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Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
Strategy
Seeks long-term capital appreciation by:
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Investing primarily in stocks of Indian companies with strong fundamentals that offer compelling growth potential and are expected to benefit from growth in the Indian economy
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Emphasizing companies with sustainable long-term growth prospects and strong competitive advantages
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Employing rigorous bottom-up research to selectively invest in high-conviction ideas while managing risk
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Fund’s prospectus
- Allocation risk
- Derivatives risk
- Emerging-markets risk
- Equity securities risk
- Focused portfolio risk
- OTC derivatives counterparty risk
- Portfolio turnover risk
- Real estate investment trust (REIT) risk
- Smaller capitalization companies risk