Jupiter India Select Class D USD AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.6 | 35.9 | 6.6 | 31.8 | 18.3 | |
+/-Cat | -8.4 | 8.6 | 6.9 | 16.3 | 10.2 | |
+/-B’mrk | - | 8.3 | 2.3 | 16.7 | 8.4 | |
Category: India Equity | ||||||
Category Benchmark: Morningstar India TME NR USD |
Key Stats | ||
NAV 30/04/2024 | USD 24.35 | |
Day Change | -0.60% | |
Morningstar Category™ | India Equity | |
ISIN | LU0946219929 | |
Fund Size (Mil) 30/04/2024 | USD 621.28 | |
Share Class Size (Mil) 30/04/2024 | USD 247.97 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/09/2023 | 0.20% |
Investment Objective: Jupiter India Select Class D USD Acc |
To achieve long term capital growth through investment primarily in India and selected opportunities in Pakistan, Bangladesh, Sri Lanka, Bhutan, Nepal and the Maldives. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Avinash Vazirani 02/05/2008 | ||
Colin Croft 12/07/2021 | ||
Inception Date 04/11/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India GR USD | Morningstar India TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter India Select Class D USD Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Godfrey Phillips India Ltd | Consumer Defensive | 6.25 |
Bharat Petroleum Corp Ltd | Energy | 4.98 |
HCL Technologies Ltd | Technology | 4.90 |
Indian Oil Corp Ltd | Energy | 4.90 |
Fortis Healthcare Ltd | Healthcare | 4.18 |
Increase Decrease New since last portfolio | ||
Jupiter India Select Class D USD Acc |