ALPS/Kotak India ESG Fund (INDAX) belongs to the Asia Pacific Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with INDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to INDAX
INDAX charges 1.33% annually. There are 16 mutual funds in the Asia Pacific Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Pacific Stock Index Fund Institutional Sh... | 0.08% | — | May 2000 | INDAX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | 0.10% | 13.80B | Aug 2001 | INDAX vs VPADX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | INDAX vs DFRSX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 0.81% | — | Oct 2018 | INDAX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 0.94% | — | Jun 1999 | INDAX vs FERIX |
Best Risk-Adjusted Alternatives to INDAX
INDAX has a PortfoliosLab risk / return rank of 1. There are 22 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 97 | — | Dec 1999 | INDAX vs MATFX | |
| Matthews Asia ESG Fund | 93 | — | Apr 2015 | INDAX vs MASGX | |
| AMG Veritas Asia Pacific Fund | 92 | — | May 1984 | INDAX vs MGSEX | |
| Matthews Pacific Tiger Fund | 92 | — | Sep 1994 | INDAX vs MAPTX | |
| Fidelity Emerging Asia Fund | 92 | — | Apr 1993 | INDAX vs FSEAX |
Top Performing INDAX Alternatives (YTD)
INDAX is at -10.69% YTD. There are 22 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 71.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 71.69% | — | Dec 1999 | INDAX vs MATFX | |
| AMG Veritas Asia Pacific Fund | 55.31% | — | May 1984 | INDAX vs MGSEX | |
| Matthews Asia ESG Fund | 54.22% | — | Apr 2015 | INDAX vs MASGX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 41.69% | — | Oct 2018 | INDAX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 41.61% | — | Jun 1999 | INDAX vs FERIX |
Lowest Volatility Alternatives to INDAX
INDAX has 14.85% 1-year volatility. There is 1 mutual fund in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.14% | — | May 1994 | INDAX vs ETGIX | |
| Matthews India Fund | 15.97% | — | Oct 2005 | INDAX vs MINDX | |
| DFA Asia Pacific Small Company | 16.09% | — | Jan 1993 | INDAX vs DFRSX | |
| Wasatch Emerging India Fund | 16.90% | — | Apr 2011 | INDAX vs WAINX | |
| T. Rowe Price Asia Opportunities Fund | 16.93% | — | May 2014 | INDAX vs PAAOX |
Lowest Drawdown Alternatives to INDAX
INDAX has a 1-year max drawdown of -20.85%. There are 18 mutual funds in the Asia Pacific Equities category with shallower 1-year drawdowns, going as shallow as -10.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | INDAX vs IASMX | |
| Matthews Asia Innovators Fund | -11.33% | — | Dec 1999 | INDAX vs MATFX | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | INDAX vs ASIAX | |
| Fidelity Pacific Basin Fund | -12.25% | — | Oct 1986 | INDAX vs FPBFX | |
| Vanguard Pacific Stock Index Fund Institutional Sh... | -13.40% | — | May 2000 | INDAX vs VPKIX |
Other Mutual Funds from ALPS
The 8 most viewed ALPS mutual funds shown here include RLIIX, JCRAX, ALIBX and span 6 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 70 | 7.49% | — | Aug 2010 | INDAX vs RLIIX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 59 | 15.31% | 16.45M | Jun 2010 | INDAX vs JCRAX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 75 | 8.39% | — | Sep 2020 | INDAX vs ALIBX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 2 | -7.73% | 9.31M | Dec 2007 | INDAX vs LPEFX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | INDAX vs SMTRX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -9.29% | — | Oct 2014 | INDAX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 84 | 0.55% | 630.45M | Jun 2018 | INDAX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 40 | 1.08% | — | Sep 2020 | INDAX vs SMCVX |
Often Compared With INDAX
Investors most often compare INDAX with INDF, FRIN.L, FLIN. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare INDAX with Any Fund or Stock
Compare INDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair INDAX with funds that move differently
ALPS/Kotak India ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to INDAX.
Explore INDAX Diversifiers