INF174V01218

CASPeR Ranking #235

Mahindra Manulife Low Duration Fund Regular Growth

Low to Moderate Risk Low Duration Fixed Income

NAV (Mon Sep 16 2024)

₹1,544

Returns (Since Inception)

5.38%

Category Average

5.59%

Rating

3

Allocation and Holdings

Asset class

Weightage

Unknown

44.04%

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Overall rating

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Scheme Information

Fund name

Mahindra Manulife Low Duration Fund Regular Growth


Minimum SIP

500


Risk Level

Low to Moderate Risk


AUM

₹555.40 Cr


ISIN

INF174V01218


Inception Date

Feb 15 2017


Standard Deviation

0.645


Beta

-


Sharpe Ratio

-1.454


Benchmark

CRISIL Low Duration Fund TR INR


Expense Ratio

1.090%


Exit Load

Nil

Risk

Low to Moderate Risk

Investment Objective

The investment objective of the Scheme is to provide reasonable returns, commensurate with a low to moderate level of risk and high degree of liquidity, through a portfolio constituted of money market and debt instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Fund Managers

Rahul Pal

About the AMC

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frequently asked questions

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What is the current NAV of Mahindra Manulife Low Duration Fund Regular Growth?

The NAV of Mahindra Manulife Low Duration Fund Regular Growth is ₹1,544 as of Mon Sep 16 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Mahindra Manulife Low Duration Fund Regular Growth?

Rahul Pal is the current fund manager of Mahindra Manulife Low Duration Fund Regular Growth as on Tue Sep 17 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Mahindra Manulife Low Duration Fund Regular Growth?

The Expense Ratio of Mahindra Manulife Low Duration Fund Regular Growth is 109.00% as of Tue Sep 17 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 109.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Mahindra Manulife Low Duration Fund Regular Growth?

The minimum Systematic Investment Plan (SIP) amount required for Mahindra Manulife Low Duration Fund Regular Growth is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Mahindra Manulife Low Duration Fund Regular Growth?

To initiate a lump sum investment in Mahindra Manulife Low Duration Fund Regular Growth, a minimum initial amount of ₹1,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Mahindra Manulife Low Duration Fund Regular Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Mahindra Manulife Low Duration Fund Regular Growth is classified as Low to Moderate Risk.

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What is the category of Mahindra Manulife Low Duration Fund Regular Growth?

The category of the Mahindra Manulife Low Duration Fund Regular Growth is Fixed Income.

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