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 Savings Fund - Direct Plan
|
Low to Moderate
|
loading... |
0.24 |
|||
|
Low to Moderate
|
loading... |
0.42 |
||||
|
Low to Moderate
|
loading... |
0.30 |
||||
|
Low to Moderate
|
loading... |
0.24 |
||||
|
Low to Moderate
|
loading... |
0.17 |
₹1,350 Cr
--
5,000
--
1,000
6
About Canara Robeco Savings Fund - Direct Plan
Canara Robeco Savings 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 0.24% with an overall AUM (Assets Under Management) of ₹1,350 Cr.
Canara Robeco Savings Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The Scheme seeks to generate income/capital appreciation by investing in a portfolio comprising of low duration debt instruments and money market instruments.
Suitability
Low Duration funds are avoidable for most investors in our opinion, 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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Canara Robeco Savings 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 Savings 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 Savings Fund - Direct Plan, is ₹45.2050 as of 21-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
REC Ltd SR 234-A Debenture 7.70 31/08/2026 |
7.41
|
|
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43 |
5.92
|
|
Kotak Mahindra Prime Ltd Debenture 7.05 10/04/2028 |
5.52
|
|
Union Bank of India CD 26/05/2026 |
5.46
|
|
GOI GOI FRB 22/09/2033 |
5.38
|
Over the past five years, Canara Robeco Savings Fund - Direct Plan has delivered an annualised return of 6.14% as of 21-Mar-2026.
The minimum investment required to start investing in Canara Robeco Savings Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.