ALPS | Kotak India Growth

Scorecard
4 / 5 Stars
Lipper
5 5 1 4
Zacks Investment Research
---
Standard & Poor's
4 / 5 Stars
TheStreet.com
E+ (Sell)

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.

See all ALPS funds

See full India Equity rankings

See more fund rankings

Performance

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%
1 Year 38.1%
3 Years (Annualized) 4.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more INFCX performance

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.

See more INFCX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more INFCX risk

India Equity Funds

Highest Returns (10-year)

See More Funds