Carnegie Indienfond A
Equity fund
1 year
Asia
Largest region
Medium
Risk
Cost
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
04 Jun 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
Costs
- Ongoing costs
Includes management fees of 2,20 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- HDFC Bank Ltd8.0%
- ICICI Bank Ltd7.4%
- Reliance Industries Ltd7.2%
- Bajaj Finance Ltd6.5%
- Bharti Airtel Ltd4.7%
- Persistent Systems Ltd4.7%
- Sun Pharmaceuticals Industries Ltd4.7%
- Max Healthcare Institute Ltd Ordinary Shares4.3%
- Infosys Ltd4.2%
- Shriram Finance Ltd4.1%