Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFCX (ALPS/KOTAK INDIA GROWTH FUND CLASS C) | -14.78% | -15.07% | 2.48% | 0.05% | 5.48% | 5.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFCX (ALPS/KOTAK INDIA GROWTH FUND CLASS C) | 02/15/2011 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | -15.07 | 2.48 | 0.05 | 5.48 | 5.29 | NA | … | … | -14.78 | 1.25 | 10.09 | 16.08 | -14.77 | 21.45 | 13.51 | 7.52 | -13.09 | 38.69 | 3.40 | -3.95 | 46.38 | -5.56 | 36.70 | -31.55 |
| Sharpe Ratio | NA | -1.12 | 0.00 | -0.13 | 0.25 | NA | NA | … | … | -1.68 | -0.12 | 0.44 | 1.35 | -0.87 | 1.35 | 0.43 | 0.41 | -0.99 | 3.62 | 0.19 | -0.21 | 3.04 | -0.23 | 1.90 | -1.64 |
| Standard Deviation(%) | NA | 14.55 | 14.14 | 14.79 | 16.92 | NA | NA | … | … | 18.81 | 14.02 | 14.57 | 9.25 | 18.59 | 15.85 | 30.68 | 14.87 | 14.68 | 10.55 | 16.77 | 18.98 | 15.27 | 23.97 | 19.50 | 21.41 |
| Draw Down(%) | NA | 21.26 | 24.38 | 24.38 | 44.84 | NA | NA | … | … | 18.15 | 11.62 | 9.73 | 6.71 | 22.92 | 11.54 | 40.86 | 13.47 | 26.18 | 6.76 | 16.81 | 18.16 | 8.08 | 32.54 | 20.53 | 35.18 |
| Yield(%) | 0.00 | 6.01 | 10.02 | 6.00 | 5.94 | 5.58 | 4.17 | … | … | 0.00 | 6.04 | 17.28 | 5.44 | 0.00 | 3.06 | 0.00 | 1.48 | 5.64 | 3.91 | 1.42 | 12.78 | 5.67 | 0.00 | 0.00 | 0.05 |
Data as of 06/04/2026, Common starting date is 02/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFCX (ALPS/KOTAK INDIA GROWTH FUND CLASS C) |
-9.19%
Mar 2017 – Mar 2020 |
-3.32%
Mar 2015 – Mar 2020 |
4.79%
Feb 2015 – Feb 2025 |
4.90%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFCX (ALPS/KOTAK INDIA GROWTH FUND CLASS C) |
26.34%
Aug 2013 – Aug 2016 |
19.01%
Aug 2013 – Aug 2018 |
12.86%
Dec 2011 – Dec 2021 |
5.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart