GS India Equity Oth Ccy Acc SEK |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 9.7 | 45.4 | -11.0 | 20.6 | 11.1 | |
+/-Cat | 5.6 | 9.7 | -5.3 | 2.3 | 1.3 | |
+/-Idx | - | 9.4 | -9.6 | 2.8 | -0.5 | |
Category: India Equity | ||||||
Benchmarks: Morningstar India TME NR USD |
Key Stats | ||
NAV 16/05/2024 | SEK 274.87 | |
Day Change | 0.44% | |
Morningstar Category™ | India Equity | |
ISIN | LU1186608466 | |
Fund Size (Mil) 16/05/2024 | USD 3594.59 | |
Share Class Size (Mil) 16/05/2024 | SEK 305.00 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.88% |
Morningstar Research |
Analyst Report | 29/06/2023 Ramanand Kothari, Senior Analyst Morningstar, Inc |
Goldman Sachs India Equity continues to boast an impressive lead manager and a well-codified and time-tested investment approach. However, the ongoing analyst turnover warrants continued caution. The Morningstar Analyst Ratings for the cheaper... | |
Click here to read this analyst report |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: GS India Equity Oth Ccy Acc SEK |
The Portfolio seeks long-term capital appreciation by investing primarily in equity securities of Indian companies. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Hiren Dasani 19/04/2017 | ||
Inception Date 23/02/2015 |
Advertisement |
Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
MSCI India IMI NR USD | Morningstar India TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for GS India Equity Oth Ccy Acc SEK | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
ICICI Bank Ltd | Financial Services | 6.11 |
Infosys Ltd | Technology | 3.99 |
Axis Bank Ltd | Financial Services | 3.25 |
Reliance Industries Ltd | Energy | 3.08 |
Bajaj Finance Ltd | Financial Services | 2.88 |
Increase Decrease New since last portfolio | ||
GS India Equity Oth Ccy Acc SEK |