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Excel India Fund
Series F
Excel India Fund Series F
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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


Sub-Adviser

Birla Sun Life AMC Limited

Birla Sun Life AMC Limited is one of the largest asset managers in India, with over US$25.7 billion in assets under management, as at September 30, 2016. 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

 

Disclaimer

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.