Home› Funds› Mahindra Manulife Low Duration Fund - Direct Plan

Mahindra Manulife Low Duration Fund - Direct Plan - Weekly IDCW

Mahindra Manulife · Low Duration
Low
₹1030.77
Current NAV
03 Nov 2026
0.1%
1Y Return
-0.0%
3Y CAGR
0.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.51%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.91).
  • Very large asset base (AUM: ₹11,960 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.91
Sharpe Ratio
0.51
Beta
5.91
Alpha
1.10
Sortino
Fund Details
Fund House Mahindra Manulife
Category Low Duration
AUM ₹11960 Cr
Expense Ratio 0.51%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Low Duration
Franklin India Low Duration Fund - Growth Plan
Franklin India Low Duration
₹32.61 37.1%
Franklin India Low Duration Fund - Monthly - IDCW
Franklin India Low Duration
₹15.04 37.1%
Franklin India Low Duration Fund - Quarterly - IDCW
Franklin India Low Duration
₹14.77 37.1%
Franklin India Low Duration Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Direct-Monthly Dividend Plan
Franklin India Low Duration
₹0.00 31.0%