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5 Best Canara Robeco SIP Mutual Funds 2026

Updated on July 6, 2026 , 60731 views

Canara Robeco SIP is the most efficient way to invest in Mutual Funds. SIP or Systematic Investment plan works like a Recurring deposit, wherein you need to invest a small amount of money monthly for a stipulated interval.

SIP, being the most affordable investment method, one can start Investing just INR 500. With a SIP, one can also plan their Financial goals like Retirement planning, marriage, purchase of a house/car, higher education, etc.

Investors planning to invest in Equity Funds, SIP in an ideal way to invest. They balance out the pitfalls of the equity market and ensure to deliver stabilized returns.

Why Invest in Canara Robeco SIP Fund?

Some of the advantages of a SIP are:

  • Rupee cost averaging
  • Power of Compounding
  • Habit of long-term savings
  • Flexible and affordable
  • No need to time the market

Thus, investors keen to invest in a SIP can choose the best Canara Robeco SIP Mutual Funds mentioned below. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

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Fund Selection Methodology used to find 5 funds

  • Category: Equity
  • Investment Option: SIP
  • Asset Management Company : Canara%20Robeco
  • Sorted On : 3-year return (high to low)
  • Tags: fcpro
  • No Of Funds: 5

Best SIP Mutual Fund by Canara Robeco for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Canara Robeco Infrastructure Growth ₹166.14
↓ -2.84
₹992 1,000 36.11.820.820.70.1
Canara Robeco Emerging Equities Growth ₹249.73
↓ -4.87
₹24,498 1,000 5.6-1.1-3.612.611.2-0.4
Canara Robeco Equity Tax Saver Growth ₹176.11
↓ -3.29
₹8,476 500 3.8-1.7-1.111.610.95.3
Canara Robeco Equity Diversified Growth ₹336.26
↓ -6.46
₹13,013 1,000 3.5-3.3-2.411.310.57
Canara Robeco Consumer Trends Fund Growth ₹105.49
↓ -2.11
₹1,884 1,000 5.1-4.1-4.510.412.13.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jul 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryCanara Robeco InfrastructureCanara Robeco Emerging EquitiesCanara Robeco Equity Tax SaverCanara Robeco Equity DiversifiedCanara Robeco Consumer Trends Fund
Point 1Bottom quartile AUM (₹992 Cr).Highest AUM (₹24,498 Cr).Lower mid AUM (₹8,476 Cr).Upper mid AUM (₹13,013 Cr).Bottom quartile AUM (₹1,884 Cr).
Point 2Established history (20+ yrs).Established history (21+ yrs).Established history (17+ yrs).Oldest track record among peers (22 yrs).Established history (16+ yrs).
Point 3Not Rated.Top rated.Rating: 1★ (bottom quartile).Rating: 2★ (lower mid).Rating: 3★ (upper mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 20.71% (top quartile).5Y return: 11.25% (lower mid).5Y return: 10.95% (bottom quartile).5Y return: 10.51% (bottom quartile).5Y return: 12.05% (upper mid).
Point 63Y return: 20.83% (top quartile).3Y return: 12.56% (upper mid).3Y return: 11.60% (lower mid).3Y return: 11.29% (bottom quartile).3Y return: 10.44% (bottom quartile).
Point 71Y return: 1.78% (top quartile).1Y return: -3.63% (bottom quartile).1Y return: -1.11% (upper mid).1Y return: -2.38% (lower mid).1Y return: -4.54% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: -7.14 (bottom quartile).Alpha: -1.04 (upper mid).Alpha: -1.60 (lower mid).Alpha: -5.01 (bottom quartile).
Point 9Sharpe: 0.18 (top quartile).Sharpe: -0.47 (bottom quartile).Sharpe: -0.29 (upper mid).Sharpe: -0.32 (lower mid).Sharpe: -0.48 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.85 (bottom quartile).Information ratio: -0.46 (upper mid).Information ratio: -0.62 (bottom quartile).Information ratio: -0.48 (lower mid).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹992 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.71% (top quartile).
  • 3Y return: 20.83% (top quartile).
  • 1Y return: 1.78% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.18 (top quartile).
  • Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

  • Highest AUM (₹24,498 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.25% (lower mid).
  • 3Y return: 12.56% (upper mid).
  • 1Y return: -3.63% (bottom quartile).
  • Alpha: -7.14 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: -0.85 (bottom quartile).

Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,476 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.95% (bottom quartile).
  • 3Y return: 11.60% (lower mid).
  • 1Y return: -1.11% (upper mid).
  • Alpha: -1.04 (upper mid).
  • Sharpe: -0.29 (upper mid).
  • Information ratio: -0.46 (upper mid).

Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,013 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.51% (bottom quartile).
  • 3Y return: 11.29% (bottom quartile).
  • 1Y return: -2.38% (lower mid).
  • Alpha: -1.60 (lower mid).
  • Sharpe: -0.32 (lower mid).
  • Information ratio: -0.62 (bottom quartile).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,884 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.05% (upper mid).
  • 3Y return: 10.44% (bottom quartile).
  • 1Y return: -4.54% (bottom quartile).
  • Alpha: -5.01 (bottom quartile).
  • Sharpe: -0.48 (bottom quartile).
  • Information ratio: -0.48 (lower mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

1. Canara Robeco Infrastructure

T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Infrastructure

  • Bottom quartile AUM (₹992 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.71% (top quartile).
  • 3Y return: 20.83% (top quartile).
  • 1Y return: 1.78% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.18 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding Larsen & Toubro Ltd (~9.9%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (08 Jul 26) ₹166.14 ↓ -2.84   (-1.68 %)
Net Assets (Cr) ₹992 on 31 May 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio 0.18
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹10,964
30 Jun 23₹14,661
30 Jun 24₹25,325
30 Jun 25₹25,500
30 Jun 26₹26,666

Canara Robeco Infrastructure SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Canara Robeco Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26

DurationReturns
1 Month 0.2%
3 Month 3%
6 Month 6.1%
1 Year 1.8%
3 Year 20.8%
5 Year 20.7%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 0.1%
2023 35.3%
2022 41.2%
2021 9%
2020 56.1%
2019 9%
2018 2.3%
2017 -19.1%
2016 40.2%
2015 2.1%
Fund Manager information for Canara Robeco Infrastructure
NameSinceTenure
Vishal Mishra26 Jun 215.01 Yr.
Shridatta Bhandwaldar29 Sep 187.76 Yr.

Data below for Canara Robeco Infrastructure as on 31 May 26

Equity Sector Allocation
SectorValue
Industrials46.53%
Utility12.52%
Basic Materials11.01%
Energy7.46%
Financial Services6.8%
Communication Services3.99%
Technology3.66%
Consumer Cyclical2.25%
Real Estate0.9%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
10%₹99 Cr242,151
↑ 9,250
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹49 Cr373,750
↑ 60,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | CGPOWER
5%₹48 Cr525,650
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC
4%₹41 Cr1,066,480
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
4%₹40 Cr216,600
↑ 55,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹39 Cr406,500
↑ 20,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹38 Cr929,000
↑ 60,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER
4%₹37 Cr870,000
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | CUMMINSIND
3%₹33 Cr56,000
↓ -2,500
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
3%₹31 Cr70,000
↑ 6,000

2. Canara Robeco Emerging Equities

To generate capital appreciation by primarily investing in diversified mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Emerging Equities

  • Highest AUM (₹24,498 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.25% (lower mid).
  • 3Y return: 12.56% (upper mid).
  • 1Y return: -3.63% (bottom quartile).
  • Alpha: -7.14 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: -0.85 (bottom quartile).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding ICICI Bank Ltd (~6.0%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (08 Jul 26) ₹249.73 ↓ -4.87   (-1.91 %)
Net Assets (Cr) ₹24,498 on 31 May 26
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio -0.47
Information Ratio -0.85
Alpha Ratio -7.14
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹9,967
30 Jun 23₹12,071
30 Jun 24₹16,915
30 Jun 25₹18,098
30 Jun 26₹17,281

Canara Robeco Emerging Equities SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26

DurationReturns
1 Month 5.3%
3 Month 5.6%
6 Month -1.1%
1 Year -3.6%
3 Year 12.6%
5 Year 11.2%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -0.4%
2023 26.3%
2022 24%
2021 -1.6%
2020 37%
2019 24.5%
2018 8.7%
2017 -9.3%
2016 52.1%
2015 2.6%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.75 Yr.
Amit Nadekar28 Aug 232.84 Yr.

Data below for Canara Robeco Emerging Equities as on 31 May 26

Equity Sector Allocation
SectorValue
Consumer Cyclical26.14%
Financial Services24.24%
Industrials9.67%
Technology8.99%
Health Care7.7%
Basic Materials6.84%
Consumer Defensive5.03%
Utility3.36%
Communication Services3.28%
Real Estate1.77%
Asset Allocation
Asset ClassValue
Cash2.91%
Equity97.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹1,475 Cr11,736,964
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL
5%₹1,273 Cr19,457,322
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
3%₹788 Cr10,581,096
↑ 4,550,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL
3%₹763 Cr30,459,215
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹747 Cr25,869,083
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR
3%₹725 Cr2,159,471
↓ -162,210
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
3%₹685 Cr16,676,861
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹664 Cr2,179,314
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
2%₹607 Cr1,436,183
↓ -50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL
2%₹593 Cr3,242,149
↑ 100,000

3. Canara Robeco Equity Tax Saver

(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,476 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.95% (bottom quartile).
  • 3Y return: 11.60% (lower mid).
  • 1Y return: -1.11% (upper mid).
  • Alpha: -1.04 (upper mid).
  • Sharpe: -0.29 (upper mid).
  • Information ratio: -0.46 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding ICICI Bank Ltd (~6.4%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (08 Jul 26) ₹176.11 ↓ -3.29   (-1.83 %)
Net Assets (Cr) ₹8,476 on 31 May 26
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.29
Information Ratio -0.46
Alpha Ratio -1.04
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹9,850
30 Jun 23₹12,122
30 Jun 24₹16,160
30 Jun 25₹17,181
30 Jun 26₹16,981

Canara Robeco Equity Tax Saver SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26

DurationReturns
1 Month 4.2%
3 Month 3.8%
6 Month -1.7%
1 Year -1.1%
3 Year 11.6%
5 Year 10.9%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.3%
2023 17.5%
2022 23.7%
2021 -0.2%
2020 35.1%
2019 27.4%
2018 10.7%
2017 2.7%
2016 32%
2015 0%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 215.01 Yr.
Shridatta Bhandwaldar1 Oct 196.75 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 May 26

Equity Sector Allocation
SectorValue
Financial Services28.99%
Consumer Cyclical15.37%
Industrials14.2%
Health Care6.67%
Basic Materials6.18%
Consumer Defensive5.44%
Technology4.62%
Energy4.56%
Communication Services3.94%
Utility3.22%
Real Estate2.6%
Asset Allocation
Asset ClassValue
Cash4.2%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹545 Cr4,341,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
6%₹534 Cr7,170,168
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹344 Cr2,602,000
↑ 75,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹303 Cr743,119
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹295 Cr3,055,000
↑ 100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹275 Cr1,505,000
↑ 20,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
3%₹259 Cr2,228,659
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK
3%₹242 Cr1,883,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE
2%₹212 Cr2,329,500
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 24 | DIVISLAB
2%₹167 Cr250,000

4. Canara Robeco Equity Diversified

To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,013 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.51% (bottom quartile).
  • 3Y return: 11.29% (bottom quartile).
  • 1Y return: -2.38% (lower mid).
  • Alpha: -1.60 (lower mid).
  • Sharpe: -0.32 (lower mid).
  • Information ratio: -0.62 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding HDFC Bank Ltd (~6.7%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (08 Jul 26) ₹336.26 ↓ -6.46   (-1.88 %)
Net Assets (Cr) ₹13,013 on 31 May 26
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.32
Information Ratio -0.62
Alpha Ratio -1.6
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹9,827
30 Jun 23₹12,011
30 Jun 24₹15,871
30 Jun 25₹17,105
30 Jun 26₹16,649

Canara Robeco Equity Diversified SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Canara Robeco Equity Diversified

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26

DurationReturns
1 Month 4.6%
3 Month 3.5%
6 Month -3.3%
1 Year -2.4%
3 Year 11.3%
5 Year 10.5%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7%
2023 17.9%
2022 22.8%
2021 -1.7%
2020 32.6%
2019 22.2%
2018 12.3%
2017 0.9%
2016 37.8%
2015 -2%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Pranav Gokhale6 Nov 232.65 Yr.
Shridatta Bhandwaldar5 Jul 169.99 Yr.

Data below for Canara Robeco Equity Diversified as on 31 May 26

Equity Sector Allocation
SectorValue
Financial Services29.11%
Consumer Cyclical16.27%
Industrials11.35%
Technology7.58%
Health Care7.45%
Consumer Defensive6.22%
Basic Materials5.9%
Communication Services4.34%
Energy3.76%
Utility1.96%
Real Estate0.99%
Asset Allocation
Asset ClassValue
Cash5.04%
Equity94.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹870 Cr11,684,680
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹804 Cr6,400,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹489 Cr3,698,362
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹482 Cr2,636,904
↑ 65,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹431 Cr1,058,270
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹412 Cr4,269,544
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹389 Cr3,348,203
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE
3%₹337 Cr3,709,960
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
3%₹330 Cr2,563,600
↑ 75,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
2%₹313 Cr1,028,515

(Erstwhile Canara Robeco F.O.R.C.E Fund)

The objective of the Fund is to provide long - term capital appreciation by primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,884 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.05% (upper mid).
  • 3Y return: 10.44% (bottom quartile).
  • 1Y return: -4.54% (bottom quartile).
  • Alpha: -5.01 (bottom quartile).
  • Sharpe: -0.48 (bottom quartile).
  • Information ratio: -0.48 (lower mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Bharti Airtel Ltd (~6.2%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (08 Jul 26) ₹105.49 ↓ -2.11   (-1.96 %)
Net Assets (Cr) ₹1,884 on 31 May 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.48
Information Ratio -0.48
Alpha Ratio -5.01
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹10,185
30 Jun 23₹13,202
30 Jun 24₹17,656
30 Jun 25₹18,949
30 Jun 26₹17,725

Canara Robeco Consumer Trends Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Canara Robeco Consumer Trends Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jul 26

DurationReturns
1 Month 5.9%
3 Month 5.1%
6 Month -4.1%
1 Year -4.5%
3 Year 10.4%
5 Year 12.1%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.5%
2023 20.3%
2022 26.4%
2021 6.1%
2020 30.2%
2019 20.5%
2018 12.8%
2017 2%
2016 41%
2015 3.4%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.75 Yr.
Ennette Fernandes1 Oct 214.75 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Consumer Cyclical40.63%
Financial Services20.92%
Consumer Defensive16.58%
Communication Services8.37%
Industrials3.37%
Basic Materials3%
Health Care1.94%
Technology1.04%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
6%₹116 Cr635,000
↑ 15,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | ETERNAL
6%₹113 Cr4,500,000
↑ 1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹95 Cr1,274,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
4%₹85 Cr64,500
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹83 Cr273,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE
4%₹75 Cr830,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | BRITANNIA
4%₹72 Cr138,500
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
4%₹69 Cr1,300,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
3%₹59 Cr4,037,500
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | GODREJCP
3%₹51 Cr498,000

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in Canara Robeco SIP Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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