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Jupiter India

Ranked 83 out of 339 in - India over 12 months
All calculations are in INR 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 globally. You can view performance in individual jurisdictions.

Performance

India over : 31/03/2016 - 31/03/2017
  • Rank 83/339 Total Return
  • Rank 329/339 Standard Deviation
  • Rank 279/339 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 13.9%
2016 4.8% -8.5% 8.5% 12.4% -6.1%
2015 10.8% 4.1% -1.1% 0.6% 7.0%
2014 46.7% 2.7% 22.5% 6.3% 9.6%
2013 -1.1% -11.2% -0.6% -0.7% 12.8%
2012 32.1% 14.9% -1.6% 6.6% 9.6%
2011 -20.6% -5.9% 4.0% -7.5% -12.3%
2010 14.3% 0.3% 1.6% 13.1% -0.8%
2009 98.2% 0.7% 51.8% 23.9% 4.7%
2008 -5.9% -6.7% -24.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2017

Top 10 Holdings

Stock Size
Hindustan Petroleum Corp Ltd ORD 7.77
GBP Cash 7.55
Northern Trust Global - The Sterling D GBP Inc 6.29
Godfrey Phillips India Ltd ORD 4.94
Infosys Ltd ORD 3.06
InterGlobe Aviation Ltd ORD 2.99
State Bank of India ORD 2.85
Indian Oil Corpn Ltd ORD 2.78
Force Motors Ltd ORD 2.61
Biocon Ltd ORD 2.41
31/01/2017

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date29/02/2008
  • Share Class size173Mn
  • Base currencyGBP
  • ISIN GB00B2NHJ040

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

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