Skip to content
SmartFigure
Kotak Mahindra Mutual Fund

Kotak International REIT Overseas Equity Active FOF

Kotak Mahindra Mutual Fund · Direct plan · Growth

3-year returns
8.8%
a year
NAV
₹11.76
▼ 0.35% · 18 Sept 2026
Fund size
₹104 Cr
Expense ratio
1.34%
a year

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹11.18 and has returned 7.87% a year over 3 years.

Returns, and where it stands

Against the average fund of funds (overseas), and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-0.6%23.9%behind47 of 48
3 years8.8%23.6%behind43 of 43
5 years3%13%behind32 of 32
Every period, and the Regular plan →
PeriodDirectRegular
1 month-5.2%-5.3%
3 months-3.1%-3.3%
6 months-0.9%-1.3%
1 year-0.6%-1.4%
2 yearsp.a.3.3%2.5%
3 yearsp.a.8.8%7.9%
5 yearsp.a.3%2.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jan 2021.

Plan

NAV history

▼ 0.59% in the last 1Y

11.312.012.718 Sept 202525 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹22,322
XIRR (per year)
7.77%
Value today
₹2,02,322

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
17.2% a year
0.9% less than the category average — the steadier side
Worst fall so far
−25.5%
Feb 2023 to Oct 2023, against −29.7% for the category.
Years that made money
61.8%
Of every one-year stretch it has been through.
Over any three years
-4.8% to 13.2%
A year, at worst and at best. Typically 3.4%.

Fund details

Minimum top-up
₹100
Lock-in
None
Plan started
29 Dec 2020
Expense ratio
1.34%
as of 31 Aug 2026

Managed by Arjun Khanna

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Kotak International REIT Overseas Equity Active FOF against other funds in the Fund of Funds (Overseas) category
Fund1Y3Y5YExpenseFund size
DSP World Gold Mining Overseas Equity Omni FoF57.46%56.87%31.69%2.61%₹1,828 Cr
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund42.68%38.19%0.69%₹480 Cr
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund65.43%35.15%0.98%₹328 Cr
Navi NASDAQ100 US Specific Equity Passive FOF31.85%31.11%0.16%₹1,252 Cr
Kotak US Specific Equity Passive FOF30.42%30.61%20.25%0.64%₹4,542 Cr
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund30.39%30.44%0.4%₹469 Cr
Kotak International REIT Overseas Equity Active FOF-0.59%8.79%3.03%1.34%₹104 Cr

About Kotak International REIT Overseas Equity Active FOF

Kotak International REIT Overseas Equity Active FOF is a fund of funds (overseas) managed by Kotak Mahindra Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

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

The scheme's stated objective, as published by Kotak Mahindra Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹11.7639148646
DirectPayout of Income Distribution cum capital withdrawal option₹11.7638148649
RegularGrowth₹11.184148645
RegularPayout of Income Distribution cum capital withdrawal option₹11.1842148647

Frequently asked questions

What is the NAV of Kotak International REIT Overseas Equity Active FOF today?

The NAV of Kotak International REIT Overseas Equity Active FOF (Direct plan, Growth) is ₹11.7639 and the Regular plan NAV is ₹11.184, as of 18 Sept 2026.

What returns has Kotak International REIT Overseas Equity Active FOF given?

Over the last year the Direct plan returned -0.59%, and 8.79% a year over 3 years and 3.03% a year over 5 years. That places it 43 of 43 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Kotak International REIT Overseas Equity Active FOF?

The Direct plan charges 1.34% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

How much has Kotak International REIT Overseas Equity Active FOF fallen in the past?

Its deepest fall was 25.5% from 3 Feb 2023 to 26 Oct 2023. Of every one-year stretch in its history, 62% ended in a gain.

Which category does Kotak International REIT Overseas Equity Active FOF belong to?

It is a Fund of Funds (Overseas) from Kotak Mahindra Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Kotak International REIT Overseas Equity Active FOF taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.