Invest Now
IN THE NEW INDIA


TOP 3 REASONS TO INVEST

  • Active portfolio management from on-the-ground, award-winning investment team
  • Direct access to Indian markets not readily available to Canadian investors
  • Investment exposure to one of the world’s fastest-growing economies

EXPLORE OUR LINEUP OF INVESTMENT SOLUTIONS
3 Unique Mandates To Access Growth In India

This is the New India

India is really taking off

Opportunities

DESIGNED FOR
INCOME & GROWTH

  • Initial portfolio mix: 60% equities, 40% investment-grade quality bonds
  • Broad portfolio holdings of 60-70 securities, stocks and bonds
  • Balanced mandate that seeks to dampen portfolio volatility
  • 4.0% initial annual indicative yield, to be paid in monthly cash distributions

AWARD-WINNING EQUITY STRATEGY

  • Generates alpha by targeting equity securities of high-quality companies, trading just outside the index
  • Concentrated portfolio holdings of 50-60 stocks
  • Largest and longest-running India-focused mutual fund in Canada
  • Track record of consistent outperformance versus benchmark

FOCUSED ON LONG-TERM WEALTH CREATION

  • Seeks long-term superior growth of capital by investing primarily in equity securities of companies located in India that are considered to be emerging industry leaders.
  • Focused portfolio consisting of ~25-30 high-quality, growth-oriented companies
  • Benchmark agnostic, tapping under-researched sectors in India

 

*Excel India Funds Series A : Since inception day (04/14/1998)

Contact your financial advisor for more information on India funds investing with Excel Funds!

AWARD-WINNING PARTNERSHIP

Founded in 1998, Excel Funds Management Inc. offers an award-winning suite of emerging market strategies, catering to a broad range of investor profiles and objectives. Leveraging a global network of over 500 portfolio managers and 200 research analysts, our team has firsthand knowledge of the markets in which they invest – providing us with a true competitive advantage over our peers.


Birla Sun Life AMC Limited is one of the largest asset managers in India, with approximately US$26 billion in assets under management, as at December 31, 2016. With a team of 37 portfolio managers and 25 research analysts, Birla Sun Life places a strong emphasis on in-house systematic research.

Sign Up To Receive Market Commentary & Updates From Excel Funds