MF
MFGenie.ai
Fund of Funds (Overseas)📊 MSCI World Index (TRI)

Kotak Quality Overseas Equity Omni FoF · Regular · Growth

Kotak Mahindra Mutual Fund

NAV

₹10.9060

as of 16 Jun 2026

Expense Ratio

see scheme documents

AUM

₹5 Cr

Viewing Regular · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+9.59%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+37.38%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,500

Invested

₹1,546

Value today

31.2%

XIRR (p.a.)

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

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,086

Value today

47.3%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹6,14,355

Value today

-5.7%

vs lumpsum

Direct lumpsum would have beaten STP by 5.7% — but STP reduced timing risk

Model your own STP with real NAV

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:MSCI World Index (TRI)

Performance Comparison

Thinking about Kotak Quality Overseas Equity Omni FoF · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkMSCI World Index (TRI)
Launch Date06 Mar 2026
AMFI Code154286
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadFor redm/SO within 90 days from the date of allotment 1% For redm/SO after 90 days from the date of allotment NIL

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

Kotak Quality 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 Quality 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 0 years. It manages assets worth ₹4.5 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against MSCI World Index (TRI).

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