Should I invest in Mahindra Manulife Low Duration Fund?

We don't give personal investment advice. Mahindra Manulife Low Duration Fund - Regular Plan - Growth is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.4%. 5-year CAGR: 5.61%.

Mahindra Manulife

Mahindra Manulife Low Duration Fund - Regular Plan - Growth

Latest NAV

₹1,714.4265

As of

3 Jun 2026

2,246 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.01%	+0.03%	-0.02	9 / 10	Q4
1W	+0.18%	+0.20%	-0.02	9 / 10	Q4
2W	+0.25%	+0.17%	+0.08	1 / 10	Q1
1M	+0.17%	+0.16%	+0.01	5 / 10	Q2
3M	+1.07%	+0.98%	+0.09	2 / 10	Q1
6M	+2.19%	+2.15%	+0.04	4 / 9	Q2
YTD	+1.84%	+1.78%	+0.06	3 / 9	Q2
1Y	+5.19%	+5.08%	+0.11	4 / 9	Q2
2Y	+6.44%	+6.67%	-0.23	6 / 7	Q4
3Y	+6.54%	+6.75%	-0.21	6 / 7	Q4
4Y	+6.38%	+6.52%	-0.14	5 / 6	Q4
5Y	+5.61%	+5.82%	-0.21	5 / 5	Q4
7Y	+5.71%	+6.33%	-0.63	5 / 5	Q4
10Y	—	—	—	—	—
Inception	+5.96%	+5.66%	+0.30	6 / 10	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.84%	+1.78%	+0.06	3 / 9
2025	+6.86%	+7.27%	-0.41	7 / 7
2024	+7.11%	+7.28%	-0.17	6 / 7
2023	+6.67%	+6.82%	-0.14	6 / 7
2022	+3.71%	+4.05%	-0.34	5 / 5
2021	+3.12%	+3.36%	-0.24	4 / 5
2020	+6.30%	+10.97%	-4.67	5 / 5
2019	+7.90%	+4.31%	+3.59	4 / 5
2018	+6.45%	+7.03%	-0.59	4 / 4
2017	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.01%

102 windows

min 2.6% · max 8.5%

100% positive

3-Year rolling

+5.78%

77 windows

min 4.2% · max 7.1%

100% positive

5-Year rolling

+5.52%

53 windows

min 5.3% · max 5.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+5.90%

29 windows

min 5.7% · max 6.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.51%

3-year · annualised

Sharpe ratio

-0.25

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.25%

May 2026 → May 2026

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Low Duration Fund

Scheme	Fund house	NAV	As of
Kotak Low Duration Fund- Regular Plan-Growth Option	Kotak	₹3,501.9255	3 Jun 2026
Edelweiss Low Duration Fund - Regular Plan Growth	Edelweiss	₹1,071.2673	3 Jun 2026
DSP Low Duration Fund - Regular Plan - Growth	DSP	₹20.8012	3 Jun 2026
HSBC Low Duration Fund - Regular Growth	HSBC	₹30.1632	3 Jun 2026
BARODA BNP PARIBAS LOW DURATION FUND - Regular Plan - GROWTH OPTION	Baroda BNP Paribas	₹42.0106	3 Jun 2026
Axis Treasury Advantage Fund - Regular Plan - Growth Option	Axis	₹3,256.5868	3 Jun 2026
Bajaj Finserv Low Duration Fund - Regular - Growth	Bajaj Finserv	₹1,011.4197	3 Jun 2026
JM Low Duration Fund (Regular) - Growth Option		₹38.9103	3 Jun 2026
Union Low Duration Fund - Regular Plan - Growth Option	Union	₹10.3931	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹1,714.4265
2 Jun 2026	₹1,714.3133
1 Jun 2026	₹1,713.8173
29 May 2026	₹1,712.9513
27 May 2026	₹1,711.3541
26 May 2026	₹1,710.8116
25 May 2026	₹1,710.8951
22 May 2026	₹1,709.4141
21 May 2026	₹1,708.8394
20 May 2026	₹1,710.2097

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Mahindra Manulife Low Duration Fund - Regular Plan - Growth is ₹1,714.4265. It's a Low Duration Fund from Mahindra Manulife, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Low Duration Fund - Regular Plan - Growth has NAV history starting from 16 Feb 2017, a track record of about 9 years 3 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Mahindra Manulife Low Duration Fund - Regular Plan - Growth is managed by Mahindra Manulife. It's classified by AMFI under the 'Low Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mahindra Manulife Low Duration Fund - Regular Plan - Growth has delivered a absolute return of 5.19% — +0.11 pp ahead of the Low Duration Fund category average of 5.08%. The fund ranks #4 of 9 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Mahindra Manulife Low Duration Fund - Regular Plan - Growth has delivered a CAGR of 6.54% — -0.21 pp behind the Low Duration Fund category average of 6.75%. The fund ranks #6 of 7 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Mahindra Manulife Low Duration Fund - Regular Plan - Growth has delivered a CAGR of 5.61% — -0.21 pp behind the Low Duration Fund category average of 5.82%. The fund ranks #5 of 5 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Mahindra Manulife Low Duration Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹131,366 today — a multiplier of 1.31×, based on the 5-year CAGR of 5.61%. The category average over the same window would have grown ₹1 lakh to ₹132,681.

A ₹10,000 monthly SIP in Mahindra Manulife Low Duration Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹701,400 today. That's an XIRR (money-weighted annualised return) of 6.18%.

Mahindra Manulife Low Duration Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,033,694 — XIRR 5.83%.

On a 5-year basis, Mahindra Manulife Low Duration Fund - Regular Plan - Growth ranks #5 out of 5 funds in the Low Duration Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 5.82%; this fund delivered 5.61%.

The worst peak-to-trough decline Mahindra Manulife Low Duration Fund - Regular Plan - Growth has experienced over the last 5-year window is 0.37% — its NAV fell from a high on 02 May 2022 to a low on 06 May 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Mahindra Manulife Low Duration Fund - Regular Plan - Growth averaged 5.52% (best 5.89%, worst 5.34%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.56 — negative risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Low Duration Fund - Regular Plan - Growth returned 6.86% — lagging the Low Duration Fund category average of 7.27% by 0.41 pp. It ranked #7 of 7 in its category that year.

Mahindra Manulife Low Duration Fund - Regular Plan - Growth is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Mahindra Manulife Low Duration Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.4%. 5-year CAGR: 5.61%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Mahindra Manulife Low Duration Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Low Duration Fund

Recent NAVs

Frequently asked questions

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