Mahindra Manulife Dynamic Term Fund
Mahindra Manulife Dynamic Term Fund is a dynamic term fund of Mahindra Manulife Investment Management Pvt Ltd with ₹46 cr under management. It is ahead of its benchmark (CRISIL Dynamic Bond A-III Index) in 3 of 3 periods. Its direct plan charges 0.42% a year. Rahul Pal has managed it for 8.2 years.
Has Mahindra Manulife Dynamic Term Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Dynamic Bond A-III Index, in 3 of 3 periods in AMFI's figures; +3.56% over the last year against +1.23%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.51% | −3.60% | — |
| 3 months | −0.56% | −5.03% | — |
| 6 months | +1.90% | −1.83% | — |
| 1 year | +3.48% | −4.06% | +7.54 pts |
| 3 years | +7.34% | +9.27% | −1.93 pts |
| 5 years | +5.84% | +8.00% | −2.16 pts |
| 10 years | — | +12.69% | — |
| Since start from 24 Aug 2018 | +6.14% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +3.56% | +2.37% | +1.23% | +2.33 | 🔒 |
| 3y | +7.38% | +6.13% | +6.15% | +1.23 | 🔒 |
| 5y | +5.88% | +4.68% | +5.27% | +0.61 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2018 to 14 Oct 2026₹100 put in at the start of Aug 2018 would be ₹162 on 14 Oct 2026, against ₹240 in the Nifty 500 TRI.
What does Mahindra Manulife Dynamic Term Fund cost?
0.42% a year on the direct plan, 1.58% on the regular plan; 6 of 21 funds in its category charge less.
Who manages Mahindra Manulife Dynamic Term Fund?
Rahul Pal, since 20 Aug 2018; Kush Sonigara, since 1 Jan 2026.
What does Mahindra Manulife Dynamic Term Fund hold?
19 holdings as of 30 Sep 2026; the ten largest are 79.9% of the fund, the largest 7.71% Government of India 2066 at 15.9%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does Mahindra Manulife Dynamic Term Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Mahindra Manulife Dynamic Term Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Mahindra Manulife Dynamic Term Fund?
Rahul Pal (manager) since 20 Aug 2018; Kush Sonigara (manager) since 1 Jan 2026.
What is the expense ratio of Mahindra Manulife Dynamic Term Fund?
0.42% a year on the direct plan and 1.58% on the regular plan (expense report, Oct 2026).
How has Mahindra Manulife Dynamic Term Fund done?
Its direct plan returned +7.38% a year over 3 years against +6.15% for its benchmark, CRISIL Dynamic Bond A-III Index, as of 13 Oct 2026.
See Mahindra Manulife Dynamic Term Fund beside your own funds in Valarth
