Jupiter India Fund J GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 34.9 | 4.5 | 30.7 | 23.7 | -5.8 |
![]() | +/-Cat | 7.6 | 4.8 | 15.2 | 8.6 | 2.7 |
![]() | +/-B’mrk | 7.3 | 0.3 | 15.6 | 12.0 | -0.1 |
Category: India Equity | ||||||
Category Benchmark: Morningstar India TME NR USD |
Key Stats | ||
NAV 17/04/2025 | GBP 2.32 | |
Day Change | 2.12% | |
Morningstar Category™ | India Equity | |
IA (formerly IMA) Sector | India/Indian Subcontinent | |
ISIN | GB00BJJQ5G28 | |
Fund Size (Mil) 16/07/2024 | GBP 1803.32 | |
Share Class Size (Mil) 17/04/2025 | GBP 31.04 | |
Max Initial Charge | - | |
Ongoing Charge 20/03/2025 | 1.35% |
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 Fund J GBP 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 29/05/2020 |
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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 Fund J GBP Acc | 28/02/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.73 |
![]() | ![]() | 4.63 |
![]() | ![]() | 4.57 |
![]() | ![]() | 4.55 |
![]() | ![]() | 4.35 |
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Jupiter India Fund J GBP Acc |