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 FundEquityModerately High-4.1%4star29,714
Kotak Emerging Equity SchemeEquityModerately High4.3%4star7,300
Kotak Low Duration FundDebtModerate9.4%4star9,297
Kotak Gilt - Investment PlanDebtModerate12.2%3star839
Kotak Tax Saver FundEquityModerately High0.0%3star1,244
Kotak Banking & PSU Debt FundDebtModerately Low11.0%4star9,132
Kotak Small Cap FundEquityModerately High11.9%4star1,667
Kotak Dynamic Bond FundDebtModerately Low11.6%5star1,632
Kotak Gold FundOthersModerately High32.9%4star701
Kotak Classic ContraEquityModerately High-2.3%4star818
Kotak Large & Mid Cap Opportunities FundEquityModerately High3.2%4star3,637
Kotak Savings FundDebtModerately Low7.0%4star11,176
Kotak Bond Short Term PlanDebtModerately Low10.8%5star12,848
Kotak Bluechip FundEquityModerately High1.1%4star1,653
Kotak Equity Arbitrage FundHybridModerately Low5.2%5star15,000
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 Standard Multicap Fund Direct Growth

Fund Performance: This fund has given 3.61% annualized returns in the last three years. In the last year, its returns were -4.08%. 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 -4.08% 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 ₹500.

Min Investment Amt₹5,000
AUM29,714Cr
1Y Returns-4.1%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 3.51% annualized returns in the last three years. In the last year, its returns were 4.31%. 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 4.31% 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
AUM7,300Cr
1Y Returns4.3%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.63% annualized returns in the last three years. In the last year, its returns were 9.41%. 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 9.41% 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
AUM9,297Cr
1Y Returns9.4%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 9.14% annualized returns in the last three years. In the last year, its returns were 12.18%. 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 12.18% 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
AUM839Cr
1Y Returns12.2%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 4.43% annualized returns in the last three years. In the last year, its returns were 0.03%. 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 0.03% 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
AUM1,244Cr
1Y Returns0.0%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.05% annualized returns in the last three years. In the last year, its returns were 10.96%. 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 10.96% 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
AUM9,132Cr
1Y Returns11.0%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 3.36% annualized returns in the last three years. In the last year, its returns were 11.95%. 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 11.95% 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
AUM1,667Cr
1Y Returns11.9%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 9.66% annualized returns in the last three years. In the last year, its returns were 11.61%. 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 11.61% 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
AUM1,632Cr
1Y Returns11.6%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 18.93% annualized returns in the last three years. In the last year, its returns were 32.92%. 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 32.92% 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
AUM701Cr
1Y Returns32.9%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 5.49% annualized returns in the last three years. In the last year, its returns were -2.27%. 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 -2.27% 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
AUM818Cr
1Y Returns-2.3%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 4.47% annualized returns in the last three years. In the last year, its returns were 3.17%. 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 3.17% 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
AUM3,637Cr
1Y Returns3.2%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.56% annualized returns in the last three years. In the last year, its returns were 7.05%. 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 7.05% 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
AUM11,176Cr
1Y Returns7.0%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 8.86% annualized returns in the last three years. In the last year, its returns were 10.76%. 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 10.76% 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
AUM12,848Cr
1Y Returns10.8%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 5.26% annualized returns in the last three years. In the last year, its returns were 1.06%. 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 1.06% 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
AUM1,653Cr
1Y Returns1.1%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.26% annualized returns in the last three years. In the last year, its returns were 5.19%. 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 5.19% 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
AUM15,000Cr
1Y Returns5.2%

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