August 5, 2022
mayank
Kotak International REIT FOF Guidance
NAV Growth : Rs 10.1175
NAV IDCW : Rs 10.1174
Suitable For Which Investors ?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
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.
Fund Manager :
— Arjun Khanna
Education : Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience : Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. Balance (Rs) | — |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 8% of the investment, 1% will be charged for redemption within 365 days |
Basic Details
| Fund House: | Kotak Mahindra Mutual Fund |
| Launch Date: | 29-Dec-20 |
| Return Since Launch: | 0.73% |
| Benchmark: | S&P Asia Pacific ex Japan REIT TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | Rs 159 Cr |
| (As on 30-Jun-2022) | |
| Expense Ratio: | 0.49% |
| (As on 30-Jun-2022) | |
| Risk Grade: | — |
| Return Grade: | — |
| Turnover: | — |
Kotak International REIT FOF Guidance Trailing Returns (%)
| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
| Kotak International REIT FOF Direct-G | -3.64 | 0.98 | 1.6 | 7.31 | 0.79 | 1.5 | -2.4 | — | — | — | — |
| S&P BSE 500 TRI | 0.6 | 0.11 | 2.95 | 10.74 | 4.18 | -0.1 | 8.1 | — | — | — | — |
Kotak International REIT FOF Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| Kotak International REIT FOF | Unrated | Dec-20 | -2.4 | — | — | 0.49 | 159 |
| Motilal Oswal Nasdaq 100 FOF | Unrated | Nov-18 | -6.97 | 23.93 | — | 0.1 | 3,286 |
| Franklin India Feeder Franklin US Opportunities Fund | Unrated | Jan-13 | -17.51 | 15.78 | 17.05 | 0.51 | 2,888 |
| Motilal Oswal S&P 500 Index Fund | Unrated | Apr-20 | 0.88 | — | — | 0.51 | 2,384 |
| ICICI Prudential US Bluechip Equity Fund | Unrated | Jan-13 | 2.13 | 19.34 | 18.17 | 1.19 | 1,866 |
Kotak International REIT FOF Guidance by Chanakya :
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
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