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Mahindra Manulife Low Duration Fund - Regular Plan - Daily IDCW

Mahindra Manulife · Low Duration
Low
₹1000.00
Current NAV
25 Jun 2026
15.9%
1Y Return
17.9%
3Y CAGR
16.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Very large asset base (AUM: ₹14,440 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.19%) 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.39
Sharpe Ratio
0.99
Beta
-1.61
Alpha
1.93
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Fund Details
Fund House Mahindra Manulife
Category Low Duration
AUM ₹14440 Cr
Expense Ratio 2.19%
Min SIP ₹500
Min Lumpsum ₹1000
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