Fincash » Canara Robeco Mutual Fund » Canara Robeco SIP Funds
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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.
Some of the advantages of a SIP are:
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 NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Canara Robeco Infrastructure Growth ₹80.42
↓ -1.41 ₹247 1,000 -2.6 4.6 5.9 19.8 8.9 9 Canara Robeco Equity Tax Saver Growth ₹112.93
↓ -1.54 ₹4,559 500 -3.8 2.5 -1.3 17.7 13.1 -0.2 Canara Robeco Consumer Trends Fund Growth ₹67.52
↓ -0.62 ₹953 1,000 -6.4 1.7 3.5 16.1 12.4 6.1 Canara Robeco Emerging Equities Growth ₹155.92
↓ -2.06 ₹15,501 1,000 -5.2 1 -2.2 15.5 9.8 -1.6 Canara Robeco Equity Diversified Growth ₹218.15
↓ -3.07 ₹8,729 1,000 -2.8 2.8 -2.4 14.5 11.4 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
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. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on (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. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on (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. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on 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. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on 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. Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Diversified Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized
return of 12.9% since its launch. Return for 2022 was 9% , 2021 was 56.1% and 2020 was 9% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (27 Jan 23) ₹80.42 ↓ -1.41 (-1.72 %) Net Assets (Cr) ₹247 on 31 Dec 22 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.64 Sharpe Ratio 0.3 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.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹8,087 31 Dec 19 ₹8,273 31 Dec 20 ₹9,020 31 Dec 21 ₹14,082 31 Dec 22 ₹15,345 Returns for Canara Robeco Infrastructure
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jan 23 Duration Returns 1 Month -2.5% 3 Month -2.6% 6 Month 4.6% 1 Year 5.9% 3 Year 19.8% 5 Year 8.9% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% 2015 6.7% 2014 69.9% 2013 -9.1% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 1.52 Yr. Shridatta Bhandwaldar 29 Sep 18 4.26 Yr. Data below for Canara Robeco Infrastructure as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 54.48% Financial Services 11.79% Utility 11.17% Basic Materials 6.65% Consumer Cyclical 6.2% Energy 3.99% Real Estate 2.99% Asset Allocation
Asset Class Value Cash 2.72% Equity 97.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT10% ₹25 Cr 118,300 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL7% ₹18 Cr 1,689,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹17 Cr 177,500 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005506% ₹14 Cr 51,550 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325556% ₹14 Cr 809,600
↑ 200,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN5% ₹13 Cr 212,000
↑ 7,500 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | SCHAEFFLER4% ₹11 Cr 41,499
↓ -5,000 KNR Constructions Ltd (Industrials)
Equity, Since 31 Aug 19 | 5329424% ₹11 Cr 407,874 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹9 Cr 419,410 ABB India Ltd (Industrials)
Equity, Since 31 Dec 20 | ABB4% ₹9 Cr 30,250
↓ -8,500 2. Canara Robeco Equity Tax Saver
CAGR/Annualized
return of 18.9% since its launch. Ranked 36 in ELSS
category. Return for 2022 was -0.2% , 2021 was 35.1% and 2020 was 27.4% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (27 Jan 23) ₹112.93 ↓ -1.54 (-1.35 %) Net Assets (Cr) ₹4,559 on 31 Dec 22 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.26 Information Ratio 0.31 Alpha Ratio -4.89 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹10,268 31 Dec 19 ₹11,371 31 Dec 20 ₹14,482 31 Dec 21 ₹19,569 31 Dec 22 ₹19,536 Returns for Canara Robeco Equity Tax Saver
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jan 23 Duration Returns 1 Month -3.9% 3 Month -3.8% 6 Month 2.5% 1 Year -1.3% 3 Year 17.7% 5 Year 13.1% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% 2013 5.3% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 1.52 Yr. Shridatta Bhandwaldar 1 Oct 19 3.25 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 33.49% Consumer Cyclical 14.28% Technology 10.07% Basic Materials 9.64% Industrials 8.13% Health Care 6.15% Consumer Defensive 5.39% Energy 4.43% Communication Services 2.25% Real Estate 1.59% Utility 1.54% Asset Allocation
Asset Class Value Cash 3.03% Equity 96.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK8% ₹380 Cr 3,991,000
↑ 50,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹328 Cr 2,037,184
↑ 145,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY7% ₹320 Cr 1,956,310
↑ 45,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹203 Cr 743,500
↑ 25,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹201 Cr 3,330,000
↑ 550,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322154% ₹185 Cr 2,053,000
↑ 100,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹110 Cr 323,712 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 21 | ULTRACEMCO2% ₹105 Cr 149,000
↑ 17,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | HINDUNILVR2% ₹104 Cr 386,690 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL2% ₹103 Cr 1,215,000
↓ -50,000 3. Canara Robeco Consumer Trends Fund
CAGR/Annualized
return of 15.4% since its launch. Ranked 16 in Sectoral
category. Return for 2022 was 6.1% , 2021 was 30.2% and 2020 was 20.5% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (27 Jan 23) ₹67.52 ↓ -0.62 (-0.91 %) Net Assets (Cr) ₹953 on 31 Dec 22 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.51 Sharpe Ratio 0.14 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.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹10,200 31 Dec 19 ₹11,506 31 Dec 20 ₹13,869 31 Dec 21 ₹18,055 31 Dec 22 ₹19,163 Returns for Canara Robeco Consumer Trends Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jan 23 Duration Returns 1 Month -4.6% 3 Month -6.4% 6 Month 1.7% 1 Year 3.5% 3 Year 16.1% 5 Year 12.4% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 6.1% 2021 30.2% 2020 20.5% 2019 12.8% 2018 2% 2017 41% 2016 3.4% 2015 1.8% 2014 56.3% 2013 -2.3% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 3.25 Yr. Ennette Fernandes 1 Oct 21 1.25 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 30.02% Consumer Cyclical 25.47% Consumer Defensive 24.6% Industrials 7.97% Health Care 3.78% Communication Services 3.01% Basic Materials 1.06% Asset Allocation
Asset Class Value Cash 4.09% Equity 95.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹62 Cr 650,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC6% ₹54 Cr 1,600,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR5% ₹52 Cr 195,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹42 Cr 700,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322154% ₹41 Cr 460,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK4% ₹41 Cr 257,000
↑ 10,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI4% ₹36 Cr 40,000
↓ -8,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TITAN4% ₹36 Cr 135,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008503% ₹30 Cr 942,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL3% ₹29 Cr 345,000 4. Canara Robeco Emerging Equities
CAGR/Annualized
return of 16.6% since its launch. Ranked 10 in Large & Mid Cap
category. Return for 2022 was -1.6% , 2021 was 37% and 2020 was 24.5% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (27 Jan 23) ₹155.92 ↓ -2.06 (-1.30 %) Net Assets (Cr) ₹15,501 on 31 Dec 22 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.38 Information Ratio -0.26 Alpha Ratio -6.24 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.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹9,071 31 Dec 19 ₹9,858 31 Dec 20 ₹12,278 31 Dec 21 ₹16,820 31 Dec 22 ₹16,543 Returns for Canara Robeco Emerging Equities
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jan 23 Duration Returns 1 Month -3.8% 3 Month -5.2% 6 Month 1% 1 Year -2.2% 3 Year 15.5% 5 Year 9.8% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.6% 2021 37% 2020 24.5% 2019 8.7% 2018 -9.3% 2017 52.1% 2016 2.6% 2015 13.1% 2014 96% 2013 3.2% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 3.25 Yr. Data below for Canara Robeco Emerging Equities as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 30.17% Consumer Cyclical 16.02% Industrials 12.41% Basic Materials 9.8% Health Care 7.26% Technology 7% Consumer Defensive 5.33% Energy 4.01% Communication Services 2.35% Utility 1.39% Real Estate 1.36% Asset Allocation
Asset Class Value Cash 2.89% Equity 97.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,115 Cr 11,698,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK7% ₹1,042 Cr 6,481,000
↑ 100,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY5% ₹736 Cr 4,502,500
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE4% ₹636 Cr 2,328,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹630 Cr 10,450,000
↑ 300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹549 Cr 6,087,090 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Apr 21 | MAXHEALTH3% ₹432 Cr 9,595,829
↑ 324,700 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA3% ₹422 Cr 7,672,118
↑ 125,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR3% ₹417 Cr 1,552,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹411 Cr 611,500 5. Canara Robeco Equity Diversified
CAGR/Annualized
return of 17.3% since its launch. Ranked 68 in Multi Cap
category. Return for 2022 was -1.7% , 2021 was 32.6% and 2020 was 22.2% . Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (27 Jan 23) ₹218.15 ↓ -3.07 (-1.39 %) Net Assets (Cr) ₹8,729 on 31 Dec 22 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.38 Information Ratio -0.18 Alpha Ratio -6.44 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.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹10,088 31 Dec 19 ₹11,327 31 Dec 20 ₹13,845 31 Dec 21 ₹18,360 31 Dec 22 ₹18,054 Returns for Canara Robeco Equity Diversified
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jan 23 Duration Returns 1 Month -3.3% 3 Month -2.8% 6 Month 2.8% 1 Year -2.4% 3 Year 14.5% 5 Year 11.4% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.7% 2021 32.6% 2020 22.2% 2019 12.3% 2018 0.9% 2017 37.8% 2016 -2% 2015 0.1% 2014 39.7% 2013 4.3% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Shridatta Bhandwaldar 5 Jul 16 6.49 Yr. Data below for Canara Robeco Equity Diversified as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 33.35% Industrials 10.25% Consumer Cyclical 9.67% Technology 9.49% Basic Materials 9.14% Consumer Defensive 6.91% Health Care 6.12% Energy 5.28% Communication Services 2.53% Utility 2.12% Real Estate 1.12% Asset Allocation
Asset Class Value Cash 4.02% Equity 95.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK9% ₹765 Cr 4,757,340
↑ 50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK8% ₹748 Cr 7,850,550 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY6% ₹566 Cr 3,459,688
↑ 150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE5% ₹472 Cr 1,727,400 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN4% ₹369 Cr 6,125,000
↑ 300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322154% ₹352 Cr 3,908,600 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | HINDUNILVR3% ₹309 Cr 1,152,400 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹283 Cr 1,362,157 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000343% ₹256 Cr 381,535 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL3% ₹226 Cr 2,662,334
↓ -350,000
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 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!
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