NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.59
-0.65%
NAV as on 21 Nov 24, 12:00 AM
very high risk
global other
fof
NAV as on 21 Nov 24, 12:00 AM
very high risk
global other
fof
7.60%p.a.
Last 1Y
-2.12%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-0.11%p.a.
Since Inception
About Kotak International REIT FOF Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak International REIT FOF Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Dec 2020, Kotak International REIT FOF Growth is Global - Other fund of its category with 56.84 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- Kotak International REIT FOF Growth delivered 7.6% annual returns during the last year. It has delivered -0.1% average annual returns since the fund was launched.
- Kotak International REIT FOF Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
The investment objective of the scheme is to provide long-term capital appreciation and income by investing in units of SMAM ASIA REIT Sub Trust fund and/or other similar overseas REIT funds. However, there can be no assurance that the investment objective of the Scheme will be realized
Top 1 Holdings
Smam Asia Reit Sub Trust
99.35%
Fund Managers
- Arjun Khanna (Dec 2020 - Present)
Key Information
View Scheme Document
Kotak International REIT FOF Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Kotak International REIT FOF Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak International REIT FOF Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak International REIT FOF Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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