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Mahindra Manulife Short Duration Fund - Regular Plan - Growth

Mahindra Manulife · Short Duration
Moderate
₹13.53
Current NAV
03 Nov 2026
4.0%
1Y Return
6.5%
3Y CAGR
5.5%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.99).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.49).
  • Very large asset base (AUM: ₹11,540 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
1.99
Sharpe Ratio
1.29
Beta
5.49
Alpha
2.77
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Fund Details
Fund House Mahindra Manulife
Category Short Duration
AUM ₹11540 Cr
Expense Ratio 1.29%
Min SIP ₹500
Min Lumpsum ₹1000
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