All funds

Morgan Stanley Investment Funds - Indian Equity Fund A

Equity fund

1 year

Region

Asia

Largest region

High

Risk

Cost

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The Fund’s investment objective is to increase the value of your investment over the long term, mainly through growth of capital. The fund invests, directly or indirectly, at least 70% of total net assets in equities of companies from India. Specifically, these investments are in companies located, or that do most of their business, in India. The fund may invest up to 30% of total net assets in equities not meeting the criteria of the fund's primary investments, and other types of securities, such as preference shares and convertible bonds.
    Read more

Investment horizon

  • Morgan Stanley Investment Funds - Indian 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

    05 Jun 2025

  • Start date
    29 Nov 2006
  • ISIN
    LU0266115632

Risk

  • High (5 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

Costs

  • Ongoing costs

    Includes management fees of 1,60 %

  • 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 102%
    Interest -2%

Portfolio

Shows the fund's largest investments.

  • ICICI Bank Ltd
    10.5%
  • HDFC Bank Ltd
    6.4%
  • Infosys Ltd
    5.6%
  • Reliance Industries Ltd
    5.2%
  • Axis Bank Ltd
    4.8%
  • Mahindra & Mahindra Ltd
    4.0%
  • Apollo Hospitals Enterprise Ltd
    3.1%
  • Eternal Ltd
    3.1%
  • Bajaj Finance Ltd
    3.0%
  • Cholamandalam Investment and Finance Co Ltd
    2.6%