Investment Checklist

Kotak International REIT FOF(IDCW-Payout)

IDCW

OtherFoFs (Overseas)

Small-size FundAssets Under Mgmt: ₹ 59 Cr

Very High RiskPrinciple investment will be at very high risk

10.730.44% (+0.05)

Investment Checklist

OtherFoFs (Overseas)

Small-size FundAssets Under Mgmt: ₹ 59 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.51	—	0.72

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.12	4.15	0.90

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% Nil upto 8% of units and 1% for remaining units on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
S&P Asia Pacific ex Japan REIT - TRI

About FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

Peers & Comparison

Comparing 3 mutual funds from
OtherFoFs (Overseas)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Kotak International REIT FOF(IDCW-Payout)	17.65%	1.84%	1.91%
Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW)	32.65%	6.01%	17.59%
SBI International Access-US Equity FoF(IDCW-Payout)	32.07%	13.37%	15.55%
DSP US Flexible Equity Fund(IDCW)	14.02%	7.91%	14.94%

Price Comparison

Compare Kotak International REIT FOF(IDCW-Payout) with any MF, ETF, stock or index

Kotak International REIT FOF(IDCW-Payout)

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AMC Profile

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.

No.of Schemes
71
Total AUM
₹ 4,50,578.98 Cr.

Fund Manager Profile

Arjun Khanna

AUM: ₹32,509.47 Cr.

Exp: 11yrs

Qualification

CFA, FRM, MMS (Finance) & B.E (Electronics)

Past Experience

Mr. Arjun Khanna has over 11 years of experience out of which 10 years has been with Mutual Funds in Equity Research. Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Funds. He has also worked at Citibank N.A. in his earlier stint. He is a Bachelor of Engineering (Electronics) and has done his Masters of Management (Finance) from Jamnalal Bajaj Institute of Management Studies, Mumbai. He has received the Chartered Financial Analyst designation from the CFA Institute.