Comprehensive analysis of Mahindra Manulife Short Duration Fund - Reg (IDCW) (41879) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Mahindra Manulife Investment Management Pvt Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
Moderate Risk
Moderate Expenses
Debt Focused
Established Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Recent performance momentum
Risk-adjusted returns
Fund manager experience
Fund management costs
Historical performance consistency
Market exposure level
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2040 6.68 | Govt. Securities | 9.35% |
| REC Ltd | Finance - Term-Lending Institutions | 8.83% |
| REC Ltd | Finance - Term-Lending Institutions | 7.75% |
| Embassy Office Parks REIT | Infra/ Real Estate Investment Trust | 6.39% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 6.32% |
| Tata Cap.Hsg. | Debt Others | 6.28% |
| S I D B I | Debt Others | 6.27% |
| Cube Highways Trust | Infra/ Real Estate Investment Trust | 6.26% |
| Bajaj Housing Finance Ltd | Finance - Housing - Large | 6.24% |
| Godrej Industries Ltd | Chemicals - Organic - Large | 5.73% |
Compare against Short Duration Fund category average
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹3955.75 | 5.29% | 9.70% | 7.83% |
| Invesco India Short Duration Fund (G) | ₹3583.33 | 4.98% | 8.98% | 7.17% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3565.22 | 4.90% | 8.83% | 7.12% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2790.79 | 5.29% | 9.70% | 7.83% |
| Invesco India Short Duration Fund (Discretionary) | ₹2673.00 | 4.98% | 8.98% | 7.17% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2603.04 | 5.29% | 9.70% | 7.83% |
| Groww Short Duration Fund - Direct (G) | ₹2402.14 | 5.34% | 9.74% | 7.80% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2334.96 | 4.94% | 8.88% | 7.03% |
| Groww Short Duration Fund (G) | ₹2092.51 | 4.89% | 8.61% | 6.63% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1281.28 | 5.28% | 9.56% | 7.73% |
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