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ALPS | Kotak India Growth Fund Class A (INDAX)

14.33
Net Asset Value
+0.49%
1 Day
+31.11%
Year-to-Date
Overall Morningstar Rating
India equity
Style or Category
5.5
Sales Expenses
3.93%
Expense Ratio
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-1.10% 3 years+12.79%
3 months+1.92% 5 years+13.98%
1 year+18.38% Since inception+8.20%
Data through --

Peer Comparisonvs. India equity

 INDAXCategory
Performance 5-yr return+13.98%+9.44%
Expense ratio3.93%1.74%
Risk 5 year sharpe ratio0.700.54
Net assets$30.5M$573.5M
Average market cap$9.2B$14.0B
Average P/E25.524.0
Portfolio turnover23%23%

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Fund Management and Purchase Info

Fund familyALPS
Fund manager & tenureNitin Jain / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

International stock93.86%
U.S. stock2.18%
Fixed income2.11%
Cash1.85%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 7.72%
-- 3.80%
-- 3.42%
-- 3.23%
-- 3.13%
-- 3.01%
-- 2.92%
-- 2.69%
-- 2.54%
-- 2.41%