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ALPS/Kotak India ESG Inv INDAX

Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 17.65  /  +0.91 %
  • Total Assets 374.7 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 24%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:16 AM GMT+0

Morningstar’s Analysis INDAX

Will INDAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in ALPS/ Kotak India ESG Inv's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings INDAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reliance Industries Ltd

6.93 25.8 Mil
Energy

ICICI Bank Ltd ADR

5.25 19.5 Mil
Financial Services

Axis Bank Ltd

4.50 16.7 Mil
Financial Services

Cognizant Technology Solutions Corp Class A

3.94 14.7 Mil
Technology

Larsen & Toubro Ltd

3.92 14.6 Mil
Industrials

Bharti Airtel Ltd

3.80 14.1 Mil
Communication Services

IndusInd Bank Ltd

3.48 12.9 Mil
Financial Services

ASX SA Base Load Quarterly Electricity Future Dec 22

3.33 12.4 Mil

Infosys Ltd ADR

3.16 11.7 Mil
Technology

Maruti Suzuki India Ltd

2.97 11.0 Mil
Consumer Cyclical