5 શ્રેષ્ઠ કેનેરા રોબેકો SIP મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on November 26, 2025 , 60148 views

કેનેરા રોબેકોSIP માટે સૌથી કાર્યક્ષમ માર્ગ છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો. SIP અથવા વ્યવસ્થિતરોકાણ યોજના એ ની જેમ કામ કરે છેરિકરિંગ ડિપોઝિટ, જેમાં તમારે નિર્ધારિત અંતરાલ માટે માસિક થોડી રકમનું રોકાણ કરવાની જરૂર છે.

SIP, રોકાણની સૌથી સસ્તું પદ્ધતિ હોવાથી, વ્યક્તિ શરૂ કરી શકે છેરોકાણ માત્ર INR 500. SIP સાથે, વ્યક્તિ તેમની યોજના પણ બનાવી શકે છેનાણાકીય લક્ષ્યો જેમનિવૃત્તિ આયોજન, લગ્ન, ઘર/કારની ખરીદી, ઉચ્ચ શિક્ષણ વગેરે.

રોકાણકારો રોકાણ કરવાનું વિચારી રહ્યા છેઇક્વિટી ફંડ્સ, રોકાણ કરવા માટે આદર્શ રીતે SIP કરો. તેઓ ઇક્વિટીની મુશ્કેલીઓને સંતુલિત કરે છેબજાર અને સ્થિર વળતર આપવાની ખાતરી કરો.

કેનેરા રોબેકો એસઆઈપી ફંડમાં શા માટે રોકાણ કરો?

SIP ના કેટલાક ફાયદાઓ છે:

રૂપિયાની સરેરાશ કિંમત
સંયોજન શક્તિ
લાંબા ગાળાની બચતની આદત
લવચીક અને સસ્તું
બજારને સમય આપવાની જરૂર નથી

આમ, રોકાણકારો આતુર છેSIP માં રોકાણ કરો શ્રેષ્ઠ Canara Robeco SIP પસંદ કરી શકો છોમ્યુચ્યુઅલ ફંડ નીચે ઉલ્લેખ કર્યો છે. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

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ઇક્વિટીઝ માટે કેનેરા રોબેકો દ્વારા શ્રેષ્ઠ SIP મ્યુચ્યુઅલ ફંડ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Canara Robeco Infrastructure Growth	₹161.31 ↓ -0.42	₹936	1,000	3	2.3	1.8	24.2	29	35.3
Canara Robeco Consumer Trends Fund Growth	₹112.75 ↑ 0.03	₹2,000	1,000	3	4.6	4.5	16	18.8	20.3
Canara Robeco Emerging Equities Growth	₹258.86 ↑ 0.05	₹26,269	1,000	1.8	2.8	3.1	15.8	17.8	26.3
Canara Robeco Equity Diversified Growth	₹352.79 ↓ -0.23	₹13,799	1,000	4.2	6.4	7.9	15.2	16.7	17.9
Canara Robeco Bluechip Equity Fund Growth	₹65.34 ↑ 0.04	₹17,234	1,000	5.4	5.1	7.9	15	16.1	17.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Consumer Trends Fund	Canara Robeco Emerging Equities	Canara Robeco Equity Diversified	Canara Robeco Bluechip Equity Fund
Point 1	Bottom quartile AUM (₹936 Cr).	Bottom quartile AUM (₹2,000 Cr).	Highest AUM (₹26,269 Cr).	Lower mid AUM (₹13,799 Cr).	Upper mid AUM (₹17,234 Cr).
Point 2	Established history (20+ yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Oldest track record among peers (22 yrs).	Established history (15+ yrs).
Point 3	Not Rated.	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 29.00% (top quartile).	5Y return: 18.80% (upper mid).	5Y return: 17.83% (lower mid).	5Y return: 16.72% (bottom quartile).	5Y return: 16.07% (bottom quartile).
Point 6	3Y return: 24.18% (top quartile).	3Y return: 16.01% (upper mid).	3Y return: 15.78% (lower mid).	3Y return: 15.16% (bottom quartile).	3Y return: 15.05% (bottom quartile).
Point 7	1Y return: 1.77% (bottom quartile).	1Y return: 4.50% (lower mid).	1Y return: 3.11% (bottom quartile).	1Y return: 7.93% (top quartile).	1Y return: 7.91% (upper mid).
Point 8	Alpha: 0.00 (upper mid).	Alpha: -4.43 (bottom quartile).	Alpha: -1.60 (bottom quartile).	Alpha: 1.14 (top quartile).	Alpha: -0.43 (lower mid).
Point 9	Sharpe: -0.02 (lower mid).	Sharpe: -0.23 (bottom quartile).	Sharpe: -0.02 (bottom quartile).	Sharpe: 0.09 (top quartile).	Sharpe: 0.08 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.07 (top quartile).	Information ratio: -0.68 (bottom quartile).	Information ratio: -0.25 (bottom quartile).	Information ratio: 0.01 (upper mid).

Canara Robeco Infrastructure

Bottom quartile AUM (₹936 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 29.00% (top quartile).
3Y return: 24.18% (top quartile).
1Y return: 1.77% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.02 (lower mid).
Information ratio: 0.00 (lower mid).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹2,000 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.80% (upper mid).
3Y return: 16.01% (upper mid).
1Y return: 4.50% (lower mid).
Alpha: -4.43 (bottom quartile).
Sharpe: -0.23 (bottom quartile).
Information ratio: 0.07 (top quartile).

Canara Robeco Emerging Equities

Highest AUM (₹26,269 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.83% (lower mid).
3Y return: 15.78% (lower mid).
1Y return: 3.11% (bottom quartile).
Alpha: -1.60 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: -0.68 (bottom quartile).

Canara Robeco Equity Diversified

Lower mid AUM (₹13,799 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.72% (bottom quartile).
3Y return: 15.16% (bottom quartile).
1Y return: 7.93% (top quartile).
Alpha: 1.14 (top quartile).
Sharpe: 0.09 (top quartile).
Information ratio: -0.25 (bottom quartile).

Canara Robeco Bluechip Equity Fund

Upper mid AUM (₹17,234 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.07% (bottom quartile).
3Y return: 15.05% (bottom quartile).
1Y return: 7.91% (upper mid).
Alpha: -0.43 (lower mid).
Sharpe: 0.08 (upper mid).
Information ratio: 0.01 (upper mid).

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 (₹936 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 29.00% (top quartile).
3Y return: 24.18% (top quartile).
1Y return: 1.77% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.02 (lower mid).
Information ratio: 0.00 (lower mid).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (28 Nov 25)	₹161.31 ↓ -0.42 (-0.26 %)
Net Assets (Cr)	₹936 on 31 Oct 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	-0.02
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 Oct 20	₹10,000
31 Oct 21	₹18,193
31 Oct 22	₹20,521
31 Oct 23	₹24,210
31 Oct 24	₹39,188
31 Oct 25	₹40,693

Canara Robeco Infrastructure SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 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 28 Nov 25

Duration	Returns
1 Month	-1.6%
3 Month	3%
6 Month	2.3%
1 Year	1.8%
3 Year	24.2%
5 Year	29%
10 Year
15 Year
Since launch	14.9%

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	4.35 Yr.
Shridatta Bhandwaldar	29 Sep 18	7.1 Yr.

Data below for Canara Robeco Infrastructure as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	45.06%
Utility	11.84%
Basic Materials	8.75%
Energy	8.39%
Financial Services	7.27%
Technology	7.04%
Communication Services	3%
Consumer Cyclical	2.95%
Real Estate	1.39%

Asset Allocation

Asset Class	Value
Cash	4.31%
Equity	95.69%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	10%	₹92 Cr	227,901 ↑ 15,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹42 Cr	279,250
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹41 Cr	442,500
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹37 Cr	869,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| 532555	4%	₹36 Cr	1,066,480
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	3%	₹33 Cr	58,250
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| 522275	3%	₹32 Cr	105,185
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| 500400	3%	₹32 Cr	785,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| 500093	3%	₹30 Cr	413,150 ↑ 30,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Oct 23 \| DIXON	3%	₹29 Cr	18,950

2. Canara Robeco Consumer Trends Fund

(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 (₹2,000 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.80% (upper mid).
3Y return: 16.01% (upper mid).
1Y return: 4.50% (lower mid).
Alpha: -4.43 (bottom quartile).
Sharpe: -0.23 (bottom quartile).
Information ratio: 0.07 (top quartile).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund Growth
Launch Date	14 Sep 09
NAV (28 Nov 25)	₹112.75 ↑ 0.03 (0.03 %)
Net Assets (Cr)	₹2,000 on 31 Oct 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.09
Sharpe Ratio	-0.23
Information Ratio	0.07
Alpha Ratio	-4.43
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 Oct 20	₹10,000
31 Oct 21	₹15,485
31 Oct 22	₹16,806
31 Oct 23	₹18,261
31 Oct 24	₹25,298
31 Oct 25	₹25,887

Canara Robeco Consumer Trends Fund SIP 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 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 28 Nov 25

Duration	Returns
1 Month	-0.4%
3 Month	3%
6 Month	4.6%
1 Year	4.5%
3 Year	16%
5 Year	18.8%
10 Year
15 Year
Since launch	16.1%

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	6.09 Yr.
Ennette Fernandes	1 Oct 21	4.09 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	33.1%
Financial Services	24.41%
Consumer Defensive	21.68%
Communication Services	7.95%
Industrials	4.19%
Health Care	2.12%
Basic Materials	1.88%
Technology	1.14%

Asset Allocation

Asset Class	Value
Cash	3.13%
Equity	96.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	6%	₹126 Cr	1,274,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	5%	₹109 Cr	2,600,000 ↑ 250,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	5%	₹104 Cr	64,500
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	5%	₹103 Cr	503,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	5%	₹95 Cr	3,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	4%	₹87 Cr	830,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| M&M	4%	₹84 Cr	240,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| 500825	4%	₹75 Cr	128,500
Godrej Consumer Products Ltd (Consumer Defensive) Equity, Since 31 Aug 21 \| 532424	3%	₹56 Cr	498,000
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Nov 21 \| VBL	3%	₹54 Cr	1,150,000

3. 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 (₹26,269 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.83% (lower mid).
3Y return: 15.78% (lower mid).
1Y return: 3.11% (bottom quartile).
Alpha: -1.60 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: -0.68 (bottom quartile).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (28 Nov 25)	₹258.86 ↑ 0.05 (0.02 %)
Net Assets (Cr)	₹26,269 on 31 Oct 25
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	-0.02
Information Ratio	-0.68
Alpha Ratio	-1.6
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 Oct 20	₹10,000
31 Oct 21	₹16,144
31 Oct 22	₹16,375
31 Oct 23	₹17,423
31 Oct 24	₹24,470
31 Oct 25	₹25,612

Canara Robeco Emerging Equities SIP 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 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 28 Nov 25

Duration	Returns
1 Month	-0.8%
3 Month	1.8%
6 Month	2.8%
1 Year	3.1%
3 Year	15.8%
5 Year	17.8%
10 Year
15 Year
Since launch	17%

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	6.09 Yr.
Amit Nadekar	28 Aug 23	2.18 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	31.27%
Financial Services	16.7%
Industrials	11.17%
Technology	10.42%
Basic Materials	7.88%
Health Care	7.17%
Consumer Defensive	5.72%
Utility	3.02%
Communication Services	2.64%
Real Estate	1.11%

Asset Allocation

Asset Class	Value
Cash	2.72%
Equity	97.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹1,727 Cr	12,833,618
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500850	5%	₹1,443 Cr	19,457,322
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 532343	4%	₹943 Cr	2,686,894 ↓ -119,776
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	4%	₹930 Cr	21,816,345 ↓ -1,118,715
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	3%	₹885 Cr	7,168,699 ↓ -215,245
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹880 Cr	27,688,057
KPIT Technologies Ltd (Technology) Equity, Since 31 Dec 23 \| KPITTECH	3%	₹866 Cr	7,418,728
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	3%	₹798 Cr	33,708,642 ↓ -2,029,426
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 23 \| DIXON	3%	₹793 Cr	511,809
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| M&M	3%	₹687 Cr	1,970,773

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 (₹13,799 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.72% (bottom quartile).
3Y return: 15.16% (bottom quartile).
1Y return: 7.93% (top quartile).
Alpha: 1.14 (top quartile).
Sharpe: 0.09 (top quartile).
Information ratio: -0.25 (bottom quartile).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (28 Nov 25)	₹352.79 ↓ -0.23 (-0.07 %)
Net Assets (Cr)	₹13,799 on 31 Oct 25
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	0.09
Information Ratio	-0.25
Alpha Ratio	1.14
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 Oct 20	₹10,000
31 Oct 21	₹15,489
31 Oct 22	₹15,340
31 Oct 23	₹16,419
31 Oct 24	₹22,173
31 Oct 25	₹23,643

Canara Robeco Equity Diversified SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 28 Nov 25

Duration	Returns
1 Month	0.3%
3 Month	4.2%
6 Month	6.4%
1 Year	7.9%
3 Year	15.2%
5 Year	16.7%
10 Year
15 Year
Since launch	17.4%

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	1.99 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.33 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.28%
Consumer Cyclical	17.42%
Industrials	12.18%
Technology	8.24%
Consumer Defensive	7.12%
Health Care	6.79%
Basic Materials	5.78%
Energy	4.06%
Communication Services	3.88%
Utility	2.24%
Real Estate	1.13%

Asset Allocation

Asset Class	Value
Cash	2.86%
Equity	97.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹1,104 Cr	11,184,680
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	6%	₹861 Cr	6,400,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹561 Cr	3,773,362
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹452 Cr	2,201,904 ↑ 110,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹433 Cr	2,921,688
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹429 Cr	4,582,797 ↑ 100,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹423 Cr	1,048,270
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	3%	₹369 Cr	11,603,000 ↓ -700,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	3%	₹357 Cr	1,023,515
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	3%	₹350 Cr	3,359,960

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 (₹17,234 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.07% (bottom quartile).
3Y return: 15.05% (bottom quartile).
1Y return: 7.91% (upper mid).
Alpha: -0.43 (lower mid).
Sharpe: 0.08 (upper mid).
Information ratio: 0.01 (upper mid).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund Growth
Launch Date	20 Aug 10
NAV (28 Nov 25)	₹65.34 ↑ 0.04 (0.06 %)
Net Assets (Cr)	₹17,234 on 31 Oct 25
Category	Equity - Large Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	0.08
Information Ratio	0.01
Alpha Ratio	-0.43
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 Oct 20	₹10,000
31 Oct 21	₹15,016
31 Oct 22	₹15,041
31 Oct 23	₹16,107
31 Oct 24	₹21,522
31 Oct 25	₹22,940

Canara Robeco Bluechip Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 28 Nov 25

Duration	Returns
1 Month	0.6%
3 Month	5.4%
6 Month	5.1%
1 Year	7.9%
3 Year	15%
5 Year	16.1%
10 Year
15 Year
Since launch	13.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Vishal Mishra	1 Jun 21	4.42 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.33 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.72%
Consumer Cyclical	13.7%
Industrials	9.52%
Consumer Defensive	7.9%
Technology	7.41%
Health Care	7.13%
Energy	5.65%
Communication Services	4.79%
Basic Materials	4.68%
Utility	2.52%
Real Estate	0.44%

Asset Allocation

Asset Class	Value
Cash	2.53%
Equity	97.47%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	10%	₹1,639 Cr	16,602,512 ↑ 200,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	8%	₹1,359 Cr	10,100,600
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 17 \| RELIANCE	6%	₹974 Cr	6,551,500 ↑ 60,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹734 Cr	3,570,316 ↑ 50,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	4%	₹699 Cr	1,732,992
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹689 Cr	7,352,795 ↑ 100,000
Infosys Ltd (Technology) Equity, Since 30 Sep 10 \| INFY	4%	₹683 Cr	4,609,142
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹573 Cr	1,643,515
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	3%	₹512 Cr	4,909,340
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 22 \| ITC	3%	₹454 Cr	10,800,000 ↑ 1,100,000

SIP રોકાણ કેવી રીતે વધે છે?

તમારા કેવી રીતે જાણવા માંગો છોSIP રોકાણ જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરશો તો વૃદ્ધિ થશે? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

કેનેરા રોબેકો એસઆઈપી ફંડ્સમાં ઑનલાઇન કેવી રીતે રોકાણ કરવું?

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Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.