Mutual Funds

Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Payout of Income Distribution cum capital withdrawal option

Kotak Mahindra Mutual FundInternational FoFHigh Risk
₹11.98+0.05 (+0.42%)

NAV as on 2026-07-17 · Equity · International FoF

AUM

₹104 Cr

1Y Return

+15.3%

3Y CAGR

+8.7%

5Y CAGR

+3.1%

Expense

2.01%

Risk

High

Kotak International REIT Overseas Equity Omni FOF
₹11.98+0.42%

1Y Return

+15.3%

3Y CAGR

+8.7%

5Y CAGR

+3.1%

Since Inception

+3.3%

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NAV History

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52-Week NAV Range

₹10.38
₹11.98

100% from 52W low

Fund Information

International FoFEquitySince 05-01-2021

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - International FoF

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash0.5%
Other99.5%

Market Cap Split

Top Holdings

3 stocks
Weight1M Change
1

Smam Asia Reit Sub Trust

99.52%+2.6%
2

Triparty Repo

0.67%0.0%
3

Net Receivables

0.19%0.0%

Risk Metrics (3Y)

Sharpe Ratio

0.24

Sortino Ratio

0.36

Std Deviation

15.94%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Intl REIT Ovrs Eq OmniFOFRegIDCW-P1042.01+15.3%+8.7%+3.1%
Axis S&P 500 ETF FOF Reg IDCW-P-----
Franklin U.S. Opps Eq Actv FoF IDCW-P6,0811.25+18.5%+20.0%+9.5%
Axis Greater China Equity FoF Reg IDCW-P3,8521.58+34.7%+15.7%+3.2%
ICICI Pru NASDAQ 100 Index Reg IDCW-P3,6110.90+38.0%+28.3%-
ICICI Pru US Bluechip Eq IDCW-R3,6071.64+19.2%+12.7%+11.2%
Axis Global Equity Alpha FOF Reg IDCW-P2,3781.58+23.6%+21.4%+13.7%
Kotak Glb EM Ovrs Eq Omni FOF Reg IDCW-P1,7672.11+47.8%+22.8%+10.1%
DSP Wld Gld Mng Ovrs Eq Omni FoF IDCW-P1,4332.10+59.4%+39.0%+20.8%
DSP Glb Innovt Ovs Eq Omni FoF Reg IDCWP1,4181.85+34.8%+25.2%-

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹104 Cr
Expense Ratio2.01%
Volatility (3Y)15.9%
Sharpe Ratio0.24
Sortino Ratio0.36
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings3

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.