Liontrust
Liontrust India Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Liontrust for every strategy.
Performance
as of Jun 30, 2026 · net of fees · GBP · C Acc GBP
- 1Y+46.5%index +48.2%
Index: MSCI India
| 1Y | |
|---|---|
| Liontrust India Fund | +46.5% |
| MSCI India | +48.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
We also increased exposure to manufacturing inputs through companies such as Hindalco and Usha Martin.
- AddedSterlite TechnologiesJun 2026
Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.
- AddedUsha MartinJun 2026
We also increased exposure to manufacturing inputs through companies such as Hindalco and Usha Martin.
We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.
Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.
- AddedSiemens Energy IndiaJun 2026
We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.
Also held
- Jindal Stainless
- ACME Solar
- Data Patterns
- Sify
- Sansera Engineering
- Aegis Vopak Terminals
- ONGC