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Kotak Global Emerging Market overseas Equity Omni FOF - Growth - Direct

Kotak Mahindra · Scheme 119779

41.74 0.69%NAV · 2026-08-05
54
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
23.8%
Risk level
High
Min SIP
Benchmark
Underlying index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-5.46%
3 Months-0.37%
6 Months+12.43%
1 Year+48.89%
3 Years (CAGR)+23.76%
5 Years (CAGR)+11.57%
10 Years (CAGR)+11.69%
Since Launch+9.36%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns65
Consistency47
Risk-adjusted19
Downside protection54
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +23.8%
  • 1Y return: +48.9%
  • Return stability: rolling-return std 6.6%
  • Direct plan: no distributor commission

What to watch

  • Beat category: beat category in 18% of windows
  • Sharpe ratio: 0.27
  • Sortino ratio: 0.34

Risk metrics

Sharpe ratio
0.27
Sortino ratio
0.34
Volatility
15.82%
Max drawdown
-31.96%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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