Home Funds CANARA ROBECO ULTRA SHORT TERM FUND- REGULAR PLAN

CANARA ROBECO ULTRA SHORT TERM FUND- REGULAR PLAN - IDCW (Payout)

Canara Robeco · Ultra Short Duration
Low
₹1650.22
Current NAV
25 Jun 2026
31.7%
1Y Return
15.7%
3Y CAGR
21.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.17).
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
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
1.17
Sharpe Ratio
1.37
Beta
5.17
Alpha
1.37
Sortino
Fund Details
Fund House Canara Robeco
Category Ultra Short Duration
AUM ₹5720 Cr
Expense Ratio 1.37%
Min SIP ₹500
Min Lumpsum ₹1000
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