Kotak Intl REIT Ovrs Eq Actv FOF Gr
What This Strategy Does
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
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.
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
Lead Portfolio Manager
Mr. Arjun Khanna has experience of 19 years. Manages 32 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹874 Cr Holds a B.E. degree.
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.
19 years
Combined Team Experience
₹ 874 Cr
Assets Under Management
Firm Overview
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)