Nasdaq - Delayed Quote USD

ALPS/Kotak India ESG C (INFCX)

16.49 -0.09 (-0.54%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.87%
5y Average Return 9.41%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (May 24, 2024) 46.39%
Worst 1Y Total Return (May 24, 2024) --
Best 3Y Total Return 46.39%
Worst 3Y Total Return 1.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
INFCX
Category
YTD
5.20%
13.71%
1-Month
1.70%
0.81%
3-Month
3.79%
7.36%
1-Year
22.56%
58.25%
3-Year
7.96%
8.86%
5-Year
8.96%
10.53%
10-Year
9.90%
5.80%
Last Bull Market
13.55%
-0.50%
Last Bear Market
-12.93%
-19.08%

Annual Total Return (%) History

Year
INFCX
Category
2024
--
--
2023
16.08%
--
2022
-13.27%
--
2021
25.54%
--
2020
13.51%
14.57%
2019
7.52%
2.32%
2018
-13.09%
-14.88%
2017
38.70%
46.78%

2016
3.40%
0.65%
2015
-3.95%
-2.89%
2014
46.39%
44.59%
2013
-5.56%
-11.23%
2012
36.70%
29.69%
2011
--
-35.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.45% -- -- --
2023 -2.44% 9.43% 1.68% 6.93%
2022 -5.70% -12.93% 4.55% 1.03%
2021 8.27% 5.23% 10.06% 0.12%
2020 -30.89% 18.59% 15.98% 19.41%
2019 6.03% 0.41% -3.69% 4.87%
2018 -6.58% -3.56% -7.15% 3.89%
2017 19.62% 3.26% 1.62% 10.49%
2016 -3.50% 7.45% 10.22% -9.53%
2015 5.31% -3.51% -3.48% -2.06%

2014 10.87% 17.06% 5.32% 7.09%
2013 -5.13% -6.43% -6.51% 13.79%
2012 23.98% -7.08% 14.97% 3.20%
2011 -2.04% -19.21% -16.11% --

Rank in Category (By Total Return)

YTD 65
1-Month 56
3-Month 59
1-Year 87
3-Year 93
5-Year 84

Load Adjusted Returns

1-Year 21.56%
3-Year 7.96%
5-Year 8.96%
10-Year 9.90%

Performance & Risk

YTD Return 7.87%
5y Average Return 9.41%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.46
Morningstar Risk Rating

Fund Overview

Category India Equity
Fund Family ALPS
Net Assets 387.91M
YTD Return 5.20%
Yield 0.00%
Morningstar Rating
Inception Date Dec 19, 2019

Fund Summary

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.

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