By MOFSL
2026-02-23T08:50:00.000Z
4 mins read

How global events impact Indian Mutual Funds

motilal-oswal:tags/mutual-fund,motilal-oswal:tags/mutual-fund-account,motilal-oswal:tags/sip,motilal-oswal:tags/mutual-fund-investment
2026-02-23T08:50:00.000Z

Impact of global markets on Indian mutual funds

It’s a common morning routine: you check the news and see that the US Federal Reserve has changed interest rates or that there’s a new trade policy in Washington. You might think, How does this affect my Small Cap fund in India? In 2026, the world of finance is more connected than ever. Your mutual funddoesn't exist in a vacuum; it’s part of a giant global web. When a global butterfly flaps its wings, it can cause a market storm in Mumbai. Understanding these connections is the difference between panicking during a dip and staying calm with a long-term plan.

Here is how the biggest global macro events impact your Indian mutual funds.

US Federal Reserve Interest Rates

The US Federal Reserve (the Fed) is the most powerful central bank in the world. When they change interest rates, money moves across the globe.

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Global Crude Oil Prices

India imports about 85% of its crude oil. This makes our economy very sensitive to oil prices.

Geopolitical Tensions & Safe Havens

In 2025, ongoing tensions between major powers have kept the markets on edge. When the world feels unsafe, investors stop buying risky stocks and start buying Gold and Silver.

The 2025 Result: Because of global uncertainty, Silver and Gold ETFs were the star performers of 2025, with Silver delivering triple-digit returns in some cases. If you have a Multi-Asset fund at Motilal Oswal, your returns likely stay strong because of this precious metal safety net.

Event Type
Typical Impact on Equity Funds
Impact on Gold/Debt Funds
Global Trade War
Negative (Hurts exports/IT)
Positive (Safe haven demand)
US Dollar Strengthening
Negative (Rupee falls)
Negative (Foreign selling)
Global Growth Recovery
Very Positive (Bulls take over)
Neutral (Money moves to equity)

The Currency Tug-of-War (USD vs. INR)

Most global trade happens in Dollars. If the US Dollar becomes too strong, the Indian Rupee (INR) weakens.

Global Inflation & Supply Chains

In 2025, we saw how a halt in Rare Earth Metals from China can threaten the Indian Electric Vehicle (EV) industry. When global supply chains break, companies can't produce goods, their profits fall, and your mutual fund NAV might stagnate.

This is why Motilal Oswal's Buy Right philosophy focuses on companies with Pricing Power that can survive global inflation because people will buy their products no matter what.

Conclusion: India’s Domestic Shield

The good news for 2026? Despite global storms, India has an Internal Engine. Because our own citizens (like you!) are investing billions every month through SIPs, the Indian market is no longer solely dependent on global investors.

While global events might cause a ripple for a few weeks, the long-term growth of the Indian economy is driven by domestic demand. So, the next time you see a global headline, remember: it's a reason to observe, but rarely a reason to exit.

Suggested read: Gold ETFs vs Silver ETFs - Which is better in 2026 | How Yield to Maturity impacts your mutual funds returns

Frequently Asked Questions (FAQs)

Why does a US rate cut affect my Indian SIP?

Lower US rates make the Dollar less attractive, encouraging foreign investors to move their money into high-growth markets like India, which boosts our stock prices.

Is high oil price always bad for all mutual funds?

Mostly, yes. However, Energy and Oil Exploration funds might actually benefit from higher prices as their profit margins increase.

What is a Safe Haven asset?

It is an investment that is expected to retain or increase in value during times of global market turbulence most commonly Gold.

How does a Trade War affect my portfolio?

It can disrupt exports. If you are heavily invested in IT or Pharma funds, a global trade war might lower your returns in the short term.

Why did Silver and Gold perform so well in 2025?

A perfect storm of global tensions, US interest rate cuts, and high industrial demand for silver (for solar panels) drove prices to record highs.

Does Motilal Oswal have funds that invest globally?

Yes, they offer funds like the Nasdaq 100 Index Fund which allows you to benefit directly from US Tech growth, providing a hedge against the Rupee's fall.

Should I sell my funds when a war starts?

History shows that markets often overreact to the start of a conflict and recover quickly. Staying invested (Sitting Tight) is usually the better strategy.

What is FII Sell-off?

It stands for Foreign Institutional Investors selling their Indian stocks. This usually happens when global risk increases or US interest rates rise.

Can global events affect my Debt Fund?

Yes. If global inflation rises, Indian interest rates might stay high to compensate, which can lower the price of older bonds in your debt fund.

How can I protect my portfolio from global shocks?

The best way is Asset Allocation. In 2025, Multi-Asset Allocation Funds performed well because they balanced Equity, Debt, and Gold.
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