The Best India Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of India Equities mutual funds.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.39%
- Avg. Yield
- 14.80%
- Avg. 1 Year Return
- -12.00%
- Median Risk/Return Score
- 1 / 100
The Best India Equities Mutual Funds
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | India Equities, Asia Pacific Equities | May 1, 1994 | 1.57% | -9.75% | 7.64% | 16.03% | 1 | ||||||||
| ALPS/Kotak India ESG Fund | India Equities, Asia Pacific Equities | Feb 13, 2011 | 1.33% | -10.81% | 7.45% | 6.30% | 1 | ||||||||
| Matthews India Fund | India Equities, Asia Pacific Equities | Oct 30, 2005 | 1.15% | -8.52% | 6.25% | 7.39% | 2 | ||||||||
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | Apr 25, 2011 | 1.51% | -0.96% | 10.35% | 29.46% | 1 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best India Equities Mutual funds by Risk/Return Score
The top India Equities Mutual funds by PortfoliosLab Risk/Return Score are MINDX (2) and WAINX (1).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Matthews India Fund | 2 | — | Oct 2005 | |
| Wasatch Emerging India Fund | 1 | — | Apr 2011 | |
| Eaton Vance Greater India Fund | 1 | — | May 1994 | |
| ALPS/Kotak India ESG Fund | 1 | 4.59M | Feb 2011 |
Best-Performing India Equities Mutual funds Over 5 Years
The top India Equities Mutual funds is MINDX (3.76%).
Across the lineup, India Equities Mutual funds show an average 1-year return of -12.00% and an average 5-year return of 3.07%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Matthews India Fund | 3.76% | — | Oct 2005 | |
| Wasatch Emerging India Fund | 3.40% | — | Apr 2011 | |
| ALPS/Kotak India ESG Fund | 2.59% | 4.59M | Feb 2011 | |
| Eaton Vance Greater India Fund | 2.54% | — | May 1994 |
Lowest-Cost India Equities Mutual funds
The top India Equities Mutual funds is MINDX (1.15%).
With an average expense ratio of 1.39%, India Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Matthews India Fund | 1.15% | — | Oct 2005 | |
| ALPS/Kotak India ESG Fund | 1.33% | 4.59M | Feb 2011 | |
| Wasatch Emerging India Fund | 1.51% | — | Apr 2011 | |
| Eaton Vance Greater India Fund | 1.57% | — | May 1994 |
Highest-Yield India Equities Mutual funds
The top India Equities Mutual funds is WAINX (29.46%).
Across the lineup, India Equities Mutual funds show an average dividend yield of 14.80%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Wasatch Emerging India Fund | 29.46% | — | Apr 2011 | |
| Eaton Vance Greater India Fund | 16.03% | — | May 1994 | |
| Matthews India Fund | 7.39% | — | Oct 2005 | |
| ALPS/Kotak India ESG Fund | 6.30% | 4.59M | Feb 2011 |
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