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Mahindra Manulife Low Duration Fund

Growth
1,674.090.04% (+0.62)

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Mahindra Manulife Low Duration Fund

Growth
DebtLow Duration Fund
Mid-size FundAssets Under Mgmt: ₹ 578 Cr
Moderate RiskPrinciple investment will be at moderate risk
1,674.090.04% (+0.62)

Price Chart

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Returns
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1M
6M
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SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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DebtLow Duration Fund
Mid-size FundAssets Under Mgmt: ₹ 578 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.307.7311.38
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.567.5510.44

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Low Duration Debt Index

About Low Duration Fund

Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.

Peers & Comparison

Comparing 3 mutual funds from 
DebtLow Duration Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Mahindra Manulife Low Duration Fund8.10%6.60%6.82%
ICICI Pru Savings Fund8.17%6.66%7.82%
HDFC Low Duration Fund8.13%6.72%7.70%
Kotak Low Duration Fund8.24%6.69%7.96%

Price Comparison

Compare Mahindra Manulife Low Duration Fund with any MF, ETF, stock or index
Compare Mahindra Manulife Low Duration Fund with any MF, ETF, stock or index
Mahindra Manulife Low Duration Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
+1 moreGovernment SecuritiesTreasury BillsCash & EquivalentsCertificate of DepositCorporate Debt0.22%4.43%5.07%6.22%15.21%68.85%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+8 moreReal EstateG-SecSpecialized FinancePrivate BanksPublic Banks40.27 %8.99 %9.49 %9.67 %11.93 %19.64 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2421.42%17.08%15.85%15.42%24.80%19.64%
Public Banks as a % of total holdings for last six quarters
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Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • 7.2% National Bank For Agriculture and Rural Development 2025
    ICRA AAA
    3M change : -0.61 %|ICRA AAA

    Holdings

    6.02 %

    -0.61 %
  • IndusInd Bank Limited 2025 ** #
    CRISIL A1+
    3M change : 4.96 %|CRISIL A1+

    Holdings

    4.96 %

    4.96 %
  • 7.17% Godrej Industries Limited 2025 **
    CRISIL AA
    3M change : -0.49 %|CRISIL AA

    Holdings

    4.90 %

    -0.49 %

AMC Profile

Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.

  • No.of Schemes

    23

  • Total AUM

    ₹ 28,988.59 Cr.

Fund Manager Profile

Rahul Pal

AUM:  ₹5,985.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Qualification

B.Com, C.A

Past Experience

Mr. Rahul Pal is the Fund Manager for Schemes - Taurus Short Term Income Fund & Taurus Ultra Short Term Bond Fund.

Funds Managed (22)

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Opinions and Fund Reviews

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