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Best Mahindra Hybrid 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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Mahindra Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Standard Multi Cap FundEquityVery High18.1%4star32,453
Kotak Emerging Equity SchemeEquityVery High29.4%4star9,162
Kotak Low Duration FundDEBTModerate7.4%5star12,262
Kotak Gilt - Investment PlanDebtModerate9.4%3star958
Kotak Tax Saver FundEquityVery High19.6%4star1,540
Kotak Banking & PSU Debt FundDebtModerate7.8%4star11,292
Kotak Small Cap FundEquityVery High42.3%4star2,539
Kotak Dynamic Bond FundDebtModerate7.8%5star2,763
Kotak Gold FundOthersModerately High12.3%4star827
Kotak Classic ContraEquityVery High24.5%5star853
Kotak Large & Mid Cap Opportunities FundEquityVery High20.5%4star4,675
Kotak Savings FundDebtLow to Moderate5.7%4star12,326
Kotak Bond Short Term PlanDebtModerate8.0%5star21,025
Kotak Bluechip FundEquityVery High23.4%4star2,034
Kotak Equity Arbitrage FundHybridLow4.5%4star15,528
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 12.34% annualized returns in the last three years. In the last year, its returns were 18.15%. 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 18.15% 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 ₹500.

Min Investment Amt₹5,000
AUM32,453Cr
1Y Returns18.1%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 13.66% annualized returns in the last three years. In the last year, its returns were 29.4%. 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 29.4% 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
AUM9,162Cr
1Y Returns29.4%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.41% annualized returns in the last three years. In the last year, its returns were 7.44%. 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 7.44% 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
AUM12,262Cr
1Y Returns7.4%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 10.98% annualized returns in the last three years. In the last year, its returns were 9.38%. 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 9.38% 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
AUM958Cr
1Y Returns9.4%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 13.65% annualized returns in the last three years. In the last year, its returns were 19.55%. 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 19.55% 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
AUM1,540Cr
1Y Returns19.6%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.28% annualized returns in the last three years. In the last year, its returns were 7.76%. 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 7.76% 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
AUM11,292Cr
1Y Returns7.8%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 14.43% annualized returns in the last three years. In the last year, its returns were 42.33%. 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 42.33% 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
AUM2,539Cr
1Y Returns42.3%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 9.93% annualized returns in the last three years. In the last year, its returns were 7.75%. 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 7.75% 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
AUM2,763Cr
1Y Returns7.8%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 15.28% annualized returns in the last three years. In the last year, its returns were 12.28%. 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 12.28% 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
AUM827Cr
1Y Returns12.3%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 14.82% annualized returns in the last three years. In the last year, its returns were 24.46%. 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 24.46% 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 ₹1,000.

Min Investment Amt₹5,000
AUM853Cr
1Y Returns24.5%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 13.1% annualized returns in the last three years. In the last year, its returns were 20.49%. 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 20.49% 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
AUM4,675Cr
1Y Returns20.5%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.27% annualized returns in the last three years. In the last year, its returns were 5.69%. 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 5.69% 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
AUM12,326Cr
1Y Returns5.7%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 9.04% annualized returns in the last three years. In the last year, its returns were 8.03%. 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 8.03% 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
AUM21,025Cr
1Y Returns8.0%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 13.44% annualized returns in the last three years. In the last year, its returns were 23.38%. 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 23.38% 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
AUM2,034Cr
1Y Returns23.4%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.94% annualized returns in the last three years. In the last year, its returns were 4.49%. 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 4.49% 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 ₹500.

Min Investment Amt₹5,000
AUM15,528Cr
1Y Returns4.5%

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