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Fonds-Crashtest

DAS INVESTMENT kürt gemeinsam mit der Münchner Analysegesellschaft FWW Fundservices GmbH in jeder Ausgabe die besten Angebote einer Anlagekategorie (Aktien Global, Aktien Europa, Hochzinsanleihen etc.). Dabei berücksichtigt die Redaktion nur Fonds, die mindestens fünf Jahre alt sind und mindestens 10 Millionen Euro Volumen auf die Waage bringen. Punkten können die Testteilnehmer in drei Bereichen: Performance, Stressverhalten, Aktives Management. Die dort erzielten Ergebnisse fließen im Verhältnis 40/30/30 in das Endergebnis ein. Mehr Infos zum Testverfahren.

  Fonds Punkte
Gesamt		 Pkt. Perfor-
mance		 Pkt. Stress-
test		 Pkt. Rating Perf. 3
Jahre		 Max.
Verlust 3
Jahre		 Vol. in
Mio. €
1 Stewart Investors Indian Subcontinent Fund 221 52 99 70 119.55 19.52 352
2 Invesco India Equity Fund 202 73 79 50 130.60 25.18 245
3 Morgan Stanley Indian Equity Fund 192 65 82 45 126.69 25.38 330
4 Pinebridge India Equity Fund 176 47 69 60 155.55 18.33 935
5 Franklin India Fund 170 69 56 45 123.99 26.59 3089
6 Schroder ISF Indian Equity USD A Acc 166 42 89 35 94.78 26.10 267
7 Mirae Asset India Sector Leader Equity Fund A USD 160 66 49 45 110.20 27.12 87
8 Goldman Sachs India Equity Portfolio Base Acc. 156 63 38 55 142.62 25.32 1648
9 BlackRock Global Funds - India Fund A2 USD 150 59 56 35 119.55 25.15 448
10 Danske Invest - India A (Lux) 140 60 40 40 105.25 26.25 65
11 Aberdeen Global - Indian Equity Fund A2 137 40 67 30 94.52 26.34 3419
12 Matthews Asia Funds - India Fund A Acc USD 129 30 69 30 128.09 26.39 101
13 Comgest Growth India 126 53 33 40 147.92 26.01 139
14 AMUNDI FUNDS Equity India Select - AU (C) 125 43 62 20 109.13 25.21 65
15 Nordea-1 Indian Equity Fund BP-USD 121 26 80 15 99.74 26.46 195
16 Jupiter India Select L USD A Inc 113 56 27 30 139.22 26.91 237
17 Pictet - Indian Equities-P USD 112 44 53 15 107.50 28.18 230
18 JPM India A (dist) - USD 92 36 41 15 95.24 28.21 1050
19 Baring India Fund A (USD) Acc. 89 34 40 15 119.94 26.62 22
20 Fidelity Funds - India Focus Fund A (USD) 85 26 44 15 100.34 27.48 1463
21 AMUNDI FUNDS Equity India - AU (C) 80 30 30 20 103.17 27.82 432
22 DNB - India 74 45 14 15 118.68 31.57 48
23 Pioneer Funds - Indian Equity A EUR (ND) 58 -15 73 0 81.98 28.72 79
24 Edmond de Rothschild India A 58 -15 68 5 85.31 31.84 143
25 AB SICAV I - India Growth Portfolio AX 49 18 16 15 121.22 30.10 216
26 db x-trackers MSCI India Index UCITS ETF 1C 48 -10 58 0 70.02 29.30 123
27 Parvest Equity India C 47 0 37 10 89.28 28.15 1266
28 AMUNDI ETF MSCI INDIA 42 -15 57 0 67.95 33.32 205
29 LYXOR UCITS ETF MSCI INDIA C 42 -14 56 0 67.99 33.21 1191
30 Pictet - India Index-R EUR 38 -13 51 0 73.25 31.93 98
31 Robeco Indian Equities (EUR) D 34 6 18 10 93.40 33.19 22
32 SLI Global SICAV Indian Equities Fund A thes. 33 26 7 0 92.51 36.93 17
33 DWS India 33 -13 46 0 80.96 31.02 154
34 db x-trackers Nifty 50 UCITS ETF 1C 16 -9 25 0 82.82 31.06 202
35 HSBC GIF Indian Equity AD -4 -10 6 0 80.63 37.34 1532
Punkte Outperformance
  Fonds Punkte
Perf.		 Perf. 1
Jahr		 Pkt.
Perf. 1
Jahr		 Perf. 3
Jahr		 Pkt.
Perf. 3
Jahr		 Perf. 5
Jahr		 Pkt.
Perf. 5
Jahr		 ges. 1.
Jahr		 2.
Jahr		 3.
Jahr		 4.
Jahr		 5.
Jahr
1 Invesco India Equity Fund 73 20.55 26 130.60 21 90.39 16 10 5 5 0 5 -5
2 Franklin India Fund Class 69 22.57 28 123.99 18 86.53 13 10 5 5 5 0 -5
3 Mirae Asset India Sector Leader Equity Fund A USD 66 18.02 20 110.20 12 87.76 14 20 5 5 0 5 5
4 Morgan Stanley Indian Equity Fund 65 17.80 19 126.69 19 93.27 17 10 5 5 0 5 -5
5 Goldman Sachs India Equity Portfolio Base Acc. 63 15.18 10 142.62 23 119.19 20 10 -5 5 5 0 5
6 Danske Invest - India A (Lux) 60 18.19 21 105.25 9 88.44 15 15 5 5 -5 5 5
7 BlackRock Global Funds - India Fund A2 USD 59 19.85 24 119.55 14 73.59 6 15 5 5 5 5 -5
8 Jupiter India Select L USD A Inc 56 25.21 29 139.22 22 73.50 5 0 5 5 0 -5 -5
9 Comgest Growth India 53 17.16 15 147.92 24 80.19 9 5 5 5 5 -5 -5
10 Stewart Investors Indian Subcontinent Fund 52 12.23 3 119.55 15 112.47 19 15 -5 5 5 5 5
11 Pinebridge India Equity Fund 47 14.90 9 155.55 25 96.91 18 -5 -5 5 5 -5 -5
12 DNB - India 45 18.85 23 118.68 13 69.61 4 5 5 -5 5 -5 5
13 Pictet - Indian Equities-P USD 44 18.23 22 107.50 10 69.44 2 10 5 5 0 5 -5
14 AMUNDI FUNDS Equity India Select - AU (C) 43 21.81 27 109.13 11 0 5 5 5 -5 -5 5
15 Schroder ISF Indian Equity USD A Acc 42 17.44 16 94.78 4 84.00 12 10 5 0 -5 5 5
16 Aberdeen Global - Indian Equity Fund A2 40 17.51 17 94.52 3 80.81 10 10 5 0 -5 5 5
17 JPM India A (dist) - USD 36 17.73 18 95.24 5 69.48 3 10 5 5 -5 0 5
18 Baring India Fund A (USD) Acc. 34 16.78 13 119.94 16 0 5 0 5 0 -5 5
19 Matthews Asia Funds - India Fund A Acc USD 30 12.71 4 128.09 20 81.97 11 -5 -5 5 5 -5 -5
20 AMUNDI FUNDS Equity India - AU (C) 30 16.95 14 103.17 8 78.23 8 0 0 0 0 5 -5
21 Fidelity Funds - India Focus Fund A (USD) 26 16.77 12 100.34 7 73.68 7 0 0 -5 0 0 5
22 Nordea-1 Indian Equity Fund BP-USD 26 20.50 25 99.74 6 0 -5 5 -5 0 0 -5
23 SLI Global SICAV Indian Equities Fund A thes. 26 25.97 30 92.51 1 41.00 0 -5 5 -5 5 -5 -5
24 AB SICAV I - India Growth Portfolio AX 18 16.55 11 121.22 17 62.72 0 -10 0 -5 5 -5 -5
25 Robeco Indian Equities (EUR) D 6 14.17 8 93.40 2 68.09 1 -5 -5 -5 0 0 5
26 Parvest Equity India C 0 9.96 0 89.28 0 0 0 0 0 0 0 0
27 db x-trackers Nifty 50 UCITS ETF 1C -9 12.99 6 82.82 0 50.86 0 -15 -5 -5 -5 -5 5
28 HSBC GIF Indian Equity AD -10 12.73 5 80.63 0 40.35 0 -15 -5 -5 5 -5 -5
29 db x-trackers MSCI India Index UCITS ETF 1C -10 9.28 0 70.02 0 44.50 0 -10 -5 -5 -5 0 5
30 Pictet - India Index-R EUR -13 12.04 2 73.25 0 48.03 0 -15 -5 -5 -5 5 -5
31 DWS India -13 13.49 7 80.96 0 49.20 0 -20 -5 -5 -5 0 -5
32 LYXOR UCITS ETF MSCI INDIA C -14 11.21 1 67.99 0 44.01 0 -15 -5 -5 -5 5 -5
33 Edmond de Rothschild India A -15 6.14 0 85.31 0 45.17 0 -15 -5 5 -5 -5 -5
34 AMUNDI ETF MSCI INDIA -15 11.00 0 67.95 0 44.68 0 -15 -5 -5 -5 5 -5
35 Pioneer Funds - Indian Equity A EUR (ND) -15 10.50 0 81.98 0 41.32 0 -15 -5 -5 -5 5 -5
  Fonds Pkt
Stresstest		 Vola 3 Jahre Pkt.
Vola 3 Jahre		 Max. Draw-down
3 Jahre		 Pkt.
Max. Drawdown
3 Jahre		 Beta Faktor
3 Jahre		 Pkt.
Beta Faktor
3 Jahre
1 Stewart Investors Indian Subcontinent Fund 99 17.72 30 19.52 39 0.86 30
2 Schroder ISF Indian Equity USD A Acc 89 18.24 29 26.10 32 0.91 28
3 Morgan Stanley Indian Equity Fund 82 19.28 23 25.38 34 0.95 25
4 Nordea-1 Indian Equity Fund BP-USD 80 18.72 26 26.46 28 0.93 26
5 Invesco India Equity Fund 79 19.56 21 25.18 37 0.97 21
6 Pioneer Funds - Indian Equity A EUR (ND) 73 18.44 28 28.72 18 0.92 27
7 Matthews Asia Funds - India Fund A Acc USD 69 19.88 18 26.39 29 0.97 22
8 Pinebridge India Equity Fund 69 20.05 12 18.33 40 0.99 17
9 Edmond de Rothschild India A 68 18.49 27 31.84 12 0.91 29
10 Aberdeen Global - Indian Equity Fund A2 67 19.83 19 26.34 30 0.99 18
11 AMUNDI FUNDS Equity India Select - AU (C) 62 20.02 13 25.21 36 1.01 13
12 db x-trackers MSCI India Index UCITS ETF 1C 58 19.49 22 29.30 17 0.99 19
13 AMUNDI ETF MSCI INDIA 57 19.20 25 33.32 8 0.97 24
14 BlackRock Global Funds - India Fund A2 USD 56 20.26 9 25.15 38 1.03 9
15 LYXOR UCITS ETF MSCI INDIA C 56 19.21 24 33.21 9 0.97 23
16 Franklin India Fund 56 19.92 15 26.59 27 1.00 14
17 Pictet - Indian Equities-P USD 53 19.90 17 28.18 20 1.00 16
18 Pictet - India Index-R EUR 51 19.63 20 31.93 11 0.98 20
19 Mirae Asset India Sector Leader Equity Fund A USD 49 20.00 14 27.12 24 1.01 11
20 DWS India 46 19.92 16 31.02 15 1.00 15
21 Fidelity Funds - India Focus Fund A (USD) 44 20.20 11 27.48 23 1.02 10
22 JPM India A (dist) - USD 41 20.23 10 28.21 19 1.01 12
23 Danske Invest - India A (Lux) 40 21.36 3 26.25 31 1.04 6
24 Baring India Fund A (USD) Acc. 40 20.52 7 26.62 26 1.03 7
25 Goldman Sachs India Equity Portfolio Base Acc. 38 21.62 2 25.32 35 1.09 1
26 Parvest Equity India C 37 20.42 8 28.15 21 1.03 8
27 Comgest Growth India 33 22.35 0 26.01 33 1.09 0
28 AMUNDI FUNDS Equity India - AU (C) 30 20.99 5 27.82 22 1.06 3
29 Jupiter India Select L USD A Inc 27 22.47 0 26.91 25 1.08 2
30 db x-trackers Nifty 50 UCITS ETF 1C 25 20.89 6 31.06 14 1.06 5
31 Robeco Indian Equities (EUR) D 18 21.31 4 33.19 10 1.06 4
32 AB SICAV I - India Growth Portfolio AX 16 22.26 0 30.10 16 1.11 0
33 DNB - India 14 22.10 1 31.57 13 1.10 0
34 SLI Global SICAV Indian Equities Fund A thes. 7 22.52 0 36.93 7 1.10 0
35 HSBC GIF Indian Equity AD 6 24.85 0 37.34 6 1.19 0
  Fonds Pkt
Ratings		 Feri Pkt.
Feri		 FWW
Fundstars		 Pkt.
FWW
Fundstars		 Lipper Pkt.
Lipper		 Morningstar Pkt.
Morningstar		 Sauren Pkt.
Sauren		 Telos Pkt.
Telos
1 Stewart Investors Indian Subcontinent Fund 70 A 20 5 20 16 10 5 20 0 0
2 Pinebridge India Equity Fund 60 B 10 5 20 15 10 5 20 0 0
3 Goldman Sachs India Equity Portfolio Base Acc. 55 A 20 5 20 13 5 4 10 0 0
4 Invesco India Equity Fund 50 B 10 5 20 14 10 4 10 0 0
5 Morgan Stanley Indian Equity Fund 45 B 10 5 20 13 5 4 10 0 0
6 Franklin India Fund Class 45 B 10 5 20 13 5 4 10 0 0
7 Mirae Asset India Sector Leader Equity Fund A USD 45 A 20 4 10 13 5 4 10 0 0
8 Comgest Growth India 40 C 5 5 20 12 5 4 10 0 0
9 Danske Invest - India A (Lux) 40 A 20 3 5 12 5 4 10 0 0
10 Schroder ISF Indian Equity USD A Acc 35 B 10 4 10 10 5 4 10 0 0
11 BlackRock Global Funds - India Fund A2 USD 35 C 5 5 20 11 5 3 5 0 0
12 Aberdeen Global - Indian Equity Fund A2 30 B 10 3 5 11 5 4 10 0 0
13 Matthews Asia Funds - India Fund A Acc USD 30 B 10 4 10 13 5 3 5 0 0
14 Jupiter India Select L USD A Inc 30 C 5 4 10 12 5 4 10 0 0
15 AMUNDI FUNDS Equity India Select - AU (C) 20 C 5 4 10 7 0 3 5 0 0
16 AMUNDI FUNDS Equity India - AU (C) 20 B 10 3 5 9 0 3 5 0 0
17 Fidelity Funds - India Focus Fund A (USD) 15 C 5 3 5 8 0 3 5 0 0
18 Pictet - Indian Equities-P USD 15 C 5 3 5 8 0 3 5 0 0
19 AB SICAV I - India Growth Portfolio AX 15 D 0 3 5 10 5 3 5 0 0
20 JPM India A (dist) - USD 15 C 5 3 5 8 0 3 5 0 0
21 Nordea-1 Indian Equity Fund BP-USD 15 0 4 10 9 0 3 5 0 0
22 DNB - India 15 C 5 2 0 10 5 3 5 0 0
23 Baring India Fund A (USD) Acc. 15 0 4 10 9 0 3 5 0 0
24 Parvest Equity India C 10 C 5 1 0 7 0 3 5 0 0
25 Robeco Indian Equities (EUR) D 10 C 5 2 0 9 0 3 5 0 0
26 Edmond de Rothschild India A 5 D 0 2 0 5 0 3 5 0 0
27 db x-trackers MSCI India Index UCITS ETF 1C 0 D 0 1 0 8 0 2 0 0 0
28 Pictet - India Index-R EUR 0 D 0 1 0 8 0 2 0 0 0
29 AMUNDI ETF MSCI INDIA 0 D 0 1 0 8 0 2 0 0 0
30 Pioneer Funds - Indian Equity A EUR (ND) 0 E 0 2 0 5 0 2 0 0 0
31 SLI Global SICAV Indian Equities Fund A thes. 0 E 0 2 0 3 0 1 0 0 0
32 HSBC GIF Indian Equity AD 0 E 0 1 0 6 0 1 0 0 0
33 DWS India 0 D 0 2 0 6 0 2 0 0 0
34 db x-trackers Nifty 50 UCITS ETF 1C 0 D 0 2 0 8 0 2 0 0 0
35 LYXOR UCITS ETF MSCI INDIA C 0 D 0 1 0 8 0 2 0 0 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 8. September 2016), Wertentwicklung auf Euro-Basis

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