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ALPS | Kotak India Growth Fund Class C (INFCX)

13.61
Net Asset Value
-0.73%
1 Day
+29.62%
Year-to-Date
Overall Morningstar Rating
India equity
Style or Category
No Load
Sales Expenses
4.53%
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+2.39% 3 years+9.98%
3 months+2.39% 5 years+13.21%
1 year+30.23% Since inception+8.23%
Data through --

Peer Comparisonvs. India equity

 INFCXCategory
Performance 5-yr return+13.21%+9.44%
Expense ratio4.53%1.74%
Risk 5 year sharpe ratio0.710.60
Net assets$31.8M$599.4M
Average market cap$8.7B$14.9B
Average P/E26.324.5
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 stock95.53%
U.S. stock2.52%
Cash1.93%
Fixed income0.02%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 7.68%
IBN ICICI Bank3.77%
-- 3.23%
-- 3.05%
-- 3.01%
-- 2.86%
-- 2.73%
-- 2.68%
-- 2.65%
-- 2.57%