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JP Morgan India Equity Fund - Invest Online

JP Morgan India Equity Fund

In its history of seven years, the fund has underperformed its benchmark only twice: in 2009 and 2012. The fund has given a five-year annualised return of 16.1 per cent as compared to 12.1 per cent by its benchmark. It has given one-year annualised returns of 60.9 per cent, outperforming its benchmark by 9.8 percentage points.

The fund follows a buy-and-hold policy. 'We like to buy businesses which have a good track record and future potential to be compounding stories. Typically, these businesses are in product market segments with large size of the opportunity and where managements have demonstrated ability to capitalise on the business potential,' We try to avoid companies with weak business economics and where we do not feel confident about the execution abilities of managements.'

The fund also doesn't believe in short-term tactics. 'We tend to focus on medium to long term while identifying investment opportunities and tend to ignore short-term uncertainties and accompanying volatility,' says the fund manager.

According to its January 2015 portfolio, the fund has invested 74 per cent of its portfolio in large caps, 23.3 per cent in mid caps and a small per cent in small caps. The fund seems to be taking an aggressive call on mid-cap stocks as it has a deviation of around 14 percentage points from the category average with respect to the allocation to large-cap stocks; the category average is 88.4 per cent. Since June 2014, the fund has increased its mid-cap exposure, taking it to a maximum of 27.1 per cent in November 2014.

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