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Mahindra Manulife Low Duration Fund - Regular Plan - Daily IDCW

Mahindra Manulife · Low Duration
Low
₹1000.04
Current NAV
03 Nov 2026
-0.8%
1Y Return
—
3Y CAGR
-0.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Very large asset base (AUM: ₹14,440 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration mandate.
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
Sortino
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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