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Kotak Global Emerging Market Overseas Equity Omni FOF- Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 89/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)27.05%
- Expense ratio (20%)—
- AUM (15%)—
Not investment advice — an analytical read of public fund data. Methodology →
Kotak Mahindra Mutual Fund · Other · FoF Overseas
₹40.35
AUM: —
NAV updated 5 days ago
Option
Growth
Risk
Very High
Sharpe Ratio
1.51
Std Dev (1Y)
25.45%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+4.47%
3m
+1.46%
6m
+16.17%
1y
+51.3%
3y
+27.05%
5y
+13.29%
10y
+11.29%
since inception
+7.21%
TopFund's Take on Kotak Global Emerging Market Overseas Equity Omni FOF- Growth
Kotak Global Emerging Market Overseas Equity Omni FOF- Growth ranks among the stronger performers in the FoF Overseas category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 89/100.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.51 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, with 25.45% annualised volatility, this is among the more turbulent funds in the FoF Overseas space — expect sharp swings in both directions.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Kotak Global Emerging Market Overseas Equity Omni FOF- Growth
The current NAV (Net Asset Value) of Kotak Global Emerging Market Overseas Equity Omni FOF- Growth is ₹40.35. NAV is updated every business day after market close by AMFI.
1Y: 51.3% · 3Y CAGR: 27.05% · 5Y CAGR: 13.29%
Expense ratio data for Kotak Global Emerging Market Overseas Equity Omni FOF- Growth is not yet available.
Kotak Global Emerging Market Overseas Equity Omni FOF- Growth is managed by Kotak Mahindra Mutual Fund.
Kotak Global Emerging Market Overseas Equity Omni FOF- Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Kotak Global Emerging Market Overseas Equity Omni FOF- Growth is a FoF Overseas fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak Global Emerging Market Overseas Equity Omni FOF- Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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