Mahindra Manulife Short Duration Fund - Reg (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
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 Short Duration Fund - Reg (IDCW)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Established Team
Quality Score
Below Average
Mahindra Manulife Short Duration Fund - Reg (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Management Stability
Fund manager experience
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Fund Size
Assets under management
Investment Timing Insights
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2040 6.68 | Govt. Securities | 9.35% |
| REC Ltd | Finance - Term-Lending Institutions | 8.83% |
| 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% |
| N A B A R D | Debt Others | 5.59% |
Compare against Short Duration Fund category average
Performance Summary
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
Mahindra Manulife Short Duration Fund - Reg (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹4024.90 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (G) | ₹3638.85 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3618.90 | 4.28% | 7.73% | 6.96% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2839.57 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (Discretionary) | ₹2714.42 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2648.54 | 4.71% | 8.59% | 7.67% |
| Groww Short Duration Fund - Direct (G) | ₹2443.93 | 4.85% | 8.61% | 7.50% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2371.04 | 4.34% | 7.81% | 6.91% |
| Groww Short Duration Fund (G) | ₹2124.59 | 4.48% | 7.59% | 6.37% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1303.24 | 4.73% | 8.53% | 7.46% |
Category Average Returns
Rahul Pal
A seasoned investment professional with over 5 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.