scripbox logo
  • right-arrow
  • Mutual Funds
    right-arrow
  • Kotak Mahindra Asset Management Co Ltd
    right-arrow
  • Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A)
Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A)

Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A)

International EquityInternational - Sectoral / Thematic

10.1778

NAV (Jul 28)

1.8%
Till Date CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

189 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Retirement , Kids Education

No single fund can achieve what a plan can. Learn why

info-icon-blue

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.38 %
Launched (1y ago)
Dec 29, 2020
AUM in Crores
₹ 189
ISIN
INF174KA1FM6
Lock-in
No Lock-in
Benchmark
S&P Asia Pacific Ex Japan REIT TR USD
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Arjun Khanna

Fund Manager

calculator

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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

International - Others

17 Years

Age

5

Track Record

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 245,053 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.

amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Kotak Savings Fund (G)

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 10,544 Cr

    Fund Size

    6.30%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 2,804 Cr

    Fund Size

    13.10%

    5 Year CAGR

    5 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Ultra Short

    Top Ranked

    ₹ 10,544 Cr

    Fund Size

    4.90%

    3 Year CAGR

    3 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Ultra Short

    Top Ranked

    ₹ 10,544 Cr

    Fund Size

    4.80%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Large Cap

    Top Ranked

    ₹ 2,804 Cr

    Fund Size

    10.40%

    5 Year CAGR

    5 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A)

    About Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A)

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) is a international - sectoral / thematic international equity fund and has delivered an annualised return of 1.8% 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.

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) 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 However, there is no assurance that the objective of the scheme will be realized.

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) NAV,AUM,Risk

    The Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) fund was launched on Dec 29, 2020. The NAV (Net Asset Value) of this international - sectoral / thematic international equity as of 2021-07-28 is ₹ 10.1778. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 188.125. The category risk of the Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) fund is Very High Risk. The fund charges 1.38 % as expense ratio.

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 97.9% in this asset class. The top three holdings of the fund are smam asia reit sub trust,triparty repo and net current assets/(liabilities)

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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.

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P Asia Pacific Ex Japan REIT TR USD

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) Review

    Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Kotak International REIT FOF of Income Dis cum Cap wdrl fund (RIDCW-A) has a score of 2 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    Build Short Term Wealth

    Build Short Term Wealth

    Beat FD returns with the best debt mutual funds

    Save Taxes, Build Wealth

    Save Taxes, Build Wealth

    Top ELSS funds to save tax the smart way

    Achieve Life Goals

    Achieve Life Goals

    Customised plans for retirement, child education & more

    filter
    Show Calculator