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Baring India A USD Acc

Ranked 254 out of 343 in - India over 12 months
All calculations are in INR unless stated

Managed by

Ajay Argal

Ajay Argal is a portfolio manager at Barings based in Hong Kong. He is responsible for managing the Baring India GARP Fund. Ajay graduated from IIM Bangalore IIT Bombay with an MBA and outside of work, lists chess and music among his interests.

Objective

The investment objective of the Fund is to achieve long-term capital growth in the value of assets by investing at least 70% of its total assets at any one time in Indian equities and equity-related securities, as described below, of companies who are themselves, or whose underlying equities are, domiciled in, or exercising the predominant part of their economic activity in India, or quoted or traded on the stock exchanges in India.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2016 - 31/10/2017
  • Rank 254/343 Total Return
  • Rank 236/343 Standard Deviation
  • Rank 225/343 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 14.5% 3.9% 3.8%
2016 4.9% -2.7% 8.1% 8.9% -8.4%
2015 0.7% 3.4% -0.2% -2.6% 0.1%
2014 40.9% 8.3% 17.4% 3.1% 7.6%
2013 8.7% -5.0% 5.0% -2.0% 11.2%
2012 21.5% 10.5% -2.2% 8.0% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Hong Kong
  4. Ireland
  5. Luxembourg
  6. Macau
  7. Singapore
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date07/12/2011
  • Share Class size19Mn
  • Base currencyUSD
  • ISIN IE00B3TWKS59

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%

Related News

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Asset manager scraps smaller regional strategies amid ongoing review.

Modi under the microscope: top managers on his first year

Two leading Indian equity managers on the highs and lows of the Prime Minister’s first 12 months in charge of the country.

Barings India chief backs infrastructure spend to drive growth

Banks and companies involved in infrastructure will be among the biggest winners of Modi's reforms, says Ajay Argal.

Banks will lead cyclicals swing, says Barings’ Indian equity head

Having filled up on financials after Modi swept to power, Ajay Argal backs private and public sector banking stocks to shine.

India slashes red tape to entice foreign investment

Simplified regualtions introduced under new PM Narendra Modi are paving the way for more investment in the Asian powerhouse.

Barings Indian equity chief ups financials bet after Modi win

Ajay Argal was already optimistic on India, but has increased his cyclical weighting further after Modi's sweeping win.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).