- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak International REIT FOF (G)
Kotak International REIT FOF (G)
₹ 10.3027
NAV (Oct 10)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.3027
NAV (Oct 10)
Fund Returns
Last 1Y | 21.6% |
Last 3Y | 1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 0.8% |
6 Month CAGR | 9.8% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.39 |
Launched (0y ago) | 1.39 |
AUM in Crores | 63.3 |
ISIN | INF174KA1FL8 |
Lock-in | - |
Benchmark | S&P Asia Pacific ex Japan REIT Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 18.6 |
Beta | - |
Sharpe Ratio | -0.4 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak International REIT FOF (G) | 7,49,388 | 16,776 | 1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Smam Asia REIT Sub Trust
98.7%Others
1.2%Others
0.2%Comparison with International Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak International REIT FOF (G) Review
Kotak International REIT FOF (G) is a International - Fund Of Funds International Equity fund and has delivered an annualised return of 0.791% over a period of 3 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is Arjun Khanna.
Nav of Kotak International REIT FOF (G) as of 10/10/2024 is ₹10.30 with the total AUM as of 10/16/2024 is ₹63.2858. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak International REIT FOF (G) was launched on 2020-12-29. The category risk of the fund is null.
The minimum SIP amount for Kotak International REIT FOF (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Kotak International REIT FOF (G)?
How to invest in Kotak International REIT FOF (G)?
You can invest in Kotak International REIT FOF (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 (G)?
The minimum sip amount for Kotak International REIT FOF (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak International REIT FOF (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it 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 (G)?
The expense ratio of the Kotak International REIT FOF (G) is 1.39% for regular plan.
What is the NAV of Kotak International REIT FOF (G)?
Today's Kotak International REIT FOF (G) NAV is ₹10.30.