Kotak Low Duration Fund vs Mahindra Manulife Low Duration Fund
Kotak Low Duration Fund (Direct) and Mahindra Manulife Low Duration Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Low Duration Fund schemes — see the best low duration mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 16 Feb 2017 – 20 Aug 2026, limited by Mahindra Manulife Low Duration Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Kotak Low Duration Fund | Mahindra Manulife Low Duration Fund |
|---|---|---|
| 16 Feb 2017 | ₹100.00 | ₹100.00 |
| 02 Dec 2017 | ₹106.35 | ₹105.70 |
| 18 Sep 2018 | ₹112.49 | ₹111.36 |
| 04 Jul 2019 | ₹120.23 | ₹119.37 |
| 18 Apr 2020 | ₹128.52 | ₹126.75 |
| 02 Feb 2021 | ₹136.98 | ₹133.25 |
| 18 Nov 2021 | ₹142.28 | ₹137.87 |
| 03 Sep 2022 | ₹146.56 | ₹142.07 |
| 20 Jun 2023 | ₹154.92 | ₹149.89 |
| 04 Apr 2024 | ₹164.14 | ₹158.86 |
| 18 Jan 2025 | ₹174.33 | ₹168.61 |
| 04 Nov 2025 | ₹185.88 | ₹179.51 |
| 20 Aug 2026 | ₹195.07 | ₹188.59 |
| Metric | Kotak Mahindra · Direct NAV ₹3,922.99 Low to Moderate risk ★★★★☆ | Mahindra Manulife · Direct NAV ₹1,887.44 Low to Moderate risk ★★★☆☆ | Category median Low Duration Fund · 25 funds |
|---|---|---|---|
| +6.43% | +6.48% | +6.31% | |
| +7.56% | +7.52% | +7.40% | |
| +6.73% | +6.64% | +6.57% | |
| +7.38% | — | +6.80% | |
| +7.70%Best in row | +6.90% | +7.19% | |
| +7.32% | +7.26% | — | |
| +7.46%Best in row | +6.68% | +7.23% | |
| +7.31%Best in row | +6.40% | +7.04% | |
| +7.63% | — | +7.14% | |
| Risk | |||
| 0.51% | 0.48% | 0.49% | |
| 2.08 | — | 1.57 | |
| 3.62 | — | 3.00 | |
| -1.50% | -0.99%Best in row | -1.36% | |
| 0.40% | 0.35%Best in row | 0.35% | |
| ₹13,954Cr | ₹548.25Cr | ₹1,734Cr | |
| ₹100 | ₹500 | — | |
| ₹100 | ₹1.00K | — | |
| Deepak Agrawal | Rahul Pal · 9.5y | — | |
| 02 Feb 2015 | 16 Feb 2017 | — | |
| 1.6% | 7.1% | — | |
10 rows carry the same value for every fund — show
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- Exit load
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- Lock-in
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Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Kotak Low Duration Fund or Mahindra Manulife Low Duration Fund?
Over the last 3 years, Kotak Low Duration Fund returned +7.56% CAGR against Mahindra Manulife Low Duration Fund's +7.52%, computed from AMFI NAV history. Over 5 years: Kotak Low Duration Fund +6.73% vs Mahindra Manulife Low Duration Fund +6.64% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Kotak Low Duration Fund or Mahindra Manulife Low Duration Fund?
Mahindra Manulife Low Duration Fund has the lower expense ratio: Kotak Low Duration Fund charges 0.40% a year against Mahindra Manulife Low Duration Fund's 0.35%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Kotak Low Duration Fund or Mahindra Manulife Low Duration Fund?
Kotak Low Duration Fund has shown higher volatility (+0.51% annualized vs Mahindra Manulife Low Duration Fund's +0.48%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Kotak Low Duration Fund -0.24% vs Mahindra Manulife Low Duration Fund -0.23%.
Which fund manages more money — Kotak Low Duration Fund or Mahindra Manulife Low Duration Fund?
Kotak Low Duration Fund is the larger fund: Kotak Low Duration Fund manages ₹13,954Cr against Mahindra Manulife Low Duration Fund's ₹548.25Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Kotak Low Duration Fund and Mahindra Manulife Low Duration Fund in the same category?
Yes — both are Low Duration Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.