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Benchmarks
performance-benchmarks

Fund Name Benchmark
iconExcel Blue Chip Equity Fund Morgan Stanley Capital International (“MSCI”) World Index
iconExcel EM Blue Chip Balanced Fund

40% MSCI Emerging Markets Free (“EMF”) Index
30% JP Morgan Global Bond Index (GBI) - Emerging Market (EM) Diversified Index
30% JP Morgan Emerging Market Bond Index (EMBI) Global Composite Index (the “Blended Benchmark”)

iconExcel India Balanced Fund

60% S&P Bombay Stock Exchange (“BSE”) Sensex Index
40% Credit Rating Information Services of India Limited (“CRISIL”) Composite Bond Fund Index (the “Blended Benchmark”)

iconExcel New India Leaders Fund NSE Nifty 500 Index
iconExcel India Fund Bombay Stock Exchange Sensex Index
iconExcel China Fund Morgan Stanley Capital International (“MSCI”) China Index
iconExcel Chindia Fund 50% Morgan Stanley Capital International (“MSCI”) China Index
50% Morgan Stanley Capital International (“MSCI”) India Index
iconExcel Emerging Markets Fund Morgan Stanley Capital International (“MSCI”) Emerging Markets Free Index
iconExcel High Income Fund 50% JP Morgan Global Bond Index (GBI) - Emerging Market (EM) Diversified Index
50% JP Morgan Emerging Market Bond Index (EMBI) Global Composite Index
iconExcel Money Market Fund 91 Day Canada T-Bill

Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

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