How to check the XIRR of CANARA ROBECO SAVINGS FUND - DIRECT PLAN - GROWTH OPTION?

You can track the exact XIRR and portfolio overlapping of CANARA ROBECO SAVINGS FUND - DIRECT PLAN - GROWTH OPTION alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for CANARA ROBECO SAVINGS FUND - DIRECT PLAN - GROWTH OPTION?

Use the MutualSaathi Portfolio Analyzer to compare CANARA ROBECO SAVINGS FUND - DIRECT PLAN - GROWTH OPTION with other funds, PMS, and AIFs to detect hidden stock overlaps.

Canara Robeco Savings Fund - Direct Plan - Growth Option

Canara Robeco Mutual Fund

Expense Ratio: 0.21

Risk: Low to Moderate

Debt Scheme - Low Duration Fund

Plan: Direct

Benchmark: CRISIL Low Duration Debt A-I Index

Inception: 08-02-2005

Exit Load: Nil

Fund Size:₹1,360.60 Cr

Performance

Fund6.11%

Cat. Avg.6.20%

Fund7.17%

Cat. Avg.7.34%

Fund7.23%

Cat. Avg.7.39%

Fund6.34%

Cat. Avg.6.58%

10Y

Fund6.63%

Cat. Avg.6.85%

Fund7.24%

Cat. Avg.6.84%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.05% Kotak Mahindra Prime Ltd (10/04/2028)	DEBT	Bond/NCD	CRISIL AAA	7.60%	74.31	6.75%
2	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo		73.09	6.64%
3	Small Industries Development Bank of India (04/02/2027)	DEBT	CD	CARE A1	6.90%	57.63	5.24%
4	Punjab National Bank (15/09/2026)	DEBT	CD	CARE A1	6.22%	54.30	4.93%
5	7.66% Bajaj Housing Finance Ltd (20/03/2028)	DEBT	Bond/NCD	CRISIL AAA	7.48%	50.11	4.55%
6	7.70% REC Ltd (31/08/2026)	DEBT	Bond/NCD	ICRA AAA	6.65%	50.05	4.55%
7	6.09% Power Finance Corporation Ltd (27/08/2026)	DEBT	Bond/NCD	CRISIL AAA	6.74%	49.92	4.54%
8	7.3763% BAJAJ FINANCE LTD 26-JUN-28	DEBT	Bond/NCD	CRISIL AAA	7.60%	49.80	4.52%
9	6.90% LIC Housing Finance Ltd (17/09/2027)	DEBT	Bond/NCD	CRISIL AAA	7.39%	49.71	4.52%
10	Union Bank of India (15/09/2026)	DEBT	CD	IND A1	6.22%	49.36	4.48%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61857	+3.1%	+6.4%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.8%	+6.8%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+10.9%	+7.0%
5Y	09 Aug, 21	3 L.	3.56 L.	+18.8%	+7.0%
10Y	08 Aug, 16	6 L.	8.35 L.	+39.2%	+6.5%
SI	07 Jan, 13	8.15 L.	13.13 L.	+61.1%	+6.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.06 L.	+6.1%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+14.8%	+7.2%
3Y	20 Jul, 23	1 L.	1.23 L.	+23.3%	+7.2%
5Y	20 Jul, 21	1 L.	1.36 L.	+36.0%	+6.3%
10Y	20 Jul, 16	1 L.	1.90 L.	+90.1%	+6.6%
SI	02 Jan, 13	1 L.	2.58 L.	+157.8%	+7.2%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.