Kotak International REIT Overseas Equity Active FOF - Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak International REIT Overseas Equity Active FOF - Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹104 Cr
Lock In Period
N/A
Expense Ratio
1.36
Exit Load
8% of the units shall be redeemed without any exit load on or before completion of 1 year from the date of allotment of units. Any redemption in excess of such limit within 1 year from the date of allotment of units, exit load of 1% shall be charged.
Benchmark
N/A
Kotak International REIT Overseas Equity Active FOF - Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.85 | -1.12 | 0.68 |
| 6M | 0.07 | 4.08 | 14.47 |
| 1Y | -1.90 | 4.12 | 22.55 |
| 3Y | 8.67 | 13.80 | 106.91 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-08-31
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About Fund Kotak International REIT Overseas Equity Active FOF - Growth
Kotak International REIT Overseas Equity Active FOF - Growth managed by Kotak Mahindra Mutual Fund,is a Internationalscheme with Assets Under Management of ₹104 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.36. Under the expert guidance of Arjun Khanna ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Arjun Khanna
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 0 | 135 CR | 0.17 |
| Axis US Specific Treasury Dynamic Debt Passive FOF Growth | 0 | 38 CR | 0.15 |
| Kotak International REIT Overseas Equity Active FOF - Growth | 0 | 103 CR | 1.36 |
| Baroda BNP Paribas Aqua Fund of Fund Growth | 0 | 65 CR | 1.58 |
| SBI US Specific Equity Active FoF Growth | 2 | 1,227 CR | 1.64 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 5.8567 | 0 |
| This FundAxis US Specific Treasury Dynamic Debt Passive FOF Growth | 4.0114 | 0 |
| This FundKotak International REIT Overseas Equity Active FOF - Growth | -1.9013 | 28.3271 |
| This FundBaroda BNP Paribas Aqua Fund of Fund Growth | 9.6607 | 49.3209 |
| This FundSBI US Specific Equity Active FoF Growth | 21.7556 | 102.7645 |
Kotak International REIT Overseas Equity Active FOF - Growth FAQs
Kotak International REIT Overseas Equity Active FOF - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak International REIT Overseas Equity Active FOF - Growth is 1.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak International REIT Overseas Equity Active FOF - Growth’s fund performance is as follows:
- 1 Month : -5.85%
- 6 Months : 0.07%
- 1 Year : -1.90%
- 3 Years : 8.67%
You can invest in Kotak International REIT Overseas Equity Active FOF - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak International REIT Overseas Equity Active FOF - Growth is ₹104 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak International REIT Overseas Equity Active FOF - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
