Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Mahindra Manulife Short Duration Fund - Direct Plan -Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 63/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)7.82%
- Expense ratio (20%)0.32%
- AUM (15%)₹81 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Mahindra Manulife Mutual Fund · Debt · Short Duration
₹14.29
AUM: ₹81 Cr
NAV updated 14 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.32%
Exit Load
Nil
Fund Manager
Rahul Pal
Inception
Feb 2021
Benchmark
CRISIL Short Duration Debt A-II Index
Sharpe Ratio
-0.21
Std Dev (1Y)
1.14%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.03%
3m
+1.55%
6m
+3.17%
1y
+6.03%
3y
+7.82%
5y
+6.62%
10y
—
since inception
+6.65%
TopFund's Take on Mahindra Manulife Short Duration Fund - Direct Plan -Growth
Mahindra Manulife Short Duration Fund - Direct Plan -Growth sits in the middle of the pack for Short Duration funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 63/100.
Cost: At 0.32%, the expense ratio is meaningfully cheaper — about 20% below the Short Duration category average of 0.4% (based on 120 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.21 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.14% is on the lower side for a Short Duration fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Mahindra Manulife Short Duration Fund - Direct Plan -Growth
The current NAV (Net Asset Value) of Mahindra Manulife Short Duration Fund - Direct Plan -Growth is ₹14.29. NAV is updated every business day after market close by AMFI.
1Y: 6.03% · 3Y CAGR: 7.82% · 5Y CAGR: 6.62%
The expense ratio of Mahindra Manulife Short Duration Fund - Direct Plan -Growth is 0.32% per annum. This is the annual fee charged by the fund to manage your investment.
Mahindra Manulife Short Duration Fund - Direct Plan -Growth is managed by Rahul Pal at Mahindra Manulife Mutual Fund.
Mahindra Manulife Short Duration Fund - Direct Plan -Growth is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Mahindra Manulife Short Duration Fund - Direct Plan -Growth is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Mahindra Manulife Short Duration Fund - Direct Plan -Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Mahindra Manulife Short Duration Fund - Direct Plan -Growth is ₹81 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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