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5 Best Canara Robeco SIP Mutual Funds 2025

Updated on August 31, 2025 , 59978 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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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 ₹159.4
↑ 0.48
₹917 1,000 0.422.9-2.323.630.735.3
Canara Robeco Emerging Equities Growth ₹258.64
↑ 0.23
₹25,551 1,000 2.119.10.716.420.826.3
Canara Robeco Consumer Trends Fund Growth ₹110.52
↑ 0.06
₹1,912 1,000 1.916.2-2.815.721.220.3
Canara Robeco Equity Diversified Growth ₹340.73
↓ -0.47
₹13,389 1,000 2.417.50.215.118.617.9
Canara Robeco Bluechip Equity Fund Growth ₹62.28
↓ -0.09
₹16,407 1,000 0.212.6-0.714.817.517.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryCanara Robeco InfrastructureCanara Robeco Emerging EquitiesCanara Robeco Consumer Trends FundCanara Robeco Equity DiversifiedCanara Robeco Bluechip Equity Fund
Point 1Bottom quartile AUM (₹917 Cr).Highest AUM (₹25,551 Cr).Bottom quartile AUM (₹1,912 Cr).Lower mid AUM (₹13,389 Cr).Upper mid AUM (₹16,407 Cr).
Point 2Established history (19+ yrs).Established history (20+ yrs).Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (15+ yrs).
Point 3Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 30.66% (top quartile).5Y return: 20.77% (lower mid).5Y return: 21.17% (upper mid).5Y return: 18.57% (bottom quartile).5Y return: 17.51% (bottom quartile).
Point 63Y return: 23.57% (top quartile).3Y return: 16.44% (upper mid).3Y return: 15.68% (lower mid).3Y return: 15.05% (bottom quartile).3Y return: 14.79% (bottom quartile).
Point 71Y return: -2.30% (bottom quartile).1Y return: 0.73% (top quartile).1Y return: -2.76% (bottom quartile).1Y return: 0.16% (upper mid).1Y return: -0.67% (lower mid).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 2.34 (upper mid).Alpha: 1.18 (bottom quartile).Alpha: 3.55 (top quartile).Alpha: 1.80 (lower mid).
Point 9Sharpe: -0.36 (bottom quartile).Sharpe: -0.26 (upper mid).Sharpe: -0.32 (bottom quartile).Sharpe: -0.24 (top quartile).Sharpe: -0.28 (lower mid).
Point 10Information ratio: 0.00 (lower mid).Information ratio: -0.59 (bottom quartile).Information ratio: 0.35 (upper mid).Information ratio: -0.33 (bottom quartile).Information ratio: 0.36 (top quartile).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹917 Cr).
  • Established history (19+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 30.66% (top quartile).
  • 3Y return: 23.57% (top quartile).
  • 1Y return: -2.30% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.36 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Canara Robeco Emerging Equities

  • Highest AUM (₹25,551 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.77% (lower mid).
  • 3Y return: 16.44% (upper mid).
  • 1Y return: 0.73% (top quartile).
  • Alpha: 2.34 (upper mid).
  • Sharpe: -0.26 (upper mid).
  • Information ratio: -0.59 (bottom quartile).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,912 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.17% (upper mid).
  • 3Y return: 15.68% (lower mid).
  • 1Y return: -2.76% (bottom quartile).
  • Alpha: 1.18 (bottom quartile).
  • Sharpe: -0.32 (bottom quartile).
  • Information ratio: 0.35 (upper mid).

Canara Robeco Equity Diversified

  • Lower mid AUM (₹13,389 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.57% (bottom quartile).
  • 3Y return: 15.05% (bottom quartile).
  • 1Y return: 0.16% (upper mid).
  • Alpha: 3.55 (top quartile).
  • Sharpe: -0.24 (top quartile).
  • Information ratio: -0.33 (bottom quartile).

Canara Robeco Bluechip Equity Fund

  • Upper mid AUM (₹16,407 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.51% (bottom quartile).
  • 3Y return: 14.79% (bottom quartile).
  • 1Y return: -0.67% (lower mid).
  • Alpha: 1.80 (lower mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.36 (top quartile).

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 (₹917 Cr).
  • Established history (19+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 30.66% (top quartile).
  • 3Y return: 23.57% (top quartile).
  • 1Y return: -2.30% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.36 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Larsen & Toubro Ltd (~7.8%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (02 Sep 25) ₹159.4 ↑ 0.48   (0.30 %)
Net Assets (Cr) ₹917 on 31 Jul 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio -0.36
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 Aug 20₹10,000
31 Aug 21₹17,138
31 Aug 22₹20,330
31 Aug 23₹23,805
31 Aug 24₹39,908
31 Aug 25₹38,048

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 ₹642,208.
Net Profit of ₹342,208
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 2 Sep 25

DurationReturns
1 Month -0.1%
3 Month 0.4%
6 Month 22.9%
1 Year -2.3%
3 Year 23.6%
5 Year 30.7%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 214.19 Yr.
Shridatta Bhandwaldar29 Sep 186.93 Yr.

Data below for Canara Robeco Infrastructure as on 31 Jul 25

Equity Sector Allocation
SectorValue
Industrials45.06%
Utility12.61%
Basic Materials10.12%
Energy8.15%
Financial Services6.69%
Technology5.72%
Consumer Cyclical2.94%
Communication Services2.85%
Real Estate1.37%
Asset Allocation
Asset ClassValue
Cash4.48%
Equity95.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
8%₹72 Cr197,901
↑ 5,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹39 Cr279,250
↑ 15,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
4%₹36 Cr1,066,480
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
4%₹34 Cr58,250
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹34 Cr430,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹33 Cr869,000
↓ -50,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 522275
4%₹33 Cr119,833
↓ -3,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON
3%₹32 Cr18,950
↑ 1,750
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
3%₹31 Cr785,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 532898
3%₹28 Cr957,546

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 (₹25,551 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.77% (lower mid).
  • 3Y return: 16.44% (upper mid).
  • 1Y return: 0.73% (top quartile).
  • Alpha: 2.34 (upper mid).
  • Sharpe: -0.26 (upper mid).
  • Information ratio: -0.59 (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 (02 Sep 25) ₹258.64 ↑ 0.23   (0.09 %)
Net Assets (Cr) ₹25,551 on 31 Jul 25
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio -0.26
Information Ratio -0.59
Alpha Ratio 2.34
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 Aug 20₹10,000
31 Aug 21₹16,006
31 Aug 22₹16,611
31 Aug 23₹18,309
31 Aug 24₹26,095
31 Aug 25₹25,690

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 ₹505,644.
Net Profit of ₹205,644
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 2 Sep 25

DurationReturns
1 Month 2%
3 Month 2.1%
6 Month 19.1%
1 Year 0.7%
3 Year 16.4%
5 Year 20.8%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.92 Yr.
Amit Nadekar28 Aug 232.01 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical31.78%
Financial Services17.66%
Industrials11.8%
Technology10.06%
Health Care7.52%
Basic Materials7.01%
Consumer Defensive4.6%
Utility3.25%
Communication Services2.23%
Real Estate1.05%
Energy0.26%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹1,719 Cr11,605,089
↑ 875,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
6%₹1,422 Cr19,198,806
↑ 317,700
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON
4%₹915 Cr543,152
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
4%₹914 Cr8,778,118
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH
3%₹891 Cr7,268,728
↑ 330,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
3%₹867 Cr22,634,433
↑ 1,536,656
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
3%₹854 Cr3,047,827
↑ 237,680
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹782 Cr25,420,665
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
3%₹709 Cr1,413,568
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹693 Cr34,238,068

(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 (₹1,912 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.17% (upper mid).
  • 3Y return: 15.68% (lower mid).
  • 1Y return: -2.76% (bottom quartile).
  • Alpha: 1.18 (bottom quartile).
  • Sharpe: -0.32 (bottom quartile).
  • Information ratio: 0.35 (upper mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding HDFC Bank Ltd (~6.7%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (02 Sep 25) ₹110.52 ↑ 0.06   (0.05 %)
Net Assets (Cr) ₹1,912 on 31 Jul 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.32
Information Ratio 0.35
Alpha Ratio 1.18
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 Aug 20₹10,000
31 Aug 21₹15,607
31 Aug 22₹17,267
31 Aug 23₹19,136
31 Aug 24₹27,397
31 Aug 25₹26,367

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 ₹518,033.
Net Profit of ₹218,033
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 2 Sep 25

DurationReturns
1 Month 1.4%
3 Month 1.9%
6 Month 16.2%
1 Year -2.8%
3 Year 15.7%
5 Year 21.2%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.92 Yr.
Ennette Fernandes1 Oct 213.92 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical34.24%
Financial Services30.86%
Consumer Defensive16.67%
Communication Services5.86%
Industrials4.93%
Health Care1.61%
Technology0.83%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
7%₹129 Cr637,000
↑ 40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹96 Cr503,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
5%₹92 Cr3,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹78 Cr880,000
↓ -80,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹75 Cr1,825,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
3%₹66 Cr52,500
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 532424
3%₹63 Cr498,000
↑ 148,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
3%₹59 Cr395,000
↓ -50,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
3%₹52 Cr88,500
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
2%₹46 Cr144,000

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

  • Lower mid AUM (₹13,389 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.57% (bottom quartile).
  • 3Y return: 15.05% (bottom quartile).
  • 1Y return: 0.16% (upper mid).
  • Alpha: 3.55 (top quartile).
  • Sharpe: -0.24 (top quartile).
  • Information ratio: -0.33 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding HDFC Bank Ltd (~8.4%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (02 Sep 25) ₹340.73 ↓ -0.47   (-0.14 %)
Net Assets (Cr) ₹13,389 on 31 Jul 25
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.24
Information Ratio -0.33
Alpha Ratio 3.55
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 Aug 20₹10,000
31 Aug 21₹15,565
31 Aug 22₹15,724
31 Aug 23₹17,208
31 Aug 24₹23,744
31 Aug 25₹23,576

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 ₹481,656.
Net Profit of ₹181,656
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 2 Sep 25

DurationReturns
1 Month 1%
3 Month 2.4%
6 Month 17.5%
1 Year 0.2%
3 Year 15.1%
5 Year 18.6%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Pranav Gokhale6 Nov 231.82 Yr.
Shridatta Bhandwaldar5 Jul 169.16 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services27.96%
Consumer Cyclical17.07%
Industrials11.35%
Technology8.58%
Health Care7.15%
Consumer Defensive7.15%
Basic Materials6.18%
Energy3.84%
Utility2.84%
Communication Services2.82%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
8%₹1,119 Cr5,542,340
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹941 Cr6,350,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹514 Cr3,698,362
↑ 340,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹441 Cr2,921,688
↑ 25,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
3%₹379 Cr12,303,000
↓ -600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹372 Cr1,023,270
↑ 30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹357 Cr1,866,904
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
2%₹324 Cr1,011,515
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
2%₹304 Cr3,812,797
↑ 405,997
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
2%₹296 Cr3,359,960

5. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Bluechip Equity Fund

  • Upper mid AUM (₹16,407 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.51% (bottom quartile).
  • 3Y return: 14.79% (bottom quartile).
  • 1Y return: -0.67% (lower mid).
  • Alpha: 1.80 (lower mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.36 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding HDFC Bank Ltd (~10.0%).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (02 Sep 25) ₹62.28 ↓ -0.09   (-0.14 %)
Net Assets (Cr) ₹16,407 on 31 Jul 25
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio -0.29
Information Ratio 0.36
Alpha Ratio 1.8
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 Aug 20₹10,000
31 Aug 21₹15,066
31 Aug 22₹15,146
31 Aug 23₹16,678
31 Aug 24₹22,856
31 Aug 25₹22,535

Canara Robeco Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Canara Robeco Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25

DurationReturns
1 Month 0.1%
3 Month 0.2%
6 Month 12.6%
1 Year -0.7%
3 Year 14.8%
5 Year 17.5%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.8%
2023 22.2%
2022 0.8%
2021 24.5%
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 214.25 Yr.
Shridatta Bhandwaldar5 Jul 169.16 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services32.71%
Consumer Cyclical13.98%
Industrials8.48%
Technology8.05%
Consumer Defensive7.58%
Health Care7.52%
Energy5.42%
Basic Materials4.63%
Communication Services3.95%
Utility3.04%
Real Estate0.43%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
10%₹1,635 Cr8,101,256
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹1,424 Cr9,610,600
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹889 Cr6,391,500
↑ 525,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
4%₹696 Cr4,609,142
↑ 110,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹629 Cr3,285,316
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹621 Cr1,707,992
↑ 50,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
3%₹535 Cr1,671,515
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹491 Cr6,162,795
↑ 711,995
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
3%₹446 Cr14,490,000
↓ -600,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
3%₹436 Cr356,152

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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