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Excel India Fund
Series F
Excel India Fund Series F
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Note: Excel India Fund will be renamed Sun Life Excel India Fund effective on or about June 18, 2018. View press release.
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: 


* Since inception day (01/04/2005)

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). > Read More


Birla Sun Life AMC Limited

Birla Sun Life Asset Management Company Limited, is one of the leading fund managers in India and currently oversees billion in assets under management, approximately US$34 billion in assets under management as of September 30, 2017.



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.