4.27%	+8.34	100 / 302	Q2
6M	+15.86%	+1.48%	+14.38	61 / 307	Q1
YTD	+21.62%	-0.18%	+21.81	53 / 309	Q1
1Y	+21.18%	+7.10%	+14.08	88 / 307	Q2
2Y	+0.85%	+2.20%	-1.35	181 / 303	Q3
3Y	+7.71%	+0.76%	+6.95	112 / 264	Q2
4Y	+24.82%	+0.58%	+24.24	8 / 235	Q1
5Y	+5.12%	+0.02%	+5.10	107 / 208	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.76%	+0.51%	+6.24	114 / 310	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2012 YTD	+21.62%	+23.57%	-1.94	124 / 190
2011	-17.82%	-23.68%	+5.86	59 / 241
2010	+21.88%	+11.69%	+10.20	43 / 256
2009	+75.91%	+65.86%	+10.05	82 / 238
2008	-46.06%	-52.86%	+6.79	31 / 198
2007	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.55%

55 windows

min -47.9% · max 119.3%

55% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+12.92%

31 windows

min 5.6% · max 31.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+5.35%

7 windows

min 4.3% · max 7.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.04%

3-year · annualised

Sharpe ratio

0.14

vs risk-free 6.5%

Sortino ratio

0.21

Downside-only deviation

Max drawdown

-20.79%

Nov 2010 → Dec 2011

% positive months

50.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
22 Nov 2012	₹14.4040
21 Nov 2012	₹14.3750
20 Nov 2012	₹14.3120
19 Nov 2012	₹14.2360
16 Nov 2012	₹14.2650
15 Nov 2012	₹14.3880
12 Nov 2012	₹14.5030
9 Nov 2012	₹14.4910
8 Nov 2012	₹14.5230
7 Nov 2012	₹14.6110

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Fidelity International Opportunities Fund - Growth Option is a Growth from Fidelity (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Fidelity International Opportunities Fund - Growth Option has NAV history starting from 29 May 2007, a track record of about 19 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Fidelity International Opportunities Fund - Growth Option is managed by Fidelity. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Fidelity International Opportunities Fund - Growth Option has delivered a absolute return of 21.18% — +14.08 pp ahead of the Growth category average of 7.10%. The fund ranks #88 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Fidelity International Opportunities Fund - Growth Option has delivered a CAGR of 7.71% — +6.95 pp ahead of the Growth category average of 0.76%. The fund ranks #112 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Fidelity International Opportunities Fund - Growth Option has delivered a CAGR of 5.12% — +5.1 pp ahead of the Growth category average of 0.02%. The fund ranks #107 of 208 in its category — the third (Q3) quartile.

₹1 lakh invested in Fidelity International Opportunities Fund - Growth Option exactly 5 years ago would be worth approximately ₹128,378 today — a multiplier of 1.28×, based on the 5-year CAGR of 5.12%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Fidelity International Opportunities Fund - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹807,263 today. That's an XIRR (money-weighted annualised return) of 11.79%.

Fidelity International Opportunities Fund - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹807,263 — XIRR 11.79%.

On a 5-year basis, Fidelity International Opportunities Fund - Growth Option ranks #107 out of 208 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 0.02%; this fund delivered 5.12%.

The worst peak-to-trough decline Fidelity International Opportunities Fund - Growth Option has experienced over the last 5-year window is 56.46% — its NAV fell from a high on 02 Jan 2008 to a low on 09 Mar 2009. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Fidelity International Opportunities Fund - Growth Option averaged 5.35% (best 7.12%, worst 4.27%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.08 — weak risk-adjusted performance.

In calendar year 2011, Fidelity International Opportunities Fund - Growth Option returned -17.82% — beating the Growth category average of -23.68% by 5.86 pp. It ranked #59 of 241 in its category that year.

Fidelity International Opportunities Fund - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Fidelity International Opportunities Fund - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 56.5%. 5-year CAGR: 5.12%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.