ALPS | Kotak India Growth

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.

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Performance

The fund has returned -1.67 percent over the past year, and -3.13 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.0%
1 Year -1.7%
3 Years (Annualized) -3.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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India Equitys

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