Jupiter India

Ranked 46 out of 49 in - India over 12 months
All calculations are in GBP unless stated

Managed by

Avinash Vazirani

Avinash Vazirani manages the Jupiter India Select SICAV. Before joining Jupiter, Avinash was CIO (South Asia and Africa) of BNP Paribas Asset Management. He later left to found Peninsular Capital Partners LLP in 2005, where he was managing partner. He was also the CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997. Avinash is a qualified Chartered Accountant.

Objective

The Fund objective is to grow the money invested in the Fund over the long-term. The Fund will primarily invest in companies that are based in India or conduct business in the country. The Fund may also invest in other funds that concentrate on investment in India. The Fund may also invest up to ten percent of its assets in the shares of companies based in Pakistan, Sri Lanka and Bangladesh.

Showing fund performance in United Kingdom View performance globally

Performance

India over : 31/05/2018 - 31/05/2019
  • Rank 46/49 Total Return
  • Rank 42/49 Standard Deviation
  • Rank 45/49 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.8%
2018 -20.5% -15.2% -1.8% -11.7% 8.2%
2017 21.3% 17.6% -1.5% -4.3% 9.4%
2016 21.9% -6.3% 14.4% 17.3% -3.1%
2015 11.9% 10.3% -8.2% 1.4% 9.1%
2014 52.7% 5.7% 18.6% 9.2% 11.5%
2013 -14.0% -4.2% -8.9% -11.7% 11.6%
2012 22.4% 16.5% -8.6% 9.6% 4.8%
2011 -32.6% -7.8% 3.6% -13.0% -18.9%
2010 22.7% 10.7% -0.5% 10.9% 0.4%
2009 84.7% -3.1% 39.9% 27.0% 7.2%
2008 -12.4% -4.6% -10.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Hindustan Petroleum Corp Ltd ORD 6.00%
Biocon Ltd ORD 5.76%
Godfrey Phillips India Ltd ORD 4.96%
GBP Cash 3.47%
Interglobe Aviation Ltd ORD 3.38%
Gillette India Ltd ORD 3.23%
Fortis Healthcare Ltd ORD 3.10%
Bharat Petroleum Corporation Ltd ORD 3.02%
ICICI Bank Ltd ORD 2.98%
HDFC Bank Ltd ORD 2.97%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/02/2008
  • Share Class size122Mn
  • Base currencyGBX
  • ISIN GB00B2NHJ040

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).