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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Kotak Standard Multi Cap Fund | Equity | Moderately High | -4.1% | 4star | ₹29,714 | |
| Kotak Emerging Equity Scheme | Equity | Moderately High | 4.3% | 4star | ₹7,300 | |
| Kotak Low Duration Fund | Debt | Moderate | 9.4% | 4star | ₹9,297 | |
| Kotak Gilt - Investment Plan | Debt | Moderate | 12.2% | 3star | ₹839 | |
| Kotak Tax Saver Fund | Equity | Moderately High | 0.0% | 3star | ₹1,244 | |
| Kotak Banking & PSU Debt Fund | Debt | Moderately Low | 11.0% | 4star | ₹9,132 | |
| Kotak Small Cap Fund | Equity | Moderately High | 11.9% | 4star | ₹1,667 | |
| Kotak Dynamic Bond Fund | Debt | Moderately Low | 11.6% | 5star | ₹1,632 | |
| Kotak Gold Fund | Others | Moderately High | 32.9% | 4star | ₹701 | |
| Kotak Classic Contra | Equity | Moderately High | -2.3% | 4star | ₹818 | |
| Kotak Large & Mid Cap Opportunities Fund | Equity | Moderately High | 3.2% | 4star | ₹3,637 | |
| Kotak Savings Fund | Debt | Moderately Low | 7.0% | 4star | ₹11,176 | |
| Kotak Bond Short Term Plan | Debt | Moderately Low | 10.8% | 5star | ₹12,848 | |
| Kotak Bluechip Fund | Equity | Moderately High | 1.1% | 4star | ₹1,653 | |
| Kotak Equity Arbitrage Fund | Hybrid | Moderately Low | 5.2% | 5star | ₹15,000 | |
| View All Top 10 Mahindra Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
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 |
|---|---|
| AUM | ₹29,714Cr |
| 1Y Returns | -4.1% |
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 |
|---|---|
| AUM | ₹7,300Cr |
| 1Y Returns | 4.3% |
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 |
|---|---|
| AUM | ₹9,297Cr |
| 1Y Returns | 9.4% |
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 |
|---|---|
| AUM | ₹839Cr |
| 1Y Returns | 12.2% |
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 |
|---|---|
| AUM | ₹1,244Cr |
| 1Y Returns | 0.0% |
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 |
|---|---|
| AUM | ₹9,132Cr |
| 1Y Returns | 11.0% |
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 |
|---|---|
| AUM | ₹1,667Cr |
| 1Y Returns | 11.9% |
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 |
|---|---|
| AUM | ₹1,632Cr |
| 1Y Returns | 11.6% |
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 |
|---|---|
| AUM | ₹701Cr |
| 1Y Returns | 32.9% |
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 |
|---|---|
| AUM | ₹818Cr |
| 1Y Returns | -2.3% |
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 |
|---|---|
| AUM | ₹3,637Cr |
| 1Y Returns | 3.2% |
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 |
|---|---|
| AUM | ₹11,176Cr |
| 1Y Returns | 7.0% |
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 |
|---|---|
| AUM | ₹12,848Cr |
| 1Y Returns | 10.8% |
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 |
|---|---|
| AUM | ₹1,653Cr |
| 1Y Returns | 1.1% |
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 |
|---|---|
| AUM | ₹15,000Cr |
| 1Y Returns | 5.2% |
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