Goldman Sachs India Equity Portfolio R Inc GBPRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 16.9 | 36.8 | -5.3 | 19.5 | 5.2 | |
+/-Cat | 6.9 | 9.5 | -5.0 | 4.0 | 1.2 | |
+/-B’mrk | - | 9.3 | -9.6 | 4.5 | -0.4 | |
Category: India Equity | ||||||
Category Benchmark: Morningstar India TME NR USD |
Key Stats | ||
NAV 28/03/2024 | GBP 44.80 | |
Day Change | 0.72% | |
Morningstar Category™ | India Equity | |
IA (formerly IMA) Sector | India/Indian Subcontinent | |
ISIN | LU0858290173 | |
Fund Size (Mil) 28/03/2024 | USD 3512.53 | |
Share Class Size (Mil) 28/03/2024 | GBP 145.14 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 28/02/2024 | 1.04% |
Morningstar Research |
Analyst Report | 29/06/2023 Ramanand Kothari, Senior Analyst Morningstar, Inc |
Goldman Sachs India Equity continues to boast an impressive lead manager and a well-codified and time-tested investment approach. However, the ongoing analyst turnover warrants continued caution. The Morningstar Analyst Ratings for the cheaper... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Goldman Sachs India Equity Portfolio R Inc GBP |
The Portfolio seeks long-term capital appreciation by investing primarily in equity securities of Indian companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Hiren Dasani 19/04/2017 | ||
Inception Date 10/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India IMI NR USD | Morningstar India TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs India Equity Portfolio R Inc GBP | 31/01/2024 |
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Top 5 Holdings | Sector | % |
ICICI Bank Ltd | Financial Services | 5.75 |
Infosys Ltd | Technology | 4.10 |
Axis Bank Ltd | Financial Services | 3.15 |
Reliance Industries Ltd | Energy | 2.95 |
Ifsc Nifty 50 Fut Feb24 Inse 202... | 2.81 | |
Increase Decrease New since last portfolio | ||
Goldman Sachs India Equity Portfolio R Inc GBP |