Fidelity Funds - India Focus Fund A-USD

Equity fund

1 year

Globe

Asia

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Minst 70 % investert i andeler i indiske selskaper notert i India, samt andeler i ikke-indiske selskaper som utøver en betydelig del av sin virksomhet i India. Har frihet til å investere utenfor fondets geografiske hovedområder, markedssektorer, industrier eller aktivaklasser. Kan bruke derivater for å redusere risiko eller kostnader eller for å generere ytterligere

Investment horizon

  • Fidelity Funds - India Focus Fund A-USD 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 date
    22 Aug 2004
  • ISIN
    LU0197229882

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 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

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

Allocation

  • Stocks 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • ICICI Bank Ltd
    10.0%
  • HDFC Bank Ltd ADR
    5.2%
  • HDFC Bank Ltd
    4.8%
  • HCL Technologies Ltd
    4.3%
  • Fortis Healthcare Ltd
    4.2%
  • Axis Bank Ltd
    3.7%
  • Infosys Ltd ADR
    3.4%
  • Maruti Suzuki India Ltd
    3.3%
  • Bharti Airtel Ltd
    2.5%
  • Godrej Consumer Products Ltd
    2.5%