Home>Mutual Funds>Mahindra Mutual Funds>Best Mahindra Mutual Funds

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.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

Top 10 Mahindra Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Flexicap FundEquityVery High53.5%3star38,609
Kotak Emerging Equity SchemeEquityVery High84.5%4star16,318
Kotak Low Duration FundDebtModerate4.8%4star10,205
Kotak Tax Saver FundEquityVery High60.3%4star2,296
Kotak Banking & PSU Debt FundDebtModerate5.4%3star9,332
Kotak Small Cap FundEquityVery High115.9%4star5,969
Kotak Dynamic Bond FundDebtModerate5.3%5star2,964
Kotak Gold FundOtherModerately High-7.0%5star1,013
Kotak Classic ContraEquityVery High63.8%5star1,169
Kotak Equity Opportunities FundEquityVery High59.2%4star8,020
Kotak Savings FundDebtLow to Moderate3.8%4star12,698
Kotak Bond Short Term PlanDebtLow to Moderate5.1%4star17,160
Kotak Bluechip FundEquityVery High59.6%4star3,346
Kotak Equity Arbitrage FundHybridLow4.5%4star25,000
Kotak Corporate Bond FundDebtLow to Moderate5.1%4star10,541
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 21.64% annualized returns in the last three years. In the last year, its returns were 53.54%. 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 53.54% 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
AUM38,609Cr
1Y Returns53.5%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 30.64% annualized returns in the last three years. In the last year, its returns were 84.49%. 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 84.49% 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
AUM16,318Cr
1Y Returns84.5%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 7.82% annualized returns in the last three years. In the last year, its returns were 4.83%. 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 4.83% 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
AUM10,205Cr
1Y Returns4.8%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 24.65% annualized returns in the last three years. In the last year, its returns were 60.3%. 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 60.3% 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
AUM2,296Cr
1Y Returns60.3%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.5% annualized returns in the last three years. In the last year, its returns were 5.38%. 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 5.38% 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
AUM9,332Cr
1Y Returns5.4%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 38.33% annualized returns in the last three years. In the last year, its returns were 115.93%. 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 115.93% 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
AUM5,969Cr
1Y Returns115.9%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.35% annualized returns in the last three years. In the last year, its returns were 5.34%. 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 5.34% 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
AUM2,964Cr
1Y Returns5.3%

Kotak Gold 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 -6.99%. 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 -6.99% 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
AUM1,013Cr
1Y Returns-7.0%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 23.89% annualized returns in the last three years. In the last year, its returns were 63.81%. 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 63.81% 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
AUM1,169Cr
1Y Returns63.8%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 25.5% annualized returns in the last three years. In the last year, its returns were 59.21%. 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 59.21% 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
AUM8,020Cr
1Y Returns59.2%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 6.45% annualized returns in the last three years. In the last year, its returns were 3.77%. 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 3.77% 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
AUM12,698Cr
1Y Returns3.8%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 9.09% annualized returns in the last three years. In the last year, its returns were 5.11%. 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 5.11% 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
AUM17,160Cr
1Y Returns5.1%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 24.85% annualized returns in the last three years. In the last year, its returns were 59.63%. 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 59.63% 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 ₹100.

Min Investment Amt₹1,000
AUM3,346Cr
1Y Returns59.6%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.42% annualized returns in the last three years. In the last year, its returns were 4.46%. 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 4.46% 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
AUM25,000Cr
1Y Returns4.5%

Kotak Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 8.48% annualized returns in the last three years. In the last year, its returns were 5.08%. 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 5.08% 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
AUM10,541Cr
1Y Returns5.1%

Explore all Mutual Funds on Groww

Explore Mutual Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI