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CANARA ROBECO ULTRA SHORT TERM FUND - DIRECT PLAN - GROWTH OPTION

Canara Robeco · Ultra Short Duration
Low
₹4297.37
Current NAV
25 Jun 2026
29.7%
1Y Return
21.7%
3Y CAGR
19.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.47%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
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: Low Risk
Low Moderate High Very High
Risk Metrics
1.77
Sharpe Ratio
0.77
Beta
-2.23
Alpha
2.07
Sortino
Fund Details
Fund House Canara Robeco
Category Ultra Short Duration
AUM ₹7820 Cr
Expense Ratio 0.47%
Min SIP ₹500
Min Lumpsum ₹1000
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