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Scheme Information
Investment Objective
The investment objective of the Scheme is to generate regular returns and capital appreciation by investing predominantly in AA and below rated corporate bonds,debt,government securities and money market instruments while maintaining the optimum balance of yield,safety and liquidity. 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.
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.
Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 6,056 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,20 debt and 9 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q)
About Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q)
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) is a credit risk debt fund and has delivered an annualised return of 4.8% over a period of 3 years .The fund was previously known as Mahindra Manu Credit Risk Reg Qt IDCW-R.The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd..The fund manager’s name is Rahul Pal.
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) Investment Objective
The investment objective of the Scheme is to generate regular returns and capital appreciation by investing predominantly in AA and below rated corporate bonds,debt,government securities and money market instruments while maintaining the optimum balance of yield,safety and liquidity. 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. However, there is no assurance that the objective of the scheme will be realized.
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) NAV,AUM,Risk
The Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) fund was launched on Aug 20, 2018. The NAV (Net Asset Value) of this credit risk debt as of 2021-07-30 is ₹ 10.2374. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 123.012. The category risk of the Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) fund is Moderately High risk.
The fund charges 1.61 % as expense ratio.
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) Holdings
The fund’s highest allocation is towards debt and has invested 73.4% in this asset class. The top three holdings of the fund are 5.85% govt stock 2030,6.64% govt stock 2035 and 8.21% maharastra sdl 2025
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) Investment volatility and Horizon
This fund 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 NIFTY Credit Risk Bond TR INR.
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) Review
Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) has a score of 1 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Mahindra Manulife Dynamic Bond Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-Q) has a score of 2 out of 5.
The credit risk of the fund is 3 out of 5 as compared to other debt funds.
