Jupiter India L AccRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.1 | 34.4 | 4.2 | 30.1 | 25.9 | |
+/-Cat | -9.8 | 7.2 | 4.4 | 14.6 | 9.9 | |
+/-B’mrk | - | 6.9 | -0.1 | 15.1 | 8.1 | |
Category: India Equity | ||||||
Category Benchmark: Morningstar India TME NR USD |
Key Stats | ||
NAV 04/10/2024 | GBX 239.41 | |
Day Change | -1.14% | |
Morningstar Category™ | India Equity | |
IA (formerly IMA) Sector | India/Indian Subcontinent | |
ISIN | GB00B2NHJ040 | |
Fund Size (Mil) 16/07/2024 | GBP 1803.32 | |
Share Class Size (Mil) 04/10/2024 | GBP 37.59 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.74% |
Morningstar Research |
Analyst Report | 18/09/2024 Ramanand Kothari, Senior Analyst Morningstar, Inc |
The Jupiter India strategy benefits from a manager with extensive experience in the space. Its intrepid approach, which has some inherent biases, has stayed consistent despite challenges to its performance. However, shrinking resources within the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Jupiter India L 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). At least 70% of the Fund is invested in shares of companies based in India. Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Avinash Vazirani 29/02/2008 | ||
Colin Croft 12/07/2021 | ||
Inception Date 29/02/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India NR LCL | Morningstar India TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter India L Acc | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Northern Trust Global Sterling D | 8.31 | |
Godfrey Phillips India Ltd | Consumer Defensive | 7.25 |
Bharat Petroleum Corp Ltd | Energy | 4.06 |
InterGlobe Aviation Ltd | Industrials | 3.84 |
HCL Technologies Ltd | Technology | 3.73 |
Increase Decrease New since last portfolio | ||
Jupiter India L Acc |