INDAX – Kotak India Equity Fund Class Investor Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity and equity-linked securities of “Indian companies.” Equity securities in which the fund can invest may include common stocks, preferred stocks, convertible securities, rights and warrants to buy common stocks. The Advisor intends to invest in companies of all capitalization sizes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
INDAX	Kotak India Equity Fund Class Investor	No Load	Open			Feb 14, 2011	$3.85M	1.280%	Above Average	$2,500	−$174,982.57
INDIX	Kotak India Equity Fund Class I	Institutional	Open			Feb 14, 2011	$21.15M	0.930%	Below Average	$100,000	−$14.19M
INDSX	Kotak India Equity Fund Class II	Institutional	Open			Dec 19, 2019	$118.37M	0.750%	Low	$10M	−$185.67M
INAAX	Kotak India Equity Fund Class A	Front Load	Open			Jun 12, 2018	$3.12M	1.280%	Below Average	$2,500	$498,350.48
INFCX	Kotak India Equity Fund Class C	Level Load	Open			Feb 14, 2011	$1.14M	1.970%	Below Average	$2,500	−$775,132.26

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