PineBridge Global Funds - India Equity Fund A
Equity fund
1 year
Asia
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The Sub-Fund seeks to provide long-term capital appreciation by investing in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India.
Investment horizon
- PineBridge Global Funds - India Equity Fund A is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
19 Oct 2025
- Start date11 Sept 2005
- ISINIE00B0JY6M65
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,30 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 96%Interest 4%
Portfolio
Shows the fund's largest investments.
- Indian Bank8.3%
- Shree Cement Ltd6.2%
- HDFC Bank Ltd ADR6.0%
- Bank of Baroda5.2%
- ICICI Bank Ltd ADR4.5%
- Bajaj Auto Ltd4.3%
- Tata Consultancy Services Ltd3.9%
- Emami Ltd3.8%
- Bajaj Finance Ltd3.6%
- Union Bank of India3.3%