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ALPS | Kotak India Growth Fund Class A (INDAX)

11.72
Net Asset Value
0.00%
1 Day
+10.25%
Year-to-Date
Overall Morningstar Rating
India equity
Style or Category
5.5
Sales Expenses
3.51%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund will invest at least 80% of its net assets in equity and equity-linked securities of "Indian companies." The advisor intends to invest in the equity securities of Indian companies by investing in shares of a wholly owned, collective investment vehicle (the "Portfolio"), registered with and regulated by the Mauritius Financial Services Commission. Investment by the Portfolio is a tax efficient method of investing in Indian companies.

Performance

1 month+2.00% 3 years+25.37%
3 months+13.88% 5 years+10.10%
1 year+5.45% Since inception+6.64%
Data through --

Peer Comparisonvs. India equity

 INDAXCategory
Performance 5-yr return+10.10%+4.28%
Expense ratio3.51%1.78%
Risk 5 year sharpe ratio0.390.34
Net assets$14.8M$422.6M
Average market cap$8.0B$12.8B
Average P/E21.222.4
Portfolio turnover58%58%

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Fund Management and Purchase Info

Fund familyALPS
Fund manager & tenureNitin Jain / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

International stock96.77%
Cash1.75%
Fixed income1.49%
U.S. stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 6.77%
-- 5.46%
-- 4.09%
-- 3.68%
-- 3.65%
-- 3.17%
-- 3.17%
-- 2.94%
-- 2.86%
-- 2.60%

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