- Mutual Funds
- Mahindra Manulife Mutual Fund
- Mahindra Manulife Low Duration Fund (G)
Mahindra Manulife Low Duration Fund (G)
₹ 1549.4845
NAV (Oct 03)
Low Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1549.4845
NAV (Oct 3)
Fund Returns
Last 1Y | 7% |
Last 3Y | 5.5% |
Last 5Y | 5.4% |
Last 10Y | NA |
Since Inception | 5.9% |
6 Month CAGR | 3.6% |
Scheme Information
The Scheme seeks to provide reasonable returns commensurate with a low to moderate level of risk and high degree of liquidity, through a portfolio constituted of money market and debt instruments.
Expense Ratio | 1.09 |
Launched (0y ago) | 1.09 |
AUM in Crores | 555.4 |
ISIN | INF174V01218 |
Lock-in | - |
Benchmark | CRISIL Low Duration Debt A-I Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 1.4 |
Sharpe Ratio | -0.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Low Duration Fund (G) | 8,33,916 | 1,01,304 | 5.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
National Bank For Agriculture & Rural Development
6.6%Axis Bank Ltd.
5.6%Godrej Industries Ltd.
5.4%Shriram Finance Ltd
4.8%Small Industries Devp. Bank of India Ltd.
4.8%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,457 cr | ||
₹ 9,577 cr | ||
₹ 15,209 cr | ||
₹ 8,093 cr | ||
₹ 4,566 cr |
About the AMC
Mahindra Manulife Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9.191% | 9.586% | ||
6.103% | 5.976% | ||
21.998% | 19.318% | ||
27.31% | 20.841% | ||
16.277% | 14.488% |
Mahindra Manulife Low Duration Fund (G) Review
Mahindra Manulife Low Duration Fund (G) is a Debt Debt fund and has delivered an annualised return of 5.902% over a period of 7 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund manager’s name is Rahul Pal.
Nav of Mahindra Manulife Low Duration Fund (G) as of 10/3/2024 is ₹1549.48 with the total AUM as of 10/4/2024 is ₹555.3968. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Low Duration Fund (G) was launched on 2017-02-15. The category risk of the fund is Above Average.
The minimum SIP amount for Mahindra Manulife Low Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Mahindra Manulife Low Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Low Duration Debt A-I Index.
Mahindra Manulife Low Duration Fund (G) is rated as a 2 fund in Debt and delivered 6.979% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Low Duration Fund (G).
Frequently Asked Questions
What is Mahindra Manulife Low Duration Fund (G)?
How to invest in Mahindra Manulife Low Duration Fund (G)?
You can invest in Mahindra Manulife Low Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Mahindra Manulife Low Duration Fund (G)?
The minimum sip amount for Mahindra Manulife Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Low Duration Fund (G) good to invest in?
As per Scripbox experts, Mahindra Manulife Low Duration Fund (G) is a 2 fund. You can investMahindra Manulife Low Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Mahindra Manulife Low Duration Fund (G)?
The expense ratio of the Mahindra Manulife Low Duration Fund (G) is 1.09% for regular plan.