It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
INDIX: ALPS/KOTAK INDIA GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 14.45 0.01(0.07%) June 05
| Asset Class: | India Equity |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/15/2011 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 5.05% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | -14.4 | -14.9 | 3.5 | 1.2 | 6.7 | 6.4 | 6.3 | 2.4 | 11.2 | 17.2 | -13.7 | 23.2 | 14.6 | 8.6 | -12.2 | 40.2 | 4.2 | -2.9 | 48.2 | -4.7 | 37.9 | -30.9 |
| Sharpe Ratio | NA | -1.78 | -1.21 | 0.02 | -0.09 | 0.3 | NA | 0.29 | -0.04 | 0.52 | 1.48 | -0.82 | 1.47 | 0.47 | 0.48 | -0.93 | 3.77 | 0.24 | -0.15 | 3.16 | -0.2 | 1.95 | -1.61 |
| Draw Down(%) | NA | 17.9 | 20.6 | 23.2 | 23.3 | 43.6 | NA | 43.6 | 11.5 | 9.5 | 6.5 | 22.6 | 11.1 | 40.8 | 13.2 | 25.6 | 6.7 | 16.9 | 17.5 | 8.0 | 32.2 | 20.3 | 34.6 |
| Standard Deviation(%) | NA | 18.6 | 14.6 | 14.2 | 14.8 | 16.9 | NA | 18.0 | 14.0 | 14.5 | 9.2 | 18.6 | 15.8 | 30.6 | 14.9 | 14.7 | 10.5 | 16.8 | 19.1 | 15.2 | 23.9 | 19.6 | 21.4 |
| Treynor Ratio | NA | -0.52 | -0.39 | 0.01 | -0.03 | 0.11 | NA | 0.1 | -0.02 | 0.17 | 0.42 | -0.31 | 0.37 | 0.28 | 0.25 | -0.39 | 0.71 | 0.06 | -0.05 | 0.92 | -0.05 | 0.51 | -0.63 |
| Alpha | NA | -0.19 | -0.11 | -0.02 | -0.02 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | 0.02 | 0.02 | 0.0 | -0.05 | 0.09 | -0.01 | -0.01 | 0.13 | -0.11 | 0.09 | -0.15 |
| Beta | NA | 0.64 | 0.45 | 0.38 | 0.43 | 0.46 | NA | 0.5 | 0.28 | 0.44 | 0.33 | 0.48 | 0.62 | 0.52 | 0.29 | 0.35 | 0.56 | 0.69 | 0.58 | 0.52 | 0.88 | 0.75 | 0.55 |
| RSquared | NA | 0.23 | 0.14 | 0.16 | 0.24 | 0.24 | NA | 0.24 | 0.14 | 0.15 | 0.22 | 0.4 | 0.27 | 0.35 | 0.06 | 0.17 | 0.13 | 0.29 | 0.23 | 0.15 | 0.17 | 0.24 | 0.39 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.1 | 15.0 | 4.7 | 0.0 | 2.9 | 0.0 | 1.4 | 5.2 | 3.7 | 1.4 | 12.4 | 5.7 | 0.5 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -66.1 | 251.7 | N/A | -100.0 | N/A | -100.0 | -78.8 | 92.9 | 186.8 | -91.1 | 218.0 | 932.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/14/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See India Equity Asset Class Trend Rankings |
Top Rated Funds in India Equity
Best Mutual Funds
- WAINX (WASATCH EMERGING INDIA FUND INVESTOR CLASS SHARES) 0.53% (100%)
- ETGIX (EATON VANCE GREATER INDIA FUND EATON VANCE GREATER INDIA FUND CLASS A) 0.34% (95%)
- INDIX (ALPS/KOTAK INDIA GROWTH FUND CLASS I) 0.07% (90%)
- ECGIX (Eaton Vance Greater India Fund Class C) 0.33% (86%)
- MIDNX (MATTHEWS INDIA FUND INSTITUTIONAL CLASS SHARES) 0.19% (52%)
- MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) 0.24% (43%)
- FIGZX (FRANKLIN INDIA GROWTH FUND ADVISOR CLASS) (24%)
Best ETFs
- INP (iPath MSCI India ETN) (76%)
- INCO (Columbia India Consumer ETF) (71%)
- INDA (iShares MSCI India ETF) (67%)
- INDY (iShares India 50 ETF) (57%)
- EPI (WisdomTree India Earnings Fund) (48%)
- SMIN (iShares MSCI India Small Cap ETF) (38%)
- INXX (Columbia India Infrastructure ETF) (33%)
- PIN (Invesco India ETF) (29%)
- SCIF (VanEck Vectors India Small-Cap Index ETF) (10%)
- SCIN (Columbia India Small Cap ETF) (5%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to INDIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
