4 / 5 Stars
5 5 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 7 India Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 38.07 percent over the past year, and 4.33 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||29.8%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
ALPS | Kotak India Growth has an expense ratio of 2.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.