Kotak International REIT Overseas Equity Active FOF
Direct Plan · Payout of Income Distribution cum capital withdrawal option · Fund of Funds · Scheme code 148649
Fund houseKotak Mahindra Mutual Fund
CategoryFund of Funds
Plan & optionDirect · Payout of Income Distribution cum capital withdrawal option
History5.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -4.89 | -2.76 | 1.81 | -0.31 | 8.68 | 3.10 | — | — | 2.98 |
| Fund of Funds category median |
— | — | — | 15.78 | 16.50 | 10.98 | — | 12.00 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 17.0% | 0.13 | 0.19 | — | — | -25.5% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 206 | -18.4% | 2.7% | 29.8% | 38% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.