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Mahindra Manulife Short Duration Fund - Direct Plan -Growth

Mahindra Manulife · Short Duration
Moderate
₹14.29
Current NAV
03 Nov 2026
5.0%
1Y Return
7.5%
3Y CAGR
6.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.36).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.86).
  • Very large asset base (AUM: ₹10,410 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.36
Sharpe Ratio
1.26
Beta
5.86
Alpha
1.85
Sortino
Fund Details
Fund House Mahindra Manulife
Category Short Duration
AUM ₹10410 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
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