Investment Objective and Approach

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. Canara Robeco Short Duration Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years.

The fund follows a disciplined approach to debt investment by focusing on securities with moderate duration risk. 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.

Key features of the investment approach:

- Portfolio duration maintained between 1-3 years

- The fund is benchmarked to CRISIL Short Duration Debt TR INR.

- Focus on generating steady returns with moderate risk

- The riskometer level of Canara Robeco Short Duration Fund - Direct Plan is Moderate.

Performance Highlights (as of December 2024):

- It has delivered 7.19% returns since inception.

- Canara Robeco Short Duration Fund - Direct Plan is 11 years 12 months old.

- Canara Robeco Short Duration Fund Direct-Growth scheme return performance in last 1 year is 9.28%, in last 3 years is 24.15% and 140.04% since scheme launch.

Fund Managers

The fund is managed by experienced professionals who bring deep expertise in fixed income investing:

Suman Prasad

Ms. Suman Prasad has been associated with Canara Robeco Mutual Fund since 1977. She manages an AuM of Rs. 5,152 Crore invested in 30 schemes like Canara Robeco Short Duration Fund, Canara Robeco Savings Fund, Canara Robeco Liquid Fund, Canara Robeco Ultra Short Term Fund, Canara Robeco Short Duration Fund, Canara Robeco Savings Fund, etc. She has a MBA in Finance degree from the SDM Institute for Management Development. Ms. Prasad is B.Sc and PGDMS. She has been associated with Canara Robeco since 1996.

Avnish Jain

Mr. Jain is a B.Tech from IIT Kharagpur and Post Graduate from IIM Kolkata. Investors may be better off with active debt funds, according to Avnish Jain, head, fixed income, Canara Robeco Asset Management Company. His extensive experience includes working with various leading financial institutions in fixed income management.

About the Fund House (AMC)

Canara Robeco Asset Management Company Limited is one of India's most established mutual fund houses with a rich heritage spanning over three decades.

Company Background:

- Canara Robeco Mutual Fund is India's second oldest management company. It started as CanBank Mutual Fund in 1993.

- In 2007, Canara Bank entered into a joint venture with Robeco group, and it was renamed as Canara Robeco Mutual Fund

- Over 3 Decades of rich fund management experience, second oldest in the Indian MF Industry!

Current Scale (as of 2024):

- As of March 2024, it manages an AuM of Rs. 87069.50 Cr.

- Canara Robeco Mutual Fund Asset management company · AUM ₹111,052.45 Cr. No. of Schemes 94

- Managing Investment mandates of over 50 lakhs investors across categories!

International Partnership:

The fund house benefits from its partnership with Robeco, a globally renowned asset management firm. Robeco Groep N.V. is a multinational asset management company established back in 1929. Robeco Groep N.V. currently has 15 offices globally and employs more than 900 individuals.

Should I Invest in Canara Robeco Short Duration Fund?

This fund is suitable for investors with specific risk and return expectations:

Ideal for:

- They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio.

- Conservative investors seeking better returns than fixed deposits

- Those looking for moderate risk debt exposure

- Investors wanting to diversify their portfolio with quality debt instruments

Key Considerations:

- 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.

- 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.

Investment Details:

- Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.

- The expense ratio of Canara Robeco Short Duration Fund - Direct Plan is 0.43.

- No, There is no lock in period in Canara Robeco Short Duration Fund - Direct Plan.

Fund Size and Liquidity:

- The AUM of Canara Robeco Short Duration Fund - Direct Plan Fund is ₹348 Cr as of 30-Nov-2024

FAQs

What is today's NAV of Canara Robeco Short Duration Fund?

The NAV of Canara Robeco Short Duration Fund - Direct Plan is ₹26.4602 as of 27-Dec-2024. NAV is updated daily based on market conditions.

What is the AUM of Canara Robeco Short Duration Fund?

The AUM of Canara Robeco Short Duration Fund - Direct Plan Fund is ₹348 Cr as of 30-Nov-2024, indicating healthy fund size and investor confidence.

What is the expense ratio of Canara Robeco Short Duration Fund?

The expense ratio of Canara Robeco Short Duration Fund - Direct Plan is 0.43. This is competitive for direct plan debt funds and helps maximize returns.

What are the returns of Canara Robeco Short Duration Fund since inception?

It has delivered 7.19% returns since inception. The fund has consistently provided steady returns over its investment period.

What is the minimum SIP amount to invest in Canara Robeco Short Duration Fund?

Minimum SIP Investment is set to ₹1,000. This makes it accessible for regular systematic investments.

How do I invest in Canara Robeco Short Duration Fund?

You can invest through Allvest platform easily. Mutual funds can be bought directly from the website of the fund house. For instance, Canara Robeco Short Duration Fund - Direct Plan fund can be purchased from the website of Canara Robeco Mutual Fund.

How to start a SIP in Canara Robeco Short Duration Fund?

Register on Allvest, complete your KYC, select the fund, choose SIP option, set amount and frequency. The process is completely digital and user-friendly.

How do I automate an SIP in Canara Robeco Short Duration Fund?

Through Allvest, you can set up auto-debit instructions from your bank account. This ensures hassle-free monthly investments without manual intervention.

How can I withdraw/redeem my investment in Canara Robeco Short Duration Fund?

You can redeem your investment anytime through Allvest platform as There is no lock in period in Canara Robeco Short Duration Fund - Direct Plan. Redemption proceeds are typically credited within 1-3 working days.