- Mutual Funds
- Canara Robeco Mutual Funds
- Canara Robeco Income Fund (Growth)
Formerly Canara Robeco Income Reg Gr
Canara Robeco Income Fund (Growth)
₹ 50.573
NAV (Apr 18)
Medium to long duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.
The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 50.573
NAV (Apr 18)
Fund Returns
Last 1Y | 5.2% |
Last 3Y | 3.7% |
Last 5Y | 5.7% |
Last 10Y | 6.9% |
Since Inception | 7.8% |
6 Month CAGR | 3.8% |
Scheme Information
The Scheme seeks to generate income and capital appreciation through a portfolio constituted of medium to long term debt and money market securities and issuers of different risk profiles. However,there can be no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 1.88 |
Launched (22y ago) | Sep 19, 2002 |
AUM in Crores | 123.426 |
ISIN | INF760K01324 |
Lock-in | No Lock-in |
Benchmark | CRISIL Mid to Long Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 2 |
Standard Deviation (5yr) | 2.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.695 |
Sharpe Ratio (5yr) | 0.226 |
YTM | 7.21 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Canara Robeco Income Fund (Growth) | 8,40,245 | 1,07,633 | 5.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
7.18% govt stock 2033
49%7.18% govt stock 2037
32.6%treps
10.3%8.1% govt stock 2034
4.1%india (republic of)
1.9%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Canara Robeco Asset Management Co. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.1% | 16.6% | ||
14% | 14.4% | ||
19.9% | 16.2% | ||
19.9% | 16.3% | ||
13.9% | 11.6% |
Canara Robeco Income Fund (G) Review
Canara Robeco Income Fund (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 7.8% over a period of 21 years. The fund was previously known as Canara Robeco Income Reg Gr. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Avnish Jain, Kunal Jain.
Nav of Canara Robeco Income Fund (G) as of 4/18/2024 is ₹50.57 with the total AUM as of 4/19/2024 is ₹123.426. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Income Fund (G) was launched on Sep 19, 2002. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Canara Robeco Income Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Canara Robeco Income Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Mid to Long Duration Debt TR INR.
Canara Robeco Income Fund (G) is rated as a 1 fund in Debt and delivered 5.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Income Fund (G).
Frequently Asked Questions
What is Canara Robeco Income Fund (G)?
How to invest in Canara Robeco Income Fund (G)?
You can invest in Canara Robeco Income Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Canara Robeco Income Fund (G)?
The minimum sip amount for Canara Robeco Income Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Canara Robeco Income Fund (G) good to invest in?
As per Scripbox experts, Canara Robeco Income Fund (G) is a Not Recommended fund. You can investCanara Robeco Income Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Canara Robeco Income Fund (G)?
The expense ratio of the Canara Robeco Income Fund (G) is 1.88% for regular plan.