Mahindra Manulife Ultra Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Ultra Short Duration funds is 8.13% .
The largest portfolio holding is SMALL INDUSTRIES DEV BANK OF INDIA 2027 with a portfolio weight of 8.32% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 61.30% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.83% | 4.92% |
| 2 Year Return | 23.75% | 9.35% |
| 3 Year Return | 35.33% | 4.58% |
| 4 Year Return | 43.26% | 5.86% |
| 5 Year Return | N/A | 8.13% |
| 6 Year Return | N/A | 13.28% |
| 7 Year Return | N/A | 52.68% |
| Expense Ratio | 0.26% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
8.32%
|
||
| 2 |
8.02%
|
||
| 3 |
7.14%
|
||
| 4 |
6.35%
|
||
| 5 |
6.35%
|
||
| 6 |
6.10%
|
||
| 7 |
5.45%
|
||
| 8 |
4.55%
|
||
| 9 |
4.53%
|
||
| 10 | Others - Not Mentioned |
4.49%
|
|
| 11 |
3.84%
|
||
| 12 |
2.49%
|
AMC: MAHINDRA MANULIFE
Category: Debt • Ultra Short Duration
Launch Date: 10 Oct 2019
Fund Manager: Mr. Rahul Pal
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Mahindra Manulife Ultra 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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