Canara Robeco Short Term Fund: Inactive Debt Scheme Analysis

The Canara Robeco Short Term Fund (Ex) Direct-IDCW Weekly, managed by Canara Robeco Mutual Fund, is no longer active and has ceased accepting fresh investments. This means new capital cannot be allocated to the scheme, effectively closing it off to prospective investors.

Launched on January 2, 2013, the fund’s primary objective was to generate income through strategic investments in short to medium-term debt and money market securities. Its investment mandate specified that allocations to debt and government securities would typically not exceed 40 percent of its portfolio.

Key Fund Specifications

• Launch Date: January 2, 2013
• Net Asset Value (NAV) as of May 11, 2018: 10.12
• Minimum Investment Requirement: Rs. 5,000
• Exit Load: 0.25%, applied if units are redeemed within 60 days of investment.

Crucially, comprehensive performance indicators for this inactive fund are not available for public review. The absence of such data prevents a detailed understanding of its historical returns and risk profile during its active period.

Specifically, key metrics like trailing returns, rolling returns, and SIP returns cannot be accessed to compare its performance against benchmarks or other funds. Furthermore, critical details regarding portfolio allocation and a thorough risk analysis are also explicitly unavailable, making a full evaluation impossible for interested parties.

This lack of accessible historical data significantly limits an investor’s ability to assess the fund’s past operational efficiency or make informed decisions regarding its potential suitability if it were still active. The explicit unavailability of these metrics underscores the challenges in evaluating inactive schemes.