In The Spotlight

Goldman Sachs India Equity Portfolio

India has embraced innovation, digitizing more than a billion identities. This has uplifted social and economic mobility across generations and opened new opportunities for investors. Tap into India’s growth story today.
Why Invest?

We invest in the leaders of tomorrow

India is prime hunting ground for early-stage companies, especially in niche and emerging sectors. We find opportunities across innovative and disruptive service providers and have stayed invested in some of these smaller companies as they scale up.

Our locally-based team is aligned with your interests

Having a local research team allows us to connect regularly with company management. It also gives us first-hand insights on the pulse of the market and regulatory landscape that can vary across this vast country.
We invest with our investors’ interest in mind and adopt a compensation scheme that rewards the team for the Portfolio’s outperformance vs benchmark.

Our results reflect our time-tested process

We look for sound businesses, trading at inexpensive valuation since the portfolio started in 2008. This, coupled with insights from the ground, has helped performance. For the last ten years, the Portfolio returned 10.4% per annum, outperforming the benchmark 9.5%.

At a Glance
45%+
Portfolio Investing inSmall-and-Mid-Caps and Off-Benchmark Companies
9
InvestorsDedicated to India Equity Portfolio
19+
YearsAverage industry experience
1,000
Company MeetingsA Year
15+
YearsExperience in Managing India Equities
Fund awards and ratingFund awards and rating

Source: Goldman Sachs Asset Management, as of 30 November 2024. Fund awards by Refinitiv Lipper Fund Awards 2024, Asian Private Banker. The five-year award is based on fund performance from December 2018 to December 2023. The ten-year award is based on fund performance from December 2013 to December 2023. These awards are not indicative of past or future fund performance. Award names and logos are trademarks or registered trademarks of their respective holders. Use by Goldman Sachs does not imply or suggest an endorsement or affiliation. The selection methodologies of each award are subjective and will vary.

Real estate and gold were the main household savings. Now we are seeing these go into mutual funds and this is a huge home bias which Indian households have.
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Hiren Dasani
Co-Head, Emerging Markets Equity
India Matters
India is the world’s most-populous country, one of the fastest-growing major economies and home to a diverse universe of companies. The country’s stronger-for-longer growth story is of global importance and could create new investment opportunities. We see ways to capitalize.
India Matters
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