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Fund of the Week: Eaton Vance Greater India (ETGIX)

Shauna O'Brien

|

Business news and graphs
As India-based stocks rally, we have chosen the Eaton Vance Greater India (ETGIX) as the fund of the week.

Inside the Fund

The fund was launched in 1994 and is managed by Rishikesh Patel. Currently, it has about $305.3 million in assets under management (AUM).

The Eaton Vance Greater India fund is comprised primarily of large and giant sized companies in the financial services, consumer cyclical, technology and consumer defensive sectors.

Historical Performance

2010 2011 2012 2013 2014
20.81% -38.80% 28.83% -10.04% 39.28%
Eaton Vance Greater India’s Largest Holdings

Nearly 30% of the fund’s portfolio is comprised of its top five holdings. YTD, the fund is up about 10%.

Symbol Stock Portfolio Weight 2015 Performance
IBN ICICI Bank Ltd 6.64% -
NSE: HDFC Housing Development Finance Corp Ltd 6.20% +9%
HDB HDFC Bank Ltd 6.16% +11%
NSE: ITC ITC Ltd 5.47% +5%
NSE: TCS Tata Consultancy Services Ltd 4.81% -

The Bottom Line

This fund is a great way for investors to gain exposure to India. For more information on emerging market funds, check out Beginner’s Guide to Emerging Market Mutual Funds.

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Popular Articles

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Business news and graphs

Fund of the Week: Eaton Vance Greater India (ETGIX)

Shauna O'Brien

|

As India-based stocks rally, we have chosen the Eaton Vance Greater India (ETGIX) as the fund of the week.

Inside the Fund

The fund was launched in 1994 and is managed by Rishikesh Patel. Currently, it has about $305.3 million in assets under management (AUM).

The Eaton Vance Greater India fund is comprised primarily of large and giant sized companies in the financial services, consumer cyclical, technology and consumer defensive sectors.

Historical Performance

2010 2011 2012 2013 2014
20.81% -38.80% 28.83% -10.04% 39.28%
Eaton Vance Greater India’s Largest Holdings

Nearly 30% of the fund’s portfolio is comprised of its top five holdings. YTD, the fund is up about 10%.

Symbol Stock Portfolio Weight 2015 Performance
IBN ICICI Bank Ltd 6.64% -
NSE: HDFC Housing Development Finance Corp Ltd 6.20% +9%
HDB HDFC Bank Ltd 6.16% +11%
NSE: ITC ITC Ltd 5.47% +5%
NSE: TCS Tata Consultancy Services Ltd 4.81% -

The Bottom Line

This fund is a great way for investors to gain exposure to India. For more information on emerging market funds, check out Beginner’s Guide to Emerging Market Mutual Funds.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

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