MonitorDirect · Growth
Canara Robeco Ultra Short to Short Term Fund
Canara Robeco Mutual FundIncome/Debt Oriented Schemes - Ultra Short to Short Term Fund13.7 years
- NAV
- 46.73
- 16 Sept 2026
- 1Y
- +6.4%
- Trailing CAGR
- AUM
- ₹1,110.93 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.4%
- 3Y+7.2%
- 5Y+6.4%
- 10Y+6.6%
- SI+7.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.6%
- 3Y+7.0%
- 5Y+7.0%
- 10Y+6.5%
- Since inception
- +7.2%
- Calendar-day CAGR
- Excess 1Y
- -0.1%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 16
- Vs comparable share classes
- Worst rolling 3Y
- +4.6%
- 2589 daily-ending windows
- Median rolling 3Y
- +7.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2106 daily-ending windows
- SIP 3Y XIRR
- +7.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 166 recovered episodes
- Longest recovery
- 33 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +14%
- NAV observations
9 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-1.4%
15 Jul 2013 – 26 Aug 2013
Trough 24 Jul 2013 · recovered in 33 days
-0.9%
2 May 2022 – 13 Jun 2022
Trough 13 May 2022 · recovered in 31 days
-0.4%
11 May 2026 – 29 May 2026
Trough 21 May 2026 · recovered in 8 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
16
Vs category
49
Consistency
1
Risk-adjusted
100
Drawdown
96
Mean
53
Portfolio
31 Aug 2026 · 37 holdings · top 10 are 48.1%.
- Top 5
- 26.5%
- Top 10
- 48.1%
- Largest holding
- 6.7%
- Effective holdings
- 28.0
KOTAK MAHINDRA PRIME LIMITED 7.05 NCD 10AP28 FVRS1LAC
Financial
6.7%
Small Industries Dev Bank of India (04/02/2027) **
Financial
6.4%
BAJAJ HOUSING FINANCE LIMITED 7.66 NCD 20MR28 FVRS1LAC
Financial
4.5%
LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LAC
Financial
4.5%
BAJAJ FINANCE LIMITED 7.3763 NCD 26JU28 FVRS1LAC
Financial
4.5%
What changed
DECISION
Status moved from HEALTHY to MONITOR.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 16 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS ULTRA SHORT TO SHORT TERM FUND - Weekly Option
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.4%
- Vol
- 0.5%
- Max DD
- -0.6%
- Sharpe
- 3.32
- 3Y win
- +85%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mahindra Manulife Ultra Short to Short Term Fund
Mahindra Manulife Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.4%
- Vol
- 0.6%
- Max DD
- -1.0%
- Sharpe
- 2.73
- 3Y win
- +77%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI Ultra Short to Short Term Fund
SBI Mutual Fund
- 1Y
- +6.1%
- 3Y
- +7.2%
- Vol
- 0.6%
- Max DD
- -1.3%
- Sharpe
- 3.31
- 3Y win
- +17%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)
Sundaram Mutual Fund
- 1Y
- +6.2%
- 3Y
- +7.3%
- Vol
- 0.5%
- Max DD
- -0.2%
- Sharpe
- 3.30
- 3Y win
- +57%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis Ultra Short to Short Term Fund
Axis Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.4%
- Vol
- 0.7%
- Max DD
- -1.5%
- Sharpe
- 3.49
- 3Y win
- +84%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown