More than 2.5 times growth in the past 5 years! Investment in the rapidly growing continent india! 3 selected Indian investment trusts compatible with the new NISA.

Without worrying about daily profit and loss, wanting to achieve significant returns through investments over a period of several years... That's why investing in India is a perfect choice for those who think this way. From a macro perspective,future population growth and income increase come with the endorsement of international organizations such as the United Nations. It is expected to become the world's third largest economy in the next three years after the USA and China, and is expected to continue its economic growth thereafter.The economic growth is expected to continue in India after becoming the world's third largest economy in three years following the forecast of future population growth and income increase with endorsement from international organizations.
If you are looking to invest in India for the long term, rather than focusing on daily price movements of individual stocks and ETFs,there is also the option of mutual funds.。By selecting a course that automatically reinvests dividends, you can achieve compound interest through "set-and-forget" investing.Three Indian-related mutual funds eligible for the growth investment framework of the new NISA are being selected.

<Performance (as of September 24)>
The rate of increase (when dividends are reinvested) increased by 31.19% in one year.and by 149.93% over 5 years.The rate of increase and decrease in the setting price in December 2007 was 90.97%.
Financial results are announced twice a year on the 16th of June and December, with the distribution for June 2024 reaching a record high of 1200 yen (0.01 million per unit), and the distribution for the latest one year period being 1950 yen. As of September 24, the benchmark price was 1541 yen (0.01 million per unit).The dividend yield is 16.90%.is turning out to be.

<Expense Ratio>
The management fee (trust fee) is 1.848% per annum, with a total expense ratio of 3.59%.

<Others>
Total net assets are 308.9 billion yen (as of September 24). The delegated company is Daiwa Asset Management.

<Top Holdings (as of March 29)>
1. IFSC NIFTY 50 APR 24 (Stock Index Futures)
2. HDFC Bank Ltd ADR
3. Reliance Industries
4. ICICI Bank Ltd-Spon ADR
5. Infosys Ltd-Sp ADR (Information Technology)

<Performance (as of September 24)>
The total return rate (assuming reinvestment of distributed dividends) increased by 25.82% in one year. The total return rate since the establishment as of March 2023 increased by 55.83%.
The settlement is on March 12 every year, and the distribution in March 24 was 0 yen. The reference price as of September 24 was 0.01 million5583 yen (0.01 million units).

<Expense Ratio>
The operating management fee (trust fee) is an annual rate of 0.473%., the total expense ratio is 0.65%.

<Others>
The net asset total is 150.6 billion yen (as of September 24). The entrusting company is Yamato Asset Management.

<Top included stocks (as of the end of January)>
1. Reliance Industries
2. ICICI Bank
3. HDFC Bank
4. State Bank of India
5. Larsen & Toubro

<Performance (as of the end of August)>
The rate of increase and decrease (assuming reinvestment of dividends) decreased by 4.49% over the year.increased by 142.55% over 5 years.The rise and fall rate since August 2014 increased by 137.44%.
Financial results are announced four times a year on the 15th of January, April, July, and October. The distribution per share for July 2024 reached a record high of 1500 yen (0.01 million per share) and the distribution for the last year was 3600 yen. The dividend yield as of September 24 is 33.59% compared to the benchmark price (0.01 million shares ¥737)The dividend yield is 33.59%.is turning out to be.

<Expense Ratio>
The management fee (trust fee) is 1.925% per annum, and the total expense ratio is 3.47%.

<Others>
Total net assets amount to 12.9 billion yen (as of September 24). The entrusting company is Nissay Asset Management.

Reference: Background to the high potential of India
1. Population and youthfulness
India's population is estimated to have surpassed China in 2023 to become the world's largest. According to the United Nations estimates, the population as of July 2023 is 1.438 billion, with an average age of 28.1 years indicating a high potential due to the large young population. By the way, Japan's average age is 49.0 years.

2. High economic growth rate
According to the IMF's estimates, India's nominal GDP surpassed the United Kingdom since 2021 to become the 5th largest in the world, and is projected to surpass Japan to rank 4th by 2025 (4.3398 trillion dollars) and Germany to rank 3rd by 2027 (5.287 trillion dollars). It is estimated that the nominal GDP will increase 1.5 times from 2023 to 2027.

3. English is a semi-official language.
In India, English has become a de facto official language, with 10-20% of the population said to speak English. A simple calculation indicates that between 0.15-0.3 billion people are English speakers, equivalent to the number following the USA. The advantage of the 'English-speaking' community can be obtained in terms of ties with the US economy.

Located to the west of the Middle East and Africa, and to the east of East and Southeast Asia.
India's location serves as a key juncture between Southeast Asia and East Asia to the east, and the Middle East and Africa to the west, separated by the Indian Ocean. It acts as a pivotal point between Asia and the Middle East/Africa. Geographically, India has the advantage of being easily connected to the growth areas in the east and west.