Morningstar

Baron India Fund Institutional Shares BINDX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 9.13  /  +0.44 %
  • Total Assets 26.0M
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.53%
  • Turnover 35%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BINDX

Will BINDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BINDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BINDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BINDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron India Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BINDX

More BINDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bajaj Finance Ltd

6.67 2M
Financial Services

Precision Wires India Ltd

5.53 1M
Industrials

ICICI Bank Ltd

4.47 1M
Financial Services

HDFC Bank Ltd

4.42 1M
Financial Services

Kirloskar Oil Engines Ltd

4.01 1M
Industrials

Acutaas Chemicals Ltd

3.96 1M
Basic Materials

Bharat Electronics Ltd

3.93 1M
Industrials

InterGlobe Aviation Ltd

3.74 999,869
Industrials

Aster DM Healthcare Ltd Ordinary Shares

3.69 986,708
Healthcare

Centum Electronics Ltd

3.53 944,364
Technology

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