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ALPS | Kotak India Growth Fund Class A (INDAX)

13.91
Net Asset Value
0.00%
1 Day
+27.26%
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-0.86% 3 years+11.10%
3 months+2.35% 5 years+15.66%
1 year+20.10% Since inception+9.03%
Data through --

Peer Comparisonvs. India equity

 INDAXCategory
Performance 5-yr return+15.66%+12.63%
Expense ratio3.93%1.74%
Risk 5 year sharpe ratio0.860.73
Net assets$31.4M$590.7M
Average market cap$8.2B$15.1B
Average P/E25.424.3
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 stock96.59%
U.S. stock2.29%
Cash1.12%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 7.58%
-- 4.21%
-- 3.86%
-- 3.41%
-- 3.07%
-- 2.76%
-- 2.57%
-- 2.56%
-- 2.55%
-- 2.49%