Kotak Global Innovation Fund (GIFT)
Kotak Mahindra AMC — IFSC Branch
Global innovation and disruptive technology thematic in USD
⚠ Performance figures on this page are illustrative and platform-estimated, pending integration of the manager's factsheet. Refer to the official factsheet before making any investment decision.
Illustrative Performance
Benchmark: MSCI World
Monthly Returns · Illustrative
Illustrative · Refer Factsheet| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Yr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.2 | -2.3 | 3.9 | 5.6 | 5.0 | -2.3 | 4.4 | -0.5 | 1.1 | 6.8 | 6.2 | 6.5 | 42.6 |
| 2025 | 0.4 | -0.7 | 3.9 | 6.1 | 1.3 | 3.5 | 5.7 | 5.7 | 4.4 | -2.6 | -3.2 | 0.8 | 27.7 |
| 2026 | 3.0 | 4.7 | -3.1 | -0.9 | 3.7 | -2.5 | · | · | · | · | · | · | 4.7 |
Why add this to a portfolio?
- AI & cloud focus
- Cross-sector innovation
- USD denomination
Who is it for?
Kotak's GIFT IFSC retail scheme investing in globally listed innovation leaders across AI, cloud, semiconductors, biotech and clean energy. Aimed at Indian investors seeking concentrated thematic exposure outside India.
USD diversification benefit: at today's live rate of ₹94.41/USD, a dollar sleeve compounds the rupee's long-run drift on top of the strategy's own return.
Geography Exposure
Developed Markets
Tax Snapshot
USD capital gains; LRS funded
Always obtain personalised tax advice.