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Mahindra Manulife Low Duration Fund - Regular Plan - Monthly IDCW

Mahindra Manulife · Low Duration
Low
₹1124.65
Current NAV
25 Jun 2026
11.9%
1Y Return
22.9%
3Y CAGR
12.9%
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: 1.89).
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (1.99%) 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
1.89
Sharpe Ratio
1.19
Beta
1.39
Alpha
2.44
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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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