Baron India Fund
Symbol BINRXCUSIP: 06828M611
Symbol BINRXCUSIP: 06828M611
non
US
Non-U.S./GlobalUS
Nav
$9.29
Daily Change -$0.04 (-0.43%)
As of 05/22/2025
As of 05/22/2025
Net Assets
$9.31 M
As of 03/31/2025
Inception date
07/30/2021
Helpful Resources
Overview
Portfolio manager Anuj Aggarwal combines a bottom-up investment approach with a thematic overlay to construct and manage a portfolio of alpha generating companies located in India. He leverages his deep relationships in the country to identify and invest in “under-the-radar” growth companies for the long term.
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The Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell the investment product. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate.
© 2025 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind, whether investment, tax, legal or otherwise. User is solely responsible for ensuring that any use of this information complies with all laws, regulations and restrictions applicable to it. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
MORNINGSTAR IS NOT RESPONSIBLE FOR ANY DELETION, DAMAGE, LOSS OR FAILURE TO STORE ANY PRODUCT OUTPUT, COMPANY CONTENT OR OTHER CONTENT.
Latest News & Insights
By Anuj Aggarwal, Michael Kass
21 min read
By Anuj Aggarwal, Michael Kass
20 min read
By Anuj Aggarwal
19 min read
By Michael Kass, Anuj Aggarwal
20 min read
