Home Funds CANARA ROBECO SHORT DURATION FUND - DIRECT PLAN -

CANARA ROBECO SHORT DURATION FUND - DIRECT PLAN - QUARTERLY IDCW (Payout/Reinvestment)

Canara Robeco · Short Duration
Moderate
₹17.39
Current NAV
25 Jun 2026
29.0%
1Y Return
13.0%
3Y CAGR
19.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.2%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.90).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
1.10
Beta
2.90
Alpha
1.08
Sortino
Fund Details
Fund House Canara Robeco
Category Short Duration
AUM ₹8950 Cr
Expense Ratio 0.20%
Min SIP ₹500
Min Lumpsum ₹1000
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