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Mahindra Manulife Low Duration Fund - Direct Plan - Daily IDCW

Mahindra Manulife · Low Duration
Low
₹1257.93
Current NAV
25 Jun 2026
12.1%
1Y Return
11.1%
3Y CAGR
13.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.61%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.21).
  • Very large asset base (AUM: ₹19,760 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.71
Sharpe Ratio
1.21
Beta
4.21
Alpha
0.93
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Fund Details
Fund House Mahindra Manulife
Category Low Duration
AUM ₹19760 Cr
Expense Ratio 0.61%
Min SIP ₹500
Min Lumpsum ₹1000
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