Portfolio Management
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As India-based stocks rally, we have chosen the Eaton Vance Greater India (ETGIX) as the fund of the week.
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% | - |
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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Portfolio Management
Practice Management
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
