DNB Fund - India retail A (N) Acc

Equity fund

1 year

Globe

Asia

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • DNB India er et aksjefond som plasserer i selskaper på det indiske markedet. Fondet har god spredning mellom sektorer og selskaper. Forvalterne har stor frihet til å gjøre aktive skifter mot de selskaper hvor man ser størst potensial for verdistigning.

Investment horizon

  • DNB Fund - India retail A (N) Acc 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

    04 Sept 2025

  • Start date
    27 May 2020
  • ISIN
    LU2090050936

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

Annual cost

  • Ongoing costs

    Includes management fees of 0,85 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 95%
    Interest 5%

Portfolio

Shows the fund's largest investments.

  • ICICI Bank Ltd
    8.5%
  • HDFC Bank Ltd
    6.8%
  • Reliance Industries Ltd
    6.5%
  • Eternal Ltd
    5.8%
  • Bajaj Finance Ltd
    5.0%
  • Mahindra & Mahindra Ltd
    4.0%
  • Bharti Airtel Ltd
    3.8%
  • Shriram Finance Ltd
    3.0%
  • Britannia Industries Ltd
    3.0%
  • Delhivery Ltd
    2.9%