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 Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Kotak Flexicap Fund | Equity | Very High | 52.0% | 4star | ₹36,355 | |
| Kotak Emerging Equity Scheme | Equity | Very High | 84.0% | 4star | ₹14,133 | |
| Kotak Low Duration Fund | Debt | Low to Moderate | 5.3% | 5star | ₹13,850 | |
| Kotak Gilt - Investment Plan | Debt | Moderate | 4.3% | 4star | ₹865 | |
| Kotak Tax Saver Fund | Equity | Very High | 60.9% | 4star | ₹2,073 | |
| Kotak Banking & PSU Debt Fund | Debt | Moderate | 5.0% | 4star | ₹9,290 | |
| Kotak Small Cap Fund | Equity | Very High | 122.2% | 4star | ₹4,765 | |
| Kotak Dynamic Bond Fund | Debt | Moderate | 4.9% | 5star | ₹2,848 | |
| Kotak Gold Fund | Other | Moderately High | -11.2% | 5star | ₹948 | |
| Kotak Classic Contra | Equity | Very High | 58.4% | 5star | ₹1,049 | |
| Kotak Large & Mid Cap Opportunities Fund | Equity | Very High | 58.4% | 5star | ₹6,824 | |
| Kotak Savings Fund | Debt | Low to Moderate | 4.0% | 4star | ₹10,545 | |
| Kotak Bond Short Term Plan | Debt | Low to Moderate | 5.2% | 4star | ₹17,392 | |
| Kotak Bluechip Fund | Equity | Very High | 53.9% | 4star | ₹2,804 | |
| Kotak Equity Arbitrage Fund | Hybrid | Low | 4.7% | 4star | ₹21,836 | |
| 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 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 |
|---|---|
| AUM | ₹36,355Cr |
| 1Y Returns | 52.0% |
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 |
|---|---|
| AUM | ₹14,133Cr |
| 1Y Returns | 84.0% |
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 |
|---|---|
| AUM | ₹13,850Cr |
| 1Y Returns | 5.3% |
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 |
|---|---|
| AUM | ₹865Cr |
| 1Y Returns | 4.3% |
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 |
|---|---|
| AUM | ₹2,073Cr |
| 1Y Returns | 60.9% |
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 |
|---|---|
| AUM | ₹9,290Cr |
| 1Y Returns | 5.0% |
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 |
|---|---|
| AUM | ₹4,765Cr |
| 1Y Returns | 122.2% |
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 |
|---|---|
| AUM | ₹2,848Cr |
| 1Y Returns | 4.9% |
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 |
|---|---|
| AUM | ₹948Cr |
| 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 |
|---|---|
| AUM | ₹1,049Cr |
| 1Y Returns | 58.4% |
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 |
|---|---|
| AUM | ₹6,824Cr |
| 1Y Returns | 58.4% |
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 |
|---|---|
| AUM | ₹10,545Cr |
| 1Y Returns | 4.0% |
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 |
|---|---|
| AUM | ₹17,392Cr |
| 1Y Returns | 5.2% |
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 |
|---|---|
| AUM | ₹2,804Cr |
| 1Y Returns | 53.9% |
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 |
|---|---|
| AUM | ₹21,836Cr |
| 1Y Returns | 4.7% |
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