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Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Daily IDCW

Mahindra Manulife · Ultra Short Duration
Low
₹1105.48
Current NAV
25 Jun 2026
27.3%
1Y Return
10.3%
3Y CAGR
17.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.13).
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (1.93%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.63
Sharpe Ratio
1.13
Beta
2.13
Alpha
0.77
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Fund Details
Fund House Mahindra Manulife
Category Ultra Short Duration
AUM ₹1680 Cr
Expense Ratio 1.93%
Min SIP ₹500
Min Lumpsum ₹1000
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