Carnegie Indienfond A
Equity fund
1 year
Asia
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- 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
- NAV/Price
09 Feb 2026
- Margin rate
- 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 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- Bajaj Finance Ltd6.4%
- HDFC Bank Ltd6.1%
- Shriram Finance Ltd5.3%
- Reliance Industries Ltd5.2%
- Persistent Systems Ltd5.1%
- ICICI Bank Ltd4.8%
- TVS Motor Co Ltd4.7%
- Infosys Ltd4.7%
- Bosch Ltd4.5%
- Mahindra & Mahindra Ltd4.4%