Kotak Mahindra Mutual Fund · Fund of Funds · Overseas · Regular plan
Kotak Global Innovation Overseas Equity Active FOF - Regular Plan - Growth
₹13.8946NAV on 30 Oct 2026Expense ratio 1.53%
29 Oct 2025NAV low 11.83 · high 15.73+11.7%
In plain words
Over 3 years it returned +23.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.5%.
On 3-year return it ranks 14 of 44 funds in Overseas.
A monthly SIP over 5 years ended ₹29,293 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -8.8% | +1.9% |
| 3 months | -1.0% | -5.1% |
| 6 months | -0.8% | -3.2% |
| 1 year | +12.2% | -10.2% |
| 3 years (yearly) | +23.4% | +7.4% |
| 5 years (yearly) | +6.7% | +6.5% |
| Since start (yearly) | +6.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,700 | +6.5% |
| 3 years | ₹3,60,000 | ₹4,72,803 | +17.7% |
| 5 years | ₹5,90,000 | ₹8,93,788 | +16.4% |
Other plan of this fund: Kotak Global Innovation Overseas Equity Active FOF - Direct Plan - Growth