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

Mahindra Manulife Low Duration Fund - Regular Plan - Weekly IDCW

Mahindra Manulife · Low Duration
Low
₹1054.36
Current NAV
25 Jun 2026
23.4%
1Y Return
23.4%
3Y CAGR
13.4%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.94).
  • Very large asset base (AUM: ₹13,990 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.94
Sharpe Ratio
1.54
Beta
-1.06
Alpha
2.60
Sortino
Fund Details
Fund House Mahindra Manulife
Category Low Duration
AUM ₹13990 Cr
Expense Ratio 1.14%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Low Duration
HDFC Low Duration Fund - Direct Plan - Daily IDCW
HDFC
₹10.07 31.9%
Invesco India Low Duration Fund - Growth
Invesco
₹4008.65 31.8%
HSBC Low Duration Fund - Direct Growth
HSBC
₹32.24 31.7%
NIPPON INDIA LOW DURATION FUND - DIRECT Plan - WEEKLY IDCW Option
Nippon India
₹1013.61 31.7%