Morningstar

Baron India Fund Institutional Shares BINDX

Medalist Rating as of Sep 30, 2026 See Baron Capital Investment Hub

Strategy

The investment seeks capital appreciation. The fund is a diversified fund that, under normal circumstances, invests at least 80% of its net assets in equity securities of companies located in India. The Adviser considers a company or other issuer to be “located” in India, and a security or instrument is deemed to be an Indian security or instrument, if it has substantial ties to India. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BINRX	Baron India Fund Retail Shares	No Load	Open	—		Jul 30, 2021	$4.42M	1.450%	High	$2,000	$528,053.11
BINDX	Baron India Fund Institutional Shares	Institutional	Open	—		Jul 30, 2021	$18.26M	1.200%	High	$1M	$4.32M
BINUX	Baron India Fund R6 Shares	Retirement, Large	Open	—		Jul 30, 2021	$2.32M	1.200%	High	$5M	$124,492.57

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