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Matthews India Investor (MINDX) Fund Ranking and Research

Ranking, Research and Recommendation of Matthews India Investor (MINDX) Fund

    Last Trade: $31.27 on 6/23/2017, Change: -0.15 (-0.48%)

 

Graph of Matthews India Investor Fund (MINDX) ManagerFund Manager - Sunil Asnani

Fund Manager Information

Fund Manager Tenure: 6.7 years
Fund Family: Matthews Asia Funds
Fund Category: India Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of Matthews India Investor Fund (MINDX) ProfileMatthews India Investor Fund (MINDX) Profile

Fund Profile and Description

Matthews India Investor Fund seeks long-term capital appreciation. Matthews India Investor Fund normally invests at least 80% of total net assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. It is non-diversified.

 

Matthews India Investor (MINDX) Fund Strength What we like about Matthews India Investor (MINDX) Fund

Data for Matthews India Investor Fund (MINDX) as of May 30, 2016

  • Matthews India Investor Fund (MINDX) management has been with Matthews India Investor Fund for 6.7 years
  • Matthews India Investor Fund (MINDX) has good mid-term performance (3-year return 15.71% vs 12.17% India Equity category median performance)
  • Matthews India Investor Fund (MINDX) has good Long-term performance (5-year return 6.74% vs 5.50% India Equity category median performance)
  • Matthews India Investor Fund (MINDX) ratio of up-years vs down years is greater than 2
  • Asset base in Matthews India Investor Fund (MINDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Matthews India Investor Fund (MINDX) has an annual stock turnover rate of 9.51% vs India Equity average of 33.06%. It is good that Matthews India Investor management does not trade extensively for its return.
  • Matthews India Investor Fund (MINDX) has a lower expense ratio than its India Equity average: 1.11% vs 1.78%
  • Matthews India Investor Fund (MINDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Matthews India Investor Fund (MINDX) Weakness What we are cautious about Matthews India Investor (MINDX) Fund

Data for Matthews India Investor Fund (MINDX) as of May 30, 2016

  • Matthews India Investor Fund (MINDX) has a less-than-ideal short-term performance (1-year return -6.89% vs -6.56% India Equity category median performance)
  • Matthews India Investor Fund (MINDX) has a Morningstar rating of 3 and below
  • Matthews India Investor Fund (MINDX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.31 that is higher than category average of 21.7
See Matthews India Investor Fund (MINDX) performance details as of May 30, 2016

 

What do you think?

 

Compare Matthews India Investor Fund (MINDX)Compare with other top India Equity category mutual funds

Aadditional top India Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Matthews India Investor0.23-6.8915.716.74

See top fund managers for India Equity Category Funds

 

Compare Matthews India Investor Fund (MINDX)Compare with India Equity category ETFs

Some India Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
EGShares India Infrastructure ETF (INXX)000
EGShares India Small Cap ETF (SCIN)000
Market Vectors India Small-Cap ETF (SCIF)000
PowerShares India ETF (PIN)000
WisdomTree India Earnings ETF (EPI)000

 

Graph of Matthews India Investor Fund (MINDX) Net Asset TrackingMatthews India Investor (MINDX) Fund Net Asset

Track net asset change of Matthews India Investor fund (MINDX)

DateNet Asset
05/2016$1.54B
03/2016$1.46B
02/2016$1.32B
More historic net asset information on Matthews India Investor Fund (MINDX)

  

Graph of Matthews India Investor Fund (MINDX) Portfolio TrackingMatthews India Investor (MINDX) Fund Portfolio Allocation

Track portfolio allocation change of Matthews India Investor fund (MINDX)

DateCashStockBondOther
03/20160%99.99%0%0.01%
12/20150%100%0%0%
09/20150%100%0%0%
Click here to see more historic asset allocation information on Matthews India Investor Fund (MINDX)

 

graph of Matthews India Investor Fund (MINDX) Top 10 Position TrackingTop 10 Holdings in Matthews India Investor (MINDX) Fund

Discover what Matthews India Investor Fund (MINDX) manager is buying

Mar 30, 2016
ITC LTD. [5.18%]
IndusInd Bank Ltd [5.01%]
Cognizant Technology Solutions [4.85%]
Taro Pharmaceutical Industries [4.69%]
Shriram City Union Finance Ltd [4.55%]
Ajanta Pharma Ltd [4.3%]
ECLERX SERVICES LTD. [4.22%]
Kotak Mahindra Bank Ltd [4.12%]
MindTree Ltd [3.75%]
Emami Ltd [3.48%]

Dec 30, 2015
Taro Pharmaceutical Industries [5.14%]
ITC LTD. [4.8%]
IndusInd Bank Ltd [4.72%]
Shriram City Union Finance Ltd [4.56%]
ECLERX SERVICES LTD. [4.46%]
Cognizant Technology Solutions [4.31%]
MindTree Ltd [4.14%]
Kotak Mahindra Bank Ltd [4.09%]
Ajanta Pharma Ltd [3.98%]
HOUSING DEVELOPMENT FINANCE CO [3.73%]

Sep 29, 2015
Taro Pharmaceutical Industries [5.03%]
Shriram City Union Finance Ltd [4.95%]
ITC LTD. [4.8%]
IndusInd Bank Ltd [4.53%]
MindTree Ltd [4.44%]
Ajanta Pharma Ltd [4.35%]
Cognizant Technology Solutions [4.29%]
Emami Ltd [3.99%]
ECLERX SERVICES LTD. [3.75%]
Kotak Mahindra Bank Ltd [3.59%]
Click here for Stock Holding Change Map in Matthews India Investor Fund (MINDX)

  

Latest News on Matthews India Investor (MINDX) Fund

See what is happening with Matthews India Investor Fund (MINDX)

 

Matthews India Investor Fund (MINDX) Related ResourcesSee more information on Matthews India Investor (MINDX) Fund

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