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Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan-Growth

★★★★★ monitor_heart Health Score: 68/100 · Good

Kotak Mahindra Mutual Fund · Other · FoF Overseas

₹14.49

+0.0 (+0.0%) trending_up

AUM: —

NAV updated about 10 hours ago

Plan

Regular

Option

Growth

Risk

Very High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

1.34

Std Dev (1Y)

18.34%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.82%

3m

+5.95%

6m

+10.95%

1y

+28.34%

3y

+20.67%

5y

10y

since inception

+7.71%

rate_review TopFund's Take on Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan-Growth

Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan-Growth holds up reasonably well within the FoF Overseas category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 68/100.

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 1.34 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 18.34% is fairly typical for actively managed equity funds.

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.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan-Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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