Mutual Funds

Mahindra Manulife Ultra Short Duration Fund - Direct Plan -Growth

Mahindra Manulife Mutual FundUltra Short DurationLow Risk
₹1,507.06+0.64 (+0.04%)

NAV as on 2026-07-17 · Debt · Ultra Short Duration

AUM

₹196 Cr

1Y Return

+6.5%

3Y CAGR

+7.3%

5Y CAGR

+6.5%

Expense

0.26%

Risk

Low

Mahindra Manulife Ultra Short Duration Fund
₹1,507.06+0.04%

1Y Return

+6.5%

3Y CAGR

+7.3%

5Y CAGR

+6.5%

Since Inception

+6.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹1,415.45
₹1,507.06

100% from 52W low

Fund Information

Ultra Short DurationDebtSince 18-10-2019

Fund House

Mahindra Manulife Mutual Fund

Category

Debt - Ultra Short Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash73.4%
Other0.3%

Market Cap Split

Top Holdings

28 stocks
Weight1M Change
1

Small Industries Development Bank Of India

17.32%0.0%
2

Canara Bank

16.87%0.0%
3

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)

13.81%0.0%
4

Power Finance Corporation Limited

13.00%0.0%
5

Tbill

11.73%-16.7%
6

HDFC Bank Limited

11.69%0.0%
7

Tata Capital Housing Finance Limited

9.64%0.0%
8

Godrej Properties Limited

9.62%0.0%
9

Bank Of Baroda

9.17%0.0%
10

Punjab National Bank

8.30%0.0%

Risk Metrics (3Y)

Sharpe Ratio

1.97

Cat avg: 0.64

Sortino Ratio

5.49

Cat avg: 2.10

Beta

1.10

Cat avg: 0.99

Std Deviation

0.41%

Cat avg: 0.57%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Mahindra Manulife Ultr ShrtDurDirGr1960.26+6.5%+7.3%+6.5%
Aditya BSL Savings Dir Gr17,8160.26+6.5%+7.5%+6.7%
HDFC Ultra S/T Fund Dir Gr15,9500.39+6.3%+7.2%+6.5%
ICICI Pru Ultra Short Term Dir Gr14,3520.34+6.6%+7.4%+6.7%
Kotak Savings Fund Dir Gr14,1810.37+6.4%+7.2%+6.5%
SBI Ultra Short Dur Dir Gr11,4080.35+6.3%+7.2%+6.4%
Nippon India U/ST Duration Dir Gr10,2000.33+6.8%+7.6%+6.9%
Tata Ultra Short Term Dir Gr5,2670.25+6.8%+7.5%+6.7%
Axis Ultra Short Dur Fd Dir Gr4,9490.39+6.6%+7.4%+6.7%
Bandhan Ultra Short Dur Dir Gr4,0990.23+6.3%+7.2%+6.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹196 Cr
Expense Ratio0.26%
Volatility (3Y)0.4%
Sharpe Ratio1.97
Sortino Ratio5.49
Beta1.10
Min SIP₹500
Min Lumpsum₹5,000
Holdings28

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.