Kotak India Equity Fund Class Investor (INDAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.61
-0.17 (-1.23%)
Mar 20, 2026, 4:00 PM EST
Fund Assets376.46M
Expense Ratio1.28%
Min. Investment$2,500
Turnover75.00%
Dividend (ttm)0.89
Dividend Yield6.49%
Dividend Growth-66.40%
Payout FrequencyAnnual
Ex-Dividend DateDec 9, 2025
Previous Close13.78
YTD Return-14.46%
1-Year Return-7.53%
5-Year Return14.79%
52-Week Low13.61
52-Week High17.49
Beta (5Y)n/a
Holdings43
Inception DateFeb 13, 2011

About INDAX

The Kotak India Equity Fund seeks to achieve long-term capital appreciation.

Fund Family ALPS
Category India Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol INDAX
Share Class Investor Shares
Index Index is not available on Lipper Database

Performance

INDAX had a total return of -7.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.35%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
INDSXClass Ii0.75%
INDIXClass I0.93%
INAAXClass A1.28%
INFCXClass C1.97%

Top 10 Holdings

46.93% of assets
NameSymbolWeight
HDFC Bank LimitedHDFCBANK6.92%
Reliance Industries LimitedRELIANCE6.76%
ICICI Bank LimitedIBN6.53%
Cognizant Technology Solutions CorporationCTSH4.73%
Shriram Finance LimitedSHRIRAMFIN4.37%
Tech Mahindra LimitedTECHM3.90%
Bharti Airtel LimitedBHARTIARTL3.80%
Bajaj Finance LimitedBAJFINANCE3.49%
Mahindra & Mahindra LimitedM&M3.27%
Eternal LimitedETERNAL3.15%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 9, 2025$0.89454Dec 10, 2025
Dec 10, 2024$2.66214Dec 11, 2024
Dec 7, 2023$0.76019Dec 8, 2023
Dec 8, 2022$0.25261Dec 9, 2022
Dec 9, 2021$0.97925Dec 10, 2021
Dec 9, 2019$0.16915Dec 10, 2019
Full Dividend History