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Mahindra Manulife Ultra Short Duration Fund - Direct Plan - Weekly IDCW

Mahindra Manulife · Ultra Short Duration
Low
₹1001.80
Current NAV
25 Jun 2026
22.9%
1Y Return
21.9%
3Y CAGR
12.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.49%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.79).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.29).
  • Very large asset base (AUM: ₹17,340 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
1.79
Sharpe Ratio
0.49
Beta
6.29
Alpha
2.13
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Fund Details
Fund House Mahindra Manulife
Category Ultra Short Duration
AUM ₹17340 Cr
Expense Ratio 0.49%
Min SIP ₹500
Min Lumpsum ₹1000
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