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ALPS/Kotak India ESG Inv INDAX

Quantitative rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 15.17  /  1.04 %
  • Total Assets 353.7 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.400%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 18%

Morningstar’s Analysis INDAX

Will INDAX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit ALPS/Kotak India ESG Inv to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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