Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Moderate
₹52.3503 0.02%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Canara Robeco Income Fund - Regular Plan
|
|
|
Moderate
|
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1.88 |
|
 |
|
Moderate
|
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1.03 |
||
|
|
Moderately High
|
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1.46 |
||
 |
|
Moderate
|
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1.65 |
||
|
|
Moderate
|
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1.09 |
₹115 Cr
--
5,000
--
1,000
6
Investment Strategy
The Scheme seeks to generate income and capital appreciation through a portfolio constituted of medium to long term debt and money market securities and issuers of different risk profiles.
Suitability
"Medium to Long Duration debt funds invest mainly in bonds maturing in four to seven years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they may experience some degree of volatility in response to changes in interest rates.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio.
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon."
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
Canara Robeco Income Fund - Regular Plan is mandated to invest in bonds such that the duration of the portfolio is between four to seven years.
Mutual funds can be bought directly from the website of the fund house. For instance, Canara Robeco Income Fund - Regular Plan fund can be purchased from the website of Canara Robeco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Canara Robeco Income Fund - Regular Plan is ₹52.3503 as of 14-Aug-2024.
The AUM of Canara Robeco Income Fund - Regular Plan Fund is ₹115 Cr as of 31-Jul-2024
The riskometer level of Canara Robeco Income Fund - Regular Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.30 19/06/2053 |
24.70
|
|
GOI GOI FRB 22/09/2033 |
22.40
|
|
GOI Sec 7.23 15/04/2039 |
17.81
|
|
GOI Sec 7.32 13/11/2030 |
8.91
|
|
GOI Sec 7.10 08/04/2034 |
8.83
|
As of 31-Jul-2024, Canara Robeco Income Fund - Regular Plan had invested 87.51% in Debt and 12.49% in Cash & Cash Eq. See More
Canara Robeco Income Fund - Regular Plan is 21 years 11 months old. It has delivered 7.85% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
7.34%
|
4.47%
|
5.20%
|
5.53%
|
6.98%
|
7.85%
|
No, There is no lock in period in Canara Robeco Income Fund - Regular Plan.
The expense ratio of Canara Robeco Income Fund - Regular Plan is 1.88.
Mutual Funds 
Canara Robeco Canara Robeco Income Fund - Regular Plan
