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  Home  /  Investment Option  /  Offshore Schemes  /  Excel India Fund 
  
 
  
Excel India Fund
 
Birla Sun Life Excel India Fund
 
 

About the Fund

Who can invest?

How to invest?

Why should you invest?

  
  
 
About the Fund
 

Excel India Fund is an open-ended unit trust created under the laws of Ontario, Canada pursuant to a declaration of trust dated November 17, 1997. Excel Funds Management Inc. is the manager, trustee and promoter of the Fund. The principal office of Excel and the Fund is located at 2000 Argentia Road, Plaza Four, Suite # 290, Mississauga, Ontario, L5V 1W1. The Fund is open for subscription to the Residents of Canada.

Excel India Fund invests most of its assets in India Excel (Mauritius) Fund (the "Mauritius Sub-fund") which is an open-ended investment trust organized under the laws of Mauritius. The Mauritius Sub-fund in turn invests most of its assets in India Excel (Offshore) Fund (the "India Sub-fund') established as a dedicated Sub-fund of Birla Mutual Fund. India Excel (Offshore) Fund is managed by Birla Sun Life Asset Management Company Limited. India Excel (Offshore) Fund invests in a diversified portfolio of well researched, globally competitive Indian companies with sound growth potential.

For complete details on Excel India Fund visit the official website of Excel Funds Management Inc. www.excelfunds.com

 
 
 
Who can invest?
 

The fund is open for subscription to residents of Canada.

 
 
 
How to invest?
 

Units of EIF are offered for sale on a continuous basis. Units of the Fund may be purchased by submitting a purchase order through a registered investment dealer, securities dealer or mutual fund dealer in all provinces of Canada. The investor can choose one of three commission options when purchasing units of the Fund, namely the Initial Sales Charge Option, Deferred Sales Charge Option or Volume Sales Charge Option. You can fill up the form and send it to the following address along with payment advice.

 
Ms. Wendy Roland
Excel Funds Management Inc.
2000 Argentia Rd.
Plaza 4, suite 280
Mississauga, Ontario
Canada
L5N 1W1
Tel: (888) 813 9813
email: excel@excelfunds.com
 
 
 
Why should you invest?
 

Excel India Fund provides you an ideal opportunity to invest and create wealth through opportunities which India provides. It follows a conservative, long term approach to investments, which is based on extensive research and analysis. The equity investments are made in fundamentally strong companies and emphasis is placed on quality of management and risk control.

 
 
 
  
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