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Best Kotak Hybrid Mutual Funds

Kotak Group is India's first NBFC. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.

Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers various funds across different market capitalization for investors with varying risk appetite and ideal investment duration.

The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Kotak Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Flexicap FundEquityVery High45.2%4star36,355
Kotak Emerging Equity SchemeEquityVery High80.5%4star14,133
Kotak Low Duration FundDebtLow to Moderate5.3%5star13,850
Kotak Gilt - Investment PlanDebtModerate3.9%4star865
Kotak Tax Saver FundEquityVery High54.6%4star2,073
Kotak Banking & PSU Debt FundDebtModerate5.0%4star9,290
Kotak Small Cap FundEquityVery High120.6%4star4,765
Kotak Dynamic Bond FundDebtModerate4.7%5star2,848
Kotak Gold FundOtherModerately High-5.8%5star948
Kotak Classic ContraEquityVery High53.0%5star1,049
Kotak Large & Mid Cap Opportunities FundEquityVery High52.1%5star6,824
Kotak Savings FundDebtLow to Moderate4.0%4star10,545
Kotak Bond Short Term PlanDebtLow to Moderate5.0%4star17,392
Kotak Bluechip FundEquityVery High48.3%4star2,804
Kotak Equity Arbitrage FundHybridLow4.7%4star21,836
View All Top 10 Kotak Mutual Funds

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

Kotak Flexicap Fund Direct Growth

Fund Performance: This fund has given 14.62% annualized returns in the last three years. In the last year, its returns were 45.21%. 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 45.21% 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
AUM36,355Cr
1Y Returns45.2%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 22.25% annualized returns in the last three years. In the last year, its returns were 80.49%. 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 80.49% 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
AUM14,133Cr
1Y Returns80.5%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 7.98% annualized returns in the last three years. In the last year, its returns were 5.29%. 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 5.29% 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
AUM13,850Cr
1Y Returns5.3%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 10.6% annualized returns in the last three years. In the last year, its returns were 3.87%. 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 3.87% 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
AUM865Cr
1Y Returns3.9%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 18.4% annualized returns in the last three years. In the last year, its returns were 54.59%. 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 54.59% 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
AUM2,073Cr
1Y Returns54.6%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.33% annualized returns in the last three years. In the last year, its returns were 4.99%. 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 4.99% 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
AUM9,290Cr
1Y Returns5.0%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 28.51% annualized returns in the last three years. In the last year, its returns were 120.61%. 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 120.61% 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
AUM4,765Cr
1Y Returns120.6%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.16% annualized returns in the last three years. In the last year, its returns were 4.71%. 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 4.71% 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
AUM2,848Cr
1Y Returns4.7%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 16.68% annualized returns in the last three years. In the last year, its returns were -5.79%. 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 -5.79% 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
AUM948Cr
1Y Returns-5.8%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 16.26% annualized returns in the last three years. In the last year, its returns were 52.96%. 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 52.96% 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
AUM1,049Cr
1Y Returns53.0%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 18.22% annualized returns in the last three years. In the last year, its returns were 52.13%. 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 52.13% 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
AUM6,824Cr
1Y Returns52.1%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 6.74% annualized returns in the last three years. In the last year, its returns were 4.02%. 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 4.02% 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
AUM10,545Cr
1Y Returns4.0%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 9.04% annualized returns in the last three years. In the last year, its returns were 5.04%. 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 5.04% 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
AUM17,392Cr
1Y Returns5.0%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 16.47% annualized returns in the last three years. In the last year, its returns were 48.25%. 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 48.25% 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
AUM2,804Cr
1Y Returns48.3%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.79% annualized returns in the last three years. In the last year, its returns were 4.7%. 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 4.7% 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
AUM21,836Cr
1Y Returns4.7%

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