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Mahindra Manulife Low Duration Fund - Regular Plan - Monthly IDCW

Mahindra Manulife · Low Duration
Low
₹1114.55
Current NAV
03 Nov 2026
0.1%
1Y Return
0.0%
3Y CAGR
0.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.89).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (1.99%) which can affect compounding over long horizons.
  • 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
1.89
Sharpe Ratio
1.19
Beta
1.39
Alpha
2.44
Sortino
Fund Details
Fund House Mahindra Manulife
Category Low Duration
AUM ₹7940 Cr
Expense Ratio 1.99%
Min SIP ₹500
Min Lumpsum ₹1000
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