All funds

PineBridge Global Funds - India Equity Fund A

Equity fund

1 year

Globe

Asia

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • The Sub-Fund seeks to provide long-term capital appreciation by investing in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India.
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Investment horizon

  • PineBridge Global Funds - India 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
  • NAV/Price
  • Margin rate
  • Start date
  • ISIN
    IE00B0JY6M65

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 1,30 %
  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 95%
    Interest 5%

Portfolio

Shows the fund's largest investments.

  • Indian Bank
    7.1%
  • Bank of Baroda
    6.6%
  • Waaree Energies Ltd
    5.6%
  • Bajaj Auto Ltd
    5.0%
  • Polycab India Ltd
    5.0%