Kotak Quality Overseas Equity Active FOF - Direct Plan - Growth

Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas · As of 18 Oct 2026, 6:03 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

72/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Only 0.5 years of history — too short to judge through a full cycle

Investment Checklist

3 / 3 checks passed

✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹11.68

As of

16 Oct 2026

Fund History Available

0.5 yrs

Short history — treat all return figures with caution

Since-Inception Return (CAGR)

32.5%

Only 0.5 yrs of history available — no clean 1Y/3Y/5Y figure yet

Annualized Volatility

11.4%

Relatively stable

Sharpe Ratio (est.)

2.10

Good risk-adj. return

Max Drawdown

-3.9%

Contained

Category Peer Comparison

Scheme	1Y Return
DSP World Mining Overseas Equity Omni FoF - Direct Plan - Growth	39.3%
Kotak Global Innovation Overseas Equity Active FOF - Direct Plan - Growth	23.5%
HDFC Developed World Overseas Equity Passive FOF	24.7%
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF - Direct Plan - Growth	21.7%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹13,30,431

Estimated Gain

₹7,30,431

Watch Items

This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.