- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Low Duration Fund (Growth)
Formerly Mahindra MF Alp-Samay Bch Yjn Reg Gr
Mahindra Manulife Low Duration Fund (Growth)
₹ 1393.8803
NAV (Mar 17)
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
₹ 1393.8803
NAV (Mar 17)
Fund Returns
Last 1Y | 4.3% |
Last 3Y | 4.5% |
Last 5Y | 5.5% |
Last 10Y | NA |
Since Inception | 5.6% |
6 Month CAGR | 2.7% |
Scheme Information
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 | 1.17 |
Launched (6y ago) | Feb 15, 2017 |
AUM in Crores | 395.914 |
ISIN | INF174V01218 |
Lock-in | No Lock-in |
Benchmark | CRISIL Low Duration Fund TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.7 |
Standard Deviation (5yr) | 0.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.067 |
Sharpe Ratio (5yr) | 0.578 |
YTM | 7.81 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Low Duration Fund (Growth) | 836,128 | 103,516 | 5.5% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
small industries development bank of india
6.2%axis bank limited
5.9%indian oil corporation limited
5%piramal enterprises limited
5%icici bank limited
4.8%Compare Mahindra Manulife Low Duration Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 47,245 cr | ||
₹ 14,457 cr | ||
₹ 20,146 cr | ||
₹ 13,095 cr | ||
₹ 47,245 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,770 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,25 debt and 9 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.6% | 7.4% | ||
14.2% | 7.7% | ||
14.2% | 7.7% | ||
29% | 12.5% | ||
27.1% | 11.2% |
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 6 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 3/17/2023 is ₹1393.88 with the total AUM as of 3/20/2023 is ₹395.914. 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 1 fund in Debt and delivered 4.3% 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 Not Recommended 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 1.17% for regular plan.