Kotak Global Innovation Overseas Equity Active FOF
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.73% | -5.18% | -0.74% | 6.82% | 21.92% | 25.87% | 8.76% | – | – |
NAV history
About this fund
Kotak Global Innovation Overseas Equity Active FOF is a international fund offered by Kotak Mahindra Mutual Fund, classified under FoF as Other Scheme - FoF Overseas. It adds global exposure but also currency and foreign-market risk. Its latest NAV is ₹15.38.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Kotak Global Innovation Overseas Equity Active FOF has recorded a return of about 21.9%, with a three-year return of 25.9% and a five-year return of 8.8%. Its annualised volatility is 22.1% — relatively large fluctuations — and its Sharpe ratio is 0.70, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 15.53 | 20.53 | -35.81 | 54.04 | 83% | 73% |
| 3Y | 16.59 | 20.02 | -2.30 | 28.69 | 98% | 68% |
| 5Y | 10.04 | 9.91 | 8.65 | 11.69 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Bandhan US specific Equity Active FOF Other Scheme - FoF Overseas | -4.68 | -1.74 | 3.18 | 7.35 | 25.43 | 14.84 | – | 0.53 |
| HDFC Developed World Overseas Equity Passive FOF Other Scheme - FoF Overseas | -1.34 | 1.06 | 9.06 | 24.33 | 27.31 | 16.02 | – | – |
| Mahindra Manulife Asia Pacific REITs FOF Other Scheme - FoF Overseas | -4.37 | -9.06 | -8.54 | 0.29 | 11.37 | 0.61 | – | 0.44 |
| Aditya Birla Sun Life US Equity Passive FOF Other Scheme - FoF Overseas | -5.62 | -1.79 | 9.70 | 24.83 | 31.52 | – | – | 0.27 |
| PGIM India Global Select Real Estate Securities Fund of Fund Other Scheme - FoF Overseas | -3.64 | -10.12 | -4.64 | 9.18 | 16.38 | – | – | 0.66 |
| ICICI Prudential Strategic Metal and Energy Equity Fund of Fund Other Scheme - FoF Overseas | 1.43 | 11.16 | 12.43 | 54.89 | 34.85 | – | – | 0.19 |
| DSP Global Innovation Overseas Equity Omni FoF Other Scheme - FoF Overseas | -2.02 | 0.44 | 11.20 | 19.80 | 29.54 | – | – | 1.11 |
| Navi Total Stock Market US Specific Equity Passive FoF Other Scheme - FoF Overseas | -2.28 | -0.07 | 8.17 | 22.78 | 27.90 | – | – | 0.06 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Pioneer Fund Equity Scheme - Sectoral/Thematic | -6.02 | -2.86 | 5.22 | 3.89 | 18.71 | 13.41 | – | – |
| Kotak ESG Exclusionary Strategy Fund Sectoral/Thematic - ESG | -3.33 | -5.42 | -5.56 | -9.27 | 7.63 | 6.56 | – | – |
| Kotak Nifty Next 50 Index Fund Other Scheme - Index Funds | -6.20 | -6.59 | -5.26 | -2.33 | 15.40 | 10.44 | – | – |
| Kotak Nifty 50 Index Fund Other Scheme - Index Funds | -2.74 | -5.24 | -6.17 | -11.34 | 6.05 | 5.57 | – | – |
| Kotak Multi Cap Fund Equity Scheme - Multi Cap Fund | -6.23 | -5.03 | -3.19 | -4.09 | 14.38 | 15.26 | – | – |
| Kotak Manufacture in India Fund Sectoral/Thematic - Manufacturing | -7.77 | -2.77 | 2.10 | 7.06 | 17.87 | – | – | – |
| Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Other Scheme - Index Funds | 0.26 | 1.16 | 2.59 | 5.79 | 7.57 | – | – | – |
| Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Other Scheme - Index Funds | -1.02 | -1.38 | 1.40 | 3.03 | 7.01 | – | – | – |