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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 First State Indian Subcontinent Fund 263 89 97 77 87,1% 23,4% 245
2 Aberdeen Global Indian Equity Fund 190 53 92 45 53,9% 25,9% 4.468
3 Invesco India Equity Fund 185 76 54 55 76,6% 30,8% 226
4 Pinebridge India Equity Fund 184 78 51 55 89,4% 29,8% 833
5 Schroder Indian Equity 174 47 92 35 58,8% 27,4% 276
6 Mirae Asset India Sector Leader Equity Fund 167 56 76 35 65,3% 29,6% 96
7 Morgan Stanley Indian Equity Fund 162 60 62 40 72,1% 32,6% 135
8 Danske Invest India 156 54 57 45 54,9% 27,3% 59
9 Goldman Sachs India Equity Portfolio 155 84 16 55 84,7% 32,4% 1.365
10 Franklin India Fund 119 51 33 35 59,5% 32,9% 3709
11 JP Morgan India 114 42 57 15 45,9% 31,3% 1113
12 Matthews India Fund 110 58 17 35 73,8% 33,8% 70
13 Nordea Indian Equity Fund 107 7 95 5 44,5% 29,4% 217
14 Edmond de Rothschild India 106 10 81 15 50,4% 29,9% 213
15 Pictet Indian Equities 103 32 61 10 60,8% 30,5% 268
16 Jupiter India Select 102 57 10 35 66,6% 36,0% 265
17 Fidelity India Focus Fund 99 24 50 25 51,9% 30,3% 1700
18 Amundi Equity India 94 30 39 25 60,6% 29,7% 505
19 Robeco Indian Equities 93 26 47 20 45,9% 30,6% 40
20 Blackrock India Fund 91 36 35 20 65,2% 32,1% 499
21 Baring India Fund 88 30 43 15 59,3% 30,1% 25
22 Comgest Growth India 87 51 7 29 62,3% 37,8% 193
23 Amundi Equity India Select 80 18 57 5 45,5% 31,2% 79
24 DB X-Trackers MSCI India Index ETF 69 -4 73 0 36,1% 29,6% 132
25 Amundi ETF MSCI India 59 -8 67 0 36,9% 31,6% 327
26 Pioneer Indian Equity 56 -15 71 0 45,3% 31,7% 101
27 Pictet India Index 51 -5 56 0 34,8% 31,7% 75
28 Lyxor ETF MSCI India 48 -15 63 0 36,5% 31,7% 1772
29 DB X-Trackers S&P CNX Nifty ETF 40 3 32 5 38,4% 31,5% 212
30 DNB India 34 11 18 5 50,9% 36,0% 70
31 DWS India 31 -10 41 0 37,2% 32,3% 182
32 ACM Bernstein India Growth Portfolio 30 9 11 10 56,6% 35,9% 291
33 Standard Life Indian Equities Fund -3 -15 12 0 30,7% 37,8% 21
34 HSBC Indian Equity -9 -15 6 0 37,4% 40,4% 1965
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 First State Indian Subcontinent Fund 89 16,5% 25 87,1% 24 80,7% 20 20 5 0 5 5 5
2 Goldman Sachs India Equity Portfolio 84 17,8% 27 84,7% 23 57,9% 19 15 5 5 0 5 0
3 Pinebridge India Equity Fund 78 23,5% 30 89,4% 25 48,0% 18 5 5 5 -5 -5 5
4 Invesco India Equity Fund 76 20,3% 29 76,6% 22 39,0% 15 10 5 0 5 -5 5
5 Morgan Stanley Indian Equity Fund 60 19,4% 28 72,1% 20 27,3% 12 0 5 0 0 0 -5
6 Matthews India Fund 58 13,3% 22 73,8% 21 - 0 15 5 5 -5 5 5
7 Jupiter India Select 57 16,9% 26 66,6% 19 21,3% 7 5 5 0 0 -5 5
8 Mirae Asset India Sector Leader Equity Fund 56 14,1% 23 65,3% 18 0,0% 0 15 5 -5 5 5 5
9 Danske Invest India 54 9,6% 13 54,9% 9 45,5% 17 15 5 -5 5 5 5
10 Aberdeen Indian Equity Fund 53 9,8% 14 53,9% 8 45,4% 16 15 5 -5 5 5 5
11 Comgest Growth India 51 14,3% 24 62,3% 16 25,7% 11 0 5 5 -5 0 -5
12 Franklin India Fund 51 10,0% 15 59,5% 13 30,3% 13 10 5 0 5 -5 5
13 Schroder Indian Equity 47 10,5% 17 58,8% 11 31,1% 14 5 5 -5 5 5 -5
14 JP Morgan India 42 12,6% 20 45,9% 3 22,7% 9 10 5 -5 0 5 5
15 Blackrock India Fund 36 11,5% 19 65,2% 17 19,5% 5 -5 5 5 -5 -5 -5
16 Pictet Indian Equities 32 12,9% 21 60,8% 15 13,7% 1 -5 5 0 0 -5 -5
17 Amundi Equity India 30 8,4% 10 60,6% 14 20,9% 6 0 0 0 5 0 -5
18 Baring India Fund 30 11,3% 18 59,3% 12 - 0 0 0 0 0 0 0
19 Robeco Indian Equities 26 1,2% 4 45,9% 4 22,2% 8 10 -5 0 5 5 5
20 Fidelity India Focus Fund 24 8,7% 12 51,9% 7 23,9% 10 -5 0 -5 0 5 -5
21 Amundi Equity India Select 18 10,1% 16 45,5% 2 - 0 0 0 0 0 0 0
22 DNB India 11 4,7% 8 50,9% 6 14,2% 2 -5 -5 5 -5 5 -5
23 Edmond de Rothschild India 10 8,5% 11 50,4% 5 18,7% 4 -10 0 -5 -5 -5 5
24 ACM Bernstein India Growth Portfolio 9 2,9% 6 56,6% 10 16,0% 3 -10 -5 5 -5 -5 0
25 Nordea Indian Equity Fund 7 3,5% 7 44,5% 0 - 0 0 0 0 0 0 0
26 DB X-Trackers S&P CNX Nifty ETF 3 0,5% 3 38,4% 0 10,4% 0 0 -5 -5 5 5 0
27 DB X-Trackers MSCI India Index ETF -4 0,1% 1 36,1% 0 5,5% 0 -5 -5 -5 5 5 -5
28 Pictet India Index -5 -2,3% 0 34,8% 0 - 0 -5 -5 -5 5 -5 5
29 Amundi ETF MSCI India -8 0,2% 2 36,9% 0 5,7% 0 -10 -5 -5 5 0 -5
30 DWS India -10 2,2% 5 37,2% 0 -0,8% 0 -15 -5 -5 -5 5 -5
31 HSBC Indian Equity -15 -6,0% 0 37,4% 0 -12,7% 0 -15 -5 5 -5 -5 -5
32 Lyxor ETF MSCI India -15 -0,1% 0 36,5% 0 4,6% 0 -15 -5 -5 5 -5 -5
33 Pioneer Indian Equity -15 6,8% 9 45,3% 1 1,4% 0 -25 -5 -5 -5 -5 -5
34 SLI Indian Equities Fund -15 -6,8% 0 30,7% 0 -22,4% 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 First State Indian Subcontinent Fund 97 19,5% 29 23,4% 39 0,88 29
2 Nordea Indian Equity Fund 95 19,1% 30 29,4% 35 0,86 30
3 Aberdeen Global Indian Equity Fund 92 20,4% 27 25,9% 38 0,92 27
4 Schroder Indian Equity 92 20,0% 28 27,4% 36 0,91 28
5 Edmond de Rothschild India 81 20,5% 25 29,9% 30 0,93 26
6 Mirae Asset India Sector Leader Equity Fund 76 21,3% 21 29,6% 34 0,99 21
7 DB X-Trackers MSCI India Index ETF 73 21,4% 20 29,6% 33 0,99 20
8 Pioneer Indian Equity 71 20,4% 26 31,7% 20 0,94 25
9 Amundi ETF MSCI India 67 21,1% 23 31,6% 21 0,97 23
10 Lyxor ETF MSCI India 63 21,1% 22 31,7% 19 0,97 22
11 Morgan Stanley Indian Equity Fund 62 21,1% 24 32,6% 14 0,96 24
12 Pictet Indian Equities 61 21,7% 17 30,5% 27 1 17
13 JP Morgan India 57 21,7% 16 31,3% 23 1 18
14 Danske Invest India 57 22,5% 7 27,3% 37 1 13
15 Amundi Equity India Select 57 21,6% 18 31,2% 24 1 15
16 Pictet India Index 56 21,6% 19 31,7% 18 0,99 19
17 Invesco India Equity Fund 54 21,7% 15 30,8% 25 1 14
18 Pinebridge India Equity Fund 51 22,2% 10 29,8% 31 1,01 10
19 Fidelity India Focus Fund 50 22,1% 13 30,3% 28 1,02 9
20 Robeco Indian Equities 47 22,4% 9 30,6% 26 1 12
21 Baring India Fund 43 22,4% 8 30,1% 29 1,03 6
22 DWS India 41 21,8% 14 32,3% 16 1,01 11
23 Amundi Equity India 39 22,9% 5 29,7% 32 1,06 2
24 Blackrock India Fund 35 22,2% 11 32,1% 17 1,03 7
25 Franklin India Fund 33 22,2% 12 32,9% 13 1,02 8
26 DB X-Trackers S&P CNX Nifty ETF 32 22,8% 6 31,5% 22 1,05 4
27 DNB India 18 22,9% 4 36,0% 9 1,04 5
28 Matthews India Fund 17 23,2% 2 33,8% 12 1,05 3
29 Goldman Sachs India Equity Portfolio 16 23,5% 1 32,4% 15 1,08 0
30 Standard Life Indian Equities Fund 12 23,2% 3 37,8% 8 1,06 1
31 ACM Bernstein India Growth Portfolio 11 24,2% 0 35,9% 11 1,12 0
32 Jupiter India Select 10 23,9% 0 36,0% 10 1,07 0
33 Comgest Growth India 7 24,9% 0 37,8% 7 1,1 0
34 HSBC Indian Equity 6 27,8% 0 40,4% 6 1,2 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 First State Indian Subcontinent Fund 77 A 20 5 20 15 10 5 20 2 7 - 0
2 Goldman Sachs India Equity Portfolio 55 A 20 5 20 13 5 4 10 - 0 - 0
3 Invesco India Equity Fund 55 A 20 5 20 13 5 4 10 - 0 - 0
4 Pinebridge India Equity Fund 55 A 20 5 20 11 5 4 10 - 0 - 0
5 Aberdeen Indian Equity Fund 45 A 20 4 10 11 5 4 10 - 0 - 0
6 Danske Invest India 45 A 20 4 10 12 5 4 10 - 0 - 0
7 Morgan Stanley Indian Equity Fund 40 C 5 5 20 15 10 3 5 - 0 - 0
8 Jupiter India Select 35 C 5 5 20 13 5 3 5 - 0 - 0
9 Matthews India Fund 35 - 0 5 20 14 10 3 5 - 0 - 0
10 Mirae Asset India Sector Leader Equity Fund 35 - 0 5 20 11 5 4 10 - 0 - 0
11 Schroder Indian Equity 35 B 10 4 10 10 5 4 10 - 0 - 0
12 Franklin India Fund 35 B 10 4 10 13 5 4 10 - 0 - 0
13 Comgest Growth India 29 C 5 3 5 13 5 4 10 1 4 - 0
14 Fidelity India Focus Fund 25 B 10 3 5 10 5 3 5 - 0 - 0
15 Amundi Equity India 25 B 10 3 5 11 5 3 5 - 0 - 0
16 Blackrock India Fund 20 - 0 4 10 13 5 3 5 - 0 - 0
17 Robeco Indian Equities 20 B 10 3 5 8 0 3 5 - 0 - 0
18 Edmond de Rothschild India 15 C 5 3 5 8 0 3 5 - 0 - 0
19 Baring India Fund 15 - 0 4 10 9 0 3 5 - 0 - 0
20 JP Morgan India 15 C 5 3 5 9 0 3 5 - 0 - 0
21 Pictet Indian Equities 10 D 0 4 10 9 0 2 0 - 0 - 0
22 ACM Bernstein India Growth Portfolio 10 D 0 2 0 10 5 3 5 - 0 - 0
23 DB X-Trackers S&P CNX Nifty ETF 5 C 5 1 0 8 0 2 0 - 0 - 0
24 Amundi Equity India Select 5 C 5 2 0 7 0 2 0 - 0 - 0
25 Nordea Indian Equity Fund 5 - 0 3 5 6 0 2 0 - 0 - 0
26 DNB India 5 C 5 2 0 8 0 2 0 - 0 - 0
27 Pioneer Indian Equity 0 D 0 2 0 6 0 2 0 - 0 - 0
28 Amundi ETF MSCI India 0 D 0 2 0 8 0 2 0 - 0 - 0
29 DB X-Trackers MSCI India Index ETF 0 D 0 1 0 8 0 2 0 - 0 - 0
30 Pictet India Index 0 - 0 2 0 8 0 1 0 - 0 - 0
31 Lyxor ETF MSCI India 0 D 0 1 0 8 0 2 0 - 0 - 0
32 Standard Life Indian Equities Fund 0 E 0 1 0 3 0 1 0 - 0 - 0
33 HSBC Indian Equity 0 E 0 1 0 7 0 1 0 - 0 - 0
34 DWS India 0 D 0 1 0 7 0 2 0 - 0 - 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 11. September 2015), Wertentwicklung auf Euro-Basis

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