Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INAAX (ALPS/KOTAK INDIA GROWTH FUND CLASS A) | -15.68% | -17.66% | 2.62% | 1.44% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INAAX (ALPS/KOTAK INDIA GROWTH FUND CLASS A) | 06/12/2018 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | -17.66 | 2.62 | 1.44 | NA | NA | NA | … | … | -15.68 | 2.04 | 10.96 | 16.96 | -12.46 | 26.39 | 14.41 | 8.24 | -6.62 |
| Sharpe Ratio | NA | -1.22 | 0.00 | -0.04 | NA | NA | NA | … | … | -1.79 | -0.06 | 0.50 | 1.45 | -0.75 | 1.71 | 0.46 | 0.46 | -0.81 |
| Standard Deviation(%) | NA | 14.59 | 14.20 | 14.73 | NA | NA | NA | … | … | 18.48 | 14.08 | 14.62 | 9.28 | 18.53 | 15.45 | 30.50 | 14.87 | 16.28 |
| Draw Down(%) | NA | 20.76 | 23.38 | 23.38 | NA | NA | NA | … | … | 17.94 | 11.53 | 9.54 | 6.61 | 22.67 | 8.43 | 40.74 | 13.34 | 18.81 |
| Yield(%) | 0.00 | 5.20 | 9.10 | 6.50 | 4.69 | 3.13 | 2.34 | … | … | 0.00 | 5.38 | 15.61 | 4.94 | 1.40 | 6.59 | 0.00 | 1.40 | 5.73 |
Data as of 06/08/2026, Common starting date is 06/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INAAX (ALPS/KOTAK INDIA GROWTH FUND CLASS A) |
3.07%
Feb 2022 – Feb 2025 |
2.48%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INAAX (ALPS/KOTAK INDIA GROWTH FUND CLASS A) |
21.40%
Mar 2020 – Mar 2023 |
17.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart