InvestVerdict
Kotak International REIT Overseas Equity Active FOF
Regular Plan · Growth · Fund of Funds · Scheme code 148645
Fund houseKotak Mahindra Mutual Fund
CategoryFund of Funds
Plan & optionRegular · Growth
History5.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -3.01 | -1.51 | -0.64 | 5.13 | 9.53 | 2.83 | — | — | 2.83 |
| Fund of Funds category median |
— | — | — | 19.63 | 17.35 | 11.33 | — | 11.69 | — |
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 | 17.1% | 0.18 | 0.26 | — | — | -26.0% | — |
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 |
|---|---|---|---|---|
| 203 | -19.1% | 1.7% | 28.6% | 42% |
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.