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Jupiter India

Ranked 105 out of 338 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 : 28/02/2016 - 28/02/2017
  • Rank 105/338 Total Return
  • Rank 321/338 Standard Deviation
  • Rank 278/338 Max Drawdown
Fund Name Currency Risk
319 DSP BlackRock Small & Mid Cap Fund-Growth INR

18.1

320 Kotak Midcap Scheme Growth INR

18.2

321 Jupiter India Acc INR

18.2

322 OP-Intia A INR

18.3

323 Sahara Midcap Fund-Growth INR

18.5

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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

30/11/2016

Top 10 Holdings

Stock Size
Hindustan Petroleum Corp Ltd ORD 7.92
Northern Trust Global - The Sterling D GBP Inc 7.42
GBP Cash 5.78
Godfrey Phillips India Ltd ORD 4.71
Infosys Ltd ORD 3.27
InterGlobe Aviation Ltd ORD 2.94
State Bank of India ORD 2.86
Force Motors Ltd ORD 2.80
INR Cash 2.66
Indian Oil Corpn Ltd ORD 2.28
30/11/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date29/02/2008
  • Share Class size161Mn
  • 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).