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ALPS/Kotak India ESG Inv INDAX

Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 19.24  /  −0.10 %
  • Total Assets 393.1 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 Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 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.

ALPS/ Kotak India ESG Inv earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 highest quintile among peers.

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Portfolio Holdings INDAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reliance Industries Ltd

7.29 28.3 Mil
Energy

ICICI Bank Ltd ADR

5.68 22.0 Mil
Financial Services

HDFC Bank Ltd

5.25 20.3 Mil
Financial Services

Axis Bank Ltd

4.95 19.2 Mil
Financial Services

Bharti Airtel Ltd

4.53 17.6 Mil
Communication Services

Larsen & Toubro Ltd

3.85 14.9 Mil
Industrials

Zomato Ltd

3.33 12.9 Mil
Consumer Cyclical

IndusInd Bank Ltd

3.27 12.7 Mil
Financial Services

Cognizant Technology Solutions Corp Class A

3.22 12.5 Mil
Technology

InterGlobe Aviation Ltd

3.13 12.1 Mil
Industrials