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  • Mahindra Manulife Short Term Fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Short Term Fund (Growth)

DebtShort Term

10.7029

NAV (Jan 27)

3.6%
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

10.7029

NAV (Jan 27)

Fund Returns

Last 1Y

3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3.6%

6 Month CAGR

2.5%

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 (2y ago)

Feb 23, 2021

AUM in Crores

42.531

ISIN

INF174V01AJ1

Lock-in

No Lock-in

Benchmark

CRISIL Short Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.35

Fund Managers

Rahul Pal

Fund Manager

Kush Sonigara

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Short Term Fund (Growth)70%NaN NaN%
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 2023-01-27

Top Debt Holdings

cholamandalam investment and fin. co. ltd

11.8%
11.8%

07.24 gj sdl 2026

11.7%
11.7%

364 Days Treasury Bill 27-07-2023

11.4%
11.4%

bajaj housing finance limited

11.3%
11.3%

export-import bank of india

11.3%
11.3%
See all holdings

Compare Mahindra Manulife Short Term Fund (Growth)

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

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,762 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.

amc-img

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

    9.7%

    7.9%

    9.5%

    8.2%

    9.5%

    8.2%

    19%

    13.2%

    18.9%

    11.5%

    Mahindra Manulife Short Term Fund (G) Review

    Mahindra Manulife Short Term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 3.6% over a period of 1 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Kush Sonigara, Rahul Pal.

    Nav of Mahindra Manulife Short Term Fund (G) as of 1/27/2023 is ₹10.70 with the total AUM as of 1/28/2023 is ₹42.531. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Short Term 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 Term 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 Term 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 Fund TR INR.

    Mahindra Manulife Short Term Fund (G) is rated as a 0 fund in Debt and delivered 3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Short Term Fund (G).

    Frequently Asked Questions

    What is Mahindra Manulife Short Term Fund (G)?

    Mahindra Manulife Short Term 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 Term Fund (G)?

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

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

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

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

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