MonitorDirect · Growth
Kotak Global Emerging Market Overseas Equity Active FOF
Kotak Mahindra Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas13.7 years
- NAV
- 42.816
- 15 Sept 2026
- 1Y
- +37.1%
- Trailing CAGR
- AUM
- ₹1,663.05 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.8% annualized
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+37.1%
- 3Y+25.6%
- 5Y+12.1%
- 10Y+11.8%
- SI+9.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+29.9%
- 3Y+31.4%
- 5Y+22.2%
- 10Y+14.4%
- Since inception
- +9.5%
- Calendar-day CAGR
- Excess 1Y
- +4.8%
- Category median, same plan and option
- 3Y win rate
- +42%
- Windows beating the median
- 3Y percentile
- 63
- Vs comparable share classes
- Worst rolling 3Y
- -5.1%
- 2564 daily-ending windows
- Median rolling 3Y
- +6.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2092 daily-ending windows
- SIP 3Y XIRR
- +31.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 31 days
- 90 recovered episodes
- Longest recovery
- 957 days
- Trough to prior peak
- Current spell
- 104 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
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
63
Vs category
80
Consistency
41
Risk-adjusted
43
Drawdown
20
Mean
49
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%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Three-year return is above the category median.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund
Invesco Mutual Fund
- 1Y
- +29.9%
- 3Y
- +30.0%
- Vol
- 21.1%
- Max DD
- -23.0%
- Sharpe
- 1.07
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life US Equity Passive FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +29.9%
- 3Y
- +29.8%
- Vol
- 21.3%
- Max DD
- -28.9%
- Sharpe
- 0.67
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Axis NASDAQ 100 US Specific Equity Passive FOF
Axis Mutual Fund
- 1Y
- +29.5%
- 3Y
- +29.5%
- Vol
- 19.2%
- Max DD
- -23.0%
- Sharpe
- 1.38
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
HSBC Mutual Fund
- 1Y
- +32.1%
- 3Y
- +26.4%
- Vol
- 15.8%
- Max DD
- -27.3%
- Sharpe
- 0.50
- 3Y win
- +74%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- +46.8%
- 3Y
- +36.9%
- Vol
- 25.8%
- Max DD
- -27.2%
- Sharpe
- 1.23
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility