• Mutual Funds
  • Kotak Mutual Fund
  • Kotak International REIT FOF fund (Growth)
Kotak Mutual Fund

Kotak International REIT FOF fund (Growth)

International EquityInternational - Sectoral / Thematic

9.4719

NAV (Jun 24)

-3.6%
Till Date CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in international - sectoral / thematic mutual funds.

However, Scripbox does not recommend investing in international - sectoral / thematic mutual funds.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.

Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.

In addition the investor will need to have the ability, inclination and expertise to monitor the prospects closely.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

177 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

Invest in this fund

Scripbox Recommended US Equity Funds

Want the US equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

9.4719

NAV (Jun 24)

Fund Returns

Last 1Y

-7.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-3.6%

6 Month CAGR

-8.1%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide long-term capital appreciation and income by investing in units of SMAM ASIA REIT Sub Trust fund and/or other similar overseas REIT funds. However,there can be no assurance that the investment objective of the Scheme will be realized

Expense Ratio

1.38

Launched (2y ago)

Dec 29, 2020

AUM in Crores

176.345

ISIN

INF174KA1FL8

Lock-in

No Lock-in

Benchmark

S&P Asia Pacific Ex Japan REIT TR USD

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-06-24

Top Stock Holdings

smam asia reit sub trust

98.3%
98.3%

triparty repo

1.8%
1.8%

net current assets/(liabilities)

0.1%
0.1%
See all holdings

Comparison with International Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 3,116 cr

4

₹ 1,975 cr

4

₹ 38 cr

5

₹ 38 cr

5

₹ 38 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 288,952 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.5%

    6.6%

    13.5%

    6.6%

    13.5%

    6.6%

    4.8%

    7.3%

    -

    19.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak International REIT FOF fund (G) Review

    Kotak International REIT FOF fund (G) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of -3.6% over a period of 1 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Arjun Khanna.

    Nav of Kotak International REIT FOF fund (G) as of 6/24/2022 is ₹9.47 with the total AUM as of 6/26/2022 is ₹176.345. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak International REIT FOF fund (G) was launched on Dec 29, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Kotak International REIT FOF fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Kotak International REIT FOF fund (G)?

    Kotak International REIT FOF fund (G) is a International - Sectoral / Thematic International Equity scheme predominantly investing across International Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak International REIT FOF fund (G)?

    You can invest in Kotak International REIT FOF fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Kotak International REIT FOF fund (G)?

    The minimum sip amount for Kotak International REIT FOF fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Kotak International REIT FOF fund (G) good to invest in?

    As per Scripbox experts, Kotak International REIT FOF fund (G) is a Not Recommended fund. You can investKotak International REIT FOF fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Kotak International REIT FOF fund (G)?

    The expense ratio of the Kotak International REIT FOF fund (G) is 1.38% for regular plan.