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 Standard Multi Cap FundEquityModerately High-1.9%4star29,714
Kotak Emerging Equity SchemeEquityModerately High7.9%4star7,300
Kotak Low Duration FundDebtModerate9.3%4star9,297
Kotak Gilt - Investment PlanDebtModerate11.7%3star839
Kotak Tax Saver FundEquityModerately High2.4%3star1,244
Kotak Banking & PSU Debt FundDebtModerately Low10.7%4star9,132
Kotak Small Cap FundEquityModerately High14.6%4star1,667
Kotak Dynamic Bond FundDebtModerately Low11.2%5star1,632
Kotak Gold FundOthersModerately High33.2%4star701
Kotak Classic ContraEquityModerately High0.1%4star818
Kotak Large & Mid Cap Opportunities FundEquityModerately High5.3%4star3,637
Kotak Savings FundDebtModerately Low7.0%4star11,176
Kotak Bond Short Term PlanDebtModerately Low10.6%5star12,848
Kotak Bluechip FundEquityModerately High3.2%4star1,653
Kotak Equity Arbitrage FundHybridModerately Low5.3%5star15,000
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 Standard Multicap Fund Direct Growth

Fund Performance: This fund has given 4.57% annualized returns in the last three years. In the last year, its returns were -1.93%. 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 -1.93% 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
AUM29,714Cr
1Y Returns-1.9%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 4.68% annualized returns in the last three years. In the last year, its returns were 7.88%. 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 7.88% 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
AUM7,300Cr
1Y Returns7.9%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.61% annualized returns in the last three years. In the last year, its returns were 9.31%. 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 9.31% 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
AUM9,297Cr
1Y Returns9.3%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 9.03% annualized returns in the last three years. In the last year, its returns were 11.74%. 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 11.74% 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
AUM839Cr
1Y Returns11.7%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 5.49% annualized returns in the last three years. In the last year, its returns were 2.44%. 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 2.44% 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
AUM1,244Cr
1Y Returns2.4%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 8.96% annualized returns in the last three years. In the last year, its returns were 10.72%. 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 10.72% 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
AUM9,132Cr
1Y Returns10.7%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 4.39% annualized returns in the last three years. In the last year, its returns were 14.61%. 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 14.61% 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
AUM1,667Cr
1Y Returns14.6%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 9.55% annualized returns in the last three years. In the last year, its returns were 11.16%. 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 11.16% 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 ₹1,000.

Min Investment Amt₹5,000
AUM1,632Cr
1Y Returns11.2%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 19.29% annualized returns in the last three years. In the last year, its returns were 33.18%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 33.18% 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
AUM701Cr
1Y Returns33.2%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 6.68% annualized returns in the last three years. In the last year, its returns were 0.05%. 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 0.05% 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
AUM818Cr
1Y Returns0.1%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 5.41% annualized returns in the last three years. In the last year, its returns were 5.27%. 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 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
AUM3,637Cr
1Y Returns5.3%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.55% annualized returns in the last three years. In the last year, its returns were 6.99%. 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 6.99% 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
AUM11,176Cr
1Y Returns7.0%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 8.82% annualized returns in the last three years. In the last year, its returns were 10.56%. 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 10.56% 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 ₹1,000.

Min Investment Amt₹5,000
AUM12,848Cr
1Y Returns10.6%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 6.21% annualized returns in the last three years. In the last year, its returns were 3.18%. 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 3.18% 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
AUM1,653Cr
1Y Returns3.2%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.23% annualized returns in the last three years. In the last year, its returns were 5.26%. 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 5.26% 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
AUM15,000Cr
1Y Returns5.3%

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