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.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Kotak Corporate Bond Fund | Debt | Moderately Low | 10.2% | 5star | ₹3,432 | |
| Kotak Emerging Equity Scheme | Equity | Moderately High | 12.7% | 5star | ₹5,341 | |
| Kotak Standard Multi Cap Fund | Equity | Moderately High | 14.3% | 5star | ₹28,348 | |
| Kotak Low Duration Fund | Debt | Moderate | 9.3% | 5star | ₹5,039 | |
| Mahindra ALP-Samay Bachat Yojana | Debt | Moderately Low | 8.9% | 5star | ₹345 | |
| Kotak Credit Risk Fund | Debt | Moderately Low | 10.0% | 5star | ₹4,815 | |
| Kotak Gold Fund | Others | Moderately High | 22.8% | 5star | ₹198 | |
| Mahindra Liquid Fund | Debt | Low | 7.0% | 5star | ₹2,831 | |
| Kotak Asset Allocator Fund | Others | Moderately High | 10.6% | 5star | ₹42 | |
| Kotak Dynamic Bond Fund | Debt | Moderately Low | 12.2% | 5star | ₹871 | |
| Kotak Tax Saver Fund | Equity | Moderately High | 14.1% | 5star | ₹987 | |
| Kotak Bluechip Fund | Equity | Moderately High | 16.6% | 4star | ₹1,444 | |
| Kotak Savings Fund | Debt | Moderately Low | 8.5% | 4star | ₹11,281 | |
| Kotak Bond Short Term Plan | Debt | Moderately Low | 10.6% | 4star | ₹9,949 | |
| Kotak Large & Mid Cap Opportunities Fund | Equity | Moderately High | 14.9% | 4star | ₹2,732 | |
| View All Top 10 Mahindra Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 8.21% annualized returns in the last three years. In the last year, its returns were 10.17%. 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 10.17% 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 |
|---|---|
| AUM | ₹3,432Cr |
| 1Y Returns | 10.2% |
Fund Performance: This fund has given 10.97% annualized returns in the last three years. In the last year, its returns were 12.71%. 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 12.71% 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 |
|---|---|
| AUM | ₹5,341Cr |
| 1Y Returns | 12.7% |
Fund Performance: This fund has given 14.29% annualized returns in the last three years. In the last year, its returns were 14.29%. 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 14.29% 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 ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹28,348Cr |
| 1Y Returns | 14.3% |
Fund Performance: This fund has given 8.38% annualized returns in the last three years. In the last year, its returns were 9.29%. 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 9.29% 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 |
|---|---|
| AUM | ₹5,039Cr |
| 1Y Returns | 9.3% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 8.92%. 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 8.92% 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 ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹345Cr |
| 1Y Returns | 8.9% |
Fund Performance: This fund has given 8.08% annualized returns in the last three years. In the last year, its returns were 10.02%. 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 10.02% 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 |
|---|---|
| AUM | ₹4,815Cr |
| 1Y Returns | 10.0% |
Fund Performance: This fund has given 10.03% annualized returns in the last three years. In the last year, its returns were 22.76%. 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 22.76% 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 |
|---|---|
| AUM | ₹198Cr |
| 1Y Returns | 22.8% |
Fund Performance: This fund has given 7.1% 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 ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹2,831Cr |
| 1Y Returns | 7.0% |
Fund Performance: This fund has given 9.85% annualized returns in the last three years. In the last year, its returns were 10.58%. 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 10.58% 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 |
|---|---|
| AUM | ₹42Cr |
| 1Y Returns | 10.6% |
Fund Performance: This fund has given 8.27% annualized returns in the last three years. In the last year, its returns were 12.2%. 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 12.2% 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 |
|---|---|
| AUM | ₹871Cr |
| 1Y Returns | 12.2% |
Fund Performance: This fund has given 13.19% annualized returns in the last three years. In the last year, its returns were 14.13%. 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 14.13% 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 |
|---|---|
| AUM | ₹987Cr |
| 1Y Returns | 14.1% |
Fund Performance: This fund has given 13.23% annualized returns in the last three years. In the last year, its returns were 16.63%. 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 16.63% 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 ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,444Cr |
| 1Y Returns | 16.6% |
Fund Performance: This fund has given 7.7% annualized returns in the last three years. In the last year, its returns were 8.47%. 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 8.47% 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 |
|---|---|
| AUM | ₹11,281Cr |
| 1Y Returns | 8.5% |
Fund Performance: This fund has given 7.87% annualized returns in the last three years. In the last year, its returns were 10.64%. 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 10.64% 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 |
|---|---|
| AUM | ₹9,949Cr |
| 1Y Returns | 10.6% |
Fund Performance: This fund has given 12.85% annualized returns in the last three years. In the last year, its returns were 14.86%. 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 14.86% 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 |
|---|---|
| AUM | ₹2,732Cr |
| 1Y Returns | 14.9% |
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