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DebtShort Duration FundDirect · Growth

Mahindra Manulife Short Duration Fund - Direct Plan -Growth

Mahindra Manulife · Scheme 148729

14.25 0.02%NAV · 2026-08-05
62
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
8.0%
Risk level
Low
Min SIP
Benchmark
CRISIL Short Duration Debt Index

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.17%
3 Months+2.42%
6 Months+3.77%
1 Year+6.14%
3 Years (CAGR)+7.95%
5 Years (CAGR)+6.75%
10 Years (CAGR)
Since Launch+6.73%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns34
Consistency77
Risk-adjusted30
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 0.9%
  • Volatility: 1% annualised
  • Max drawdown: -1%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +8.0%
  • 5Y CAGR: +6.8%
  • Beat category: beat category in 54% of windows
  • Sharpe ratio: 0.33

Risk metrics

Sharpe ratio
0.33
Sortino ratio
0.37
Volatility
0.92%
Max drawdown
-1.10%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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