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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.28 | 7.53 | 9.88 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.44 | 10.08 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Ultra Short Term Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Ultra Short Duration Fund(DD-IDCW) | 1.05% | 3.46% | 2.27% |
Aditya Birla SL Savings Fund(W-IDCW) | 0.04% | -0.10% | 0.02% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.05% | 0.05% | 0.13% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | -0.09% | -0.01% | 0.14% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
6.55 %
Holdings
6.52 %
Holdings
4.37 %
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
₹ 29,012.44 Cr.
Rahul Pal
AUM: ₹5,666.14 Cr.
|
Exp: 9yrs
Amit Garg
AUM: ₹2,871.53 Cr.
|
Exp: 8yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%