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.

Not getting carried away by daily profits and losses, aiming for significant returns over the course of several years...For those who want to invest with a long-term perspective, India is the perfect destination.Looking at it from a macro perspective, the projected population and income growth in the future has been endorsed by international organizations such as the United Nations. India is expected to become the world's third largest economy after the USA and China in 3 years, with continued economic growth anticipated thereafter.and the economic growth is expected to continue.
If you are investing in India for the long term, rather than focusing on daily stock movements and ETFs,there is also the option of funds.。By choosing a course that automatically reinvests dividends, you can achieve compound interest through "set-and-forget investing".Pick three Indian-related funds eligible for the growth investment category of the new NISA.

<Performance (as of September 24)>
The rate of appreciation and depreciation (when dividends are reinvested) increased by 31.19% over one year.and by 149.93% in five years.The price fluctuation rate of the toro set in December 2007 increased by 90.97% compared to the previous year.
The financial results are released twice a year on the 16th of June and December, with the distribution in June 2024 reaching a record high of 1200 yen per 0.01 million units, and the distribution for the most recent year being 1950 yen. The dividend yield as of September 24 is 16.90%.The distribution yield is 16.90%.is turning out to be.

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

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

<Performance (as of September 24)>
The rate of increase (when dividends are reinvested) has increased by 25.82% in one year. The rate of increase since the establishment in March 2023 has increased by 55.83%.
The fiscal year ends on March 12th every year. The dividend for March 2024 was 0 yen. The reference price as of September 24 was 0.01 million 5583 yen (0.01 million shares).

<Expense Ratio>
The operation management fee (trust fee) is annualized at 0.473%.Total expense ratio is 0.65%.

<Others>
The total net assets are 150.6 billion yen (as of September 24). The entrusted company is Daiwa Asset Management.

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

<Performance (as of the end of August)>
The total return rate (assuming reinvestment of dividends) decreased by 4.49% over the course of one year. increased by 142.55% over the past 5 years.The rise and fall rate set in 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 in July 2024 reached a record high of 1,500 yen (0.01 million per unit), with the most recent annual distribution being 3,600 yen. The dividend yield as of September 24th is 33.59% compared to the benchmark price (1,717 yen per 0.01 million unit).The dividend yield is 33.59%.is turning out to be.

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

<Others>
Net assets total 12.9 billion yen (as of September 24). The entrusted company is Nissay Asset Management.

Reference: The background of India's high potential
1. Population and youthfulness
It is estimated that India's population surpassed China to become the world's top in 2023. According to the United Nations estimates, the population as of July 23 is 1.438 billion, with an average age of 28.1 years, indicating the high potential of the youth population. By the way, Japan is 49.0 years old.

2. High economic growth rate
According to IMF estimates, India's nominal GDP surpassed the United Kingdom in 2021 to become the fifth largest in the world. It is projected to surpass Japan to rank fourth in 2025 (4 trillion 339.8 billion dollars), and surpass Germany to rank third in 2027 (5 trillion 287 billion dollars). Nominal GDP is estimated to increase by 1.5 times between 2023 and 2027.

3. English is a semi-official language.
English has become a de facto official language in India, with an estimated 10-20% of the population said to speak English. Roughly calculated, it translates to 0.15 billion to 0.3 billion English speakers, equivalent to the number of speakers in the United States. The advantage of being in an 'English-speaking region' is gained in terms of connection with the U.S. economy.

Located to the west of the Middle East and Africa, and to the east of East and Southeast Asia.
India's location spans East and Southeast Asia, East Asia, the Middle East, and Africa, with the Indian Ocean in between, making it a key junction between Asia and the Middle East/Africa. It has the geographical advantage of being easily connected to the growth areas of both the east and the west.