Mahindra Manulife Short Term Fund - Direct Plan has delivered 37.14% absolute return over the last 5 years.
The average return for Short Duration funds is 36.25% .
This fund ranks #12 in its category based on 5-year returns.
The largest portfolio holding is 777% REC LTD 2028 with a portfolio weight of 6.29% .
The fund currently owns more than 27 stocks.
The top 10 holdings account for 58.54% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.91% | 3.96% |
| 2 Year Return | 25.16% | 10.60% |
| 3 Year Return | 35.72% | 18.11% |
| 4 Year Return | N/A | 26.83% |
| 5 Year Return | N/A | 36.25% |
| 6 Year Return | N/A | 46.67% |
| 7 Year Return | N/A | 59.31% |
| Expense Ratio | 0.27% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.29%
|
||
| 2 |
6.27%
|
||
| 3 |
6.26%
|
||
| 4 |
6.23%
|
||
| 5 |
6.21%
|
||
| 6 |
6.18%
|
||
| 7 |
6.18%
|
||
| 8 |
6.17%
|
||
| 9 |
4.95%
|
||
| 10 |
3.80%
|
||
| 11 |
3.77%
|
||
| 12 |
3.73%
|
AMC: MAHINDRA MANULIFE
Category: Debt • Short Duration
Launch Date: 09 Feb 2021
Fund Manager: Mr. Rahul Pal
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Mahindra Manulife Short Term Fund - Direct Plan is managed by MAHINDRA MANULIFE and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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