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Mahindra Manulife Short Duration Fund - Direct Plan -Growth
★★★★★ monitor_heart Health Score: 63/100 · AverageMahindra Manulife Mutual Fund · Debt · Short Duration
₹14.22
AUM: ₹83 Cr
NAV updated 9 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.33%
Exit Load
Nil
Fund Manager
Rahul Pal
Inception
Feb 2021
Benchmark
CRISIL Short Duration Debt A-II Index
Sharpe Ratio
0.05
Std Dev (1Y)
1.09%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.74%
3m
+2.11%
6m
+3.74%
1y
+6.3%
3y
+7.91%
5y
+6.76%
10y
—
since inception
+6.75%
rate_review 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 0.33%, the expense ratio is meaningfully cheaper — about 11% below the Short Duration category average of 0.37% (based on 118 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 modest Sharpe ratio of 0.05 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.09% is on the lower side, 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.
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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 ₹14.22. NAV is updated every business day after market close by AMFI.
1Y: 6.3% · 3Y CAGR: 7.91% · 5Y CAGR: 6.76%
The expense ratio is 0.33% per annum — the annual fee deducted from your investment to cover fund management costs.
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 a Moderate risk fund. 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.
The Assets Under Management (AUM) of Mahindra Manulife Short Duration Fund - Direct Plan -Growth is ₹84 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.