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Best Kotak Hybrid Mutual Funds

Kotak Mutual Fund is one of the largest AMCs in India in terms of asset size. As per its quarterly figure in FY 2019-20, this fund house managed assets worth Rs.1.68 lakh crore. This AMC is a wholly-owned subsidiary of Kotak Mahindra Bank Limited, with Kotak Mahindra Asset Management Company managing its assets.

This fund house offers 35+ direct schemes and 40+ regular plans in various categories. These schemes include debt funds, equity schemes, ETFs, and some of the best Kotak hybrid mutual funds.

A hybrid fund is a kind of mutual fund scheme. It invests in varying types of securities. Investors can choose from a number of hybrid fund categories based on the mix of debt and equity investments. There are seven categories of hybrid mutual funds, namely: balanced, aggressive, multi-asset allocation, conservative, equity savings funds, dynamic asset location, and arbitrage funds.

Essentially, these funds operate on three principles: allocation, correlation, and diversification.

Hybrid MFs allocate the fund corpus by investing in different classes of assets – equity and debt, primarily. Then, they enable correlation by way of the co-movement of returns. Moreover, given that the best Kotak hybrid mutual funds have multiple types of assets in their portfolio, they achieve effective diversification.

These mutual funds invest in equity as well as debt instruments in various proportions. SEBI mandates a 40% - 60% between equity and debt securities. 

As the best Kotak hybrid mutual funds 2021 invest in a blend of instruments, they usually offer higher returns as compared to regular debt fund schemes. On the other hand, given that hybrid MFs lower associated risk, investing in such schemes tends to be safer as compared to other aggressive investment tools, such as equity funds.

Kotak Mutual Fund offers roughly 5 schemes under its category of hybrid schemes. These comprise equity-oriented funds, arbitrage funds, balanced advantaged funds, and debt-based schemes, among others. 

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Top 10 Kotak Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Flexicap FundEquityVery High49.2%3star38,609
Kotak Emerging Equity SchemeEquityVery High72.3%4star16,318
Kotak Low Duration FundDebtModerate4.8%4star10,205
Kotak Tax Saver FundEquityVery High54.9%4star2,296
Kotak Banking & PSU Debt FundDebtModerate5.3%3star9,332
Kotak Small Cap FundEquityVery High103.4%4star5,969
Kotak Dynamic Bond FundDebtModerate5.2%5star2,964
Kotak Gold FundOtherModerately High-7.1%5star1,013
Kotak Classic ContraEquityVery High58.1%5star1,169
Kotak Equity Opportunities FundEquityVery High53.0%4star8,020
Kotak Savings FundDebtLow to Moderate3.7%4star12,698
Kotak Bond Short Term PlanDebtLow to Moderate5.0%4star17,160
Kotak Bluechip FundEquityVery High54.8%4star3,346
Kotak Equity Arbitrage FundHybridLow4.6%4star25,000
Kotak Corporate Bond FundDebtLow to Moderate5.0%4star10,541
View All Top 10 Kotak Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Kotak Flexicap Fund Direct Growth

Fund Performance: This fund has given 21.56% annualized returns in the last three years. In the last year, its returns were 49.16%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 49.16% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM38,609Cr
1Y Returns49.2%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 29.73% annualized returns in the last three years. In the last year, its returns were 72.27%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 72.27% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM16,318Cr
1Y Returns72.3%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 7.8% annualized returns in the last three years. In the last year, its returns were 4.76%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.76% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM10,205Cr
1Y Returns4.8%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 24.47% annualized returns in the last three years. In the last year, its returns were 54.88%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 54.88% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM2,296Cr
1Y Returns54.9%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.48% annualized returns in the last three years. In the last year, its returns were 5.27%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.27% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM9,332Cr
1Y Returns5.3%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 37.45% annualized returns in the last three years. In the last year, its returns were 103.4%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 103.4% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM5,969Cr
1Y Returns103.4%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.33% annualized returns in the last three years. In the last year, its returns were 5.19%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.19% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM2,964Cr
1Y Returns5.2%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 14.22% annualized returns in the last three years. In the last year, its returns were -7.09%. It has continually hit its benchmark in the Other segment.

Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing -7.09% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM1,013Cr
1Y Returns-7.1%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 23.79% annualized returns in the last three years. In the last year, its returns were 58.13%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 58.13% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM1,169Cr
1Y Returns58.1%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 25.21% annualized returns in the last three years. In the last year, its returns were 52.98%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 52.98% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM8,020Cr
1Y Returns53.0%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 6.44% annualized returns in the last three years. In the last year, its returns were 3.74%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.74% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM12,698Cr
1Y Returns3.7%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 9.09% annualized returns in the last three years. In the last year, its returns were 5.02%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.02% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM17,160Cr
1Y Returns5.0%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 24.88% annualized returns in the last three years. In the last year, its returns were 54.76%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 54.76% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹1,000
AUM3,346Cr
1Y Returns54.8%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.43% annualized returns in the last three years. In the last year, its returns were 4.56%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.56% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM25,000Cr
1Y Returns4.6%

Kotak Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 8.48% annualized returns in the last three years. In the last year, its returns were 5.03%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.03% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM10,541Cr
1Y Returns5.0%

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