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Excel New India Leaders Fund Series A

Ranked 148 out of 337 in - India over 12 months
All calculations are in INR unless stated

Managed by

Atul Penkar

Objective

The investment objective of Excel New India Leaders Fund is to see long-term growth of capital through investment in an actively managed portfolio comprised primarily of equity securities of companies located in India that are considered to be emerginf industry leaders.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 30/04/2017 - 30/04/2018
  • Rank 148/337 Total Return
  • Rank 258/337 Standard Deviation
  • Rank 291/337 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 19.7% 4.5% 3.7%
2016 8.2% -7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date22/04/2016
  • Share Class size13Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment35

Charges

  • Annual management2.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).