Question 1

Which funds are similar to Canara Robeco Income Direct-Growth?

Accepted Answer

Funds similar to Canara Robeco Income Direct-Growth in the Debt: Medium to Long Duration category include SBI Medium to Long Duration Fund Direct-Growth, ICICI Prudential Bond Fund Direct Plan-Growth, and Kotak Bond Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Canara Robeco Income Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Canara Robeco Income Direct-Growth is ranked 12 out of 13 funds in the Debt: Medium to Long Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 11 out of 13. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Canara Robeco Income Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Canara Robeco Income Direct-Growth has an expense ratio of 0.78%. The peers SBI Medium to Long Duration Fund Direct-Growth has an expense ratio of 0.78% and ICICI Prudential Bond Fund Direct Plan-Growth has 0.54%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Canara Robeco Income Direct-Growth's AUM compare to similar funds?

Accepted Answer

Canara Robeco Income Direct-Growth has an AUM of ₹112.56 crore. The peers SBI Medium to Long Duration Fund Direct-Growth has an AUM of ₹2,054.73 crore and ICICI Prudential Bond Fund Direct Plan-Growth has ₹2,002.23 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Debt: Medium to Long Duration?

Accepted Answer

The top performing fund in the Debt: Medium to Long Duration category on a 3-year basis is LIC MF Medium to Long Duration Fund Direct-Growth with a CAGR of 7.58% as of 16 Jul 2026. Canara Robeco Income Direct-Growth has delivered 6.53% CAGR over the same period, ranking 12 out of 13 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Canara Robeco Income Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Canara Robeco Income Direct-Growth has a Sharpe ratio of 0.30 compared to the Debt: Medium to Long Duration average of 0.47 as of 16 Jul 2026. It ranks 11 out of 13 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+3.79%	4.37%	10 / 14
3Y Return	+6.53%	7.03%	12 / 13
5Y Return	+5.68%	6.37%	11 / 13
10Y Return	+6.98%	6.82%	7 / 13

Canara Robeco Income Direct-Growth

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