Short Durationregulargrowth
Mahindra Manulife Short Duration Fund - Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.00%
1 Month-0.20%
3 Months+0.59%
6 Months+1.76%
1 Year+5.49%
3 Years (CAGR)+6.73%
5 Years (CAGR)+5.53%
10 Years (CAGR)—
Since Inception (Feb 2021)+5.54%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.14%
3 Year SIP+6.33%
5 Year SIP+6.07%
Since Inception (Feb 2021)+6.05%
Fund Details
Fund HouseMahindra Manulife Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹89.0 Cr
Expense Ratio1.30%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date25 Feb 2021
AMFI Code148727
Risk Metrics
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Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Mahindra Manulife Short Duration Fund - Regular Plan - Growth by Mahindra Manulife Mutual Fund is a Short 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 Short Duration category.
About This Fund
Mahindra Manulife Short Duration Fund - Regular Plan - Growth is a Short Duration mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹89.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.30%.
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