About BINDX
Baron India Fund Institutional Shares is a mutual fund focused on capital appreciation by investing primarily in equities of companies located in India. Managed by Baron Capital, the fund holds a diversified portfolio across sectors and emphasizes businesses with significant growth potential, often favoring founder-led firms. Its investment approach targets companies of all sizes, but typically leans toward mid- and large-cap stocks, providing exposure to India’s rapidly expanding economy, favorable demographics, and ongoing trends in urbanization and digitization. The fund’s strategy mandates at least 80% of assets be allocated to Indian equities, making it a dedicated vehicle for investors seeking targeted exposure to the Indian market. As of March 2025, the portfolio consisted of over 40 issuers, with a high active share that suggests a conviction-driven approach versus passive benchmarks. The fund’s structure, including professional management and rigorous research, positions it as a specialized option within the international equity universe, particularly for those interested in accessing India’s dynamic corporate landscape through a disciplined, growth-oriented framework.
Fund Family Baron Capital Group, Inc.
Category India Equity
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BINDX
Share Class Institutional Shares
BINDX had a total return of -2.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been -1.37%.
