Karpus Management (NYSE: IIF) reports 5.09% beneficial stake in Morgan Stanley India fund

Rhea-AI Filing Summary

Karpus Management, Inc., doing business as Karpus Investment Management, reports beneficial ownership of common stock of Morgan Stanley India Investment Fund, Inc. Karpus holds 477,621 shares, representing 5.09% of the outstanding common stock, on behalf of accounts it manages.

Karpus, a New York corporation and registered investment adviser, has sole voting and sole dispositive power over all 477,621 shares and no shared voting or dispositive power. The shares are owned directly by client accounts advised by Karpus, which exercises voting and investment power independently of its parent, City of London Investment Group plc.

Key Figures

Shares beneficially owned: 477,621 shares Percent of class: 5.09% Sole voting power: 477,621 shares +3 more

6 metrics

Shares beneficially owned 477,621 shares Common stock of Morgan Stanley India Investment Fund, Inc.

Percent of class 5.09% Beneficial ownership of Morgan Stanley India Investment Fund common stock

Sole voting power 477,621 shares Shares over which Karpus has sole power to vote or direct the vote

Sole dispositive power 477,621 shares Shares over which Karpus has sole power to dispose or direct disposition

Shared voting power 0 shares Shares with shared power to vote or direct the vote

Shared dispositive power 0 shares Shares with shared power to dispose or direct disposition

Key Terms

beneficial ownership, sole voting power, sole dispositive power, investment adviser, +1 more

5 terms

beneficial ownership financial

"Percent of class: 5.09 % and Amount beneficially owned: 477,621.00"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

sole voting power financial

"Sole Voting Power 477,621.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Sole Dispositive Power 477,621.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

investment adviser financial

"Karpus is a registered investment adviser under Section 203 of the Investment Advisers Act"

An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.

dispositive power financial

"Sole Dispositive Power 477,621.00 8 | Shared Dispositive Power 0.00"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

FAQ

What percentage of Morgan Stanley India Investment Fund (IIF) does Karpus Management own?

Karpus Management, Inc. reports beneficial ownership of 5.09% of Morgan Stanley India Investment Fund’s common stock, holding 477,621 shares on behalf of client accounts it manages as an investment adviser.

How many IIF shares does Karpus Management control?

Karpus Management, Inc. controls 477,621 shares of Morgan Stanley India Investment Fund common stock with sole voting and sole dispositive power, and reports no shared voting or dispositive authority over any shares.

Who is the reporting person in this IIF Schedule 13G filing?

The reporting person is Karpus Management, Inc., d/b/a Karpus Investment Management, a registered investment adviser organized in New York, filing on shares held in client accounts it manages in Morgan Stanley India Investment Fund.

Does City of London Investment Group control Karpus’s IIF voting power?

Karpus is controlled by City of London Investment Group plc, but effective informational barriers mean voting and investment power over IIF shares is exercised independently by Karpus, so beneficial ownership is not attributed between the two entities.

Does Karpus have shared voting or dispositive power over IIF shares?

No. Karpus reports 0 shares with shared voting power and 0 shares with shared dispositive power in Morgan Stanley India Investment Fund; all 477,621 shares are under its sole voting and dispositive authority.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 08/14/2026 - 04:09 PM Accepted by SEC EDGAR 08/14/2026 - 04:04 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Morgan Stanley India Investment Fund, Inc.

(Name of Issuer)

Common

(Title of Class of Securities)

61745C105

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 61745C105

1

Names of Reporting Persons

KARPUS MANAGEMENT, INC.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 477,621.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 477,621.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

477,621.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.09 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Morgan Stanley India Investment Fund, Inc.
(b)	Address of issuer's principal executive offices: 1585 Broadway New York, NY 10036
Item 2.
(a)	Name of person filing: This statement is being filed by Karpus Management, Inc., d/b/a Karpus Investment Management ("Karpus" or the "Reporting Person"). Karpus is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940. Karpus is controlled by City of London Investment Group plc ("CLIG"), which is listed on the London Stock Exchange. However, in accordance with SEC Release No. 34-39538 (January 12, 1998), effective informational barriers have been established between Karpus and CLIG such that voting and investment power over the subject securities is exercised by Karpus independently of CLIG, and, accordingly, attribution of beneficial ownership is not required between Karpus and CLIG. The Shares to which this Schedule 13G relates are owned directly by the accounts managed by Karpus.
(b)	Address or principal business office or, if none, residence: 183 Sully's Trail, Pittsford, New York 14534.
(c)	Citizenship: The members of the Karpus Management Committee are US citizens. Karpus is a New York corporation.
(d)	Title of class of securities: Common
(e)	CUSIP Number(s): 61745C105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 477,621.00
(b)	Percent of class: 5.09 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 477,621.00
	(ii) Shared power to vote or to direct the vote: 0.00
	(iii) Sole power to dispose or to direct the disposition of: 477,621.00
	(iv) Shared power to dispose or to direct the disposition of: 0.00
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

KARPUS MANAGEMENT, INC.

Signature:	/s/ Jodi L. Hedberg
Name/Title:	Jodi L. Hedberg / Chief Compliance Officer
Date:	08/14/2026