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Data as at: 15/05/2026

Fund manager benchmark
MSCI India (in GBP)

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
JPMorgan India Growth & Income Share price total return -17.5 5.6 21.4 62.8
India / Indian Subcontinent AIC sector Share price total return -15.1 15.1 31.5 80.0
JPMorgan India Growth & Income NAV total return -19.0 -2.7 19.4 61.0
India / Indian Subcontinent AIC sector NAV total return -15.2 8.6 30.1 76.5
Morningstar India * Total return -11.5 20.4 48.3 182.2
Return type 1 year 3 years 5 years 10 years
JPMorgan India Growth & Income Share price total return 8,250 10,560 12,140 16,280
India / Indian Subcontinent AIC sector Share price total return 8,490 11,510 13,150 18,000
Morningstar India * Total return 8,850 12,040 14,830 28,220
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Discrete annual performance (%) Discrete annual performance (£)

Return type 15/05/21 - 22 15/05/22 - 23 15/05/23 - 24 15/05/24 - 25 15/05/25 - 26
JPMorgan India Growth & Income Share price total return 9.2 5.3 19.4 7.2 -17.5
JPMorgan India Growth & Income NAV total return 16.2 5.6 16.0 2.5 -19.0
Morningstar India * Total return 19.6 3.0 33.3 0.9 -11.5
Return type 15/05/21 - 22 15/05/22 - 23 15/05/23 - 24 15/05/24 - 25 15/05/25 - 26
JPMorgan India Growth & Income Share price total return 10,920 10,530 11,940 10,720 8,250
Morningstar India * Total return 11,960 10,300 13,330 10,090 8,850
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