Mahindra Manulife Ultra Short Term Fund

An open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 to 6 months (please refer to page no. 31 of SID)

Type : Mutual Fund

Asset Class : Debt

Last Dividend Date: 27th November 2020 Last Dividend: 0.94599900

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo

Fund Manager : Rahul Pal

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

Experience in managing this fund : Managing since October 17, 2019

Fund Manager : Amit Garg

Total Experience: Collectively over 16 years of work experience in the Fixed Income segment

Experience in managing this fund : Managing since June 8, 2020

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This Product is Suitable for investors who are seeking*

  • Regular Income over short term.
  • Investment in a portfolio of short term debt and money market instruments.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to generate regular income and capital appreciation through investment in a portfolio of short term debt & money market instruments such that the Macaulay duration of the portfolio is between 3 - 6 months. 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.

Scheme Features:

  • Investment in quality short duration instruments having relatively stable returns and lowervolatility
  • Selection of securities based on Risk Guard Process^ – An in-house Research and Process Framework
  • Optimal risk management for providing better risk adjusted returns

^ Refer SID for details

Who is it suitable for?

  • CORPORATES/ MSME#/ SOLE PROPRIETORSHIP
    • Liquidity focus makes it is an apt cash management tool
    • Alternative for those looking beyond liquid funds for better risk adjusted return

  • INDIVIDUALS
    • Investors looking for a short term investment solution
    • Investors moving away from traditional short term products and looking for alternatives with higher return potential

# Micro, small and medium scale enterprises

Benchmark:

CRISIL Ultra Short Term Debt Index

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