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FairHorizon Red
R70-A

Jupiter JGF - India Select

India large cap-biased equities. Active strategy.

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About the Fund

Data as of

Jupiter Fund Management is a UK-origin fund management group, managing over GBP 50bn of assets globally and is listed on the London Stock Exchange. Jupiter adopts a small manager team approach, with 19 investment teams running generally independently with their own specialised product solutions.

The Jupiter India Select Fund is an actively managed fund that aims to achieve long term capital growth by investing primarily in India and selected opportunities in Pakistan, Bangladesh, Sri Lanka, Bhutan, Nepal and the Maldives. Given the market size differences, the fund will be mainly exposed to India with a large cap-bias. The fund can invest max 100% in cash equivalents as a defensive measure during exceptional unfavourable market conditions. The fund has >80 holdings.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+
Expected long-term return
2 - 4% p.a.
Expected volatility
3 - 5% p.a.

Building Block Returns

Jupiter JGF - India Select

Ann. return (3-year):
16.64%
Ann. return (5-year):
14.17%
Ann. return (10-year):
8.94%
Ann. Standard Deviation (5-year):
18.37%

This fund represents active exposure to India large cap-biased equities.

Benchmark Returns

Amundi MSCI AC Asia Ex Japan UCITS ETF

Ann. return (3-year):
20.80%
Ann. return (5-year):
5.59%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
19.21%

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Equity Fund

Ann. return (3-year):
17.79%
Ann. return (5-year):
9.56%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
14.96%
Link to the Funds FairSheet

The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET™  Jupiter JGF - India Select  Page 1/2

Why we prefer this fund

Relevance of strategy

This fund represents active exposure to India large cap-biased equities.

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-55.68%
Recovery Period
542 Days

Diversification

Top 10 Holdings

  • State Bank of India5.68%
  • Godfrey Phillips India Ltd4.77%
  • Bharat Petroleum Corp Ltd4.51%
  • Bharti Airtel Ltd4.28%
  • Fortis Healthcare Ltd4.00%
  • Hindustan Petroleum Corp Ltd3.98%
  • HCL Technologies Ltd3.54%
  • Indian Oil Corp Ltd3.52%
  • InterGlobe Aviation Ltd2.75%
  • Canara Bank Equity Shares2.73%

Sectors

  • Financials29.70%
  • Energy13.69%
  • Health Care11.75%
  • Consumer Staples10.02%
  • Industrials8.55%
  • Communications7.23%
  • Consumer Discretionary5.70%
  • Technology5.12%
  • Real Estate2.96%
  • Materials1.63%
  • Cash1.62%
  • Others2.04%

Geography

  • India96.16%
  • Cash1.62%
  • Japan1.53%
  • Others0.69%