Jupiter India Acc

Performance History31/03/2020
Growth of 1,000 (GBP) Advanced Graph
Jupiter India Acc
Fund21.921.3-20.5-6.2-26.0
+/-Cat2.6-7.4-13.2-7.3-
+/-B’mrk4.3-5.4-18.9-9.60.4
 
Key Stats
NAV
02/04/2020
 GBX 76.28
Day Change -0.51%
Morningstar Category™ India Equity
IA (formerly IMA) Sector Specialist
ISIN GB00B2NHJ040
Fund Size (Mil)
28/02/2020
 GBP 584.08
Share Class Size (Mil)
28/02/2020
 GBP 87.67
Max Initial Charge -
Ongoing Charge
07/02/2020
  1.80%
Morningstar Research
Analyst Report

The Jupiter India strategy benefits from a manager with extensive experience in the space, and its intrepid approach, which has some inherent biases but has stayed consistent despite challenges to its performance. We retain the Morningstar...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAverage
Performance
Price
Investment Objective: Jupiter India Acc
To provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years).
Returns
Trailing Returns (GBP)02/04/2020
YTD-28.23
3 Years Annualised-17.95
5 Years Annualised-4.69
10 Years Annualised0.56
12 Month Yield 0.00
Management
Manager Name
Start Date
Avinash Vazirani
29/02/2008
Inception Date
29/02/2008
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI India NR USDMSCI India NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter India Acc29/02/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.090.00100.09
Bond0.000.000.00
Property0.000.000.00
Cash1.141.23-0.09
Other0.000.000.00
Top 5 Regions%
Asia - Emerging100.00
United States0.00
Canada0.00
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Financial Services23.82
Consumer Defensive22.65
Healthcare15.52
Consumer Cyclical10.78
Energy9.73
Top 5 HoldingsSector%
Godfrey Phillips India LtdConsumer DefensiveConsumer Defensive8.16
Biocon LtdHealthcareHealthcare6.17
Hindustan Petroleum Corp LtdEnergyEnergy5.61
InterGlobe Aviation LtdIndustrialsIndustrials4.88
Fortis Healthcare LtdHealthcareHealthcare4.45
Jupiter India Acc

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