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 (%) 2024 (%) Canara Robeco Infrastructure Growth ₹162.97
↓ -0.23 ₹904 1,000 12.9 3.6 0.7 32.5 33.1 35.3 Canara Robeco Consumer Trends Fund Growth ₹111.59
↓ -0.36 ₹1,848 1,000 11.3 4.1 7.3 23 23.8 20.3 Canara Robeco Emerging Equities Growth ₹260.68
↓ -0.94 ₹25,097 1,000 11.9 2.8 7 22 24.4 26.3 Canara Robeco Equity Tax Saver Growth ₹178.17
↓ -0.53 ₹8,862 500 10.9 4.7 6.3 20.4 23.2 17.5 Canara Robeco Equity Diversified Growth ₹345.33
↓ -0.60 ₹13,058 1,000 11.7 6 7.8 20.3 21.5 17.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
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 15.3% since its launch. Return for 2024 was 35.3% , 2023 was 41.2% and 2022 was 9% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (01 Jul 25) ₹162.97 ↓ -0.23 (-0.14 %) Net Assets (Cr) ₹904 on 31 May 25 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio -0.05 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 30 Jun 20 ₹10,000 30 Jun 21 ₹16,402 30 Jun 22 ₹17,983 30 Jun 23 ₹24,047 30 Jun 24 ₹41,538 30 Jun 25 ₹41,825 Returns for Canara Robeco Infrastructure
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 3% 3 Month 12.9% 6 Month 3.6% 1 Year 0.7% 3 Year 32.5% 5 Year 33.1% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.7% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 4.01 Yr. Shridatta Bhandwaldar 29 Sep 18 6.76 Yr. Data below for Canara Robeco Infrastructure as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 46.57% Utility 12.3% Basic Materials 10.51% Energy 8.34% Financial Services 6.29% Technology 3.87% Communication Services 2.8% Consumer Cyclical 2.78% Real Estate 1.51% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT7% ₹62 Cr 169,401
↑ 15,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹38 Cr 264,250 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC4% ₹36 Cr 1,066,480 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹35 Cr 919,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO3% ₹31 Cr 58,250 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER3% ₹31 Cr 785,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN3% ₹30 Cr 370,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | POWERGRID3% ₹28 Cr 957,546 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 5222753% ₹28 Cr 123,066 Solar Industries India Ltd (Basic Materials)
Equity, Since 28 Feb 25 | SOLARINDS3% ₹27 Cr 16,812 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized
return of 16.5% since its launch. Ranked 16 in Sectoral
category. Return for 2024 was 20.3% , 2023 was 26.4% and 2022 was 6.1% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (01 Jul 25) ₹111.59 ↓ -0.36 (-0.32 %) Net Assets (Cr) ₹1,848 on 31 May 25 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 0.28 Information Ratio 0.49 Alpha Ratio 0.23 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 30 Jun 20 ₹10,000 30 Jun 21 ₹15,365 30 Jun 22 ₹15,649 30 Jun 23 ₹20,286 30 Jun 24 ₹27,129 30 Jun 25 ₹29,116 Returns for Canara Robeco Consumer Trends Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 3.6% 3 Month 11.3% 6 Month 4.1% 1 Year 7.3% 3 Year 23% 5 Year 23.8% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 1.8% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.67 Yr. Ennette Fernandes 1 Oct 21 3.67 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 33.31% Financial Services 32.25% Consumer Defensive 16.14% Communication Services 5.9% Industrials 4.68% Health Care 1.88% Asset Allocation
Asset Class Value Cash 5.84% Equity 94.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹100 Cr 512,000
↑ 15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹93 Cr 503,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE5% ₹88 Cr 96,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹76 Cr 1,825,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK4% ₹73 Cr 502,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹71 Cr 3,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI4% ₹65 Cr 52,500 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT3% ₹51 Cr 90,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO3% ₹47 Cr 88,500 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UNITDSPR3% ₹47 Cr 310,000 3. Canara Robeco Emerging Equities
CAGR/Annualized
return of 17.4% since its launch. Ranked 10 in Large & Mid Cap
category. Return for 2024 was 26.3% , 2023 was 24% and 2022 was -1.6% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (01 Jul 25) ₹260.68 ↓ -0.94 (-0.36 %) Net Assets (Cr) ₹25,097 on 31 May 25 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.37 Information Ratio -0.65 Alpha Ratio 2.88 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 30 Jun 20 ₹10,000 30 Jun 21 ₹16,491 30 Jun 22 ₹16,437 30 Jun 23 ₹19,906 30 Jun 24 ₹27,894 30 Jun 25 ₹29,845 Returns for Canara Robeco Emerging Equities
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 3.8% 3 Month 11.9% 6 Month 2.8% 1 Year 7% 3 Year 22% 5 Year 24.4% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 13.1% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.75 Yr. Amit Nadekar 28 Aug 23 1.84 Yr. Data below for Canara Robeco Emerging Equities as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.13% Financial Services 18.24% Industrials 11.7% Technology 10.04% Health Care 6.95% Basic Materials 6.79% Consumer Defensive 4.19% Utility 3.17% Communication Services 2.03% Real Estate 1.14% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹1,551 Cr 10,730,089 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL6% ₹1,454 Cr 18,881,106
↑ 1,356,054 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹975 Cr 9,684,874
↓ -392,733 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹928 Cr 6,938,728 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT3% ₹840 Cr 1,488,568
↓ -87,382 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL3% ₹811 Cr 21,097,777
↓ -6,603,158 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON3% ₹798 Cr 543,152
↓ -77,881 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR3% ₹776 Cr 2,789,746 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK3% ₹692 Cr 34,238,068
↑ 1,186,284 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹665 Cr 27,920,665
↓ -1,702,466 4. Canara Robeco Equity Tax Saver
CAGR/Annualized
return of 19.2% since its launch. Ranked 36 in ELSS
category. Return for 2024 was 17.5% , 2023 was 23.7% and 2022 was -0.2% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (01 Jul 25) ₹178.17 ↓ -0.53 (-0.30 %) Net Assets (Cr) ₹8,862 on 31 May 25 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.25 Information Ratio -0.3 Alpha Ratio 1.25 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,510 30 Jun 22 ₹16,262 30 Jun 23 ₹20,013 30 Jun 24 ₹26,679 30 Jun 25 ₹28,365 Returns for Canara Robeco Equity Tax Saver
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 3% 3 Month 10.9% 6 Month 4.7% 1 Year 6.3% 3 Year 20.4% 5 Year 23.2% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 0.6% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 4.01 Yr. Shridatta Bhandwaldar 1 Oct 19 5.75 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.29% Consumer Cyclical 14.44% Industrials 12.03% Technology 7.69% Health Care 6.91% Consumer Defensive 6.21% Basic Materials 5.74% Energy 5.71% Utility 3.71% Communication Services 3.68% Real Estate 1.86% Asset Allocation
Asset Class Value Cash 3.73% Equity 96.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK8% ₹683 Cr 3,512,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹631 Cr 4,361,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹346 Cr 2,437,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹330 Cr 2,111,310 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹292 Cr 1,575,000
↓ -40,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹248 Cr 674,369 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE3% ₹228 Cr 247,950 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹205 Cr 2,525,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK2% ₹185 Cr 1,553,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | 5222752% ₹185 Cr 824,207 5. Canara Robeco Equity Diversified
CAGR/Annualized
return of 17.7% since its launch. Ranked 68 in Multi Cap
category. Return for 2024 was 17.9% , 2023 was 22.8% and 2022 was -1.7% . Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (01 Jul 25) ₹345.33 ↓ -0.60 (-0.17 %) Net Assets (Cr) ₹13,058 on 31 May 25 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.32 Information Ratio -0.54 Alpha Ratio 2.35 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 30 Jun 20 ₹10,000 30 Jun 21 ₹15,502 30 Jun 22 ₹15,234 30 Jun 23 ₹18,620 30 Jun 24 ₹24,603 30 Jun 25 ₹26,516 Returns for Canara Robeco Equity Diversified
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 4.1% 3 Month 11.7% 6 Month 6% 1 Year 7.8% 3 Year 20.3% 5 Year 21.5% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 0.1% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Pranav Gokhale 6 Nov 23 1.65 Yr. Shridatta Bhandwaldar 5 Jul 16 8.99 Yr. Data below for Canara Robeco Equity Diversified as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.28% Consumer Cyclical 15.79% Industrials 11.06% Technology 8.9% Health Care 7.32% Consumer Defensive 7.01% Basic Materials 5.86% Energy 3.65% Utility 2.9% Communication Services 2.69% Real Estate 1.17% Asset Allocation
Asset Class Value Cash 4.36% Equity 95.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK8% ₹1,029 Cr 5,292,340 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK7% ₹918 Cr 6,350,550 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE4% ₹477 Cr 3,358,362 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY3% ₹443 Cr 2,836,688
↑ 165,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹360 Cr 978,270
↑ 87,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL3% ₹347 Cr 1,866,904
↓ -75,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE2% ₹308 Cr 335,996 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433202% ₹307 Cr 12,903,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M2% ₹301 Cr 1,011,515 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN2% ₹297 Cr 3,656,800
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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