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Kotak International REIT Overseas Equity Omni FOF - Regular Plan - 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: 35/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)7.87%
- Expense ratio (20%)—
- AUM (15%)—
Not investment advice — an analytical read of public fund data. Methodology →
Kotak Mahindra Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas · Fund of Funds investing overseas
₹11.18
AUM: —
NAV updated 5 days ago
Plan
Regular
Option
Growth
Sharpe Ratio
-0.48
Std Dev (1Y)
14.88%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-5.28%
3m
-3.27%
6m
-1.3%
1y
-1.39%
3y
+7.87%
5y
+2.14%
10y
—
since inception
+2.01%
TopFund's Take on Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth
Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth lags behind most of its peers in the Fund of Funds investing overseas category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 35/100.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.48 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.88% is fairly typical for Fund of Funds investing overseas funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Overseas Fund of Funds - Fund of Funds investing overseas fund.
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 International REIT Overseas Equity Omni FOF - Regular Plan - Growth
The current NAV (Net Asset Value) of Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth is ₹11.18. NAV is updated every business day after market close by AMFI.
1Y: -1.39% · 3Y CAGR: 7.87% · 5Y CAGR: 2.14%
Expense ratio data for Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth is not yet available.
Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth is managed by Kotak Mahindra Mutual Fund.
Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth is classified as a Fund of Funds investing overseas risk fund. It is suitable for investors with a moderate risk appetite.
Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth is a Fund of Funds investing overseas fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak International REIT Overseas Equity Omni FOF - Regular Plan - 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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