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 Short Duration Fund - Direct Plan
|
Moderate
|
loading... |
0.41 |
|||
Moderate
|
loading... |
0.45 |
||||
Moderate
|
loading... |
0.40 |
||||
Moderate
|
loading... |
0.35 |
||||
Moderate
|
loading... |
0.36 |
₹455 Cr
--
5,000
1,000
1,000
6
Investment Strategy
The Scheme seeks to generate returns by investing in a wide range of debt securities and money market instruments of various maturities and risk profile.
Suitability
"Short Duration debt funds invest mainly in bonds maturing in a period of one to three years. They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit. There have been instances when short duration funds have incurred losses.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."
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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Canara Robeco Short Duration 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 Short Duration 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 Short Duration Fund - Direct Plan, is ₹27.7310 as of 22-Jun-2025.
Company | Percentage of Portfolio |
---|---|
Tamilnadu State SDL 8.37 05/12/2028 |
5.88
|
HDFC Bank Ltd Debenture 28/12/2028 |
5.76
|
Small Industries Devp. Bank of India Ltd SR VIII Bonds 7.49 11/06/2029 |
5.65
|
Indian Railway Finance Corporation Ltd SR 172B Bonds/NCD 7.45 13/10/2028 |
5.64
|
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 |
5.63
|
Over the past five years, Canara Robeco Short Duration Fund - Direct Plan has delivered an annualised return of 6.07% as of 22-Jun-2025.
The minimum investment required to start investing in Canara Robeco Short Duration Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.