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Excel India

EXL100
41.58
+0.50
+1.21%
2017-10-20
5 Years
  • Previous Close

    41.09

  • Net Assets

    213.49M

  • Yield

    3.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Geographic Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Excel Funds Management Inc

Fund Style

Open

Fund Manager

Atul Penkar

Investment Style

Large Growth

The investment objective of Excel India Fund is to seek long-term superior growth of capital. The Fund will invest its assets primarily in equity securities of companies located in India through a “fund-on-fund” arrangement with India Excel (Mauritius) Fund (the “Mauritius Sub-fund”). The Mauritius Sub-fund is an open-end investment trust organized under the laws of Mauritius. The Mauritius Sub-fund will, in turn, invest most of its assets in India Excel (Offshore) Fund (the “India Sub-fund”), an open-end investment trust organized under the laws of India. The balance of the Fund’s assets will be invested in Canadian equity securities with a focus on companies doing business in India, debt securities of Canadian issuers, derivatives (futures, options and forward contracts), cash or cash equivalents and/or securities of other mutual funds (including the Funds managed by Excel Funds) to facilitate the investment objectives of the Fund.

Purchase Information

Initial Purchase 250
Initial Purchase: IRA 250
Initial Purchase: AIP 35

Inception

1998-04-14

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