Correlation
The correlation between INDAX and FLIN is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
INDAX vs. FLIN
Compare and contrast key facts about ALPS/Kotak India ESG Fund (INDAX) and Franklin FTSE India ETF (FLIN).
INDAX is managed by ALPS. It was launched on Feb 13, 2011. FLIN is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE India RIC Capped Index. It was launched on Feb 6, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDAX or FLIN.
Performance
INDAX vs. FLIN - Performance Comparison
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Key characteristics
INDAX:
0.37
FLIN:
0.22
INDAX:
0.52
FLIN:
0.33
INDAX:
1.07
FLIN:
1.05
INDAX:
0.28
FLIN:
0.14
INDAX:
0.58
FLIN:
0.30
INDAX:
8.83%
FLIN:
9.19%
INDAX:
16.95%
FLIN:
16.99%
INDAX:
-43.98%
FLIN:
-41.90%
INDAX:
-7.04%
FLIN:
-7.65%
Returns By Period
In the year-to-date period, INDAX achieves a 2.00% return, which is significantly lower than FLIN's 2.72% return.
INDAX
2.00%
1.45%
-1.07%
5.94%
9.94%
17.21%
8.35%
FLIN
2.72%
1.78%
-0.54%
3.48%
11.47%
17.90%
N/A
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INDAX vs. FLIN - Expense Ratio Comparison
INDAX has a 1.33% expense ratio, which is higher than FLIN's 0.19% expense ratio.
Risk-Adjusted Performance
INDAX vs. FLIN — Risk-Adjusted Performance Rank
INDAX
FLIN
INDAX vs. FLIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/Kotak India ESG Fund (INDAX) and Franklin FTSE India ETF (FLIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
INDAX vs. FLIN - Dividend Comparison
INDAX's dividend yield for the trailing twelve months is around 15.83%, more than FLIN's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDAX ALPS/Kotak India ESG Fund | 15.83% | 16.14% | 4.43% | 1.65% | 5.48% | 0.00% | 1.30% | 6.55% | 2.78% | 1.32% | 15.14% | 4.35% |
FLIN Franklin FTSE India ETF | 1.54% | 1.58% | 0.73% | 0.73% | 2.26% | 0.69% | 0.90% | 0.92% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INDAX vs. FLIN - Drawdown Comparison
The maximum INDAX drawdown since its inception was -43.98%, roughly equal to the maximum FLIN drawdown of -41.90%. Use the drawdown chart below to compare losses from any high point for INDAX and FLIN.
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Volatility
INDAX vs. FLIN - Volatility Comparison
The current volatility for ALPS/Kotak India ESG Fund (INDAX) is 5.66%, while Franklin FTSE India ETF (FLIN) has a volatility of 6.33%. This indicates that INDAX experiences smaller price fluctuations and is considered to be less risky than FLIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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