Jupiter India Select Class L USD A IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.6 | 34.5 | 5.5 | 30.4 | 22.4 | |
+/-Cat | -9.4 | 7.3 | 5.8 | 14.9 | 6.8 | |
+/-B’mrk | - | 7.0 | 1.2 | 15.3 | 5.3 | |
Category: India Equity | ||||||
Category Benchmark: Morningstar India TME NR USD |
Key Stats | ||
NAV 15/07/2024 | USD 374.04 | |
Day Change | 1.68% | |
Morningstar Category™ | India Equity | |
ISIN | LU0365089902 | |
Fund Size (Mil) 15/07/2024 | USD 827.03 | |
Share Class Size (Mil) 15/07/2024 | USD 180.43 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 04/03/2024 | 1.97% |
Investment Objective: Jupiter India Select Class L USD A Inc |
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 02/05/2008 |
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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 L USD A Inc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
Godfrey Phillips India Ltd | Consumer Defensive | 6.39 |
Bharat Petroleum Corp Ltd | Energy | 4.42 |
Indian Oil Corp Ltd | Energy | 4.09 |
State Bank of India | Financial Services | 4.05 |
Fortis Healthcare Ltd | Healthcare | 3.90 |
Increase Decrease New since last portfolio | ||
Jupiter India Select Class L USD A Inc |