INDIA 2030 FUND
THE INDIA 2030 FUND
The India 2030 fund is a highly active and concentrated fund with a bias to Mid and Small cap names, seeking to monetise India’s expected transition over the decade, by targeting 4-5 themes at reasonable valuations by participating early in their cycle
INVESTMENT OBJECTIVES
“The Fund seeks to outperform its benchmark, the MSCI India (Net) in AUD over rolling 5 year periods, with less volatility than the stated benchmark”
FUND DOCUMENTS
FUND FACTS
The India 2030 Fund is an unregistered scheme which can be subscribed to with an Information Memorandum
FUND PERFORMANCE
AS OF 30TH APRIL, 2023
| Returns | 1 Month | 3 Month | 6 Month | 1 Year | Since Imception |
| India 2030 Fund (Net) | 10.40% | 13.32% | 6.41% | 3.01% | -0.47% |
| BSE 500 (Total Return) | 6.44% | 8.96% | -3.23% | 4.69% | -1.79% |
| Alpha | 3.95% | 4.35% | 9.65% | -1.69% | 1.31% |
*Since Inception returns are annualized
AS OF 31ST DECEMBER, 2022
| India 2030 | Since Inception (p.a.) |
| Fund Returns(net) | -9.66% |
| BSE 500 (AUD) | -4.55% |
*Since Inception returns are annualized
AS OF 31ST DECEMBER, 2022
| India 2030 | Since Inception (p.a.) |
| Fund Returns(net) | -9.66% |
| BSE 500 (AUD) | -4.55% |
*Past performance is not necessarily indicative of future results and no person guarantees the performance of any India Avenue Investment Management (IAIM) financial product or service or the amount or timing of any investment return from it. There can be no assurance that an IAIM financial product or service will achieve any targeted returns, that asset allocations will be met or that an IAIM financial product or service will be able to implement its investment strategy and investment approach or achieve its investment objective
AS OF 31ST MARCH, 2023
INDIA 2030
S&P BSE 500 Index
AS OF 31ST DECEMBER, 2022
INDIA 2030
BSE 500
We have a vision of creating an investment management firm that was genuinely honest and India Focused Fund Firm as we laid the groundwork for Investing in India. Our dream has served as our compass as we assist our Australia and New Zealand-based investors in celebrating life and effectively managing their riches by Investing in India. We at India Avenue are passionate to free our clients from the difficult chore of wealth management. India funds in Australia will take an immense leap as India is one of the fastest-growing economy.