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

Formerly Mahindra Manulife Short Term Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Short Duration Fund (Growth)

DebtShort Term

11.5882

NAV (Apr 22)

4.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

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

11.5882

NAV (Apr 22)

Fund Returns

Last 1Y
6.4%
Last 3Y
4.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
4.8%
6 Month CAGR
3.8%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate income and capital appreciation through an actively managed diversified portfolio of Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Expense Ratio
1.26
Launched (3y ago)
Feb 23, 2021
AUM in Crores
47.331
ISIN
INF174V01AJ1
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Debt A-II TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.3
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.499
Sharpe Ratio (5yr)
0
YTM
7.83
Fund Managers

Rahul Pal

Fund Manager

Pranav Patel

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Short Duration Fund (Growth)70%8,19,921 87,3094.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-04-22

Top Debt Holdings

7.32% govt stock 2030

36.3%
36.3%

8.25% govt stock 2033

10.5%
10.5%

mindspace business parks reit

6.2%
6.2%

cholamandalam investment and fin. co. ltd

6.2%
6.2%

power finance corporation ltd.

6.1%
6.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 19,790 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.9%

9.1%

5.5%

5.9%

7.9%

8.2%

7.9%

8.2%

Mahindra Manulife Short Duration Fund (G) Review

Mahindra Manulife Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 4.8% over a period of 3 years. The fund was previously known as Mahindra Manulife Short Term Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Pranav Patel, Rahul Pal.

Nav of Mahindra Manulife Short Duration Fund (G) as of 4/22/2024 is ₹11.59 with the total AUM as of 4/23/2024 is ₹47.331. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Short Duration Fund (G) was launched on Feb 23, 2021. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Mahindra Manulife Short 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 Short 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 Short Duration Debt A-II TR INR.

Mahindra Manulife Short Duration Fund (G) is rated as a 0 fund in Debt and delivered 6.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Short Duration Fund (G).

Frequently Asked Questions

What is Mahindra Manulife Short Duration Fund (G)?

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

How to invest in Mahindra Manulife Short Duration Fund (G)?

You can invest in Mahindra Manulife Short 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 Short Duration Fund (G)?

The minimum sip amount for Mahindra Manulife Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Mahindra Manulife Short Duration Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Short Duration Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Short 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 Short Duration Fund (G)?

The expense ratio of the Mahindra Manulife Short Duration Fund (G) is 1.26% for regular plan.