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Fund of Funds (Overseas)📊 MSCI Emerging Markets Index TRI

Kotak Global Emerging Market Overseas Equity Omni FoF · Regular · Growth

Kotak Mahindra Mutual Fund

#7 of 52 (1Y)

NAV

₹41.6990

as of 16 Jun 2026

Expense Ratio

1.62%

AUM

₹656 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+67.03%
3Y
+26.71%
5Y
+11.90%
Since Inception
+7.41%

SIP returns (XIRR)

1Y
+70.54%
3Y
+38.65%
5Y
+24.57%
Since Inception
+10.80%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹22,500

Invested

₹65,256

Value today

10.4%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹362

Value today

7.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,25,000

Withdrawn

₹3,59,374

Corpus left

+₹4,84,374 net gain — withdrew ₹11,25,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹23,19,222

Value today

+6.7%

vs lumpsum

STP beat direct lumpsum by 6.7% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,06,332

Value today

3.1×

Multiple

Staying invested through that crash turned ₹1L into ₹3,06,332 — a 3.1× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

1.86

Sharpe Ratio

Alpha

Beta

1.67

Sortino

19.78%

Std Dev

-14.28%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkMSCI Emerging Markets Index TRI
Launch Date28 Sept 2007
AMFI Code106441
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadEntry Load - Nil. Exit Load - Nil.

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

Kotak Global Emerging Market Overseas Equity Omni FoF · Regular · Growth by Kotak Mahindra Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

Kotak Global Emerging Market Overseas Equity Omni FoF · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹656 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against MSCI Emerging Markets Index TRI. The current expense ratio is 1.62%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations