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Best Mahindra Debt Mutual Funds

Mahindra is one of the leading brands in the country and has garnered trust of customers across the nation. Mahindra Asset Management Company Private Limited is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL).

Mahindra provides various schemes across different market capitalization in various categories. It focuses mainly in the rural and semi-urban areas. The fact that Mahindra concentrates more on financially empowering masses in the rural area, makes it stand out in the mutual fund industry and it aspires to become the best financial service provider to people who live in semi-urban and rural areas.

The motto of the company is therefore unique because it not only wants to revolutionize the financial industry, it also aims at building a change within the community, by helping investors who do not hail from an urban set-up.

If you are saving for very short-term goals like a vacation or buying an automobile, then this category is ideal for gains within one year. It is also an excellent resort to park your money until you decide where to invest or spend next. Returns are taxed as per your income tax slab if sold before three years and have negligible tax post that period.

Purpose: Invest here for your short term goals like a vacation, buying a bike, jewelry or expensive gadget.

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Top 10 Mahindra Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Flexicap FundEquityVery High59.3%4star34,744
Kotak Emerging Equity SchemeEquityVery High87.1%4star10,938
Kotak Low Duration FundDEBTModerate7.9%5star11,861
Kotak Gilt - Investment PlanDebtModerate5.6%4star891
Kotak Tax Saver FundEquityVery High66.0%4star1,837
Kotak Banking & PSU Debt FundDebtLow to Moderate8.1%4star9,675
Kotak Small Cap FundEquityVery High125.1%4star3,423
Kotak Dynamic Bond FundDebtModerate8.4%5star2,260
Kotak Gold FundOthersModerately High0.2%4star814
Kotak Classic ContraEquityVery High68.6%5star943
Kotak Large & Mid Cap Opportunities FundEquityVery High63.8%4star5,518
Kotak Savings FundDebtLow to Moderate5.3%5star12,421
Kotak Bond Short Term PlanDebtLow to Moderate8.1%5star17,020
Kotak Bluechip FundEquityVery High62.6%4star2,357
Kotak Equity Arbitrage FundHybridLow4.1%4star17,835
View All Top 10 Mahindra 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 12.06% annualized returns in the last three years. In the last year, its returns were 59.33%. 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 59.33% 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
AUM34,744Cr
1Y Returns59.3%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 14.19% annualized returns in the last three years. In the last year, its returns were 87.1%. 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 87.1% 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
AUM10,938Cr
1Y Returns87.1%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.21% annualized returns in the last three years. In the last year, its returns were 7.87%. 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 7.87% 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
AUM11,861Cr
1Y Returns7.9%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 10.79% annualized returns in the last three years. In the last year, its returns were 5.58%. 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 5.58% 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
AUM891Cr
1Y Returns5.6%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 14.56% annualized returns in the last three years. In the last year, its returns were 66%. 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 66% 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
AUM1,837Cr
1Y Returns66.0%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.31% annualized returns in the last three years. In the last year, its returns were 8.13%. 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 8.13% 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
AUM9,675Cr
1Y Returns8.1%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 16.7% annualized returns in the last three years. In the last year, its returns were 125.13%. 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 125.13% 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
AUM3,423Cr
1Y Returns125.1%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.25% annualized returns in the last three years. In the last year, its returns were 8.38%. 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 8.38% 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
AUM2,260Cr
1Y Returns8.4%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 14.91% annualized returns in the last three years. In the last year, its returns were 0.22%. 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 0.22% 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
AUM814Cr
1Y Returns0.2%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 13.36% annualized returns in the last three years. In the last year, its returns were 68.64%. 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 68.64% 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
AUM943Cr
1Y Returns68.6%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 14.03% annualized returns in the last three years. In the last year, its returns were 63.79%. 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 63.79% 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
AUM5,518Cr
1Y Returns63.8%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.01% annualized returns in the last three years. In the last year, its returns were 5.25%. 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 5.25% 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
AUM12,421Cr
1Y Returns5.3%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 9.11% annualized returns in the last three years. In the last year, its returns were 8.05%. 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 8.05% 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
AUM17,020Cr
1Y Returns8.1%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 13.2% annualized returns in the last three years. In the last year, its returns were 62.59%. 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 62.59% 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
AUM2,357Cr
1Y Returns62.6%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.88% annualized returns in the last three years. In the last year, its returns were 4.1%. 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 4.1% 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
AUM17,835Cr
1Y Returns4.1%

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