Jupiter India I Acc
Category India Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
228.54p
0.59p (+0.26%)
Fund Code
JUIDA
B4TZHH9
GB00B4TZHH95
Prices updated as at 13 Mar 2025
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Prices in GBX
Investment objective
To provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in India. Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | India Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 12.68 | 2.68 |
| 31 Dec 15 - 31 Dec 16 | 22.74 | 19.29 |
| 31 Dec 16 - 31 Dec 17 | 22.15 | 28.71 |
| 31 Dec 17 - 31 Dec 18 | -20.06 | -7.22 |
| 31 Dec 18 - 31 Dec 19 | -5.45 | 1.14 |
| 31 Dec 19 - 31 Dec 20 | 0.88 | 9.96 |
| 31 Dec 20 - 31 Dec 21 | 35.47 | 27.28 |
| 31 Dec 21 - 31 Dec 22 | 4.95 | -0.29 |
| 31 Dec 22 - 31 Dec 23 | 31.12 | 15.51 |
| 31 Dec 23 - 31 Dec 24 | 24.12 | 15.04 |
Trailing returns (%)
| Year | This fund | India Equity |
|---|---|---|
| 1 Day | 0.26 | -0.10 |
| 1 Month | -4.45 | -7.09 |
| 3 Months | -16.51 | -17.42 |
| 6 Months | -16.42 | -16.11 |
| 1 Year | -0.61 | -2.25 |
| 3 Years annualised | 16.29 | 6.06 |
| 5 Years annualised | 18.86 | 12.03 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
