Should I invest in Canara Robeco Short Term Fund?

We don't give personal investment advice. Canara Robeco Short Term Fund- Institutional Plan - Growth is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 1.5%. 5-year CAGR: 9.63%.

Canara Robeco

Canara Robeco Short Term Fund- Institutional Plan - Growth

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	+6.99%	-6.95	49 / 763	Q1
1W	+0.18%	+6.38%	-6.20	99 / 722	Q1
2W	+0.30%	+6.63%	-6.33	122 / 725	Q1
1M	+0.63%	+6.29%	-5.66	137 / 752	Q1
3M	+1.84%	+7.87%	-6.03	190 / 728	Q2
6M	+8.05%	+9.67%	-1.62	29 / 642	Q1
YTD	+8.05%	+8.47%	-0.42	53 / 666	Q1
1Y	+12.13%	+13.70%	-1.56	14 / 591	Q1
2Y	+10.43%	-5.03%	+15.46	14 / 197	Q1
3Y	+9.53%	-3.09%	+12.62	9 / 140	Q1
4Y	+9.54%	+1.62%	+7.92	5 / 119	Q1
5Y	+9.63%	-0.16%	+9.78	3 / 102	Q1
7Y	+8.68%	+2.05%	+6.63	2 / 64	Q1
10Y	—	—	—	—	—
Inception	+8.76%	-3.28%	+12.04	220 / 797	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2016 YTD	+8.05%	+195.67%	-187.62	9 / 38
2015	+7.75%	+2.23%	+5.53	10 / 65
2014	+9.55%	+2.77%	+6.78	12 / 82
2013	+7.60%	+1.77%	+5.83	18 / 101
2012	+9.97%	-0.30%	+10.27	7 / 113
2011	+9.74%	+1.75%	+7.99	6 / 109
2010	+5.31%	-0.95%	+6.26	19 / 165
2009	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+8.45%

77 windows

min 4.9% · max 12.1%

100% positive

3-Year rolling

+8.72%

52 windows

min 7.5% · max 9.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+8.70%

28 windows

min 7.9% · max 9.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+8.73%

4 windows

min 8.7% · max 8.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

2.93%

3-year · annualised

Sharpe ratio

0.91

vs risk-free 6.5%

Sortino ratio

4.84

Downside-only deviation

Max drawdown

-1.54%

Jul 2013 → Aug 2013

% positive months

97.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
1 Jul 2016	₹18.4306
30 Jun 2016	₹18.4228
29 Jun 2016	₹18.4179
28 Jun 2016	₹18.4129
27 Jun 2016	₹18.4102
24 Jun 2016	₹18.3976
23 Jun 2016	₹18.3953
22 Jun 2016	₹18.3930
21 Jun 2016	₹18.3879
20 Jun 2016	₹18.3814

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Canara Robeco Short Term Fund- Institutional Plan - Growth is a Income from Canara Robeco (Institutional plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Canara Robeco Short Term Fund- Institutional Plan - Growth has NAV history starting from 01 Apr 2009, a track record of about 17 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Canara Robeco Short Term Fund- Institutional Plan - Growth is managed by Canara Robeco. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Short Term Fund- Institutional Plan - Growth has delivered a absolute return of 12.13% — -1.56 pp behind the Income category average of 13.70%. The fund ranks #14 of 591 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Canara Robeco Short Term Fund- Institutional Plan - Growth has delivered a CAGR of 9.53% — +12.62 pp ahead of the Income category average of -3.09%. The fund ranks #9 of 140 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Canara Robeco Short Term Fund- Institutional Plan - Growth has delivered a CAGR of 9.63% — +9.78 pp ahead of the Income category average of -0.16%. The fund ranks #3 of 102 in its category — the top (Q1) quartile.

₹1 lakh invested in Canara Robeco Short Term Fund- Institutional Plan - Growth exactly 5 years ago would be worth approximately ₹158,325 today — a multiplier of 1.58×, based on the 5-year CAGR of 9.63%. The category average over the same window would have grown ₹1 lakh to ₹99,222.

A ₹10,000 monthly SIP in Canara Robeco Short Term Fund- Institutional Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹770,966 today. That's an XIRR (money-weighted annualised return) of 9.96%.

Canara Robeco Short Term Fund- Institutional Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,180,383 — XIRR 9.55%.

On a 5-year basis, Canara Robeco Short Term Fund- Institutional Plan - Growth ranks #3 out of 102 funds in the Income category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is -0.16%; this fund delivered 9.63%.

The worst peak-to-trough decline Canara Robeco Short Term Fund- Institutional Plan - Growth has experienced over the last 5-year window is 1.54% — its NAV fell from a high on 12 Jul 2013 to a low on 19 Aug 2013. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Canara Robeco Short Term Fund- Institutional Plan - Growth averaged 8.70% (best 9.76%, worst 7.94%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 1.19 — strong risk-adjusted performance.

In calendar year 2015, Canara Robeco Short Term Fund- Institutional Plan - Growth returned 7.75% — beating the Income category average of 2.23% by 5.53 pp. It ranked #10 of 65 in its category that year.

Canara Robeco Short Term Fund- Institutional Plan - Growth is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Canara Robeco Short Term Fund- Institutional Plan - Growth is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 1.5%. 5-year CAGR: 9.63%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Canara Robeco Short Term Fund- Institutional Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Recent NAVs

Frequently asked questions

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