Carnegie Indienfond A
Equity fund
1 year
Asia
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Carnegie Indienfond er en aksjefond som investerer i indiske selskaper. En gunstig demografi, implementerte økonomiske reformer og økte utenlandske direkteinvesteringer legger grunnlaget for vekst. Mye av fondets fokus ligger på selskaper og bransjer som drar nytte av dette, som for eksempel finans-, forbruks- og infrastrukturselskaper.
Investment horizon
- Carnegie Indienfond 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
09 Sept 2025
- Start date31 Aug 2004
- ISINSE0001209834
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 2,20 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 101%Interest -1%
Portfolio
Shows the fund's largest investments.
- HDFC Bank Ltd7.9%
- ICICI Bank Ltd7.2%
- Reliance Industries Ltd6.3%
- Bajaj Finance Ltd6.2%
- Bharti Airtel Ltd4.9%
- Bosch Ltd4.8%
- Persistent Systems Ltd4.5%
- Max Healthcare Institute Ltd Ordinary Shares4.5%
- Cummins India Ltd4.4%
- Mahindra & Mahindra Ltd4.4%