Kotak International REIT Overseas Equity Omni Fund of Funds Direct Growth
Scheme code: INF174KA1FO2
NAV value:
₹ 11.8739
NAV date: 18 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: FoF Overseas
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -20.53 | 30.43 | 1.42 | 3.09 | 11.06 |
| 3 year | -4.77 | 13.15 | 0.19 | 1.87 | 8.98 |
| 5 year | 3.68 | 5.12 | 4.45 | 4.39 | 8.53 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,18,639 - Absolute Returns: ₹18,639 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,37,429 - Absolute Returns: ₹2,37,429 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,65,273 - Absolute Returns: ₹12,65,273 - CAGR: %Drawdown Metrics
Max Drawdown
-25.54 %
Drawdown Duration
9 months
Recovery Time
11 months
Avg Drawdown
-7.76 %
Calmar Ratio by Duration
1
Y
0.121
3
Y
0.0732
5
Y
0.1719
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 9.94 | 0.42 | 45.6 | 24.4 | 15.39 % | 4.00 % |
| 3 years | -0.91 | 0.36 | 47.6 | 41.8 | 7.31 % | 11.28 % |
| 5 years | -3.86 | 0.40 | 45.1 | 43.8 | 3.83 % | 9.44 % |
| 7 years | -4.73 | 0.38 | 43.1 | 43.5 | 2.14 % | 7.46 % |
| 10 years | -4.50 | 0.38 | 43.1 | 43.5 | 1.49 % | 5.17 % |
| 12 years | -4.42 | 0.38 | 43.1 | 43.5 | 1.24 % | 4.29 % |
| 15 years | -4.33 | 0.38 | 43.1 | 43.5 | 0.99 % | 3.41 % |