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Alps / Kotak India Esg Fund - Investor: (MF: INDAX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$16.98 USD
+0.21 (1.25%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.36 | 63 |
| 3 months | 4.68 | 26 |
| 6 months | -1.13 | 58 |
| 1 Year | 5.58 | 78 |
| 3 Year | 7.46 | 25 |
| 5 Year | 16.15 | 5 |
| 10 Year | 8.19 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 2.61 |
| 5 Year | 17.85 |
| 10 Year | 7.12 |
| Since Inception | 7.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.18 | NA | NA | NA |
| 2024 | 3.67 | 9.78 | 4.60 | -6.74 |
| 2023 | -2.34 | 9.60 | 1.88 | 7.08 |
| 2022 | -5.54 | -12.80 | 4.75 | 1.25 |
| 2021 | 8.44 | 5.37 | 10.32 | 0.25 |
| 2020 | -30.82 | 19.33 | 16.20 | 19.55 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.36 | 11.02 | 16.77 | -12.63 | 26.38 | 14.68 | 8.40 | -12.46 | 39.70 | 4.09 | -3.38 |
| % Total Return Rel to Index | -5.15 | 3.65 | 1.06 | 2.63 | 21.42 | 5.41 | -7.50 | 1.80 | 18.14 | 2.60 | -3.82 |
| % Total Return Rel to Peer | -2.48 | 1.54 | 17.55 | 10.38 | 32.67 | -13.98 | -12.03 | 3.25 | 1.62 | 1.75 | 0.44 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.06 | 0.00 | 0.00 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.30 | 0.29 | 0.00 | 2.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.60 | 0.76 | 0.25 | 0.54 | 0.00 | 0.16 | 0.79 | 0.41 | 0.14 | 1.60 |
| Expense Ratio | 0.00 | 1.22 | 1.37 | 1.33 | 1.35 | 1.40 | 1.91 | 1.93 | 1.90 | 1.90 | 1.96 |
* 1 = Top 20%, 5 = Bottom 20%