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 Corporate Bond FundDebtModerately Low10.2%5star3,432
Kotak Emerging Equity SchemeEquityModerately High12.7%5star5,341
Kotak Standard Multi Cap FundEquityModerately High14.3%5star28,348
Kotak Low Duration FundDebtModerate9.3%5star5,039
Mahindra ALP-Samay Bachat YojanaDebtModerately Low8.9%5star345
Kotak Credit Risk FundDebtModerately Low10.0%5star4,815
Kotak Gold FundOthersModerately High22.8%5star198
Mahindra Liquid FundDebtLow7.0%5star2,831
Kotak Asset Allocator FundOthersModerately High10.6%5star42
Kotak Dynamic Bond FundDebtModerately Low12.2%5star871
Kotak Tax Saver FundEquityModerately High14.1%5star987
Kotak Bluechip FundEquityModerately High16.6%4star1,444
Kotak Savings FundDebtModerately Low8.5%4star11,281
Kotak Bond Short Term PlanDebtModerately Low10.6%4star9,949
Kotak Large & Mid Cap Opportunities FundEquityModerately High14.9%4star2,732
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 Corporate Bond 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 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
AUM3,432Cr
1Y Returns10.2%

Kotak Emerging Equity Fund Direct Growth

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
AUM5,341Cr
1Y Returns12.7%

Kotak Standard Multicap Fund Direct Growth

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
AUM28,348Cr
1Y Returns14.3%

Kotak Low Duration Fund Direct Growth

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
AUM5,039Cr
1Y Returns9.3%

Mahindra Low Duration Bachat Yojana Direct Growth

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
AUM345Cr
1Y Returns8.9%

Kotak Credit Risk Fund Direct Growth

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
AUM4,815Cr
1Y Returns10.0%

Kotak Gold Fund Direct Growth

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
AUM198Cr
1Y Returns22.8%

Mahindra Liquid Fund Direct Growth

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
AUM2,831Cr
1Y Returns7.0%

Kotak Asset Allocator Fund Direct Growth

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
AUM42Cr
1Y Returns10.6%

Kotak Dynamic Bond Fund Direct Growth

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
AUM871Cr
1Y Returns12.2%

Kotak Tax Saver Fund Direct Growth

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
AUM987Cr
1Y Returns14.1%

Kotak Bluechip Fund Direct Growth

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
AUM1,444Cr
1Y Returns16.6%

Kotak Savings Fund Direct Growth

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
AUM11,281Cr
1Y Returns8.5%

Kotak Bond Short Term Fund Direct Growth

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
AUM9,949Cr
1Y Returns10.6%

Kotak Equity Opportunities Fund Direct Growth

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
AUM2,732Cr
1Y Returns14.9%

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