Kotak International REIT FOF Direct Growth
Equity
Direct
Global - Other
NAV: ₹ 9.12 as on 18-04-2024
Fund Performance
335 people have invested ₹ 3.2L in Kotak International REIT FOF Direct Growth in the last three months
INDmoney Rank of Kotak International REIT FOF Direct Growth
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IND ranking is not available for this fund.
Pros
Hold on while we find any good points for this fund.
Cons
3Y returns in the bottom 25% of the category
About the Kotak International REIT FOF Direct Growth
Kotak International REIT FOF Direct Growth is an equity fund. This fund was started on 29 December, 2020. The fund is managed by Arjun Khanna. The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak International REIT FOF Direct Growth has ₹74 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.5.
Kotak International REIT FOF Direct Growth Overview
 | 0.5% |
 Benchmark | S&P Asia Pacific Ex Japan REIT TR USD |
 | ₹74 Cr |
 | 29 December, 2020 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 4.15% |
Peer Analysis
Kotak International REIT FOF Direct Growth Fund Manager
Arjun Khanna
Fund Manager of Kotak International REIT FOF Direct Growth, since 29 December 2020
Top funds managed
Kotak International REIT FOF Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
AUM size ₹74 Cr
This fund has AUM of ₹74 Cr which is less than its category average of ₹ 511 Cr
Expense Ratio 0.5%
This fund has an expense ratio of 0.5% which is less than its category average expense ratio of 1.4%
Frequently Asked Questions
The current NAV of Kotak International REIT FOF Direct Growth is ₹9.12 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Kotak International REIT FOF Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -3.55% | -3.55% |
6 Month Returns | 6.56% | 6.56% |
1 Year Returns | -4.35% | -4.35% |
3 Years Returns | -10.72% | -3.71% |
5 Years Returns | 0% | 0% |
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0.5% as on March 2024
₹74 Cr as on March 2024
The alpha ratio for the Kotak International REIT FOF Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Kotak International REIT FOF Direct Growth | -7.64 | -4.79 | - |
As on March 2024
The alpha for Kotak International REIT FOF Direct Growth is calculated against S&P Asia Pacific Ex Japan REIT TR USD. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Kotak International REIT FOF Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Kotak International REIT FOF Direct Growth | 0.81 | 0.86 | - |
As on March 2024
The Beta for Kotak International REIT FOF Direct Growth is calculated with S&P Asia Pacific Ex Japan REIT TR USD. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Kotak International REIT FOF Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Kotak International REIT FOF Direct Growth | -0.08 | -0.2 | - |
As on March 2024
The sharpe ratio for Kotak International REIT FOF Direct Growth is calculated with S&P Asia Pacific Ex Japan REIT TR USD. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Kotak International REIT FOF Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Kotak International REIT FOF Direct Growth | 19.54 | 18.67 | - |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Arjun Khanna is the fund manager of Kotak International REIT FOF Direct Growth
The Exit load of Kotak International REIT FOF Direct Growth is 1%