Kotak International REIT Overseas Equity Omni FOF Regular Growth
What This Strategy Does
CW Expert Research Notes
Resilient Outcome
The fund's low volatility of 16.966 and positive Sharpe ratio of 0.44 indicate resilient risk-adjusted returns across market cycles.
Differentiated Construction
The fund's 100% allocation to cash and equivalents and zero exposure to traditional equity and fixed income markets reflect a differentiated investment process versus traditional peer funds.
Diversifying Portfolio Role
As a fund investing in overseas REITs, the strategy could provide portfolio diversification benefits if the real estate cycle diverges from domestic equity and fixed income markets.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential global economic slowdown could dampen demand for international real estate, impacting underlying REIT valuations and distributions.
Liquidity Risk
Concentrated exposure to international REITs may face liquidity constraints during periods of heightened volatility or market stress.
Concentration Risk
Lack of diversification across sectors and geographies amplifies idiosyncratic risks from regulatory changes or localized property market dynamics.
Specific Strategy Risk
Currency fluctuations and divergent monetary policies across regions could adversely impact fund's international REIT holdings and returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides exposure to global real estate investment trusts (REITs), allowing investors to participate in the income and growth potential of commercial properties worldwide. This fund invests in a diversified portfolio of publicly traded REITs, which own and operate income-generating real estate assets such as office buildings, shopping malls, and residential complexes.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Arjun Khanna
Mr. Arjun Khanna has experience of 18 years. Manages 32 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹874 Cr Holds a B.E. degree.
18 years
Combined Team Experience
₹ 874 Cr
Assets Under Management
CW Expert Take
Kotak brings banking-grade risk assessment to fund management. Their strength is in identifying mispriced opportunities while maintaining portfolio quality. The equity teams focus on sustainable business models, while their debt strategies emphasize credit selection and liquidity management—reflecting the parent group's risk culture.
Firm Overview
Investment Philosophy & Approach
Global Diversification
Kotak's investment approach focuses on global real estate diversification.
Disciplined Investing
The fund house follows a disciplined investment process.
Risk Management
Robust risk management is integral to portfolio construction.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)