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Excel India Fund
Series A
Excel India Fund Series A
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Strategy Highlights
Capitalize on new investment opportunities in the world’s fastest-growing economy
The largest and longest-running India-focused mutual fund in Canada
Sustainable, reform-oriented growth supported by a demographic dividend, rapidly expanding middle class, increasing consumption and record levels of foreign investment
Attractive valuations underpinned by higher earnings growth
Fundamentally strong economy supported by lower inflation, declining fiscal and current deficits, stable currency and increasing foreign reserves
Managed by Excel Investment Counsel Inc. and sub-advised by Birla Sun Life AMC Limited, one of the leading asset managers in India

Value of C$10,000 Invested

End Value ():  

Initial Investment: C$ 

From: To: 


Portfolio Manager

Excel Investment Counsel Inc.

Excel Investment Counsel Inc. (“EIC”) provides investment advisory and portfolio management services to the mutual funds managed by Excel Funds Management Inc. (EFM), Canada’s only emerging markets focused mutual fund provider. > Read More


Birla Sun Life AMC Limited

Birla Sun Life AMC Limited is one of the largest asset managers in India, with over US$19 billion in assets under management. With a team of 37 portfolio managers and 25 research analysts, Birla Sun Life places a strong emphasis on in-house systematic research. Birla Sun Life has been a sub-advisor to the Excel India Fund since its inception in 1998.> Read More



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

The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Investments in mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.

Excel India Fund, Series A was awarded a 2015 Lipper Fund Award in the Geographic Equity category for the 3-year period ending July 31, 2015, out of a total of 12 funds. The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.