Fidelity Funds - India Focus Fund Y-Acc-USDRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 0.9 | 3.6 | 12.0 | 27.4 | -2.9 |
![]() | +/-Cat | 8.1 | 2.4 | 2.1 | 0.1 | -3.3 |
![]() | +/-B’mrk | 2.4 | 0.1 | 0.1 | 0.0 | -7.0 |
Category: India Equity | ||||||
Category Benchmark: MSCI India NR USD |
Key Stats | ||
NAV 20/05/2022 | USD 21.98 | |
Day Change | 1.25% | |
Morningstar Category™ | India Equity | |
ISIN | LU0346391245 | |
Fund Size (Mil) 30/04/2022 | USD 1996.05 | |
Share Class Size (Mil) 23/05/2022 | USD 47.53 | |
Max Initial Charge | - | |
Ongoing Charge 08/02/2022 | 1.08% |
Morningstar Research |
Analyst Report |
Fidelity India Focus’ lead manager Amit Goel is a solid investor and we reiterate our positive opinion on the investment team. While the strategy follows a sensible investment approach, we need more time to see the investment process stabilise... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Average |
Performance | |
Price |
Investment Objective: Fidelity Funds - India Focus Fund Y-Acc-USD |
The fund aims to provide long-term growth, principally through investment in equity securities of Indian companies listed in India, as well as securities in non -Indian companies which have a significant portion of their activities in India. India is considered to be an emerging market. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Amit Goel 31/03/2016 | ||
Inception Date 17/03/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India 8% Capped NR | MSCI India NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - India Focus Fund Y-Acc-USD | 31/01/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.70 |
![]() | ![]() | 6.33 |
![]() | ![]() | 6.30 |
![]() | ![]() | 5.43 |
![]() | ![]() | 4.73 |
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Fidelity Funds - India Focus Fund Y-Acc-USD |