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Morgan Stanley Indian Equity A USD

Ranked 200 out of 337 in - India over 12 months
All calculations are in USD unless stated

Managed by

Ruchir Sharma

Ruchir Sharma attended the Shri Ram College of Commerce in Delhi and received a BA with honours in Commerce. He joined Morgan Stanley in 1996 and has over 13 years of investment experience. Prior to joining Morgan Stanley, Ruchir worked with Prime Securities in Delhi where he worked in the firm's foreign exchange business. Ruchir is now the head of the global emerging markets equity team and manages the Morgan Stanley Asian Equity fund and the Morgan Stanley Emerging Markets Equity fund. He is a member of the Global Tactical Asset Allocation Investment Committee and also writes for Newsweek, The Wall Street Journal and is a regular contributor to The Economic Times which is India’s leading financial daily.

Objective

The Investment objective is to seek long term capital appreciation, measured in US Dollars, by investment directly (subject to the Fund's obtaining applicable regulatory approval as the case may be) or by investment through the Subsidiary (Morgan Stanley SICAV Mauritius Ltd), primarily in the equity securities of companies domiciled or exercising the predominant part of their economic activity in India. The Fund may also invest in companies listed on Indian stock exchanges which may not be domiciled or exercising the predominant part of their economic activity in India.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/08/2016 - 31/08/2017
  • Rank 200/337 Total Return
  • Rank 253/337 Standard Deviation
  • Rank 245/337 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 20.6% 3.8%
2016 1.9% -1.5% 6.2% 7.9% -9.7%
2015 -1.2% 7.9% -2.8% -2.3% -3.5%
2014 43.1% 8.5% 11.8% 9.7% 7.6%
2013 -7.8% -3.3% -6.5% -8.4% 11.3%
2012 28.3% 18.6% -10.5% 14.5% 5.5%
2011 -38.2% -8.0% -2.9% -19.9% -13.6%
2010 24.3% 5.6% -1.4% 18.0% 1.2%
2009 92.1% -5.8% 54.6% 18.0% 11.7%
2008 -65.4% -28.9% -21.9% -14.1% -27.5%
2007 64.5% -3.1% 22.1% 13.2% 22.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date30/11/2006
  • Share Class size134Mn
  • Base currencyUSD
  • ISIN LU0266115632

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).