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INDIX: ALPS/KOTAK INDIA GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 18.97 0.14(0.73%) May 03
Asset Class: | India Equity |
MyPlanIQ Rating: | (90%) |
Start Date: | 02/15/2011 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 4.26% |
Expenses | 0.75% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/15/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 5.7 | 24.3 | 8.9 | 10.1 | 11.0 | 8.3 | 17.2 | -11.8 | 26.0 | 14.6 | 8.6 | -12.2 | 40.2 | 4.2 | -2.9 | 48.2 | -4.7 | 37.9 | -30.9 |
Sharpe Ratio | NA | 1.05 | 2.23 | 0.49 | 0.44 | 0.57 | 0.41 | 1.41 | -0.69 | 1.72 | 0.47 | 0.48 | -0.92 | 3.77 | 0.24 | -0.15 | 3.16 | -0.2 | 1.95 | -1.61 |
Draw Down(%) | NA | 3.5 | 5.8 | 22.5 | 40.8 | 43.6 | 43.6 | 6.5 | 22.5 | 7.4 | 40.8 | 13.2 | 25.6 | 6.7 | 16.9 | 17.5 | 8.0 | 32.2 | 20.3 | 34.6 |
Standard Deviation(%) | NA | 11.3 | 9.6 | 14.1 | 19.0 | 17.3 | 18.3 | 9.2 | 19.1 | 15.1 | 30.2 | 14.9 | 14.7 | 10.5 | 16.8 | 19.1 | 15.2 | 23.9 | 19.6 | 21.4 |
Treynor Ratio | NA | 0.37 | 0.57 | 0.16 | 0.17 | 0.2 | 0.14 | 0.4 | -0.28 | 0.5 | 0.27 | 0.25 | -0.38 | 0.71 | 0.06 | -0.05 | 0.92 | -0.05 | 0.51 | -0.63 |
Alpha | NA | 0.02 | 0.04 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | -0.01 | 0.04 | 0.02 | 0.0 | -0.05 | 0.09 | -0.01 | -0.01 | 0.13 | -0.11 | 0.09 | -0.15 |
Beta | NA | 0.32 | 0.38 | 0.43 | 0.48 | 0.49 | 0.52 | 0.33 | 0.47 | 0.52 | 0.53 | 0.29 | 0.35 | 0.56 | 0.69 | 0.58 | 0.52 | 0.88 | 0.75 | 0.55 |
RSquared | NA | 0.11 | 0.21 | 0.28 | 0.3 | 0.26 | 0.25 | 0.22 | 0.35 | 0.21 | 0.39 | 0.06 | 0.17 | 0.13 | 0.29 | 0.23 | 0.15 | 0.17 | 0.24 | 0.39 |
Yield(%) | N/A | 0.0 | 4.8 | 4.1 | 3.3 | 5.6 | N/A | 4.7 | 1.3 | 6.4 | 0.0 | 1.4 | 5.3 | 3.7 | 1.3 | 12.4 | 5.8 | 0.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 204.0 | 106.2 | -37.5 | N/A | N/A | 204.0 | -74.7 | N/A | -100.0 | -78.8 | 95.1 | 192.9 | -91.3 | 215.7 | 920.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2011
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