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.
SIP ના કેટલાક ફાયદાઓ છે:
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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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Canara Robeco Infrastructure Growth ₹166.75
↓ -0.13 ₹989 1,000 0.1 4.9 4.8 17.7 18.1 0.1 Canara Robeco Emerging Equities Growth ₹255.91
↓ -0.58 ₹26,062 1,000 7.1 9.9 -1.4 11.4 9.7 -0.4 Canara Robeco Equity Diversified Growth ₹338.98 ₹13,615 1,000 4.6 4.5 -1.2 10.3 8.4 7 Canara Robeco Equity Tax Saver Growth ₹176.04
↑ 0.07 ₹8,758 500 3.2 4.4 0.8 10 8.8 5.3 Canara Robeco Consumer Trends Fund Growth ₹106.04
↑ 0.17 ₹1,998 1,000 5.4 5.6 -5.3 9.1 9.8 3.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Canara Robeco Infrastructure Canara Robeco Emerging Equities Canara Robeco Equity Diversified Canara Robeco Equity Tax Saver Canara Robeco Consumer Trends Fund Point 1 Bottom quartile AUM (₹989 Cr). Highest AUM (₹26,062 Cr). Upper mid AUM (₹13,615 Cr). Lower mid AUM (₹8,758 Cr). Bottom quartile AUM (₹1,998 Cr). Point 2 Established history (20+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (17+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 18.09% (top quartile). 5Y return: 9.67% (lower mid). 5Y return: 8.37% (bottom quartile). 5Y return: 8.79% (bottom quartile). 5Y return: 9.83% (upper mid). Point 6 3Y return: 17.68% (top quartile). 3Y return: 11.35% (upper mid). 3Y return: 10.28% (lower mid). 3Y return: 10.02% (bottom quartile). 3Y return: 9.15% (bottom quartile). Point 7 1Y return: 4.78% (top quartile). 1Y return: -1.44% (bottom quartile). 1Y return: -1.16% (lower mid). 1Y return: 0.78% (upper mid). 1Y return: -5.31% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: -3.81 (bottom quartile). Alpha: -1.56 (lower mid). Alpha: 0.04 (top quartile). Alpha: -5.00 (bottom quartile). Point 9 Sharpe: 0.04 (top quartile). Sharpe: -0.16 (lower mid). Sharpe: -0.16 (bottom quartile). Sharpe: -0.06 (upper mid). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.39 (bottom quartile). Information ratio: -0.19 (lower mid). Information ratio: -0.16 (upper mid). Information ratio: -0.60 (bottom quartile). Canara Robeco Infrastructure
Canara Robeco Emerging Equities
Canara Robeco Equity Diversified
Canara Robeco Equity Tax Saver
Canara Robeco Consumer Trends Fund
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. Below is the key information for Canara Robeco Infrastructure 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. Research Highlights for Canara Robeco Emerging Equities Below is the key information for Canara Robeco Emerging Equities 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. Research Highlights for Canara Robeco Equity Diversified Below is the key information for Canara Robeco Equity Diversified 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. Research Highlights for Canara Robeco Equity Tax Saver Below is the key information for Canara Robeco Equity Tax Saver 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. Research Highlights for Canara Robeco Consumer Trends Fund Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (10 Sep 26) ₹166.75 ↓ -0.13 (-0.08 %) Net Assets (Cr) ₹989 on 31 Jul 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.32 Sharpe Ratio 0.04 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 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -2.2% 3 Month 0.1% 6 Month 4.9% 1 Year 4.8% 3 Year 17.7% 5 Year 18.1% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.1% 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% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Data below for Canara Robeco Infrastructure as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Canara Robeco Emerging Equities
Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (10 Sep 26) ₹255.91 ↓ -0.58 (-0.23 %) Net Assets (Cr) ₹26,062 on 31 Jul 26 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.62 Sharpe Ratio -0.16 Information Ratio -0.39 Alpha Ratio -3.81 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 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -1.6% 3 Month 7.1% 6 Month 9.9% 1 Year -1.4% 3 Year 11.4% 5 Year 9.7% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.4% 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% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Data below for Canara Robeco Emerging Equities as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Canara Robeco Equity Diversified
Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (10 Sep 26) ₹338.98 Net Assets (Cr) ₹13,615 on 31 Jul 26 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.16 Information Ratio -0.19 Alpha Ratio -1.56 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 Returns for Canara Robeco Equity Diversified
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -2.8% 3 Month 4.6% 6 Month 4.5% 1 Year -1.2% 3 Year 10.3% 5 Year 8.4% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 7% 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% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Data below for Canara Robeco Equity Diversified as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (10 Sep 26) ₹176.04 ↑ 0.07 (0.04 %) Net Assets (Cr) ₹8,758 on 31 Jul 26 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio -0.06 Information Ratio -0.16 Alpha Ratio 0.04 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -3.5% 3 Month 3.2% 6 Month 4.4% 1 Year 0.8% 3 Year 10% 5 Year 8.8% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.3% 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% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Data below for Canara Robeco Equity Tax Saver as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Canara Robeco Consumer Trends Fund
Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (10 Sep 26) ₹106.04 ↑ 0.17 (0.16 %) Net Assets (Cr) ₹1,998 on 31 Jul 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio -0.26 Information Ratio -0.6 Alpha Ratio -5 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 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -3.7% 3 Month 5.4% 6 Month 5.6% 1 Year -5.3% 3 Year 9.1% 5 Year 9.8% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.5% 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% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Data below for Canara Robeco Consumer Trends Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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 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!
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Research Highlights for Canara Robeco Infrastructure