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ALPS | Kotak India Growth Fund Class I (INDIX)

Net Asset Value
1 Day
Overall Morningstar Rating
India equity
Style or Category
No Load
Sales Expenses
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.


1 month-1.88% 3 years+11.76%
3 months+0.72% 5 years--
1 year-4.96% Since inception+6.31%
Data through --

Peer Comparisonvs. India equity

Performance 5-yr return--+1.09%
Expense ratio4.49%1.76%
Risk 5 year sharpe ratio--0.17
Net assets$16.4M$333.1M
Average market cap$7.5B$11.9B
Average P/E22.120.4
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyALPS
Fund manager & tenureNitin Jain / 4 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


Fixed income49.89%
International stock49.18%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 49.89%
-- 2.47%
-- 2.36%
-- 2.19%
-- 2.15%
IBN ICICI Bank2.00%
-- 1.80%
-- 1.77%
-- 1.76%
-- 1.35%