- Mutual Funds
- Canara Robeco Mutual Funds
- Canara Robeco Short Duration Fund (Growth)
Formerly Canara Robeco Short Duration Reg Gr
Canara Robeco Short Duration Fund (Growth)
₹ 23.1714
NAV (Apr 16)
Short term 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.
Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and 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
₹ 23.1714
NAV (Apr 16)
Fund Returns
Last 1Y | 6.2% |
Last 3Y | 4.5% |
Last 5Y | 5.7% |
Last 10Y | 6.4% |
Since Inception | 6.7% |
6 Month CAGR | 3.4% |
Scheme Information
To generate returns by investing in a wide range of debt securities and money market instruments of various maturities and risk profile. However,there is no assurance that the objective of the Fund will be realised.
Expense Ratio | 1.02 |
Launched (13y ago) | Apr 25, 2011 |
AUM in Crores | 397.062 |
ISIN | INF760K01BM2 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1 |
Standard Deviation (5yr) | 1.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.022 |
Sharpe Ratio (5yr) | 0.4 |
YTM | 7.58 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Canara Robeco Short Duration 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
10.2%lic housing finance limited
6.3%hdb financial services limited
6.3%power finance corporation ltd.
6.3%national bank for agriculture and rural development
6.3%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 | |
|---|---|---|---|
20.2% | 16.7% | ||
14% | 14.4% | ||
20% | 16.3% | ||
20% | 16.3% | ||
14.1% | 11.6% |
Canara Robeco Short Duration Fund (G) Review
Canara Robeco Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.7% over a period of 12 years. The fund was previously known as Canara Robeco Short Duration Reg Gr. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Avnish Jain, Suman Prasad.
Nav of Canara Robeco Short Duration Fund (G) as of 4/16/2024 is ₹23.17 with the total AUM as of 4/17/2024 is ₹397.062. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Short Duration Fund (G) was launched on Apr 25, 2011. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Canara Robeco Short Duration 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 Short Duration 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 Short Duration Debt TR INR.
Canara Robeco Short Duration Fund (G) is rated as a 2 fund in Debt and delivered 6.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Short Duration Fund (G).
Frequently Asked Questions
What is Canara Robeco Short Duration Fund (G)?
How to invest in Canara Robeco Short Duration Fund (G)?
You can invest in Canara Robeco Short Duration 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 Short Duration Fund (G)?
The minimum sip amount for Canara Robeco Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Canara Robeco Short Duration Fund (G) good to invest in?
As per Scripbox experts, Canara Robeco Short Duration Fund (G) is a Neutral fund. You can investCanara Robeco Short Duration 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 Short Duration Fund (G)?
The expense ratio of the Canara Robeco Short Duration Fund (G) is 1.02% for regular plan.