Mahindra Manulife Low Duration Fund(W-IDCW)
Ticker: mf16338
Decent
48/100
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M
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The fund shows potential but is hindered by inconsistent profitability and execution risks.
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E
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Axis Gilt Fund(H-IDCW)
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Axis Gilt Fund(IDCW)
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H
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H
HSBC Income Plus Arbitrage Active FOF(IDCW)
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B
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The fund operates in a vital sector but faces challenges in growth consistency and profitability. Caution is advised for potential investors.
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The fund operates in a necessary sector but faces challenges in growth and profitability metrics. Caution is advised due to valuation concerns and market sentiment.
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Aditya Birla SL ESG Integration Strategy Fund(IDCW-Reinv)
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L
LIC MF Small Cap Fund(IDCW)
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B
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Business Overview
The Mahindra Manulife Low Duration Fund (W-IDCW) is designed for investors seeking a balanced approach to fixed income investments. This fund is ideal for those looking to manage interest rate risk while aiming for stable returns over a shorter duration. It focuses on high-quality debt instruments, ensuring capital preservation and liquidity. With a professional management team, this fund is a reliable choice for conservative investors and those looking to diversify their portfolio.
- Aims for stable returns with lower interest rate risk
- Invests in high-quality debt instruments
- Suitable for conservative investors
- Managed by experienced professionals
- Enhances portfolio diversification
Investment Thesis
Mahindra Manulife Low Duration Fund stands out due to its strong backing from the Mahindra Group, ensuring credibility and trust. With the growing demand for digital financial services, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.
- Strong promoter group: Backed by the reputable Mahindra Group.
- Digital services growth: Positioned to benefit from increasing digital adoption.
- Attractive valuation: Competitively priced compared to peer funds.
- Focus on low duration: Aims to provide stability and liquidity.
- Potential for consistent returns: Suitable for conservative investors.
Opportunity vs Risk
Opportunities
- Stable income potential
- Low interest rate environment
- Diversification benefits
- Strong management team
- Tax efficiency for investors
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bonds
- Market volatility impact
- Liquidity concerns
- Regulatory changes affecting funds
Peer Perspective
Mahindra Manulife Low Duration Fund trades at a slight premium compared to peers like HDFC Low Duration Fund and ICICI Prudential Low Duration Fund; a sustained improvement in yield and margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Low Duration Fund(W-IDCW) • Updated: 2025-10-01 03:53:41
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly below net profit.
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8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong with minimal pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with average liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows decent potential with consistent growth and profitability, but faces challenges in valuation and liquidity.