Mahindra Manulife Short Duration Fund Regular-IDCW
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Debt, Short Duration, Principal at moderate risk
1 Year Return 7.16% at 22 Dec 2025 06:35 PM
Fund Details
NAV 11.5961
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 4.83
Fund Size(in Crores) 77.5
Fund Performance
1 Month 0.17%
3 Month 1.16%
6 Month 2.39%
1 Year 7.16%
3 Year 7.04%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (42.73%) Market Cap Mid Cap 1.13 Small Cap 0 Large Cap 41.6 Top Sectors Financial 16.6 Energy 4.85 Technology 4.08 Automobile 3.75 Consumer Staples 3.45 Communication 2.43 Construction 2.28 Services 2.13 Healthcare 1.91 Materials 1.86 Capital Goods 1.45 Metals & Mining 1.16 Consumer Discretionary 0.71 Insurance 0.44 Chemicals 0.22 Textiles 0.04 Top Holding Trent 0.36 Info Edge (India) 0.15 Maruti Suzuki India 0.61 Power Grid Corporation Of India 0.36 Divi's Laboratories 0.24 Cholamandalam Investment and Finance Company 0.21 Coal India 0.24 Hindalco Industries 0.34 Interglobe Aviation 0.33 NTPC 0.44 Asian Paints 0.37 Avenue Supermarts 0.16 Tata Consumer Products 0.22 Tata Motors Passenger Vehicles 0.22 Tata Power Company 0.19 Ambuja Cements 0.11 Varun Beverages 0.3 ITC 1.09 United Spirits 0.13 Union Bank of India 0.08 ICICI Bank 4.06 LTIMindtree 0.14 Torrent Pharmaceuticals 0.09 Grasim Industries 0.41 Sun Pharmaceutical Industries 0.62 ABB India 0.07 Bharat Petroleum Corporation 0.34 Eternal 0.6 Siemens Energy India 0.08 Samvardhana Motherson 0.15 Axis Bank 1.06 HDFC Bank 6.16 Titan Company 0.62 Shriram Finance 0.34 Infosys 2.02 Bajaj Finance 1.11 Cipla 0.24 Hindustan Aero 0.25 SBI Life Insurance Company 0.39 Bharti Airtel 2.29 GAIL (India) 0.14 Ultratech Cement 0.5 Tata Consultancy 0.87 HCL Technologies 0.47 Mahindra & Mahindra 1.28 Nestle India 0.25 Bank of Baroda 0.17 Bajaj Auto 0.29 JIO Financial 0.29 Shree Cement 0.1 Godrej Consumer 0.13 Eicher Motors 0.37 Reliance Industries 2.74 TVS Motor Company 0.24 REC 0.13 Hindustan Unilever 0.84 ONGC 0.27 Britannia Industries 0.26 Tata Steel 0.52 Tata Motors 0.19 TVS Motor Company - Pref. Shares 0 Lodha Developers 0.09 Jindal Steel 0.11 Bharat Electronics 0.43 Siemens 0.08 State Bank of India 1.18 Larsen & Toubro 1.85 Havells India 0.1 Kotak Mahindra Bank 0.9 Tech Mahindra 0.29 DLF 0.13 Apollo Hospitals Enterprise 0.33
Debt & Others (57.27000000000001%) Sector Allocation Infrastructure Investment Trust 1.45 GOI Securities 8.54 Foreign Mutual Funds 14.24 Debt Credit Ratings SOV 8.84 AAA 4.92 Cash & Call Money 4.91 AA 0.22 AA+ 0.15 Debt Category ICICI Pru Silver ETF-G 4.18 Mirae Asset Nifty Midcap 150 ETF-G 2.41 National Bank Agr. Rur. Devp 3.42 ICICI Pru Nifty Midcap 150 ETF-G 2.23
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.07% Ret 1Y 4.87% Ret 3Y 5.3% Ret 5Y 3.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.07% Ret 1Y 4.87% Ret 3Y 5.3% Ret 5Y 3.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.07% Ret 1Y 4.87% Ret 3Y 5.3% Ret 5Y 3.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.09% Ret 1Y 7.74% Ret 3Y 7.47% Ret 5Y 6.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.09% Ret 1Y 7.74% Ret 3Y 7.47% Ret 5Y 6.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.09% Ret 1Y 7.74% Ret 3Y 7.47% Ret 5Y 6.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.09% Ret 1Y 7.74% Ret 3Y 7.47% Ret 5Y 6.09%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.13% Ret 1Y 8.05% Ret 3Y 7.56% Ret 5Y 5.97%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.13% Ret 1Y 8.05% Ret 3Y 7.56% Ret 5Y 5.97%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.13% Ret 1Y 8.05% Ret 3Y 7.56% Ret 5Y 5.97%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.13% Ret 1Y 8.05% Ret 3Y 7.56% Ret 5Y 5.97%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.3%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rahul Pal
Education Mr. Pal is a B.Com (H) and Chartered Accountant.
Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus AMC, Sundaram Mutual Fund and IDBI Mutual Fund.
Pranav Nishith Patel
Education Mr. Patel has done B.E and M.Sc
Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with MSCI Services Pvt Ltd, FICCI and Infosys Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 20
Date of Incorporation 2021-02-23
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
