Home Funds Mahindra Manulife Dynamic Bond Fund - Regular Plan

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

Mahindra Manulife · Dynamic Bond
Moderate
₹14.94
Current NAV
25 Jun 2026
15.1%
1Y Return
12.1%
3Y CAGR
16.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.31).
  • Very large asset base (AUM: ₹18,860 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Dynamic Bond mandate.
Cons / Risks
  • Higher expense ratio (2.11%) which can affect compounding over long horizons.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.81
Sharpe Ratio
1.31
Beta
6.31
Alpha
0.90
Sortino
Fund Details
Fund House Mahindra Manulife
Category Dynamic Bond
AUM ₹18860 Cr
Expense Ratio 2.11%
Min SIP ₹500
Min Lumpsum ₹1000
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