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)
₹99 Cr
Lock In Period
N/A
Expense Ratio
1.35
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 | -2.46 | -1.28 | 0.24 |
| 6M | -7.89 | 1.06 | 2.71 |
| 1Y | -2.96 | 2.60 | 17.60 |
| 3Y | 10.45 | 13.67 | 103.94 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-09-30
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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 ₹99 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.35. 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 |
|---|---|---|---|
| Axis US Specific Treasury Dynamic Debt Passive FOF Growth | 0 | 36 CR | 0.15 |
| Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 0 | 130 CR | 0.17 |
| Kotak International REIT Overseas Equity Active FOF - Growth | 0 | 98 CR | 1.35 |
| Baroda BNP Paribas Aqua Fund of Fund Growth | 0 | 69 CR | 1.58 |
| SBI US Specific Equity Active FoF Growth | 2 | 1,168 CR | 1.64 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis US Specific Treasury Dynamic Debt Passive FOF Growth | 4.7104 | 0 |
| This FundAditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 6.2475 | 0 |
| This FundKotak International REIT Overseas Equity Active FOF - Growth | -2.9562 | 34.7325 |
| This FundBaroda BNP Paribas Aqua Fund of Fund Growth | 9.8747 | 59.7541 |
| This FundSBI US Specific Equity Active FoF Growth | 16.8348 | 99.8667 |
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 1.35. 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 : -2.46%
- 6 Months : -7.89%
- 1 Year : -2.96%
- 3 Years : 10.45%
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 ₹99 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.
