Nasdaq - Delayed Quote USD

ALPS/Kotak India ESG A (INAAX)

19.47 -0.26 (-1.32%)
At close: 6:01 PM EDT
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DELL
  • Previous Close 19.73
  • YTD Return 19.03%
  • Expense Ratio 1.28%
  • Category India Equity
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 419.27M
  • Beta (5Y Monthly) 0.43
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.44
  • Inception Date Dec 19, 2019

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.

ALPS

Fund Family

India Equity

Fund Category

419.27M

Net Assets

2019-12-19

Inception Date

Performance Overview: INAAX

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Trailing returns as of 10/21/2024. Category is India Equity.

YTD Return

INAAX
19.03%
Category
13.71%
?

1-Year Return

INAAX
27.55%
Category
58.25%
?

3-Year Return

INAAX
6.93%
Category
8.86%
?

5-Year Return

INAAX
13.11%
Category
10.53%
?

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Holdings: INAAX

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Top 10 Holdings (46.02% of Total Assets)

SymbolCompany% Assets
RELIANCE.NS
Reliance Industries Limited 7.38%
IBN
ICICI Bank Limited 5.75%
AXISBANK.BO
Axis Bank Limited 5.59%
LT.NS
Larsen & Toubro Limited 4.92%
BHARTIARTL.NS
Bharti Airtel Limited 4.65%
HDFCBANK.NS
HDFC Bank Limited 3.88%
CTSH
Cognizant Technology Solutions Corporation 3.76%
ZOMATO.BO
Zomato Limited 3.66%
ULTRACEMCO.BO
UltraTech Cement Limited 3.23%
INDIGO.NS
InterGlobe Aviation Limited 3.19%

Sector Weightings

Recent News: INAAX

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Research Reports: INAAX

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