Mahindra Manulife Short Duration Fund Direct Growth

Mahindra Manulife Short Duration Fund Direct Growth

Debt
Short Duration
Moderate Risk
+8.10%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
All
NAV: 24 Feb '26
₹13.82
Min. for SIP
₹500
Fund size
₹89.21 Cr
Expense ratio
0.40%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,343
+1.14%
1 year₹60,000₹61,675
+2.79%
3 years₹1,80,000₹2,01,349
+11.86%
5 years₹3,00,000₹3,59,108
+19.70%

Holdings (21)

NameSectorInstrumentsAssets
GOISovereignGOI Sec5.94%
Embassy Office Parks REITConstructionBonds5.66%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.65%
Small Industries Devp. Bank of India Ltd.FinancialBonds5.64%
Tata Capital Housing Finance Ltd.FinancialDebenture5.59%
Cube Highways TrustServicesDebenture5.58%
Mindspace Business Parks REITConstructionDebenture5.55%
Godrej Seeds & Genetics Ltd.Consumer StaplesNCD5.53%
Bank Of BarodaFinancialCD5.32%
Axis Bank Ltd.FinancialCD5.29%
Godrej Properties Ltd.ConstructionNCD4.48%
Bharti Telecom Ltd.CommunicationDebenture3.45%
Muthoot Finance Ltd.FinancialNCD3.40%
Godrej Industries Ltd.Consumer StaplesDebenture3.39%
JM Financial Services Pvt. Ltd.FinancialDebenture3.34%
Maharashtra StateOthersSDL2.84%
360 ONE Wealth Ltd.FinancialNCD2.80%
Maharashtra StateOthersSDL2.70%
Piramal Finance Ltd.FinancialDebenture2.26%
Godrej Industries Ltd.Consumer StaplesNCD1.69%
360 ONE Wealth Ltd.FinancialDebenture1.69%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+2.9%+7.8%+8.1%+6.7%
Category average (Debt Short Duration)+2.5%+7.4%+7.1%--
Rank (Debt Short Duration)--55--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Fund management

KS
Kush Sonigara
Jan 2026 - Present
View details

Education
Mr. Sonigara is a B.Com (FM), FRM
Experience
Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus Asset Management Co. Ltd., My Capital Solutions Pvt. Ltd. and TBNG Financial Consultants.

About Mahindra Manulife Short Duration Fund Direct Growth

Mahindra Manulife Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 04 Feb 2016. Kush Sonigara is the Current Fund Manager of Mahindra Manulife Short Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr and the Latest NAV as of 24 Feb 2026 is ₹13.82. The Mahindra Manulife Short Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkCRISIL Short Duration Debt A-II Index

Fund house

Rank (total assets)#28 in India
Total AUM₹4,742.00 Cr
Date of Incorporation04 Feb 2016
Phone022-66327900
Launch Date04 Feb 2016
Address1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,