Jupiter India I Acc

Name
Jupiter India I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B4TZHH95
Sector
Specialist
Launched
19/09/2011
OCF
1.07 %
Risk Rating
4
3 Year Sharpe
-0.02
3 Year Alpha
-9.94
Yield
0.6 %
Benchmark
MSCI India NR USD
The Fund aims to achieve long-term capital growth. The scheme will invest primarily in companies which operate or reside in India. The scheme may also invest in shares in investment trusts and other closed or (to the extent permitted by the COLL Sourcebook) open ended funds which are themselves dedicated to investments in India. The scheme shall be free to invest in companies which are established in countries outside India, which in the Manager's opinion, conduct a material proportion of their business(es) in India, derive a material proportion of their earnings from activities in India or are significantly impacted by the activities of Indian companies or India in general.
Holding %
Hindustan Petroleum Corp Ltd 8.14 %
Godfrey Phillips India Ltd 5.01 %
InterGlobe Aviation Ltd 4.70 %
Biocon Ltd 4.70 %
State Bank of India 3.53 %
Bharat Petroleum Corp Ltd 3.42 %
ICICI Bank Ltd 3.37 %
HDFC Bank Ltd 3.24 %
Gillette India Ltd 2.95 %
Fortis Healthcare Ltd 2.69 %
Region %
Asia - Emerging 99.05 %
Sector %
Financial Services 24.38 %
Consumer Defensive 16.12 %
Energy 14.10 %
Healthcare 13.01 %
Consumer Cyclical 12.93 %
Industrials 10.72 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Avinash Vazirani
Joined 02/29/2008

Avinash Vazirani joined Jupiter in 2007 as head of the South Asia Equities Team. He manages the Jupiter India Select Sicav,(with assets rolled over from Peninsular South Asia Access Fund, managed by Avinash since launch in July 1995).Prior to joining Jupiter, Avinash was CIO (South Asia and Africa) of BNP Paribas Asset Management before he left to found Peninsular Capital Partners LLP in 2005, where he acted as Managing Partner. He was the CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997. Avinash qualified as a Chartered Accountant in 1986.Avinash has managed the Jupiter India Fund since launch in February 2008. Avinash is a qualified Chartered Accountant (ACA 1986).

Data provided by Morningstar.

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