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Morningstar

ALPS/Kotak India ESG I INDIX

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 18.66  /  −0.05 %
  • Total Assets 382.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 24%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:01 AM GMT+0

Morningstar’s Analysis INDIX

Will INDIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INDIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of INDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in ALPS/ Kotak India ESG I'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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INDIX

More INDIX Holdings
  • 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