INDIX Mutual Fund

INDIX Mutual Fund (Kotak India Equity Fund Class I) is managed by Alps Funds with $25.3M in net assets. INDIX expense ratio is 0.93%, holding 38 positions across sectors including Health Care, Information Technology. Inception date: 2011-02-14.

INDIX performance shows a YTD return of -8.79%. The 1-year return is -7.84% and the 5-year return is 2.86%. INDIX dividend yield stands at 5.76%, paid annually.

INDIX top holdings include Icici Bank Ltd (9.1%), Reliance Industries Ltd (6.3%), Bharti Airtel Ltd. [bharti] (4.8%), Bajaj Finance Ltd /Inr/ 0.00000000 (4.5%), Shriram Finance Ltd (4.3%). Go to all INDIX holdings, INDIX sectors, or INDIX dividends.

INDIX can be compared against other funds. Use INDIX overlap to find shared positions, or INDIX vs another fund for a side-by-side view. INDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.