Kotak Quality Overseas Equity Omni FOF NFO
Kotak Quality Overseas Equity Omni FOF provides investors exposure to high quality global companies through overseas equity mutual funds and ETFs. The fund follows a quality theme focusing on strong balance sheets and sustainable earnings growth.
| Fund Name | Kotak Quality Overseas Equity Omni FOF |
|---|---|
| Category | Fund of Fund – Overseas |
| Benchmark | MSCI World Index (TRI) |
| NFO Period | March 06 2026 – March 20 2026 |
| Minimum Investment | ₹1,000 |
| Minimum Additional Investment | ₹500 |
Investment Strategy
The scheme invests primarily in units of overseas equity mutual fund schemes and ETFs that follow a quality investment theme. The strategy focuses on companies with strong financial metrics, consistent earnings and competitive advantages.
This approach enables Indian investors to participate in global equity markets through professionally managed international funds.
Top 10 Holdings in MSCI World Index (TRI)
| Company | Weight |
|---|---|
| Apple Inc. | 4.7% |
| Microsoft Corp | 4.5% |
| NVIDIA Corp | 3.9% |
| Amazon.com Inc | 2.5% |
| Alphabet Inc | 2.4% |
| Meta Platforms | 1.9% |
| Tesla Inc | 1.7% |
| Berkshire Hathaway | 1.6% |
| Eli Lilly | 1.5% |
| Visa Inc | 1.4% |
Source: MSCI Global Index Data. Top holdings representation in MSCI World Index TRI as of December 31 2025.
Benchmark Performance
| Period | MSCI World Index (TRI) | Nifty 50 TRI |
|---|---|---|
| 1 Year | 22.6% | 18.7% |
| 3 Year CAGR | 15.8% | 15.2% |
| 5 Year CAGR | 13.4% | 14.3% |
| 10 Year CAGR | 11.2% | 12.8% |
Suitability
Who Should Invest
- Investors seeking global diversification
- Long term equity investors
- Investors looking for international exposure
- Investors seeking quality global companies
Who Should Avoid
- Investors seeking only domestic exposure
- Short term traders
- Low risk conservative investors
- Investors uncomfortable with currency risk
SIP Wealth Calculator
FAQs
What is Kotak Quality Overseas Equity Omni FOF?
Kotak Quality Overseas Equity Omni FOF invests in overseas mutual funds and ETFs that focus on quality global companies.
Why invest in Kotak Quality Overseas Equity Omni FOF?
Kotak Quality Overseas Equity Omni FOF offers international diversification and exposure to developed market companies.
What benchmark does Kotak Quality Overseas Equity Omni FOF track?
Kotak Quality Overseas Equity Omni FOF uses MSCI World Index TRI as the benchmark.
What is the minimum investment for Kotak Quality Overseas Equity Omni FOF?
The minimum initial investment is ₹1,000 with additional investments starting from ₹500.
Is Kotak Quality Overseas Equity Omni FOF suitable for long term investing?
Kotak Quality Overseas Equity Omni FOF may be suitable for investors seeking long term capital growth through global equities.
Sushil Bajaj 
+91 931-5120-004
