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Mahindra Manulife Short Duration Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.29 | 7.65 | 6.87 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 7.53 | 5.75 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Short Duration Debt Index |
About Short Duration Fund
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Peers & Comparison
DebtShort Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Mahindra Manulife Short Duration Fund | 8.87% | 6.45% | 6.31% |
| ICICI Pru Short Term Fund | 8.56% | 7.12% | 8.53% |
| Kotak Bond Short Term Fund | 8.68% | 6.37% | 8.04% |
| HDFC Short Term Debt Fund | 8.63% | 6.50% | 8.06% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 7.32% Government of India 20303M change : -9.88 %|
Holdings
18.43 %
-9.88 % - Kotak Mahindra Bank Limited 2025 ** #3M change : 7.11 %|
Holdings
7.11 %
7.11 % - 8.15% Godrej Properties Limited 2026 **3M change : 4.14 %|
Holdings
5.98 %
4.14 %
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
₹ 29,038.25 Cr.
Fund Manager Profile
Rahul Pal
AUM: ₹5,977.29 Cr.
|
Exp: 9yrs
Pranav Patel
AUM: ₹2,134.18 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%