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Sun Life Excel New India Leaders - Series A

Ranked 322 out of 335 in - India over 12 months
All calculations are in INR unless stated

Managed by

Atul Penkar

Atul Penkar manages India-dedicated offshore funds for Aditya Birla Sun Life AMC. He has been responsible for the Excel India Fund and India Advantage Offshore funds since August 2011. Penkar has been with Aditya Birla Sun Life AMC since 2006, where he started as a senior analyst and fund manager. Prior to moving to offshore investments, Atul was responsible for multiple onshore equity strategies. He holds a masters degree in management studies and also bachelor of engineering degree.

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 : 30/11/2017 - 30/11/2018
  • Rank 322/335 Total Return
  • Rank 166/335 Standard Deviation
  • Rank 320/335 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 size10Mn
  • 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).