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Best Mahindra Equity 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.

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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Top 10 Mahindra Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Flexicap FundEquityVery High52.0%4star36,355
Kotak Emerging Equity SchemeEquityVery High84.0%4star14,133
Kotak Low Duration FundDebtLow to Moderate5.3%5star13,850
Kotak Gilt - Investment PlanDebtModerate4.3%4star865
Kotak Tax Saver FundEquityVery High60.9%4star2,073
Kotak Banking & PSU Debt FundDebtModerate5.0%4star9,290
Kotak Small Cap FundEquityVery High122.2%4star4,765
Kotak Dynamic Bond FundDebtModerate4.9%5star2,848
Kotak Gold FundOtherModerately High-11.2%5star948
Kotak Classic ContraEquityVery High58.4%5star1,049
Kotak Large & Mid Cap Opportunities FundEquityVery High58.4%5star6,824
Kotak Savings FundDebtLow to Moderate4.0%4star10,545
Kotak Bond Short Term PlanDebtLow to Moderate5.2%4star17,392
Kotak Bluechip FundEquityVery High53.9%4star2,804
Kotak Equity Arbitrage FundHybridLow4.7%4star21,836
View All Top 10 Mahindra 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 14.41% annualized returns in the last three years. In the last year, its returns were 51.95%. 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 51.95% 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 Returns52.0%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 21.49% annualized returns in the last three years. In the last year, its returns were 83.95%. 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 83.95% 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 Returns84.0%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 7.95% annualized returns in the last three years. In the last year, its returns were 5.32%. 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 5.32% 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 4.33%. 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 4.33% 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 ₹1,000.

Min Investment Amt₹5,000
AUM865Cr
1Y Returns4.3%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 17.92% annualized returns in the last three years. In the last year, its returns were 60.86%. 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 60.86% 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 Returns60.9%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.29% 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
AUM9,290Cr
1Y Returns5.0%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 27.85% annualized returns in the last three years. In the last year, its returns were 122.18%. 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 122.18% 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
AUM4,765Cr
1Y Returns122.2%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.07% annualized returns in the last three years. In the last year, its returns were 4.92%. 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 4.92% 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
AUM2,848Cr
1Y Returns4.9%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 17.32% annualized returns in the last three years. In the last year, its returns were -11.15%. 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 -11.15% 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
AUM948Cr
1Y Returns-11.2%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 16.23% annualized returns in the last three years. In the last year, its returns were 58.37%. 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 58.37% 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 Returns58.4%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 17.76% annualized returns in the last three years. In the last year, its returns were 58.44%. 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 58.44% 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 Returns58.4%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 6.69% annualized returns in the last three years. In the last year, its returns were 4.04%. 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 4.04% 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
AUM10,545Cr
1Y Returns4.0%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 9% annualized returns in the last three years. In the last year, its returns were 5.21%. 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 5.21% 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 ₹1,000.

Min Investment Amt₹5,000
AUM17,392Cr
1Y Returns5.2%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 15.88% annualized returns in the last three years. In the last year, its returns were 53.86%. 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 53.86% 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 Returns53.9%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.78% annualized returns in the last three years. In the last year, its returns were 4.73%. 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 4.73% 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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