JPMorgan India Fundamental Relationships

F000002FP5 -- India Fund  

INR 1,019  0.17  0.0167%

The Drivers Module shows relationships between JPMorgan India's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of JPMorgan India Liquid Ret Wk Div over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

JPMorgan India Liquid Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis

JPMorgan India Liquid Ret Wk Div is rated # 3 fund in minimum initial investment among similar funds. It is rated below average in cash position weight among similar funds creating about  0.01  of Cash Position Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Cash Position Weight for JPMorgan India Liquid Ret Wk Div is roughly  100.00 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
JPMorgan India 
Minimum Initial Investment 
=  
First Fund Deposit 
=
10K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
JPMorgan India 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
100.00%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

JPMorgan India Liquid Cash Position Weight Comparison

JPMorgan India is currently under evaluation in cash position weight among similar funds.

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