Canara Robeco Income Fund - Regular Plan - Growth Option

(Erstwhile Canara Robeco Income - Regular Plan - Growth)
Fund House: Canara Robeco Mutual Fund
Category: Debt: Medium to Long Duration
Launch Date: 19-09-2002
Asset Class: Fixed Income
Benchmark: CRISIL Medium to Long Duration Debt A-III Index
TER: 1.88% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 119.31 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: NIL. W.e.f.14/05/2012 Entry Load - NIL 1% if reedemed / switched out within 12 months from the date of allotment. Nil - if redeemed / switched out after 12 months from the date of allotment.

54.1086

7.79%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 0 Months
16 Years 9 Months
21 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate income through investment in debt and money market securities of different maturity and issuers of different risk profiles.

Current Asset Allocation (%)

Indicators

Standard Deviation 2.14
Sharpe Ratio -0.68
Alpha -1.39
Beta 1.19
Yield to Maturity 6.9
Average Maturity 13.05

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Canara Robeco Income Fund - Regular Plan - Growth Option 19-09-2002 6.69 6.74 5.43 5.24 6.22
ICICI Prudential Bond Fund - Growth 05-08-2008 8.0 8.33 7.11 6.73 7.29
HDFC Income Fund - Growth Option 01-09-2000 7.62 7.78 5.93 5.33 5.91
Aditya Birla Sun Life Income Fund - Growth - Regular Plan 05-10-1995 7.5 7.64 6.09 6.69 6.9
JM Medium to Long Duration Fund (Regular) - Growth Option 01-04-1995 7.46 7.57 5.73 5.3 3.85
LIC MF Medium to Long Duration Fund-Regular Plan-Growth 19-06-1999 7.45 7.83 6.5 5.49 6.15
UTI Medium to Long Duration Fund- Regular Plan - Growth 17-05-1998 7.43 7.54 8.89 8.78 5.51
SBI Magnum Income Fund-Regular Plan-Growth 25-11-1998 7.41 7.82 6.56 6.55 7.39
Kotak Bond Fund - Regular Plan Growth 25-11-1999 7.12 7.62 6.06 6.02 6.52
Nippon India Income Fund - Growth Plan Growth Option 01-01-1998 7.11 7.64 6.68 5.77 6.78

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 - 7 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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