Mahindra Mutual Fund

Mahindra Manulife Low Duration Fund Direct Plan Growth

₹ 1689.32

NAV (Jan 22)

6.742%
3 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
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 ->

Consistency of Credit quality

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Fund Size

Neutral

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

Scheme Information

Investment Objective

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
0.3 %
Launched 7Y ago
2017-02-15
AUM in Crores
562.2
ISIN
INF174V01267
Lock-in (days)
No Lock-in
Benchmark
CRISIL Low Duration Debt A-I Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.6
Beta
1.3
Sharpe Ratio
0.8
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2024-12-03

Top Debt Holdings

National Bank For Agriculture & Rural Development

6.63%
6.63%

Axis Bank Ltd.

5.55%
5.55%

Godrej Industries Ltd.

5.39%
5.39%

Shriram Finance Ltd

4.77%
4.77%

Small Industries Devp. Bank of India Ltd.

4.75%
4.75%
See all holdings
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Frequently Asked Questions

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