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

Shauna O'Brien Feb 04, 2015

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.