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Low Duration📊 NIFTY Low Duration Debt Index(SEBI default)

Mahindra Manulife Low Duration Fund · Regular · Growth

Mahindra Manulife Mutual Fund

#16 of 29 (1Y)

NAV

₹1724.9478

as of 17 Jun 2026

Expense Ratio

1.10%

AUM

₹574 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.59%
3Y
+6.70%
5Y
+5.71%
Since Inception
+6.02%

SIP returns (XIRR)

1Y
+5.66%
3Y
+6.50%
5Y
+6.33%
Since Inception
+5.96%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹56,000

Invested

₹74,171

Value today

5.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,723

Value today

6.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,60,000

Withdrawn

₹9,80,919

Corpus left

+₹5,40,919 net gain — withdrew ₹5,60,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,41,685

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,41,685 — a 1.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.42

Sharpe Ratio

Alpha

Beta

0.49

Sortino

0.54%

Std Dev

-0.25%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategoryLow Duration
BenchmarkNIFTY Low Duration Debt Index
Launch Date15 Feb 2017
AMFI Code140620
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit LoadCurrent Load Structure : Entry Load - N/A Exit Load : Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Mahindra Manulife Low Duration Fund · Regular · Growth by Mahindra Manulife Mutual Fund is a Low Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Low Duration category.

About This Fund

Mahindra Manulife Low Duration Fund · Regular · Growth is a Low Duration mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹574 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Low Duration Debt Index. The current expense ratio is 1.10%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations