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 | 0.33 | -0.36 | 3.46 |
| 6M | -2.97 | 1.56 | 1.77 |
| 1Y | -1.51 | 2.70 | 13.86 |
| 3Y | 11.96 | 14.18 | 108.32 |
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 |
|---|---|---|---|
| Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 0 | 130 CR | 0.17 |
| DSP US Specific Debt Passive FoF Growth | 0 | 52 CR | 0.23 |
| 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 FundAditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 6.4124 | 0 |
| This FundDSP US Specific Debt Passive FoF Growth | 5.821 | 0 |
| This FundKotak International REIT Overseas Equity Active FOF - Growth | -1.512 | 40.3258 |
| This FundBaroda BNP Paribas Aqua Fund of Fund Growth | 12.0438 | 61.4933 |
| This FundSBI US Specific Equity Active FoF Growth | 13.1275 | 104.163 |
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 : 0.33%
- 6 Months : -2.97%
- 1 Year : -1.51%
- 3 Years : 11.96%
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.
