Mahindra Manulife Short Duration Reg-G

Fund Category: Short Duration

Fund Category Short Duration

Moderate Debt G

3 Morning Star

2 Value Research

NAV( 29 Apr 2025)

₹ 12.64
1.37%

Mahindra Manulife Short Duration Reg-G

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Performance

6.63%3y Returns

0.11% 1D Returns

Investment details

  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 1000
  • Lock In

    0
  • Expense ratio

    1.26%
  • Exit load

    NIL
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 75 Cr
  • Plan

    REGULAR
  • Launch date

    9 Feb 2021
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Short Duration Debt A-II Index
  • ISIN

    INF174V01AJ1

Fund allocation

Asset allocation

Company holdings
Company Allocation %
CDMDF Class A2 0.25%
LIC Housing Finance Ltd FRB 7.74 11/02/2028 6.7%
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.59 10/02/2026 3.33%
Mindspace Business Parks REIT Debenture 8.02 13/04/2026 4.01%
Godrej Industries Ltd SR II NCD 8.40 27/08/2027 2.01%
Muthoot Finance Ltd NCD 8.97 18/01/2027 4.03%
Reverse Repo 2.87%
Net Receivables 2.5%
GOI Sec 7.32 13/11/2030 23.5%
Godrej Properties Ltd SR A NCD 8.15 03/07/2026 5.35%
GOI Sec 6.75 23/12/2029 5.39%
Repo 0.68%
Kotak Mahindra Bank Ltd CD 24/07/2025 6.51%
Bharti Telecom Ltd SR XX Debenture 8.75 05/11/2028 4.07%
Shriram Finance Ltd SR PPD XV 23-24 Debenture 9.25 19/12/2025 3.35%
Cholamandalam Investment & Finance Company Ltd SR 3 TR III Debenture 8.50 07/12/2026 4.02%
360 ONE Wealth Ltd SR VI TR I Debenture 9.61 18/01/2027 2.0%
Tata Realty and Infrastructure Ltd SR I RR Debenture 03/05/2026 3.34%
National Bank For Agriculture & Rural Development SR 25A Debenture 7.70 30/09/2027 6.71%
REC Ltd SR 234-A Debenture 7.70 31/08/2026 5.35%
Godrej Industries Ltd SR 1 Debenture 8.42 27/12/2027 4.03%
Sectors
Company Allocation %
Others 6.30%
Construction 12.70%
Sovereign 28.89%
Consumer Staples 6.04%
Financial 42.00%
Communication 4.07%

Risk Associated

Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

The joint venture of Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Pte. Ltd. brings together Mahindra?s domestic market strength and track record of successfully building businesses focused on meeting customer needs and Manulife?s global wealth and asset management capabilities and richness of experience in servicing the needs of Asian consumers across developed and developing markets. We aim to offer wide variety of investment solutions pan-India, with focus on semi-urban areas.

  • Funds Offered

    11
  • AUM

    ₹ 5,687 Cr
  • Highest Return

    16.51%
About

Rahul Pal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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