Mahindra Manulife Ultra Short Duration Fund(W-IDCW)

Ticker: mf16966
Decent 48/100

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Business Overview

Mahindra Manulife Ultra Short Duration Fund (W-IDCW) is designed for conservative investors seeking stable returns with lower risk. This fund invests primarily in short-term debt and money market instruments, making it ideal for those looking to park their money for a brief period while earning better returns than traditional savings accounts. It offers liquidity and capital preservation, making it a suitable choice for individuals wanting to manage their short-term financial goals effectively.

  • Ideal for conservative investors
  • Focuses on short-term debt instruments
  • Offers liquidity and capital preservation
  • Better returns than traditional savings accounts
  • Suitable for short-term financial goals

Investment Thesis

Mahindra Manulife Ultra Short Duration Fund stands out due to its strong promoter backing and credibility in the financial sector. With a growing focus on digital services, the fund is well-positioned to capture market opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for Indian retail investors seeking stable returns.

  • Strong backing from Mahindra Group enhances credibility and trust.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to peer funds, offering better returns.
  • Focus on ultra-short duration assets minimizes interest rate risk.
  • Consistent performance track record aids in investor confidence.

Opportunity vs Risk

Opportunities
  • Stable income generation potential
  • Low interest rate environment
  • Diversification for fixed income portfolio
  • Tax-efficient investment option
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of underlying securities
  • Market volatility impact
  • Liquidity concerns in ultra-short funds
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Ultra Short Duration Fund(W-IDCW) • Updated: 2025-10-01 03:55:36
  • 10
    Business
    High
    The sector is stable but lacks significant growth potential.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuations in profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF sometimes lagging behind net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows moderate potential but faces several challenges that could hinder growth.