Kotak International REIT Overseas Equity Active Fund of Funds
Direct · Growth ₹11.86
06 Nov 2026
NAV
3.7%
3Y CAGR
3.8%
5Y CAGR
3.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-3.85
Sharpe
-25.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.19 L | 4.5% | -33.2% | 38.9% |
| 3 Years | ₹36.00 L | ₹39.67 L | 6.5% | -4.6% | 16.0% |
| 5 Years | ₹60.00 L | ₹72.68 L | 7.5% | 4.5% | 9.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 4.5% | 26.6% |
| 3 Years | 6.5% | 19.0% |
| 5 Years | 7.5% | 14.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.3% | 2.5% | -20.5% | 30.4% | -0.21 | -0.27 | 61% | — | — |
| 3 Years | 3.7% | 3.1% | -4.8% | 13.3% | -0.56 | -0.52 | 64% | — | — |
| 5 Years | 3.8% | 3.8% | 2.0% | 5.1% | -3.85 | -0.97 | 100% | — | — |
-25.5%
Max Drawdown
9 mo
Drawdown Duration
11 mo
Recovery Time
-7.3%
Avg Drawdown
Calmar Ratio by Duration
0.17
1Y
0.15
3Y
0.15
5Y