• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Low Duration Fund (Growth)

Formerly Mahindra MF Alp-Samay Bch Yjn Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Low Duration Fund (Growth)

DebtLow Duration

1370.8102

NAV (Dec 01)

4.3%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in low duration mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

Scripbox Recommended Debt Funds

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1370.8102

NAV (Dec 1)

Fund Returns

Last 1Y

3.5%

Last 3Y

4.3%

Last 5Y

5.5%

Last 10Y

NA

Since Inception

5.6%

6 Month CAGR

2.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is 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. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio

1.16

Launched (5y ago)

Feb 15, 2017

AUM in Crores

388.445

ISIN

INF174V01218

Lock-in

No Lock-in

Benchmark

CRISIL Low Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0.8

Standard Deviation (5yr)

0.8

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.32

Fund Managers

Rahul Pal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-12-01

Top Debt Holdings

small industries development bank of india

6.2%
6.2%

axis bank limited

5.1%
5.1%

indian oil corporation limited

5%
5%

piramal enterprises limited

5%
5%

reverse repo

4.5%
4.5%
See all holdings

Compare Mahindra Manulife Low Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,230 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 12 hybrid funds.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    23.2%

    15%

    5.1%

    5.5%

    11.3%

    8.6%

    4.1%

    5.6%

    11.1%

    8.9%

    Mahindra Manulife Low Duration Fund (G) Review

    Mahindra Manulife Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 5.6% over a period of 5 years. The fund was previously known as Mahindra MF Alp-Samay Bch Yjn Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund manager’s name is Rahul Pal.

    Nav of Mahindra Manulife Low Duration Fund (G) as of 12/1/2022 is ₹1370.81 with the total AUM as of 12/2/2022 is ₹388.445. 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 Feb 15, 2017. The category risk of the fund is Moderate Risk.

    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 Fund TR INR.

    Mahindra Manulife Low Duration Fund (G) is rated as a 2 fund in Debt and delivered 3.5% 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)?

    Mahindra Manulife Low Duration Fund (G) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    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 Neutral 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 1.16% for regular plan.