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Goldman Sachs Funds - Goldman Sachs India Equity Portfolio

India large cap-biased growth-focused equities. Active strategy.

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About the Fund

Data as of

Goldman Sachs Asset Management (GSAM) is part of the Asset & Wealth Management (AWM) business of Goldman Sachs, a US-based multinational investment bank and financial services company founded in 1869. GSAM has over US$3.3tn of assets under supervision.

The Goldman Sachs India Equity Portfolio is an actively managed fund that aims to provide long term capital growth by investing primarily in equities that are domiciled in, or which derive the predominant proportion of their revenues or profits from India. The fund has no market cap constraints, though it is large cap-biased and growth-focused. The fund has >120 holdings.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+
Expected long-term return
2 - 4% p.a.
Expected volatility
3 - 5% p.a.

Building Block Returns

Goldman Sachs Funds - Goldman Sachs India Equity Portfolio

Ann. return (3-year):
9.77%
Ann. return (5-year):
6.92%
Ann. return (10-year):
9.67%
Ann. Standard Deviation (5-year):
16.19%

This fund represents active exposure to the India large cap-biased growth-focused equities.

Benchmark Returns

Amundi MSCI AC Asia Ex Japan UCITS ETF

Ann. return (3-year):
20.80%
Ann. return (5-year):
5.59%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
19.21%

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Equity Fund

Ann. return (3-year):
17.79%
Ann. return (5-year):
9.56%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
14.96%
Link to the Funds FairSheet

The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET™  Goldman Sachs Funds - Goldman Sachs India Equity Portfolio  Page 1/2

Why we prefer this fund

Relevance of strategy

This fund represents active exposure to the India large cap-biased growth-focused equities.

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-65.35%
Recovery Period
546 Days

Diversification

Top 10 Holdings

  • ICICI Bank Ltd5.60%
  • HDFC Bank Ltd3.86%
  • Reliance Industries Ltd Ordin3.35%
  • Infosys Ltd3.24%
  • Mahindra & Mahindra Ltd2.72%
  • Axis Bank Ltd2.60%
  • Bajaj Finance Ltd2.43%
  • Tata Steel Ltd Ordinary Shares2.31%
  • Bharti Airtel Ltd2.28%
  • Kotak Mahindra Bank Ltd2.18%

Sectors

  • Financials29.96%
  • Consumer Discretionary13.14%
  • Materials10.02%
  • Industrials9.27%
  • Health Care9.22%
  • Technology8.27%
  • Energy6.87%
  • Consumer Staples5.37%
  • Communications5.30%
  • Real Estate1.66%
  • Utilities0.58%
  • Others0.33%

Geography

  • India98.70%
  • U.S.A.0.97%
  • Others0.33%