INF174V01259
The investment objective of the Scheme is to provide reasonable returns, commensurate with a low to moderate level of risk and high degree of liquidity, through a portfolio constituted of money market and debt instruments.
Low Duration Funds maintain a portfolio of high-rated debt and money market instruments. Since the portfolio has a Macaulay duration of around 6 to12 months, these funds try to achieve a balance of safety, liquidity and yield. Investors may find these funds suitable to earn regular income on short term surplus money.
The fund follows a conservative approach by investing in high-quality debt securities and money market instruments. This strategy helps maintain moderate risk while providing better liquidity compared to longer-duration debt funds. The fund is suitable for investors looking for stable returns with capital protection over shorter investment horizons.
- Fund Category: Low Duration Debt Fund
- Risk Level: Moderate risk
- Investment Horizon: 6 months to 2 years
- Minimum SIP Investment: ₹500
- Minimum Lumpsum Investment: ₹1,000
Rahul Pal is the Current Fund Manager of Mahindra Manulife Low Duration Fund Direct Growth fund. Rahul Pal are the current fund managers of this mutual fund with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
Mr. Pal brings significant expertise in managing debt portfolios and has a proven track record in fixed-income investments. Mr. Pal is a B.Com (H) and Chartered Accountant. Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus AMC, Sundaram Mutual Fund and IDBI Mutual Fund.
His extensive experience across multiple asset management companies provides him with deep insights into debt market dynamics and interest rate movements, making him well-suited to manage this low-duration fund.
A joint venture between Manulife Investment Management (Singapore) Pte. Ltd and Mahindra & Mahindra Financial Services Limited resulted in the incorporation of Mahindra Manulife Mutual Fund. The fund house intends to provide a wide range of investment solutions for investors spread across India, with the primary focus being on semi-urban areas.
Mahindra Manulife Investment Management Pvt. Ltd. operates with the backing of two strong financial institutions - Mahindra Group from India and Manulife from Canada. This partnership brings together local market expertise with global investment management capabilities.
- Total AUM: ₹ 14,187.57 crores
- Scheme Portfolio: 11 equity, 3 hybrid schemes
- Focus Area: Semi-urban and rural markets across India
- Office Location: 1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018, Mumbai, 400018
The fund house has established itself as a reliable player in the Indian mutual fund industry, offering diverse investment solutions across various asset classes and risk profiles.
The Mahindra Manulife Low Duration Fund is suitable for conservative investors seeking stable returns with moderate risk exposure. Here's an analysis to help you decide:
- You prefer low-to-moderate risk investments
- You need liquidity within 6 months to 2 years
- You want regular income from short-term surplus funds
- You seek better returns than savings accounts with manageable risk
- You're looking for a parking space for funds before making longer-term investments
- Latest Fund Size: ₹4,742 Cr (as of June 20, 2025)
- Expense Ratio: 0.30 (as of February 25, 2025)
- Since Inception Returns: 6.95%p.a.
- You have a higher risk appetite for potentially better returns
- You're looking for long-term wealth creation
- You need tax-saving investment options
- You prefer equity exposure for inflation protection
The fund's consistent performance, experienced fund management, and focus on quality debt instruments make it a reasonable choice for conservative investors. However, evaluate it against your specific financial goals and risk tolerance.
The latest NAV varies by plan. The Direct Growth plan NAV is ₹1,752.45 as of June 20, 2025. NAV changes daily based on market conditions.
The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr as of June 20, 2025. The AUM reflects the total value of assets managed by the fund.
The expense ratio of Mahindra Manulife Low Duration Fund Plan is 0.30 as of February 25, 2025. This is the annual fee charged for managing your investments.
Returns since inception are 6.95%p.a. Past performance doesn't guarantee future returns, and actual returns may vary based on market conditions.
The minimum SIP amount to invest in this scheme is ₹500. This makes it accessible for investors looking to start with small regular investments.
You can invest through Allvest platform, which offers easy online investment options for both SIP and lumpsum investments. Complete your KYC and start investing with just ₹500 for SIP.
Visit the Allvest platform, select Mahindra Manulife Low Duration Fund, choose SIP option, set your monthly amount (minimum ₹500), select investment date, and complete the transaction through net banking or UPI.
Through Allvest platform, set up auto-debit mandate during SIP registration. This automatically debits your bank account monthly on your chosen date, ensuring consistent investments without manual intervention.
Log into your Allvest account, go to your investment portfolio, select the fund, choose redemption option (partial or full), specify the amount/units, and confirm. The redemption amount typically credits to your bank account within 1-3 working days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer