ALPS/Kotak India ESG Fund Class I (INDIX)

Overview

The fund is focused on investing a significant portion of its assets, specifically at least 80% of its net assets along with any borrowings for investment purposes, in equity and equity-linked securities of Indian companies. This investment strategy covers a broad scope of companies, aiming to leverage the growth potential within the Indian market. The fund is managed with the intention to include a diverse range of companies, spanning all capitalization sizes, aiming to optimize returns for investors by tapping into the various opportunities presented by the Indian economy.

Products and Services

• Common Stocks: The fund invests in common stocks of Indian companies, offering investors the opportunity to gain equity interests in these firms. This includes shares in companies across various sectors, providing diversification in the investment portfolio.
• Preferred Stocks: Investment in preferred stocks is another facet of the fund, providing potentially more stable dividends than common stocks. Preferred stocks often carry preferential rights over common stocks in dividend payments and liquidation proceeds.
• Convertible Securities: The fund also invests in convertible securities, which can be converted into a predetermined number of common or preferred shares, offering the potential for capital appreciation along with income generation.
• Rights and Warrants: This includes investments in rights and warrants to buy common stocks, offering investors an additional avenue to potentially profit from the appreciation of the underlying stocks.