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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 11 India Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.55 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -3.4% |
| 1 Year | 24.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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." It 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.
Fees
Fees are High compared to funds in the same category.
ALPS | Kotak India Growth has an expense ratio of 2.60 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
