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5 Best Canara Robeco SIP Mutual Funds 2026

Updated on April 15, 2026 , 60465 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 ₹169.97
↑ 1.99
₹933 1,000 10.74.416.526.624.80.1
Canara Robeco Emerging Equities Growth ₹245.67
↑ 1.89
₹24,735 1,000 -0.9-5.82.415.813.9-0.4
Canara Robeco Equity Tax Saver Growth ₹174.37
↑ 1.31
₹8,800 500 -1.5-2.76.514.913.35.3
Canara Robeco Equity Diversified Growth ₹333.79
↑ 2.53
₹13,391 1,000 -2.8-4.8614.712.97
Canara Robeco Consumer Trends Fund Growth ₹103.43
↑ 1.21
₹1,950 1,000 -4.6-8.4-0.914.413.73.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 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 (₹933 Cr).Highest AUM (₹24,735 Cr).Lower mid AUM (₹8,800 Cr).Upper mid AUM (₹13,391 Cr).Bottom quartile AUM (₹1,950 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: 24.81% (top quartile).5Y return: 13.94% (upper mid).5Y return: 13.32% (bottom quartile).5Y return: 12.87% (bottom quartile).5Y return: 13.66% (lower mid).
Point 63Y return: 26.62% (top quartile).3Y return: 15.76% (upper mid).3Y return: 14.93% (lower mid).3Y return: 14.74% (bottom quartile).3Y return: 14.39% (bottom quartile).
Point 71Y return: 16.49% (top quartile).1Y return: 2.41% (bottom quartile).1Y return: 6.47% (upper mid).1Y return: 5.99% (lower mid).1Y return: -0.95% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: -6.15 (bottom quartile).Alpha: 0.96 (top quartile).Alpha: 0.85 (upper mid).Alpha: -4.08 (bottom quartile).
Point 9Sharpe: 1.30 (top quartile).Sharpe: 0.59 (bottom quartile).Sharpe: 1.08 (upper mid).Sharpe: 1.07 (lower mid).Sharpe: 0.50 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -1.00 (bottom quartile).Information ratio: -0.68 (bottom quartile).Information ratio: -0.67 (lower mid).Information ratio: 0.00 (upper mid).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹933 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 24.81% (top quartile).
  • 3Y return: 26.62% (top quartile).
  • 1Y return: 16.49% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.30 (top quartile).
  • Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

  • Highest AUM (₹24,735 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.94% (upper mid).
  • 3Y return: 15.76% (upper mid).
  • 1Y return: 2.41% (bottom quartile).
  • Alpha: -6.15 (bottom quartile).
  • Sharpe: 0.59 (bottom quartile).
  • Information ratio: -1.00 (bottom quartile).

Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,800 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (bottom quartile).
  • 3Y return: 14.93% (lower mid).
  • 1Y return: 6.47% (upper mid).
  • Alpha: 0.96 (top quartile).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: -0.68 (bottom quartile).

Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,391 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.87% (bottom quartile).
  • 3Y return: 14.74% (bottom quartile).
  • 1Y return: 5.99% (lower mid).
  • Alpha: 0.85 (upper mid).
  • Sharpe: 1.07 (lower mid).
  • Information ratio: -0.67 (lower mid).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,950 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 13.66% (lower mid).
  • 3Y return: 14.39% (bottom quartile).
  • 1Y return: -0.95% (bottom quartile).
  • Alpha: -4.08 (bottom quartile).
  • Sharpe: 0.50 (bottom quartile).
  • Information ratio: 0.00 (upper 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 (₹933 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 24.81% (top quartile).
  • 3Y return: 26.62% (top quartile).
  • 1Y return: 16.49% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.30 (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 (~8.8%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (17 Apr 26) ₹169.97 ↑ 1.99   (1.18 %)
Net Assets (Cr) ₹933 on 28 Feb 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio 1.3
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹12,801
31 Mar 23₹14,363
31 Mar 24₹22,145
31 Mar 25₹25,157
31 Mar 26₹26,372

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 ₹556,833.
Net Profit of ₹256,833
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 17 Apr 26

DurationReturns
1 Month 7.5%
3 Month 10.7%
6 Month 4.4%
1 Year 16.5%
3 Year 26.6%
5 Year 24.8%
10 Year
15 Year
Since launch 14.9%
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 214.77 Yr.
Shridatta Bhandwaldar29 Sep 187.51 Yr.

Data below for Canara Robeco Infrastructure as on 28 Feb 26

Equity Sector Allocation
SectorValue
Industrials44.87%
Utility13.78%
Basic Materials10.2%
Energy9.07%
Financial Services6.57%
Technology3.53%
Consumer Cyclical3.06%
Communication Services3.02%
Real Estate0.98%
Asset Allocation
Asset ClassValue
Cash4.93%
Equity95.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
9%₹76 Cr217,901
↑ 2,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
5%₹41 Cr1,106,480
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹40 Cr294,250
↑ 2,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹35 Cr869,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
4%₹33 Cr870,000
↑ 30,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹32 Cr324,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
4%₹31 Cr475,650
↑ 10,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 532898
3%₹30 Cr1,007,546
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | 500480
3%₹26 Cr58,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
3%₹26 Cr146,600
↑ 10,000

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 (₹24,735 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.94% (upper mid).
  • 3Y return: 15.76% (upper mid).
  • 1Y return: 2.41% (bottom quartile).
  • Alpha: -6.15 (bottom quartile).
  • Sharpe: 0.59 (bottom quartile).
  • Information ratio: -1.00 (bottom quartile).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding ICICI Bank Ltd (~6.7%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (17 Apr 26) ₹245.67 ↑ 1.89   (0.78 %)
Net Assets (Cr) ₹24,735 on 28 Feb 26
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio 0.59
Information Ratio -1
Alpha Ratio -6.15
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 Mar 21₹10,000
31 Mar 22₹12,252
31 Mar 23₹12,008
31 Mar 24₹16,390
31 Mar 25₹18,097
31 Mar 26₹16,977

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 ₹426,080.
Net Profit of ₹126,080
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 17 Apr 26

DurationReturns
1 Month 6.7%
3 Month -0.9%
6 Month -5.8%
1 Year 2.4%
3 Year 15.8%
5 Year 13.9%
10 Year
15 Year
Since launch 16.4%
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 196.5 Yr.
Amit Nadekar28 Aug 232.59 Yr.

Data below for Canara Robeco Emerging Equities as on 28 Feb 26

Equity Sector Allocation
SectorValue
Consumer Cyclical27.27%
Financial Services20.6%
Industrials10.83%
Technology10.01%
Health Care7.72%
Basic Materials6.77%
Consumer Defensive5.61%
Communication Services3.44%
Utility3.37%
Real Estate1.77%
Asset Allocation
Asset ClassValue
Cash2.55%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹1,497 Cr12,411,964
↓ -400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
5%₹1,111 Cr19,457,322
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
4%₹806 Cr2,396,681
↓ -69,137
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
3%₹736 Cr18,375,488
↓ -1,141,228
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹726 Cr27,989,386
↓ -5,000,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹663 Cr28,959,215
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹614 Cr2,079,314
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
3%₹598 Cr5,794,143
↓ -643,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL
2%₹538 Cr3,017,149
↑ 500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
2%₹490 Cr1,486,620

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 (₹8,800 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (bottom quartile).
  • 3Y return: 14.93% (lower mid).
  • 1Y return: 6.47% (upper mid).
  • Alpha: 0.96 (top quartile).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: -0.68 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding HDFC Bank Ltd (~6.7%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (17 Apr 26) ₹174.37 ↑ 1.31   (0.76 %)
Net Assets (Cr) ₹8,800 on 28 Feb 26
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 1.08
Information Ratio -0.68
Alpha Ratio 0.96
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹12,029
31 Mar 23₹11,965
31 Mar 24₹15,957
31 Mar 25₹17,073
31 Mar 26₹16,704

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 ₹426,080.
Net Profit of ₹126,080
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 17 Apr 26

DurationReturns
1 Month 5.1%
3 Month -1.5%
6 Month -2.7%
1 Year 6.5%
3 Year 14.9%
5 Year 13.3%
10 Year
15 Year
Since launch 18.1%
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 214.77 Yr.
Shridatta Bhandwaldar1 Oct 196.5 Yr.

Data below for Canara Robeco Equity Tax Saver as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services28.96%
Consumer Cyclical14.92%
Industrials13.19%
Health Care6.58%
Technology6.15%
Consumer Defensive5.98%
Basic Materials5.78%
Energy5.77%
Communication Services4.1%
Utility3.24%
Real Estate2.32%
Asset Allocation
Asset ClassValue
Cash3%
Equity96.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹522 Cr7,140,168
↑ 15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹520 Cr4,311,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹338 Cr2,512,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
4%₹279 Cr2,228,659
↑ 47,500
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹271 Cr2,765,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹263 Cr1,475,000
↑ 15,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹247 Cr705,619
↑ 1,250
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹204 Cr1,753,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
2%₹187 Cr2,329,500
GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | 522275
2%₹174 Cr478,949
↓ -48,213

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 (₹13,391 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.87% (bottom quartile).
  • 3Y return: 14.74% (bottom quartile).
  • 1Y return: 5.99% (lower mid).
  • Alpha: 0.85 (upper mid).
  • Sharpe: 1.07 (lower mid).
  • Information ratio: -0.67 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding HDFC Bank Ltd (~7.1%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (17 Apr 26) ₹333.79 ↑ 2.53   (0.76 %)
Net Assets (Cr) ₹13,391 on 28 Feb 26
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 1.07
Information Ratio -0.67
Alpha Ratio 0.85
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 Mar 21₹10,000
31 Mar 22₹12,082
31 Mar 23₹11,809
31 Mar 24₹15,790
31 Mar 25₹16,870
31 Mar 26₹16,408

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 ₹415,684.
Net Profit of ₹115,684
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 17 Apr 26

DurationReturns
1 Month 5.1%
3 Month -2.8%
6 Month -4.8%
1 Year 6%
3 Year 14.7%
5 Year 12.9%
10 Year
15 Year
Since launch 16.8%
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 232.4 Yr.
Shridatta Bhandwaldar5 Jul 169.75 Yr.

Data below for Canara Robeco Equity Diversified as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services28.67%
Consumer Cyclical16.75%
Industrials11.95%
Technology8.8%
Health Care7.01%
Basic Materials6.15%
Consumer Defensive6.02%
Communication Services4.47%
Energy4.17%
Utility2.34%
Real Estate0.83%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹847 Cr11,584,680
↑ 125,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹772 Cr6,400,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹497 Cr3,698,362
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹452 Cr2,536,904
↑ 175,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹411 Cr3,288,203
↑ 275,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹380 Cr1,083,270
↑ 35,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹374 Cr3,819,544
↓ -75,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
3%₹311 Cr1,053,515
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
2%₹297 Cr3,709,960
↑ 250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
2%₹280 Cr2,413,600
↑ 200,000

(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 (₹1,950 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 13.66% (lower mid).
  • 3Y return: 14.39% (bottom quartile).
  • 1Y return: -0.95% (bottom quartile).
  • Alpha: -4.08 (bottom quartile).
  • Sharpe: 0.50 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding HDFC Bank Ltd (~5.5%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (17 Apr 26) ₹103.43 ↑ 1.21   (1.18 %)
Net Assets (Cr) ₹1,950 on 28 Feb 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio 0.5
Information Ratio 0
Alpha Ratio -4.08
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 Mar 21₹10,000
31 Mar 22₹11,635
31 Mar 23₹12,254
31 Mar 24₹17,025
31 Mar 25₹18,213
31 Mar 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 ₹426,080.
Net Profit of ₹126,080
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 17 Apr 26

DurationReturns
1 Month 5.3%
3 Month -4.6%
6 Month -8.4%
1 Year -0.9%
3 Year 14.4%
5 Year 13.7%
10 Year
15 Year
Since launch 15.1%
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 196.5 Yr.
Ennette Fernandes1 Oct 214.5 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Consumer Cyclical34.89%
Financial Services23.81%
Consumer Defensive20.57%
Communication Services7.61%
Industrials4.22%
Health Care3.07%
Basic Materials1.9%
Technology0.98%
Asset Allocation
Asset ClassValue
Cash2.93%
Equity97.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹93 Cr1,274,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹90 Cr503,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
5%₹79 Cr64,500
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹75 Cr2,600,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹72 Cr245,000
↑ 5,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 500825
4%₹70 Cr128,500
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
4%₹69 Cr3,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹67 Cr830,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹50 Cr1,300,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 532424
3%₹49 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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