INAAX – Fund Analysis – ALPS/Kotak India ESG A | Morningstar

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Will INAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INAAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the INAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of INAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

ALPS/ Kotak India ESG A earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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