Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan -IDCW Option

Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan -IDCW Option 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.