How to check the XIRR of Mahindra Manulife Low Duration Fund - Direct Plan -Growth?

You can track the exact XIRR and portfolio overlapping of Mahindra Manulife Low Duration Fund - Direct Plan -Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Mahindra Manulife Low Duration Fund - Direct Plan -Growth

Q: How to check portfolio overlap for Mahindra Manulife Low Duration Fund - Direct Plan -Growth?

Use the MutualSaathi Portfolio Analyzer to compare Mahindra Manulife Low Duration Fund - Direct Plan -Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Mahindra Manulife Mutual Fund

Expense Ratio: 0.3

Risk: Moderate

Debt Scheme - Low Duration Fund

Plan: Direct

Benchmark: CRISIL Low Duration Debt A-I Index

Inception: 14-02-2017

Exit Load: Nil

Fund Size:₹636.74 Cr

Performance

Fund6.41%

Cat. Avg.6.20%

Fund7.44%

Cat. Avg.7.34%

Fund7.54%

Cat. Avg.7.42%

Fund6.61%

Cat. Avg.6.58%

10Y

FundN/A

Cat. Avg.6.85%

Fund6.90%

Cat. Avg.6.84%

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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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	8.15% Godrej Properties Limited 2026	DEBT	Bond/NCD	ICRA AA	7.92%	26.98	4.87%
2	7.96% Embassy Office Parks REIT 2027	Equity	REiT	CRISIL AAA	7.90%	25.10	4.53%
3	7.75% LIC Housing Finance Limited 2027	DEBT	Bond/NCD	CRISIL AAA	7.61%	25.04	4.51%
4	7.51% REC Limited 2026	DEBT	Bond/NCD	CRISIL AAA	7.54%	24.97	4.50%
5	7.13% Power Finance Corporation Limited 2026	DEBT	Bond/NCD	CRISIL AAA	7.55%	24.95	4.50%
6	9.61% 360 One Prime Limited 2027	DEBT	Bond/NCD	CRISIL AA	8.92%	24.09	4.34%
7	Axis Bank Limited 2026	DEBT	CD	CRISIL A1	7.30%	24.05	4.34%
8	8.40% Godrej Industries Limited 2027	DEBT	Bond/NCD	CRISIL AA	8.07%	23.58	4.25%
9	8.85% TVS Credit Services Limited 2027	DEBT	Bond/NCD	CRISIL AA	8.16%	20.15	3.63%
10	7.74% LIC Housing Finance Limited 2027	DEBT	Bond/NCD	CRISIL AAA	7.61%	20.02	3.61%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61890	+3.1%	+6.6%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+7.0%	+7.0%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.2%	+7.3%
5Y	09 Aug, 21	3 L.	3.59 L.	+19.5%	+7.2%
SI	07 Mar, 17	5.65 L.	7.82 L.	+38.5%	+6.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.06 L.	+6.4%	+6.4%
2Y	16 Jul, 24	1 L.	1.15 L.	+15.4%	+7.4%
3Y	17 Jul, 23	1 L.	1.24 L.	+24.3%	+7.5%
5Y	16 Jul, 21	1 L.	1.38 L.	+37.7%	+6.6%
SI	16 Feb, 17	1 L.	1.87 L.	+87.4%	+6.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.