Our Opinion
Recently Viewed
Clear AllAs per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Canara Robeco Income Fund - Direct Plan
|
Moderate
|
loading... |
0.75 |
|||
|
Moderate
|
loading... |
0.64 |
||||
|
Moderately High
|
loading... |
0.77 |
||||
|
Moderate
|
loading... |
0.69 |
||||
|
Moderate
|
loading... |
0.69 |
₹117 Cr
--
5,000
--
1,000
6
About Canara Robeco Income Fund - Direct Plan
Canara Robeco Income Fund - Direct Plan is a debt mutual fund scheme of Canara Robeco Mutual Fund. Launched on January 02, 2013, it is currently managed by Avnish Jain and Kunal Jain. The fund has an expense ratio of 0.75% with an overall AUM (Assets Under Management) of ₹117 Cr.
Canara Robeco Income Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between four to seven years. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
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.
Suitability
Medium to Long Duration funds are avoidable for most investors because:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Canara Robeco Income Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Canara Robeco Income Fund - Direct Plan can be bought from the Canara Robeco Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Canara Robeco Income Fund - Direct Plan, is ₹63.4743 as of 20-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 4.45 30/10/2034 |
17.43
|
|
GOI Sec 6.48 06/10/2035 |
16.84
|
|
Kerala State SDL 7.02 03/03/2028 |
8.63
|
|
Uttar Pradesh State SDL 8.34 06/02/2029 |
4.46
|
|
Rajasthan State SDL 8.15 16/04/2029 |
4.44
|
Over the past five years, Canara Robeco Income Fund - Direct Plan has delivered an annualised return of 5.77% as of 20-Mar-2026.
The minimum investment required to start investing in Canara Robeco Income Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.