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 (%) 2023 (%) Canara Robeco Infrastructure Growth ₹131.04
↑ 0.02 ₹531 1,000 9.7 28.8 58.4 33.4 23.9 41.2 Canara Robeco Consumer Trends Fund Growth ₹94.84
↑ 0.30 ₹1,411 1,000 5.7 16.5 37.8 20.9 19.3 26.4 Canara Robeco Emerging Equities Growth ₹212.39
↑ 1.01 ₹20,824 1,000 5.2 17 34.4 19 17.6 24 Canara Robeco Equity Tax Saver Growth ₹150.12
↑ 0.35 ₹7,500 500 2.7 15.7 31.2 17.7 18 23.7 Canara Robeco Equity Diversified Growth ₹289.38
↑ 1.27 ₹12,068 1,000 3.8 16 31.3 17.2 16.5 22.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Apr 24
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 (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 (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 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 15% since its launch. Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (19 Apr 24) ₹131.04 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹531 on 31 Mar 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.52 Sharpe Ratio 2.95 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 Mar 19 ₹10,000 31 Mar 20 ₹7,219 31 Mar 21 ₹12,688 31 Mar 22 ₹16,243 31 Mar 23 ₹18,224 31 Mar 24 ₹28,098 Returns for Canara Robeco Infrastructure
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Apr 24 Duration Returns 1 Month 10.1% 3 Month 9.7% 6 Month 28.8% 1 Year 58.4% 3 Year 33.4% 5 Year 23.9% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 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% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 2.77 Yr. Shridatta Bhandwaldar 29 Sep 18 5.51 Yr. Data below for Canara Robeco Infrastructure as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 58.05% Utility 10.99% Energy 7.29% Financial Services 6.96% Technology 5.02% Real Estate 2.99% Basic Materials 2.59% Consumer Cyclical 2.45% Asset Allocation
Asset Class Value Cash 3.65% Equity 96.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT9% ₹43 Cr 123,901 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325557% ₹37 Cr 1,094,600
↑ 20,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹22 Cr 1,049,000 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005504% ₹19 Cr 40,550 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹18 Cr 652,546 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329554% ₹18 Cr 405,250 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹17 Cr 425,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹17 Cr 56,500 KEC International Ltd (Industrials)
Equity, Since 30 Sep 22 | 5327143% ₹16 Cr 223,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 21 | 5329293% ₹15 Cr 150,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized
return of 16.7% since its launch. Ranked 16 in Sectoral
category. Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (19 Apr 24) ₹94.84 ↑ 0.30 (0.32 %) Net Assets (Cr) ₹1,411 on 31 Mar 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio 2.77 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 Mar 19 ₹10,000 31 Mar 20 ₹8,557 31 Mar 21 ₹13,908 31 Mar 22 ₹16,182 31 Mar 23 ₹17,044 31 Mar 24 ₹23,679 Returns for Canara Robeco Consumer Trends Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Apr 24 Duration Returns 1 Month 5.6% 3 Month 5.7% 6 Month 16.5% 1 Year 37.8% 3 Year 20.9% 5 Year 19.3% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.4% 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% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.5 Yr. Ennette Fernandes 1 Oct 21 2.5 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.68% Financial Services 24.64% Consumer Defensive 21.47% Industrials 9.71% Communication Services 5.47% Health Care 2.75% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC7% ₹90 Cr 2,225,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹63 Cr 452,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL4% ₹57 Cr 503,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5002514% ₹56 Cr 143,000
↓ -22,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433203% ₹45 Cr 2,750,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TITAN3% ₹45 Cr 125,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹44 Cr 350,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5329773% ₹40 Cr 50,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | TATAMOTORS3% ₹39 Cr 410,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹38 Cr 270,000 3. Canara Robeco Emerging Equities
CAGR/Annualized
return of 17.3% since its launch. Ranked 10 in Large & Mid Cap
category. Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (19 Apr 24) ₹212.39 ↑ 1.01 (0.48 %) Net Assets (Cr) ₹20,824 on 31 Mar 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 2.55 Information Ratio -0.95 Alpha Ratio -1.28 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 Mar 19 ₹10,000 31 Mar 20 ₹7,940 31 Mar 21 ₹13,681 31 Mar 22 ₹16,762 31 Mar 23 ₹16,429 31 Mar 24 ₹22,424 Returns for Canara Robeco Emerging Equities
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Apr 24 Duration Returns 1 Month 4.8% 3 Month 5.2% 6 Month 17% 1 Year 34.4% 3 Year 19% 5 Year 17.6% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 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% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.5 Yr. Amit Nadekar 28 Aug 23 0.59 Yr. Data below for Canara Robeco Emerging Equities as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 23.88% Financial Services 22.66% Industrials 17.86% Health Care 9.61% Basic Materials 7.71% Technology 7.53% Communication Services 2.51% Real Estate 1.4% Energy 1.31% Consumer Defensive 1.1% Utility 1.05% Asset Allocation
Asset Class Value Cash 3.38% Equity 96.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹1,008 Cr 9,577,032
↑ 150,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL3% ₹700 Cr 34,144,939
↓ -1,000,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008503% ₹622 Cr 10,607,567
↑ 450,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK3% ₹613 Cr 4,366,122
↓ -725,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002513% ₹601 Cr 1,548,058
↓ -248,382 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA3% ₹589 Cr 8,792,364
↑ 150,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹561 Cr 2,621,729
↑ 150,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Apr 21 | MAXHEALTH3% ₹520 Cr 6,549,875
↓ -1,072,954 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL3% ₹510 Cr 4,541,411 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322152% ₹504 Cr 4,687,090 4. Canara Robeco Equity Tax Saver
CAGR/Annualized
return of 19.5% since its launch. Ranked 36 in ELSS
category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (19 Apr 24) ₹150.12 ↑ 0.35 (0.23 %) Net Assets (Cr) ₹7,500 on 31 Mar 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 2.27 Information Ratio -0.71 Alpha Ratio -3.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹8,282 31 Mar 21 ₹14,378 31 Mar 22 ₹17,295 31 Mar 23 ₹17,203 31 Mar 24 ₹22,943 Returns for Canara Robeco Equity Tax Saver
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Apr 24 Duration Returns 1 Month 3.2% 3 Month 2.7% 6 Month 15.7% 1 Year 31.2% 3 Year 17.7% 5 Year 18% 10 Year 15 Year Since launch 19.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 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% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 2.77 Yr. Shridatta Bhandwaldar 1 Oct 19 4.5 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 27.81% Consumer Cyclical 12.51% Industrials 11.86% Technology 11.18% Energy 6.63% Health Care 6.42% Consumer Defensive 6.26% Basic Materials 5.94% Communication Services 2.99% Utility 2.83% Real Estate 1% Asset Allocation
Asset Class Value Cash 4.57% Equity 95.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK6% ₹468 Cr 3,337,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹424 Cr 4,026,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY5% ₹370 Cr 2,211,310 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹330 Cr 1,131,000
↑ 30,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹207 Cr 6,175,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹203 Cr 584,369
↑ 20,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS3% ₹201 Cr 490,073 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL2% ₹173 Cr 1,540,000
↑ 40,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹166 Cr 2,220,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 21 | SUNPHARMA2% ₹164 Cr 1,040,000 5. Canara Robeco Equity Diversified
CAGR/Annualized
return of 17.8% since its launch. Ranked 68 in Multi Cap
category. Return for 2023 was 22.8% , 2022 was -1.7% and 2021 was 32.6% . Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (19 Apr 24) ₹289.38 ↑ 1.27 (0.44 %) Net Assets (Cr) ₹12,068 on 31 Mar 24 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 2.34 Information Ratio -0.87 Alpha Ratio -2.23 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 Mar 19 ₹10,000 31 Mar 20 ₹8,330 31 Mar 21 ₹13,602 31 Mar 22 ₹16,435 31 Mar 23 ₹16,063 31 Mar 24 ₹21,478 Returns for Canara Robeco Equity Diversified
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Apr 24 Duration Returns 1 Month 3.2% 3 Month 3.8% 6 Month 16% 1 Year 31.3% 3 Year 17.2% 5 Year 16.5% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.8% 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% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Pranav Gokhale 6 Nov 23 0.4 Yr. Shridatta Bhandwaldar 5 Jul 16 7.75 Yr. Data below for Canara Robeco Equity Diversified as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 28.37% Consumer Cyclical 14.22% Industrials 11.01% Technology 9.45% Health Care 7.78% Basic Materials 6.97% Consumer Defensive 6.21% Energy 4.95% Utility 2.94% Communication Services 2.86% Real Estate 1.22% Asset Allocation
Asset Class Value Cash 4.03% Equity 95.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹787 Cr 5,607,340 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK6% ₹744 Cr 7,075,550
↑ 75,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE5% ₹588 Cr 2,011,681
↑ 209,281 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY4% ₹490 Cr 2,929,688
↓ -80,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹411 Cr 1,181,270 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹349 Cr 10,400,000
↑ 750,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL3% ₹340 Cr 3,027,834 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS3% ₹324 Cr 790,297 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 20 | SUNPHARMA3% ₹314 Cr 1,990,000
↓ -40,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000342% ₹284 Cr 436,535
↑ 10,000
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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