Based on the popular 80s card game, each week we select an asset class and use FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.
This week, the Jupiter India Select fund defeats the BlackRock India fund 5-1.
BlackRock India fund
The fund invests at least 70% of its total assets in the equity securities of companies domiciled in, or the main business of which is in, India.
Top 10 holdings:
- Infosys (5.1%)
- Mahindra and Mahindra (4.8%)
- Reliance Industries (4.7%)
- Ultratech Cement (4.1%)
- REC (4.1%)
- ICICI Bank (3.7%)
- Cipla (3.5%)
- NTPC (3.4%)
- Gail India (3.4%)
- ITC (3.3%)
Jupiter India Select fund
The fund objective is to achieve long-term capital growth through investment primarily in India and selected opportunities in Pakistan, Bangladesh, Sri Lanka, Bhutan, Nepal and the Maldives.
Top 10 holdings:
- Godfrey Phillips India (7.6%)
- Bharat Petroleum (4.1%)
- Interglobe Aviation (3.9%)
- Hcl Technologies (3.8%)
- Indian Oil Corp (3.7%)
- State Bank Of India (3.6%)
- Fortis Healthcare (3.4%)
- Hdfc Bank (3.4%)
- Bharti Airtel (3.4%)
- Hindustan Petroleum Corp (3.1%)
