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ALPS/Kotak India ESG I INDIX

Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 19.24  /  +0.37 %
  • Total Assets 393.3 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 May 22, 2024 | 1-Day Return as of May 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis INDIX

Will INDIX outperform in future?

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

ALPS/ Kotak India ESG I 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 second-costliest quintile among peers.

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Portfolio Holdings INDIX

  • 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