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5 Best Canara Robeco SIP Mutual Funds 2026

Updated on September 2, 2026 , 60889 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 (%)2025 (%)
Canara Robeco Infrastructure Growth ₹167.32
↓ -0.34
₹989 1,000 -0.65.1518.818.20.1
Canara Robeco Emerging Equities Growth ₹258.51
↓ -0.59
₹26,062 1,000 7.68.8-0.512.310-0.4
Canara Robeco Equity Diversified Growth ₹343.08
↓ -0.42
₹13,615 1,000 5.53.90.211.38.87
Canara Robeco Equity Tax Saver Growth ₹178.34
↓ -0.22
₹8,758 500 4.242.411.29.15.3
Canara Robeco Consumer Trends Fund Growth ₹106.94
↓ -0.12
₹1,998 1,000 5.74.5-4.110.210.23.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryCanara Robeco InfrastructureCanara Robeco Emerging EquitiesCanara Robeco Equity DiversifiedCanara Robeco Equity Tax SaverCanara Robeco Consumer Trends Fund
Point 1Bottom quartile AUM (₹989 Cr).Highest AUM (₹26,062 Cr).Upper mid AUM (₹13,615 Cr).Lower mid AUM (₹8,758 Cr).Bottom quartile AUM (₹1,998 Cr).
Point 2Established history (20+ yrs).Established history (21+ yrs).Oldest track record among peers (22 yrs).Established history (17+ yrs).Established history (16+ yrs).
Point 3Not Rated.Top rated.Rating: 2★ (lower mid).Rating: 1★ (bottom quartile).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: 18.20% (top quartile).5Y return: 10.00% (lower mid).5Y return: 8.76% (bottom quartile).5Y return: 9.15% (bottom quartile).5Y return: 10.20% (upper mid).
Point 63Y return: 18.82% (top quartile).3Y return: 12.33% (upper mid).3Y return: 11.28% (lower mid).3Y return: 11.21% (bottom quartile).3Y return: 10.21% (bottom quartile).
Point 71Y return: 5.03% (top quartile).1Y return: -0.54% (bottom quartile).1Y return: 0.25% (lower mid).1Y return: 2.39% (upper mid).1Y return: -4.09% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: -3.81 (bottom quartile).Alpha: -1.56 (lower mid).Alpha: 0.04 (top quartile).Alpha: -5.00 (bottom quartile).
Point 9Sharpe: 0.04 (top quartile).Sharpe: -0.16 (lower mid).Sharpe: -0.16 (bottom quartile).Sharpe: -0.06 (upper mid).Sharpe: -0.26 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.39 (bottom quartile).Information ratio: -0.19 (lower mid).Information ratio: -0.16 (upper mid).Information ratio: -0.60 (bottom quartile).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹989 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.20% (top quartile).
  • 3Y return: 18.82% (top quartile).
  • 1Y return: 5.03% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.04 (top quartile).
  • Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

  • Highest AUM (₹26,062 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.00% (lower mid).
  • 3Y return: 12.33% (upper mid).
  • 1Y return: -0.54% (bottom quartile).
  • Alpha: -3.81 (bottom quartile).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.39 (bottom quartile).

Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,615 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.76% (bottom quartile).
  • 3Y return: 11.28% (lower mid).
  • 1Y return: 0.25% (lower mid).
  • Alpha: -1.56 (lower mid).
  • Sharpe: -0.16 (bottom quartile).
  • Information ratio: -0.19 (lower mid).

Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,758 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.15% (bottom quartile).
  • 3Y return: 11.21% (bottom quartile).
  • 1Y return: 2.39% (upper mid).
  • Alpha: 0.04 (top quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.16 (upper mid).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,998 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 10.20% (upper mid).
  • 3Y return: 10.21% (bottom quartile).
  • 1Y return: -4.09% (bottom quartile).
  • Alpha: -5.00 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: -0.60 (bottom quartile).

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 (₹989 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.20% (top quartile).
  • 3Y return: 18.82% (top quartile).
  • 1Y return: 5.03% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.04 (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 (~9.6%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (04 Sep 26) ₹167.32 ↓ -0.34   (-0.20 %)
Net Assets (Cr) ₹989 on 31 Jul 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio 0.04
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
31 Aug 21₹10,000
31 Aug 22₹11,862
31 Aug 23₹13,890
31 Aug 24₹23,286
31 Aug 25₹22,201
31 Aug 26₹23,801

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 ₹481,656.
Net Profit of ₹181,656
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 4 Sep 26

DurationReturns
1 Month -1.4%
3 Month -0.6%
6 Month 5.1%
1 Year 5%
3 Year 18.8%
5 Year 18.2%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 0.1%
2024 35.3%
2023 41.2%
2022 9%
2021 56.1%
2020 9%
2019 2.3%
2018 -19.1%
2017 40.2%
2016 2.1%
Fund Manager information for Canara Robeco Infrastructure
NameSinceTenure
Vishal Mishra26 Jun 215.18 Yr.
Shridatta Bhandwaldar29 Sep 187.93 Yr.

Data below for Canara Robeco Infrastructure as on 31 Jul 26

Equity Sector Allocation
SectorValue
Industrials46.12%
Utility11.02%
Basic Materials10.87%
Financial Services7.26%
Energy6.95%
Communication Services5.64%
Technology4.52%
Consumer Cyclical1.93%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
10%₹95 Cr242,151
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
5%₹51 Cr259,100
↑ 17,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹50 Cr383,750
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹44 Cr426,500
↑ 20,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
4%₹40 Cr468,150
↓ -57,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹40 Cr1,029,000
↑ 50,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
4%₹37 Cr1,066,480
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
4%₹36 Cr70,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
3%₹33 Cr870,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 11 | 532538
3%₹33 Cr27,600
↑ 1,000

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 (₹26,062 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.00% (lower mid).
  • 3Y return: 12.33% (upper mid).
  • 1Y return: -0.54% (bottom quartile).
  • Alpha: -3.81 (bottom quartile).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.39 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding ICICI Bank Ltd (~6.2%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (04 Sep 26) ₹258.51 ↓ -0.59   (-0.23 %)
Net Assets (Cr) ₹26,062 on 31 Jul 26
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio -0.16
Information Ratio -0.39
Alpha Ratio -3.81
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
31 Aug 21₹10,000
31 Aug 22₹10,378
31 Aug 23₹11,439
31 Aug 24₹16,303
31 Aug 25₹16,050
31 Aug 26₹16,539

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 ₹385,859.
Net Profit of ₹85,859
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 4 Sep 26

DurationReturns
1 Month -1.1%
3 Month 7.6%
6 Month 8.8%
1 Year -0.5%
3 Year 12.3%
5 Year 10%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -0.4%
2024 26.3%
2023 24%
2022 -1.6%
2021 37%
2020 24.5%
2019 8.7%
2018 -9.3%
2017 52.1%
2016 2.6%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.92 Yr.
Amit Nadekar28 Aug 233.01 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services26.42%
Consumer Cyclical25.3%
Industrials8.88%
Technology8.68%
Health Care8.12%
Basic Materials6.68%
Consumer Defensive4.37%
Communication Services3.47%
Utility2.93%
Real Estate1.81%
Energy0.23%
Asset Allocation
Asset ClassValue
Cash3.05%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹1,613 Cr11,236,964
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
6%₹1,437 Cr19,457,322
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
4%₹1,056 Cr14,118,883
↑ 1,091,236
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL
4%₹944 Cr31,209,215
↑ 750,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹867 Cr24,155,390
↓ -501,302
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹831 Cr7,282,780
↑ 204,557
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
3%₹787 Cr1,824,893
↓ -309,578
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹692 Cr2,037,225
↓ -188,104
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON
3%₹692 Cr492,269
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL
3%₹681 Cr3,455,151
↑ 213,002

3. 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 (₹13,615 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.76% (bottom quartile).
  • 3Y return: 11.28% (lower mid).
  • 1Y return: 0.25% (lower mid).
  • Alpha: -1.56 (lower mid).
  • Sharpe: -0.16 (bottom quartile).
  • Information ratio: -0.19 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding ICICI 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 (04 Sep 26) ₹343.08 ↓ -0.42   (-0.12 %)
Net Assets (Cr) ₹13,615 on 31 Jul 26
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.16
Information Ratio -0.19
Alpha Ratio -1.56
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
31 Aug 21₹10,000
31 Aug 22₹10,102
31 Aug 23₹11,056
31 Aug 24₹15,254
31 Aug 25₹15,146
31 Aug 26₹15,635

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 ₹376,357.
Net Profit of ₹76,357
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 4 Sep 26

DurationReturns
1 Month -1.7%
3 Month 5.5%
6 Month 3.9%
1 Year 0.2%
3 Year 11.3%
5 Year 8.8%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 7%
2024 17.9%
2023 22.8%
2022 -1.7%
2021 32.6%
2020 22.2%
2019 12.3%
2018 0.9%
2017 37.8%
2016 -2%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Pranav Gokhale6 Nov 232.82 Yr.
Shridatta Bhandwaldar5 Jul 1610.16 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.04%
Consumer Cyclical16.77%
Industrials10.08%
Health Care8.57%
Technology7.55%
Basic Materials5.74%
Communication Services5.33%
Consumer Defensive4.69%
Energy3.55%
Utility1.42%
Real Estate1.18%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹919 Cr6,400,550
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
6%₹874 Cr11,684,680
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹520 Cr2,636,904
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹484 Cr3,698,362
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹452 Cr3,959,960
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹439 Cr4,269,544
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹417 Cr1,058,270
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹391 Cr3,458,613
↑ 50,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL
3%₹362 Cr11,953,000
↓ -50,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
3%₹350 Cr1,028,515

4. 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 (₹8,758 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.15% (bottom quartile).
  • 3Y return: 11.21% (bottom quartile).
  • 1Y return: 2.39% (upper mid).
  • Alpha: 0.04 (top quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.16 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding ICICI Bank Ltd (~7.1%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (04 Sep 26) ₹178.34 ↓ -0.22   (-0.12 %)
Net Assets (Cr) ₹8,758 on 31 Jul 26
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.06
Information Ratio -0.16
Alpha Ratio 0.04
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,332
31 Aug 23₹11,265
31 Aug 24₹15,734
31 Aug 25₹15,102
31 Aug 26₹15,852

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 ₹385,859.
Net Profit of ₹85,859
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 4 Sep 26

DurationReturns
1 Month -2%
3 Month 4.2%
6 Month 4%
1 Year 2.4%
3 Year 11.2%
5 Year 9.1%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 5.3%
2024 17.5%
2023 23.7%
2022 -0.2%
2021 35.1%
2020 27.4%
2019 10.7%
2018 2.7%
2017 32%
2016 0%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 215.18 Yr.
Shridatta Bhandwaldar1 Oct 196.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.9%
Consumer Cyclical16.03%
Industrials12.8%
Health Care8.3%
Basic Materials6.19%
Consumer Defensive5.31%
Technology4.77%
Communication Services4.33%
Energy4.16%
Real Estate2.78%
Utility2.78%
Asset Allocation
Asset ClassValue
Cash2.63%
Equity97.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹623 Cr4,341,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
6%₹536 Cr7,170,168
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹364 Cr2,787,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹314 Cr3,055,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
4%₹307 Cr1,555,000
↑ 20,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹293 Cr743,119
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
3%₹274 Cr2,428,659
↑ 200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
3%₹266 Cr2,329,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹232 Cr1,883,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 24 | DIVISLAB
2%₹197 Cr245,000
↓ -5,000

(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 (₹1,998 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 10.20% (upper mid).
  • 3Y return: 10.21% (bottom quartile).
  • 1Y return: -4.09% (bottom quartile).
  • Alpha: -5.00 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: -0.60 (bottom quartile).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding Eternal Ltd (~7.1%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (04 Sep 26) ₹106.94 ↓ -0.12   (-0.11 %)
Net Assets (Cr) ₹1,998 on 31 Jul 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.26
Information Ratio -0.6
Alpha Ratio -5
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
31 Aug 21₹10,000
31 Aug 22₹11,064
31 Aug 23₹12,262
31 Aug 24₹17,554
31 Aug 25₹16,894
31 Aug 26₹16,748

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 ₹395,578.
Net Profit of ₹95,578
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 4 Sep 26

DurationReturns
1 Month -2.8%
3 Month 5.7%
6 Month 4.5%
1 Year -4.1%
3 Year 10.2%
5 Year 10.2%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2025 3.5%
2024 20.3%
2023 26.4%
2022 6.1%
2021 30.2%
2020 20.5%
2019 12.8%
2018 2%
2017 41%
2016 3.4%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.92 Yr.
Ennette Fernandes1 Oct 214.92 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical40.83%
Financial Services20.62%
Consumer Defensive15.27%
Communication Services9.03%
Industrials3.04%
Basic Materials2.8%
Health Care2.67%
Technology1.18%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | ETERNAL
7%₹142 Cr4,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
6%₹127 Cr645,000
↑ 10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹95 Cr1,274,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
5%₹95 Cr830,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
5%₹94 Cr278,000
↑ 5,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
5%₹92 Cr64,500
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 500825
4%₹75 Cr138,500
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
3%₹61 Cr4,037,500
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TITAN
3%₹60 Cr123,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹57 Cr1,300,000

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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