Kotak US Specific Equity Passive FOF

Fund of FundsOther Rank 36 of 141

NAV · Direct-Growth

₹29.55-0.27-0.89%

As of 1 Oct 2026 · AMFI

NAV growth+32.9%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 4 of 5 years

Beats its Fund of Funds category on 1Y, 3Y & 5Y.

1Y return

+31.5%

+16.7 vs cat

3Y CAGR

+33.5%

+11.2 vs cat

5Y CAGR

+22.2%

+8.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.7%

3Y std dev

Go deeper on Kotak US Specific Equity Passive FOF

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak US Specific Equity Passive FOF SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak US Specific Equity Passive FOF real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak US Specific Equity Passive FOF is a Fund of Funds scheme from Kotak Mahindra. Long-run track record: about 22.2% CAGR over 5 years. Worst historical drawdown: -29% in Jun 2022, recovered in 12 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174KA1FQ7

NAV (Direct-Growth)

₹29.5485

Last 1Y

+32.89%

Oct 25Min ₹21.70 · Max ₹29.81 · 240 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jun 2022

-29.1%

Peak ₹12.49 on 22 Nov 2021 → trough ₹8.85 on 16 Jun 2022 (7 months down).

Recovered in 12 months· 14 Jun 2023

Apr 2025

-23.4%

Peak ₹19.54 on 17 Feb 2025 → trough ₹14.97 on 7 Apr 2025 (2 months down).

Recovered in 3 months· 27 Jun 2025

Aug 2024

-12.0%

Peak ₹17.42 on 10 Jul 2024 → trough ₹15.34 on 5 Aug 2024 (1 months down).

Recovered in 2 months· 14 Oct 2024

Jul 2026

-10.4%

Peak ₹29.76 on 3 Jun 2026 → trough ₹26.66 on 29 Jul 2026 (2 months down).

Recovered in 2 months· 22 Sept 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.63%	-1.92%	70/ 239
1M	+4.53%	-2.66%	10/ 237
3M	+3.01%	-1.12%	22/ 227
6M	+30.05%	+7.29%	12/ 226
YTD	+27.27%	+6.73%	14/ 203
1Y	+31.47%	+14.82%	31/ 194
2Y	+32.01%	+18.97%	43/ 155
3Y	+33.46%	+22.31%	36/ 141
5Y	+22.21%	+13.75%	19/ 100

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