JPMorgan Indian Investment Trust

Mutual Fund United Kingdom ·Founded 1994

Overview

Established in 1994, the JPMorgan Indian Investment Trust is a British investment trust dedicated to investments in India. It is listed on the London Stock Exchange and aims to provide capital growth by investing in a diversified portfolio of equity and equity-related securities of Indian companies. The trust's investment objective is to outperform the MSCI India Index. The trust's portfolio includes investments in various sectors such as financial services, information technology, consumer goods, consumer services, industrials, healthcare, energy, and utilities. As of May 2025, the ten largest investments accounted for 46.2% of total assets, with HDFC Bank Ltd and ICICI Bank Ltd being the largest holdings. The trust is managed by JPMorgan Funds Limited, with Amit Mehta, Ayaz Ebrahim, and Sandip Patodia serving as the designated portfolio managers. The company is a member of the Association of Investment Companies (AIC).

Investment Focus

  • Investments in Indian companies or companies with significant operations in India

Portfolio Companies

HDFC Bank LtdReliance Industries LtdICICI Bank LtdMahindra & Mahindra LtdKotak Mahindra Bank LtdDr Reddy's Laboratories LtdTata Consultancy Services LtdITC LtdTata Motors LtdHindustan Unilever Ltd

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Frequently asked questions about JPMorgan Indian Investment Trust

What sectors does JPMorgan Indian Investment Trust invest in?

JPMorgan Indian Investment Trust invests in Financial Services, Healthcare, Energy, Consumer Goods, Industrials and Utilities, and is based in United Kingdom. JPMorgan Indian Investment Trust is listed as a mutual fund in the ConnectSafely investor database.

What stage does JPMorgan Indian Investment Trust invest at?

JPMorgan Indian Investment Trust backs companies at Growth.

Which regions does JPMorgan Indian Investment Trust invest in?

JPMorgan Indian Investment Trust invests across India.

What companies has JPMorgan Indian Investment Trust invested in?

JPMorgan Indian Investment Trust's portfolio includes HDFC Bank Ltd, Reliance Industries Ltd, ICICI Bank Ltd, Mahindra & Mahindra Ltd, Kotak Mahindra Bank Ltd, Dr Reddy's Laboratories Ltd, Tata Consultancy Services Ltd and ITC Ltd.

Last updated · Source: ConnectSafely investor database

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