The India Fund (IFN) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IFN. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IFN
IFN charges 0.01% annually. There are 3 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | IFN vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | IFN vs FEMSX | |
| Morgan Stanley India Investment Fund | 0.01% | — | Feb 1994 | IFN vs IIF | |
| The Korea Fund Inc | 0.02% | — | Aug 1984 | IFN vs KF | |
| Emerging Markets Dividend Fund | 0.04% | — | Jan 2013 | IFN vs EAD |
Best Risk-Adjusted Alternatives to IFN
IFN has a PortfoliosLab risk / return rank of 1. There are 43 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 98 | — | Jun 1996 | IFN vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 98 | — | Jun 1996 | IFN vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 96 | — | Jul 2022 | IFN vs WXCIX | |
| The Korea Fund Inc | 93 | — | Aug 1984 | IFN vs KF | |
| JPMorgan Emerging Markets Equity Fund Class R6 | 92 | — | Dec 2013 | IFN vs JEMWX |
Top Performing IFN Alternatives (YTD)
IFN is at -10.24% YTD. There are 42 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 144.86%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 144.86% | — | Jun 1996 | IFN vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 143.99% | — | Jun 1996 | IFN vs DEMCX | |
| The Korea Fund Inc | 94.44% | — | Aug 1984 | IFN vs KF | |
| William Blair Emerging Markets ex China Growth Fun... | 59.62% | — | Jul 2022 | IFN vs WXCIX | |
| Calamos Evolving World Growth Fund Class I | 51.83% | — | — | IFN vs CNWIX |
Lowest Volatility Alternatives to IFN
IFN has 16.72% 1-year volatility. There are 19 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerging Markets Dividend Fund | 9.41% | — | Jan 2013 | IFN vs EAD | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 10.75% | — | Jan 2019 | IFN vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.55% | — | — | IFN vs GQGIX | |
| Seafarer Overseas Value Fund Institutional Class | 12.92% | — | May 2016 | IFN vs SIVLX | |
| Schwab Fundamental Emerging Markets Equity Index F... | 13.82% | — | Jan 2008 | IFN vs SFENX |
Lowest Drawdown Alternatives to IFN
IFN has a 1-year max drawdown of -26.05%. There are 43 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -6.93%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | IFN vs FGKPX | |
| Emerging Markets Dividend Fund | -8.16% | — | Jan 2013 | IFN vs EAD | |
| GQG Partners Emerging Markets Equity Fund Institut... | -9.11% | — | — | IFN vs GQGIX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -9.45% | — | Jan 2008 | IFN vs SFENX | |
| Fidelity Emerging Markets Discovery Fund | -9.54% | — | Nov 2011 | IFN vs FEDDX |
Often Compared With IFN
Investors most often compare IFN with INDA, EPI, PZIEX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare IFN with Any Fund or Stock
Compare IFN with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IFN with funds that move differently
The India Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IFN.
Explore IFN Diversifiers