Schroder India Equity Fund

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There is only one type of share class for this fund.

Schroder India Equity Fund Z

Category India Equity
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.7403

arrow-up£0.00 (+0.05%)

Fund Code

SCIZA

BF785M8

GB00BF785M86

Prices updated as at 02 May 2025
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Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the MSCI India (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of Indian companies. The Fund invests at least 80% of its assets in equity and equity related securities of Indian companies or companies which have their principal business activities in India. Typically, the Fund holds 30 to 70 companies.
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 (%)

YearThis fundIndia Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20--
31 Mar 20 - 31 Mar 2144.7955.36
31 Mar 21 - 31 Mar 2212.2518.41
31 Mar 22 - 31 Mar 23-12.73-5.23
31 Mar 23 - 31 Mar 2430.1828.66
31 Mar 24 - 31 Mar 25-0.720.69

Trailing returns (%)

YearThis fundIndia Equity
1 Day0.050.45
1 Month0.281.36
3 Months-4.80-3.29
6 Months-6.88-6.08
1 Year-2.95-2.35
3 Years annualised3.557.23
5 Years annualised11.1815.91
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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