…

MonitorDirect · GrowthWatch before adding

Kotak Global Emerging Market Overseas Equity Active FOF

Kotak Mahindra Mutual Fund Overseas Fund of Funds - Fund of Funds investing overseas13.8 years

NAV: 40.038; 29 Oct 2026
1Y: +20.6%; Trailing CAGR
AUM: ₹1,663.05 Cr; 31 Aug 2026
Volatility: Medium; 15.8% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 29 Oct 2026

Stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

In three lines

Prefer peers if · Prefer HSBC Asia Pacific (Ex Japan) Dividend Yield Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.77% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -32.0%. Ask whether you can hold through a similar fall.
Vs category
Watch
42% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+20.6%
3Y+25.1%
5Y+10.4%
10Y+11.2%
SI+8.9%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.1%
3Y+24.9%
5Y+19.2%
10Y+13.0%

Since inception: +8.9%; Calendar-day CAGR
Excess 1Y: +3.8%; Category median, same plan and option
3Y win rate: +42%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +24.9%; Simulated monthly SIP
Worst rolling 3Y: -5.1%; 2593 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2121 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -32.0%; Worst peak-to-trough
Current: -13.5%; Below last peak
Current spell: 148 days; Days below latest peak
Time below peak: +93%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 31 days; 90 recovered episodes
Longest recovery: 957 days; Trough to prior peak

16 Feb 2021 – 11 Jun 2025
Trough 28 Oct 2022 · recovered in 957 days
-32.0%
17 Jan 2020 – 3 Jul 2020
Trough 23 Mar 2020 · recovered in 102 days
-27.4%
27 May 2015 – 10 Oct 2017
Trough 12 Feb 2016 · recovered in 606 days
-27.0%
29 Jan 2018 – 17 Jan 2020
Trough 3 Jan 2019 · recovered in 379 days
-21.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
38
Vs category
74
Consistency
42
Risk-adjusted
39
Drawdown
20
Mean
42

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

Portfolio

31 Aug 2026 · 3 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Equity
98.4%
Cash
1.6%

Sectors

Others
100.0%

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

All funds

MonitorDirect · GrowthWatch before adding

Kotak Global Emerging Market Overseas Equity Active FOF

Kotak Mahindra Mutual Fund Overseas Fund of Funds - Fund of Funds investing overseas13.8 years

NAV: 40.038; 29 Oct 2026
1Y: +20.6%; Trailing CAGR
AUM: ₹1,663.05 Cr; 31 Aug 2026
Volatility: Medium; 15.8% annualized

Nov 2024 – Oct 2026

All funds

MonitorDirect · GrowthWatch before adding

Kotak Global Emerging Market Overseas Equity Active FOF

Kotak Mahindra Mutual Fund Overseas Fund of Funds - Fund of Funds investing overseas13.8 years

NAV: 40.038; 29 Oct 2026
1Y: +20.6%; Trailing CAGR
AUM: ₹1,663.05 Cr; 31 Aug 2026
Volatility: Medium; 15.8% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 29 Oct 2026

Stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

In three lines

Prefer peers if · Prefer HSBC Asia Pacific (Ex Japan) Dividend Yield Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.77% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -32.0%. Ask whether you can hold through a similar fall.
Vs category
Watch
42% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.

NAV

29 Oct 2026 · +20.6% over 1Y

40.038

Oct 202531.191 – 46.295Oct 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+20.6%
3Y+25.1%
5Y+10.4%
10Y+11.2%
SI+8.9%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.1%
3Y+24.9%
5Y+19.2%
10Y+13.0%

Since inception: +8.9%; Calendar-day CAGR
Excess 1Y: +3.8%; Category median, same plan and option
3Y win rate: +42%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +24.9%; Simulated monthly SIP
Worst rolling 3Y: -5.1%; 2593 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2121 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -32.0%; Worst peak-to-trough
Current: -13.5%; Below last peak
Current spell: 148 days; Days below latest peak
Time below peak: +93%; NAV observations

Drawdown

29 Oct 2026

-13.5%

Jan 2013-31.5% – 0.0%Oct 2026

Average recovery: 31 days; 90 recovered episodes
Longest recovery: 957 days; Trough to prior peak

16 Feb 2021 – 11 Jun 2025
Trough 28 Oct 2022 · recovered in 957 days
-32.0%
17 Jan 2020 – 3 Jul 2020
Trough 23 Mar 2020 · recovered in 102 days
-27.4%
27 May 2015 – 10 Oct 2017
Trough 12 Feb 2016 · recovered in 606 days
-27.0%
29 Jan 2018 – 17 Jan 2020
Trough 3 Jan 2019 · recovered in 379 days
-21.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
38
Vs category
74
Consistency
42
Risk-adjusted
39
Drawdown
20
Mean
42

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

Portfolio

31 Aug 2026 · 3 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Equity
98.4%
Cash
1.6%

Sectors

Others
100.0%

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 29 Oct 2026

Stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

In three lines

Prefer peers if · Prefer HSBC Asia Pacific (Ex Japan) Dividend Yield Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.77% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -32.0%. Ask whether you can hold through a similar fall.
Vs category
Watch
42% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+20.6%
3Y+25.1%
5Y+10.4%
10Y+11.2%
SI+8.9%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.1%
3Y+24.9%
5Y+19.2%
10Y+13.0%

Since inception: +8.9%; Calendar-day CAGR
Excess 1Y: +3.8%; Category median, same plan and option
3Y win rate: +42%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +24.9%; Simulated monthly SIP
Worst rolling 3Y: -5.1%; 2593 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2121 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -32.0%; Worst peak-to-trough
Current: -13.5%; Below last peak
Current spell: 148 days; Days below latest peak
Time below peak: +93%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 31 days; 90 recovered episodes
Longest recovery: 957 days; Trough to prior peak

16 Feb 2021 – 11 Jun 2025
Trough 28 Oct 2022 · recovered in 957 days
-32.0%
17 Jan 2020 – 3 Jul 2020
Trough 23 Mar 2020 · recovered in 102 days
-27.4%
27 May 2015 – 10 Oct 2017
Trough 12 Feb 2016 · recovered in 606 days
-27.0%
29 Jan 2018 – 17 Jan 2020
Trough 3 Jan 2019 · recovered in 379 days
-21.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
38
Vs category
74
Consistency
42
Risk-adjusted
39
Drawdown
20
Mean
42

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

Portfolio

31 Aug 2026 · 3 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Equity
98.4%
Cash
1.6%

Sectors

Others
100.0%

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 29 Oct 2026

Stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

In three lines

Prefer peers if · Prefer HSBC Asia Pacific (Ex Japan) Dividend Yield Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.77% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -32.0%. Ask whether you can hold through a similar fall.
Vs category
Watch
42% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.

NAV

29 Oct 2026 · +20.6% over 1Y

40.038

Oct 202531.191 – 46.295Oct 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+20.6%
3Y+25.1%
5Y+10.4%
10Y+11.2%
SI+8.9%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.1%
3Y+24.9%
5Y+19.2%
10Y+13.0%

Since inception: +8.9%; Calendar-day CAGR
Excess 1Y: +3.8%; Category median, same plan and option
3Y win rate: +42%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +24.9%; Simulated monthly SIP
Worst rolling 3Y: -5.1%; 2593 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2121 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -32.0%; Worst peak-to-trough
Current: -13.5%; Below last peak
Current spell: 148 days; Days below latest peak
Time below peak: +93%; NAV observations

Drawdown

29 Oct 2026

-13.5%

Jan 2013-31.5% – 0.0%Oct 2026

Average recovery: 31 days; 90 recovered episodes
Longest recovery: 957 days; Trough to prior peak

16 Feb 2021 – 11 Jun 2025
Trough 28 Oct 2022 · recovered in 957 days
-32.0%
17 Jan 2020 – 3 Jul 2020
Trough 23 Mar 2020 · recovered in 102 days
-27.4%
27 May 2015 – 10 Oct 2017
Trough 12 Feb 2016 · recovered in 606 days
-27.0%
29 Jan 2018 – 17 Jan 2020
Trough 3 Jan 2019 · recovered in 379 days
-21.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
38
Vs category
74
Consistency
42
Risk-adjusted
39
Drawdown
20
Mean
42

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

Portfolio

31 Aug 2026 · 3 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Equity
98.4%
Cash
1.6%

Sectors

Others
100.0%