NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Kotak International REIT FOF Growth for NRI [9.38]

Min Investment

100

Fund Size

54.2 Cr

Expense Ratio

1.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

9.38

-2.48%

NAV as on 17 Dec 24, 12:00 AM

very high risk

global other

fof

NAV as on 17 Dec 24, 12:00 AM

very high risk

global other

fof

-3.18%p.a.

Last 1Y

-3.56%p.a.

Last 3Y

0.00%p.a.

Last 5Y

-0.44%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 54.2 Cr fund under management as on Dec 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 -3.2% annual returns during the last year. It has delivered -0.4% 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

99.44%

Fund Managers

  1. Arjun Khanna (Dec 2020 - Present)

Key Information

View Scheme Document

Kotak International REIT FOF Growth SIP Calculator

If invested

5,000

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions