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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 Standard Multi Cap FundEquityModerately High16.5%4star33,462
Kotak Emerging Equity SchemeEquityModerately High22.8%4star9,016
Kotak Low Duration FundDEBTModerate8.3%5star11,678
Kotak Gilt - Investment PlanDebtModerate14.3%3star877
Kotak Tax Saver FundEquityModerately High17.8%4star1,527
Kotak Banking & PSU Debt FundDebtModerate10.3%4star10,801
Kotak Small Cap FundEquityModerately High34.0%4star2,372
Kotak Dynamic Bond FundDebtModerate11.9%5star2,607
Kotak Gold FundOthersModerately High23.4%4star794
Kotak Classic ContraEquityModerately High20.1%4star876
Kotak Large & Mid Cap Opportunities FundEquityModerately High18.5%4star4,633
Kotak Savings FundDebtModerately Low6.0%4star12,428
Kotak Bond Short Term PlanDebtModerate10.2%5star19,644
Kotak Bluechip FundEquityModerately High21.7%4star2,067
Kotak Equity Arbitrage FundHybridLow4.7%4star14,908
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 Standard Multicap Fund Direct Growth

Fund Performance: This fund has given 9.72% annualized returns in the last three years. In the last year, its returns were 16.5%. 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 16.5% 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
AUM33,462Cr
1Y Returns16.5%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 8.45% annualized returns in the last three years. In the last year, its returns were 22.84%. 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 22.84% 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
AUM9,016Cr
1Y Returns22.8%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.54% annualized returns in the last three years. In the last year, its returns were 8.28%. 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 8.28% 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
AUM11,678Cr
1Y Returns8.3%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 11.31% annualized returns in the last three years. In the last year, its returns were 14.31%. 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 14.31% 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
AUM877Cr
1Y Returns14.3%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 10.12% annualized returns in the last three years. In the last year, its returns were 17.76%. 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 17.76% 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
AUM1,527Cr
1Y Returns17.8%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.53% annualized returns in the last three years. In the last year, its returns were 10.27%. 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 10.27% 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
AUM10,801Cr
1Y Returns10.3%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 8.43% annualized returns in the last three years. In the last year, its returns were 33.99%. 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 33.99% 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
AUM2,372Cr
1Y Returns34.0%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.55% annualized returns in the last three years. In the last year, its returns were 11.92%. 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 11.92% 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
AUM2,607Cr
1Y Returns11.9%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 18.15% annualized returns in the last three years. In the last year, its returns were 23.38%. 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 23.38% 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
AUM794Cr
1Y Returns23.4%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 11.93% annualized returns in the last three years. In the last year, its returns were 20.15%. 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 20.15% 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
AUM876Cr
1Y Returns20.1%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 9.95% annualized returns in the last three years. In the last year, its returns were 18.47%. 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 18.47% 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
AUM4,633Cr
1Y Returns18.5%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.37% annualized returns in the last three years. In the last year, its returns were 6.01%. 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 6.01% 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
AUM12,428Cr
1Y Returns6.0%

Kotak Bond Short Term 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 10.19%. 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 10.19% 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
AUM19,644Cr
1Y Returns10.2%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 11.01% annualized returns in the last three years. In the last year, its returns were 21.73%. 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 21.73% 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
AUM2,067Cr
1Y Returns21.7%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.03% 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
AUM14,908Cr
1Y Returns4.7%

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