Mahindra Manulife Ultra Short to Short Term Fund - Direct Plan has delivered 35.64% absolute return over the last 5 years.
The average return for Low Duration funds is 34.43% .
This fund ranks #12 in its category based on 5-year returns.
The largest portfolio holding is 748% NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT 2028 with a portfolio weight of 6.54% .
The fund currently owns more than 40 stocks.
The top 10 holdings account for 47.84% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.09% | 4.01% |
| 2 Year Return | 24.33% | 9.87% |
| 3 Year Return | 35.86% | 17.11% |
| 4 Year Return | 44.60% | 25.13% |
| 5 Year Return | 63.56% | 34.43% |
| 6 Year Return | 81.93% | 44.19% |
| 7 Year Return | N/A | 55.54% |
| Expense Ratio | 0.29% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.54%
|
||
| 2 |
4.69%
|
||
| 3 |
4.68%
|
||
| 4 |
4.68%
|
||
| 5 |
4.67%
|
||
| 6 |
4.67%
|
||
| 7 |
4.61%
|
||
| 8 | Finance & Investments |
4.49%
|
|
| 9 |
4.41%
|
||
| 10 |
4.40%
|
||
| 11 |
3.75%
|
||
| 12 |
3.74%
|
AMC: MAHINDRA MANULIFE
Category: Debt • Low Duration
Launch Date: 14 Feb 2017
Fund Manager: Mr. Rahul Pal
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Mahindra Manulife Ultra Short to 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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