Investment Objective
- The Fund seeks to achieve long-term capital appreciation.
Investment Strategy
- To achieve its objective, the Fund will invest at least 80% of its total assets in equity and equity-linked securities of 'Indian companies.' Indian companies are those that:
- are organized under the laws of, or with a principal office in, or for which the principal trading market for their securities is in India; or
- derive 50% or more of their total revenue or profit from either goods or services produced or sales made in India; or
- have 50% or more of their assets in India.
Why India?1 >>
India is the world’s largest democracy, with diversity in culture, religion, languages, cuisines and opportunities.
Why Kotak? >>
The Kotak Group is one of India’s leading financial services providers, offering a wide range of financial services including Commercial Banking, Brokerage, Asset Management, Life Insurance and Investment Banking.
Why ALPS Kotak India Growth Fund? >>
The ALPS Kotak India Growth Fund attempts to capitalize on the India growth story by investing predominantly in large cap bluechip companies which the sub-advisor believes are business leaders in their space, while maintaining the flexibility to opportunistically take exposure in mid & small cap stocks.