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Jupiter India

Ranked 308 out of 338 in - India over 12 months
All calculations are in USD 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 : 30/11/2016 - 30/11/2017
  • Rank 308/338 Total Return
  • Rank 276/338 Standard Deviation
  • Rank 321/338 Max Drawdown
Fund Name Currency Return
306 Taurus Bonanza Fund-Growth USD

26.9%

307 Capital Grand India Fund TWD USD

26.8%

308 Jupiter India Acc USD

26.7%

309 LIC MF Equity-Growth USD

26.6%

310 Eastspring Investments-India Equity D USD

26.6%

Fund Name Currency Loss
319 Sahara Tax Gain-Growth USD

-5.4%

320 Jupiter JGF India Select L USD USD

-5.4%

321 Jupiter India Acc USD

-5.4%

322 HDFC TaxSaver-Growth USD

-5.5%

323 LIC MF Infrastructure-Growth USD

-5.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 19.0% 2.3% -1.1%
2016 2.2% -8.6% 6.4% 14.0% -7.8%
2015 5.7% 5.0% -2.8% -2.4% 6.1%
2014 43.7% 6.4% 21.6% 3.6% 7.3%
2013 -12.4% -10.5% -9.0% -5.7% 14.2%
2012 28.0% 19.8% -10.2% 12.9% 5.5%
2011 -33.1% -5.6% 3.8% -15.6% -19.1%
2010 18.9% 4.0% -1.8% 16.9% -0.3%
2009 107.5% -3.3% 60.8% 23.4% 8.2%
2008 -12.2% -14.5% -27.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/02/2008
  • Share Class size171Mn
  • 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 USD).