Mahindra Manulife Short Term Fund

(An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years (please refer to page no. 35 of SID). A moderate interest rate risk and moderate credit risk.)

Type : Mutual Fund

Asset Class : Debt

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit LoadNIL

Fund Manager : Mr. Rahul Pal

Total Experience: Collectively over 18 years of work experience in the Fixed Income segment

Fund Manager : Mr. Kush Sonigara

Total Experience: Collectively over 9years of work experience

This Product is Suitable for investors who are seeking*

  • Income over short to medium term.
  • Investment in debt and money market instruments.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Mahindra Manulife Short Term Fund

Investors Understands that their principal will be at Moderate risk

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CRISIL Short Term Bond Fund Index

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to generate income and capital appreciation through an actively managed diversified portfolio of Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Short Term Fund Simple Annualised Returns(%) CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Dec 31, 2021)
Managed by Mr. Rahul Pal and Mr. Kush Sonigara 6 Months Since Inception 1 Year 3 Years 5 Years Since Inception 6 Months Since Inception
Regular Plan - Growth Option 3.89 4.48 N/A N/A N/A N/A 10193 10379 10.38
Direct Plan - Growth Option 4.88 5.47 null N/A N/A N/A 10241 10463 10.46
CRISIL Short Term Bond Fund Index^ 5.05 5.74 N/A N/A N/A N/A 10249 10486 4050.66
Crisil 1 Yr T-Bill Index^^ 3.47 3.57 null N/A N/A N/A 10172 10302 6261.63

^Benchmark ^^Additional Benchmark. Inception/Allotment date: 23-Feb-21.
Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 1,000 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. SIP Performance as on December 31, 2021

For performance of other schemes managed by Mr. Rahul Pal click here

For performance of other schemes managed by Mr. Kush Sonigara click here

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.