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Alps / Kotak India Esg Fund - Investor: (MF: INDAX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 05:42 PM ET

$15.49 USD

-0.13 (-0.83%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD -5.09 86
3 months -4.63 87
6 months -4.58 89
1 Year 0.97 87
3 Year 8.01 64
5 Year 6.74 20
10 Year 8.98 49

* 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 Jan 31, 2026

1 Year 2.00
5 Year 7.86
10 Year 8.73
Since Inception 7.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.18 10.19 -5.97 2.74
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.092.0011.0216.77-12.6326.3814.688.40-12.4639.704.09
% Total Return Rel to Index 0.00-20.763.651.062.6321.425.41-7.501.8018.142.60
% Total Return Rel to Peer 0.00-21.751.5417.5510.3832.67-13.98-12.033.251.621.75
% Perf Quintile vs Peer* 0.000.000.001.001.001.005.005.002.003.002.00
% Dividends 0.000.680.060.000.000.430.000.000.000.000.00
% Yield NA4.120.303.830.002.310.000.000.000.000.00
Capital Gains ($) 0.000.202.600.760.250.540.000.160.790.410.14
Expense Ratio 0.001.221.221.371.331.351.401.911.931.901.90

* 1 = Top 20%, 5 = Bottom 20%