India Capital Growth Fund Ltd (IGC)

Category India Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

168.00p

Buy

173.50p

arrow-up3.50p (+2.05%)

Discount/Premium

-7.06%

Estimated NAV

187.21p

Prices updated at 16 May 2025, 16:35 BST
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Prices in GBX
Investment objective
To provide long term capital appreciation by investing predominantly in listed mid and small cap Indian companies. Investments may also be made in unquoted Indian companies where the Fund Manager believes long-term capital appreciation will be achieved. The Company may hold liquid assets (including cash) pending deployment in suitable investments. It is the Company’s declared policy not to hedge exposure to the Indian Rupee.
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Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year
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This fundPeer group index
31 Mar 14 - 31 Mar 1563.7657.88
31 Mar 15 - 31 Mar 16-7.58-9.47
31 Mar 16 - 31 Mar 1759.2046.21
31 Mar 17 - 31 Mar 180.72-1.63
31 Mar 18 - 31 Mar 19-1.005.17
31 Mar 19 - 31 Mar 20-59.78-37.64
31 Mar 20 - 31 Mar 21167.2292.66
31 Mar 21 - 31 Mar 2210.7113.36
31 Mar 22 - 31 Mar 2313.62-0.65
31 Mar 23 - 31 Mar 2431.8229.29
31 Mar 24 - 31 Mar 250.947.85

Primary benchmark: BSE Midcap TR INR

Peer group index: Morningstar IT India / Indian Subcontinent

Trailing returns (%)

Year
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This fundPeer group index
1 Day2.050.04
1 Month10.136.36
3 Months8.755.58
6 Months-3.06-0.89
1 Year2.964.75
3 Years annualised20.6815.91
5 Years annualised33.5923.41

Primary benchmark: BSE Midcap TR INR

Peer group index: Morningstar IT India / Indian Subcontinent

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
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