Mahindra Manulife Income Plus Arbitrage Active FoF - Regular - IDCW
Expense Ratio: -
Risk: Moderate
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: 60% CRISIL Composite Bond Index + 40% Nifty 50 Arbitrage
Inception: 21-11-2025
Exit Load: Nil
Fund Size:₹35.59 Cr
Performance
1Y
FundN/A
Cat. Avg.21.18%
2Y
FundN/A
Cat. Avg.16.73%
3Y
FundN/A
Cat. Avg.18.54%
5Y
FundN/A
Cat. Avg.13.04%
10Y
FundN/A
Cat. Avg.11.24%
SI
Fund3.59%
Cat. Avg.13.65%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
No available Data
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Top Sectors
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Asset Class
Market Cap
No available Data
Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Mahindra Manulife Short Duration Fund -Direct Plan -Growth | 21.05 | 48.79% |
| 2 | Mahindra Manulife Arbitrage Fund -Direct Plan -Growth | 16.19 | 37.52% |
| 3 | Mahindra Manulife Low Duration Fund -Direct Plan -Growth | 5.41 | 12.54% |
| 4 | Triparty Repo | 0.33 | 0.78% |
| 5 | Net Receivables / (Payables) | 0.16 | 0.37% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 May, 26 | 15000 | 15139 | +0.9% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 20 Apr, 26 | 1 L. | 1.02 L. | +1.8% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.