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5 Best Canara Robeco SIP Mutual Funds 2026

Updated on March 16, 2026 , 60354 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 ₹159.98
↑ 1.85
₹879 1,000 3-2.814.925.223.20.1
Canara Robeco Emerging Equities Growth ₹233.83
↑ 3.62
₹24,651 1,000 -6.6-121.91512.8-0.4
Canara Robeco Equity Tax Saver Growth ₹167.96
↑ 2.03
₹8,725 500 -5.2-6.1714.712.55.3
Canara Robeco Equity Diversified Growth ₹321.34
↑ 3.76
₹13,328 1,000 -6.9-8.46.214.512.27
Canara Robeco Consumer Trends Fund Growth ₹99.68
↑ 1.44
₹1,910 1,000 -9.4-11.61.414.212.73.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Mar 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 (₹879 Cr).Highest AUM (₹24,651 Cr).Lower mid AUM (₹8,725 Cr).Upper mid AUM (₹13,328 Cr).Bottom quartile AUM (₹1,910 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: 23.20% (top quartile).5Y return: 12.85% (upper mid).5Y return: 12.46% (bottom quartile).5Y return: 12.20% (bottom quartile).5Y return: 12.65% (lower mid).
Point 63Y return: 25.19% (top quartile).3Y return: 15.03% (upper mid).3Y return: 14.69% (lower mid).3Y return: 14.53% (bottom quartile).3Y return: 14.19% (bottom quartile).
Point 71Y return: 14.90% (top quartile).1Y return: 1.85% (bottom quartile).1Y return: 7.00% (upper mid).1Y return: 6.17% (lower mid).1Y return: 1.43% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: -6.04 (bottom quartile).Alpha: -1.08 (lower mid).Alpha: 0.52 (top quartile).Alpha: -6.63 (bottom quartile).
Point 9Sharpe: 0.13 (upper mid).Sharpe: -0.15 (bottom quartile).Sharpe: 0.10 (lower mid).Sharpe: 0.22 (top quartile).Sharpe: -0.22 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.82 (bottom quartile).Information ratio: -0.40 (bottom quartile).Information ratio: -0.33 (lower mid).Information ratio: -0.05 (upper mid).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹879 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 23.20% (top quartile).
  • 3Y return: 25.19% (top quartile).
  • 1Y return: 14.90% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.13 (upper mid).
  • Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

  • Highest AUM (₹24,651 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.85% (upper mid).
  • 3Y return: 15.03% (upper mid).
  • 1Y return: 1.85% (bottom quartile).
  • Alpha: -6.04 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -0.82 (bottom quartile).

Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,725 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.46% (bottom quartile).
  • 3Y return: 14.69% (lower mid).
  • 1Y return: 7.00% (upper mid).
  • Alpha: -1.08 (lower mid).
  • Sharpe: 0.10 (lower mid).
  • Information ratio: -0.40 (bottom quartile).

Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,328 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.20% (bottom quartile).
  • 3Y return: 14.53% (bottom quartile).
  • 1Y return: 6.17% (lower mid).
  • Alpha: 0.52 (top quartile).
  • Sharpe: 0.22 (top quartile).
  • Information ratio: -0.33 (lower mid).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,910 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.65% (lower mid).
  • 3Y return: 14.19% (bottom quartile).
  • 1Y return: 1.43% (bottom quartile).
  • Alpha: -6.63 (bottom quartile).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: -0.05 (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 (₹879 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 23.20% (top quartile).
  • 3Y return: 25.19% (top quartile).
  • 1Y return: 14.90% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.13 (upper mid).
  • 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 (18 Mar 26) ₹159.98 ↑ 1.85   (1.17 %)
Net Assets (Cr) ₹879 on 31 Jan 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio 0.13
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
28 Feb 21₹10,000
28 Feb 22₹12,941
28 Feb 23₹14,255
29 Feb 24₹21,721
28 Feb 25₹22,794
28 Feb 26₹29,026

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 ₹543,623.
Net Profit of ₹243,623
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 18 Mar 26

DurationReturns
1 Month -3.3%
3 Month 3%
6 Month -2.8%
1 Year 14.9%
3 Year 25.2%
5 Year 23.2%
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 214.68 Yr.
Shridatta Bhandwaldar29 Sep 187.42 Yr.

Data below for Canara Robeco Infrastructure as on 31 Jan 26

Equity Sector Allocation
SectorValue
Industrials46.09%
Utility12.97%
Basic Materials9.82%
Energy8.74%
Financial Services7.1%
Consumer Cyclical3.29%
Technology3.25%
Communication Services2.75%
Real Estate0.97%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
10%₹92 Cr215,901
↑ 1,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC
5%₹42 Cr1,106,480
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹41 Cr291,750
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹39 Cr324,000
↓ -118,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹39 Cr869,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | CGPOWER
4%₹34 Cr465,650
↑ 25,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER
3%₹32 Cr840,000
↑ 30,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | POWERGRID
3%₹30 Cr1,007,546
↑ 50,000
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | CUMMINSIND
3%₹29 Cr58,500
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
3%₹28 Cr58,250

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 (₹24,651 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.85% (upper mid).
  • 3Y return: 15.03% (upper mid).
  • 1Y return: 1.85% (bottom quartile).
  • Alpha: -6.04 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -0.82 (bottom quartile).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding ICICI Bank Ltd (~7.1%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (18 Mar 26) ₹233.83 ↑ 3.62   (1.57 %)
Net Assets (Cr) ₹24,651 on 31 Jan 26
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio -0.15
Information Ratio -0.82
Alpha Ratio -6.04
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
28 Feb 21₹10,000
28 Feb 22₹12,049
28 Feb 23₹12,128
29 Feb 24₹16,105
28 Feb 25₹16,911
28 Feb 26₹19,042

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 ₹415,684.
Net Profit of ₹115,684
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 18 Mar 26

DurationReturns
1 Month -6.8%
3 Month -6.6%
6 Month -12%
1 Year 1.9%
3 Year 15%
5 Year 12.8%
10 Year
15 Year
Since launch 16.2%
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 196.42 Yr.
Amit Nadekar28 Aug 232.51 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical29.25%
Financial Services19.1%
Industrials11.78%
Technology9.17%
Health Care8.21%
Basic Materials6.46%
Consumer Defensive5.78%
Utility3.31%
Communication Services2.9%
Real Estate1.75%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹1,767 Cr12,811,964
↓ -21,654
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL
5%₹1,298 Cr19,457,322
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
4%₹989 Cr32,989,386
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR
4%₹954 Cr2,465,818
↓ -8,119
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
4%₹868 Cr19,516,716
↓ -299,629
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
3%₹765 Cr6,437,643
↓ -529,985
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹713 Cr28,959,215
↑ 1,271,158
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹706 Cr2,079,314
↑ 150,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
2%₹580 Cr1,486,620
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH
2%₹572 Cr7,418,728

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 (₹8,725 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.46% (bottom quartile).
  • 3Y return: 14.69% (lower mid).
  • 1Y return: 7.00% (upper mid).
  • Alpha: -1.08 (lower mid).
  • Sharpe: 0.10 (lower mid).
  • Information ratio: -0.40 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding HDFC Bank Ltd (~7.2%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (18 Mar 26) ₹167.96 ↑ 2.03   (1.22 %)
Net Assets (Cr) ₹8,725 on 31 Jan 26
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.1
Information Ratio -0.4
Alpha Ratio -1.08
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 21₹10,000
28 Feb 22₹11,887
28 Feb 23₹12,031
29 Feb 24₹15,873
28 Feb 25₹16,042
28 Feb 26₹18,852

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 ₹415,684.
Net Profit of ₹115,684
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 18 Mar 26

DurationReturns
1 Month -6.9%
3 Month -5.2%
6 Month -6.1%
1 Year 7%
3 Year 14.7%
5 Year 12.5%
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 214.68 Yr.
Shridatta Bhandwaldar1 Oct 196.42 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.49%
Consumer Cyclical15.2%
Industrials13.73%
Health Care6.32%
Consumer Defensive6.05%
Basic Materials5.77%
Technology5.62%
Energy5.24%
Communication Services3.8%
Utility2.94%
Real Estate2.24%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹633 Cr7,125,168
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹594 Cr4,311,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹350 Cr2,512,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹332 Cr2,765,000
↓ -235,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹301 Cr704,369
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
3%₹284 Cr2,181,159
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹274 Cr1,460,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK
3%₹243 Cr1,753,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE
3%₹232 Cr2,329,500
GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | GVT&D
2%₹203 Cr527,162
↓ -32,761

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 (₹13,328 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.20% (bottom quartile).
  • 3Y return: 14.53% (bottom quartile).
  • 1Y return: 6.17% (lower mid).
  • Alpha: 0.52 (top quartile).
  • Sharpe: 0.22 (top quartile).
  • Information ratio: -0.33 (lower mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding HDFC Bank Ltd (~7.6%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (18 Mar 26) ₹321.34 ↑ 3.76   (1.18 %)
Net Assets (Cr) ₹13,328 on 31 Jan 26
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.22
Information Ratio -0.33
Alpha Ratio 0.52
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
28 Feb 21₹10,000
28 Feb 22₹12,069
28 Feb 23₹12,030
29 Feb 24₹15,818
28 Feb 25₹16,036
28 Feb 26₹18,791

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 18 Mar 26

DurationReturns
1 Month -7.4%
3 Month -6.9%
6 Month -8.4%
1 Year 6.2%
3 Year 14.5%
5 Year 12.2%
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 232.32 Yr.
Shridatta Bhandwaldar5 Jul 169.66 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.38%
Consumer Cyclical17.01%
Industrials12.68%
Technology7.84%
Health Care6.66%
Basic Materials5.96%
Consumer Defensive5.75%
Communication Services3.91%
Energy3.85%
Utility2.34%
Real Estate1%
Asset Allocation
Asset ClassValue
Cash3.6%
Equity96.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
8%₹1,017 Cr11,459,680
↑ 275,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹883 Cr6,400,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹516 Cr3,698,362
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹468 Cr3,894,544
↓ -513,253
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹448 Cr1,048,270
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹444 Cr2,361,904
↑ 160,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹392 Cr3,013,203
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
3%₹358 Cr1,053,515
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE
3%₹345 Cr3,459,960
↑ 50,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
2%₹306 Cr2,213,600

(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 (₹1,910 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.65% (lower mid).
  • 3Y return: 14.19% (bottom quartile).
  • 1Y return: 1.43% (bottom quartile).
  • Alpha: -6.63 (bottom quartile).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: -0.05 (upper mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding HDFC Bank Ltd (~5.8%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (18 Mar 26) ₹99.68 ↑ 1.44   (1.47 %)
Net Assets (Cr) ₹1,910 on 31 Jan 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.22
Information Ratio -0.05
Alpha Ratio -6.63
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
28 Feb 21₹10,000
28 Feb 22₹11,379
28 Feb 23₹12,120
29 Feb 24₹16,362
28 Feb 25₹17,060
28 Feb 26₹18,988

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 18 Mar 26

DurationReturns
1 Month -8.5%
3 Month -9.4%
6 Month -11.6%
1 Year 1.4%
3 Year 14.2%
5 Year 12.7%
10 Year
15 Year
Since launch 14.9%
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 196.42 Yr.
Ennette Fernandes1 Oct 214.41 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical34.86%
Financial Services24.27%
Consumer Defensive20.51%
Communication Services7.08%
Industrials4.6%
Health Care2.77%
Basic Materials1.83%
Technology0.99%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
6%₹113 Cr1,274,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
5%₹96 Cr64,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹95 Cr503,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE
4%₹83 Cr830,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹82 Cr240,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹82 Cr2,600,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | BRITANNIA
4%₹77 Cr128,500
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
4%₹74 Cr3,000,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | GODREJCP
3%₹61 Cr498,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹59 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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