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Excel New India Leaders Fund
Excel New India Leaders Fund Header

Focused on Long-term Wealth Creation

arrow Seeks long-term superior growth of capital by investing primarily in equity securities of companies located in India that are considered to be emerging industry leaders.

arrow Focused portfolio consisting of ~25-30 high-quality, growth-oriented companies

arrow Benchmark agnostic, tapping under-researched sectors in India

Portfolio Manager

Excel Investment Counsel Inc.

Founded in 1998, Excel Funds Management Inc. offers an award-winning suite of emerging market strategies, catering to a broad range of investor profiles and objectives. Leveraging a global network of over 500 portfolio managers and 200 research analysts, our team has firsthand knowledge of the markets in which they invest – providing us with a true competitive advantage over our peers.

Our investment philosophy is grounded in disciplined fundamental research and continuously seeks out new growth opportunities in the emerging markets and beyond. Our on-the-ground sub-advisers and proprietary asset allocation models contribute to the firm being recognized as “The Authority in Emerging Markets”.
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Sub-Adviser

Aditya Birla Sun Life Asset Management Company Pte. Ltd.

A wholly owned subsidiary of Birla Sun Life Asset Management Company Limited
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