5 सर्वश्रेष्ठ केनरा रोबेको एसआईपी म्यूचुअल फंड 2022

Updated on July 8, 2026 , 60737 views

केनरा रोबेकोसिप करने का सबसे कारगर तरीका हैम्युचुअल फंड में निवेश. एसआईपी या व्यवस्थितनिवेश योजना a . की तरह काम करता हैआवर्ती जमा, जिसमें आपको एक निर्धारित अंतराल के लिए मासिक रूप से एक छोटी राशि का निवेश करने की आवश्यकता होती है।

एसआईपी, सबसे किफायती निवेश विधि होने के कारण, कोई भी शुरू कर सकता हैनिवेश सिर्फ 500 रुपये। एक एसआईपी के साथ, कोई भी अपनी योजना बना सकता हैवित्तीय लक्ष्यों पसंदसेवानिवृत्ति योजना, विवाह, घर/कार की खरीद, उच्च शिक्षा आदि।

में निवेश करने की योजना बना रहे निवेशकइक्विटी फ़ंड, SIP निवेश करने का एक आदर्श तरीका है। वे इक्विटी के नुकसान को संतुलित करते हैंमंडी और स्थिर रिटर्न देना सुनिश्चित करें।

केनरा रोबेको एसआईपी फंड में निवेश क्यों करें?

SIP के कुछ फायदे हैं:

रुपया लागत औसत
कंपाउंडिंग की शक्ति
लंबी अवधि की बचत की आदत
लचीला और किफायती
बाजार को समय देने की जरूरत नहीं

इस प्रकार, निवेशक उत्सुक हैंSIP में निवेश करें सबसे अच्छा केनरा रोबेको एसआईपी चुन सकते हैंम्यूचुअल फंड्स नीचे उल्लेख किया। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

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इक्विटी के लिए केनरा रोबेको द्वारा सर्वश्रेष्ठ एसआईपी म्यूचुअल फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Canara Robeco Infrastructure Growth	₹169.37 ↑ 2.02	₹992	1,000	3.2	9.3	3.9	21.7	21.1	0.1
Canara Robeco Emerging Equities Growth	₹254.76 ↑ 2.83	₹24,498	1,000	6.5	2.1	-1.5	13.4	11.7	-0.4
Canara Robeco Equity Tax Saver Growth	₹178.99 ↑ 1.93	₹8,476	500	4.7	1	0.8	12.2	11.3	5.3
Canara Robeco Equity Diversified Growth	₹342.17 ↑ 3.63	₹13,013	1,000	4.7	-0.6	-0.3	12	10.9	7
Canara Robeco Consumer Trends Fund Growth	₹106.96 ↑ 0.70	₹1,884	1,000	5.7	-1.7	-3.4	11.1	12.4	3.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Emerging Equities	Canara Robeco Equity Tax Saver	Canara Robeco Equity Diversified	Canara Robeco Consumer Trends Fund
Point 1	Bottom quartile AUM (₹992 Cr).	Highest AUM (₹24,498 Cr).	Lower mid AUM (₹8,476 Cr).	Upper mid AUM (₹13,013 Cr).	Bottom quartile AUM (₹1,884 Cr).
Point 2	Established history (20+ yrs).	Established history (21+ yrs).	Established history (17+ yrs).	Oldest track record among peers (22 yrs).	Established history (16+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 1★ (bottom quartile).	Rating: 2★ (lower mid).	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: 21.15% (top quartile).	5Y return: 11.67% (lower mid).	5Y return: 11.30% (bottom quartile).	5Y return: 10.89% (bottom quartile).	5Y return: 12.37% (upper mid).
Point 6	3Y return: 21.70% (top quartile).	3Y return: 13.40% (upper mid).	3Y return: 12.22% (lower mid).	3Y return: 11.98% (bottom quartile).	3Y return: 11.08% (bottom quartile).
Point 7	1Y return: 3.88% (top quartile).	1Y return: -1.51% (bottom quartile).	1Y return: 0.84% (upper mid).	1Y return: -0.29% (lower mid).	1Y return: -3.43% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -7.14 (bottom quartile).	Alpha: -1.04 (upper mid).	Alpha: -1.60 (lower mid).	Alpha: -5.01 (bottom quartile).
Point 9	Sharpe: 0.18 (top quartile).	Sharpe: -0.47 (bottom quartile).	Sharpe: -0.29 (upper mid).	Sharpe: -0.32 (lower mid).	Sharpe: -0.48 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.85 (bottom quartile).	Information ratio: -0.46 (upper mid).	Information ratio: -0.62 (bottom quartile).	Information ratio: -0.48 (lower mid).

Canara Robeco Infrastructure

Bottom quartile AUM (₹992 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 21.15% (top quartile).
3Y return: 21.70% (top quartile).
1Y return: 3.88% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.18 (top quartile).
Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

Highest AUM (₹24,498 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.67% (lower mid).
3Y return: 13.40% (upper mid).
1Y return: -1.51% (bottom quartile).
Alpha: -7.14 (bottom quartile).
Sharpe: -0.47 (bottom quartile).
Information ratio: -0.85 (bottom quartile).

Canara Robeco Equity Tax Saver

Lower mid AUM (₹8,476 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.30% (bottom quartile).
3Y return: 12.22% (lower mid).
1Y return: 0.84% (upper mid).
Alpha: -1.04 (upper mid).
Sharpe: -0.29 (upper mid).
Information ratio: -0.46 (upper mid).

Canara Robeco Equity Diversified

Upper mid AUM (₹13,013 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.89% (bottom quartile).
3Y return: 11.98% (bottom quartile).
1Y return: -0.29% (lower mid).
Alpha: -1.60 (lower mid).
Sharpe: -0.32 (lower mid).
Information ratio: -0.62 (bottom quartile).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹1,884 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 12.37% (upper mid).
3Y return: 11.08% (bottom quartile).
1Y return: -3.43% (bottom quartile).
Alpha: -5.01 (bottom quartile).
Sharpe: -0.48 (bottom quartile).
Information ratio: -0.48 (lower 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 (₹992 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 21.15% (top quartile).
3Y return: 21.70% (top quartile).
1Y return: 3.88% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.18 (top quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Larsen & Toubro Ltd (~9.9%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (10 Jul 26)	₹169.37 ↑ 2.02 (1.21 %)
Net Assets (Cr)	₹992 on 31 May 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	0.18
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 21	₹10,000
30 Jun 22	₹10,964
30 Jun 23	₹14,661
30 Jun 24	₹25,325
30 Jun 25	₹25,500
30 Jun 26	₹26,666

Canara Robeco Infrastructure SIP 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 Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26

Duration	Returns
1 Month	2.6%
3 Month	3.2%
6 Month	9.3%
1 Year	3.9%
3 Year	21.7%
5 Year	21.1%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.1%
2023	35.3%
2022	41.2%
2021	9%
2020	56.1%
2019	9%
2018	2.3%
2017	-19.1%
2016	40.2%
2015	2.1%

Fund Manager information for Canara Robeco Infrastructure

Name	Since	Tenure
Vishal Mishra	26 Jun 21	5.01 Yr.
Shridatta Bhandwaldar	29 Sep 18	7.76 Yr.

Data below for Canara Robeco Infrastructure as on 31 May 26

Equity Sector Allocation

Sector	Value
Industrials	46.53%
Utility	12.52%
Basic Materials	11.01%
Energy	7.46%
Financial Services	6.8%
Communication Services	3.99%
Technology	3.66%
Consumer Cyclical	2.25%
Real Estate	0.9%

Asset Allocation

Asset Class	Value
Cash	4.86%
Equity	95.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	10%	₹99 Cr	242,151 ↑ 9,250
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	5%	₹49 Cr	373,750 ↑ 60,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| CGPOWER	5%	₹48 Cr	525,650
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| NTPC	4%	₹41 Cr	1,066,480
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 24 \| BHARTIARTL	4%	₹40 Cr	216,600 ↑ 55,000
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹39 Cr	406,500 ↑ 20,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹38 Cr	929,000 ↑ 60,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| TATAPOWER	4%	₹37 Cr	870,000
Cummins India Ltd (Industrials) Equity, Since 31 Jul 24 \| CUMMINSIND	3%	₹33 Cr	56,000 ↓ -2,500
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	3%	₹31 Cr	70,000 ↑ 6,000

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 (₹24,498 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.67% (lower mid).
3Y return: 13.40% (upper mid).
1Y return: -1.51% (bottom quartile).
Alpha: -7.14 (bottom quartile).
Sharpe: -0.47 (bottom quartile).
Information ratio: -0.85 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~6.0%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (10 Jul 26)	₹254.76 ↑ 2.83 (1.12 %)
Net Assets (Cr)	₹24,498 on 31 May 26
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	-0.47
Information Ratio	-0.85
Alpha Ratio	-7.14
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
30 Jun 21	₹10,000
30 Jun 22	₹9,967
30 Jun 23	₹12,071
30 Jun 24	₹16,915
30 Jun 25	₹18,098
30 Jun 26	₹17,281

Canara Robeco Emerging Equities SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 10 Jul 26

Duration	Returns
1 Month	7.1%
3 Month	6.5%
6 Month	2.1%
1 Year	-1.5%
3 Year	13.4%
5 Year	11.7%
10 Year
15 Year
Since launch	16.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.4%
2023	26.3%
2022	24%
2021	-1.6%
2020	37%
2019	24.5%
2018	8.7%
2017	-9.3%
2016	52.1%
2015	2.6%

Fund Manager information for Canara Robeco Emerging Equities

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	6.75 Yr.
Amit Nadekar	28 Aug 23	2.84 Yr.

Data below for Canara Robeco Emerging Equities as on 31 May 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	26.14%
Financial Services	24.24%
Industrials	9.67%
Technology	8.99%
Health Care	7.7%
Basic Materials	6.84%
Consumer Defensive	5.03%
Utility	3.36%
Communication Services	3.28%
Real Estate	1.77%

Asset Allocation

Asset Class	Value
Cash	2.91%
Equity	97.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	6%	₹1,475 Cr	11,736,964
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| INDHOTEL	5%	₹1,273 Cr	19,457,322
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| HDFCBANK	3%	₹788 Cr	10,581,096 ↑ 4,550,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| ETERNAL	3%	₹763 Cr	30,459,215
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	3%	₹747 Cr	25,869,083
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TVSMOTOR	3%	₹725 Cr	2,159,471 ↓ -162,210
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	3%	₹685 Cr	16,676,861
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| M&M	3%	₹664 Cr	2,179,314
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| TRENT	2%	₹607 Cr	1,436,183 ↓ -50,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 21 \| BHARTIARTL	2%	₹593 Cr	3,242,149 ↑ 100,000

3. Canara Robeco Equity Tax Saver

(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

Lower mid AUM (₹8,476 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.30% (bottom quartile).
3Y return: 12.22% (lower mid).
1Y return: 0.84% (upper mid).
Alpha: -1.04 (upper mid).
Sharpe: -0.29 (upper mid).
Information ratio: -0.46 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding ICICI Bank Ltd (~6.4%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (10 Jul 26)	₹178.99 ↑ 1.93 (1.09 %)
Net Assets (Cr)	₹8,476 on 31 May 26
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	-0.29
Information Ratio	-0.46
Alpha Ratio	-1.04
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,850
30 Jun 23	₹12,122
30 Jun 24	₹16,160
30 Jun 25	₹17,181
30 Jun 26	₹16,981

Canara Robeco Equity Tax Saver SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26

Duration	Returns
1 Month	5.3%
3 Month	4.7%
6 Month	1%
1 Year	0.8%
3 Year	12.2%
5 Year	11.3%
10 Year
15 Year
Since launch	18%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.3%
2023	17.5%
2022	23.7%
2021	-0.2%
2020	35.1%
2019	27.4%
2018	10.7%
2017	2.7%
2016	32%
2015	0%

Fund Manager information for Canara Robeco Equity Tax Saver

Name	Since	Tenure
Vishal Mishra	26 Jun 21	5.01 Yr.
Shridatta Bhandwaldar	1 Oct 19	6.75 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	28.99%
Consumer Cyclical	15.37%
Industrials	14.2%
Health Care	6.67%
Basic Materials	6.18%
Consumer Defensive	5.44%
Technology	4.62%
Energy	4.56%
Communication Services	3.94%
Utility	3.22%
Real Estate	2.6%

Asset Allocation

Asset Class	Value
Cash	4.2%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	6%	₹545 Cr	4,341,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	6%	₹534 Cr	7,170,168
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹344 Cr	2,602,000 ↑ 75,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	4%	₹303 Cr	743,119
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹295 Cr	3,055,000 ↑ 100,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	3%	₹275 Cr	1,505,000 ↑ 20,000
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	3%	₹259 Cr	2,228,659
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| AXISBANK	3%	₹242 Cr	1,883,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| BAJFINANCE	2%	₹212 Cr	2,329,500
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 May 24 \| DIVISLAB	2%	₹167 Cr	250,000

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

Upper mid AUM (₹13,013 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.89% (bottom quartile).
3Y return: 11.98% (bottom quartile).
1Y return: -0.29% (lower mid).
Alpha: -1.60 (lower mid).
Sharpe: -0.32 (lower mid).
Information ratio: -0.62 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~6.7%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (10 Jul 26)	₹342.17 ↑ 3.63 (1.07 %)
Net Assets (Cr)	₹13,013 on 31 May 26
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.32
Information Ratio	-0.62
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
30 Jun 21	₹10,000
30 Jun 22	₹9,827
30 Jun 23	₹12,011
30 Jun 24	₹15,871
30 Jun 25	₹17,105
30 Jun 26	₹16,649

Canara Robeco Equity Diversified SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 10 Jul 26

Duration	Returns
1 Month	5.9%
3 Month	4.7%
6 Month	-0.6%
1 Year	-0.3%
3 Year	12%
5 Year	10.9%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7%
2023	17.9%
2022	22.8%
2021	-1.7%
2020	32.6%
2019	22.2%
2018	12.3%
2017	0.9%
2016	37.8%
2015	-2%

Fund Manager information for Canara Robeco Equity Diversified

Name	Since	Tenure
Pranav Gokhale	6 Nov 23	2.65 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.99 Yr.

Data below for Canara Robeco Equity Diversified as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	29.11%
Consumer Cyclical	16.27%
Industrials	11.35%
Technology	7.58%
Health Care	7.45%
Consumer Defensive	6.22%
Basic Materials	5.9%
Communication Services	4.34%
Energy	3.76%
Utility	1.96%
Real Estate	0.99%

Asset Allocation

Asset Class	Value
Cash	5.04%
Equity	94.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	7%	₹870 Cr	11,684,680
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	6%	₹804 Cr	6,400,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹489 Cr	3,698,362
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹482 Cr	2,636,904 ↑ 65,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹431 Cr	1,058,270
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹412 Cr	4,269,544
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹389 Cr	3,348,203
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| BAJFINANCE	3%	₹337 Cr	3,709,960
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| AXISBANK	3%	₹330 Cr	2,563,600 ↑ 75,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	2%	₹313 Cr	1,028,515

5. 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 (₹1,884 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 12.37% (upper mid).
3Y return: 11.08% (bottom quartile).
1Y return: -3.43% (bottom quartile).
Alpha: -5.01 (bottom quartile).
Sharpe: -0.48 (bottom quartile).
Information ratio: -0.48 (lower mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Bharti Airtel Ltd (~6.2%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund Growth
Launch Date	14 Sep 09
NAV (10 Jul 26)	₹106.96 ↑ 0.70 (0.66 %)
Net Assets (Cr)	₹1,884 on 31 May 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.09
Sharpe Ratio	-0.48
Information Ratio	-0.48
Alpha Ratio	-5.01
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 21	₹10,000
30 Jun 22	₹10,185
30 Jun 23	₹13,202
30 Jun 24	₹17,656
30 Jun 25	₹18,949
30 Jun 26	₹17,725

Canara Robeco Consumer Trends Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 10 Jul 26

Duration	Returns
1 Month	6.9%
3 Month	5.7%
6 Month	-1.7%
1 Year	-3.4%
3 Year	11.1%
5 Year	12.4%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.5%
2023	20.3%
2022	26.4%
2021	6.1%
2020	30.2%
2019	20.5%
2018	12.8%
2017	2%
2016	41%
2015	3.4%

Fund Manager information for Canara Robeco Consumer Trends Fund

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	6.75 Yr.
Ennette Fernandes	1 Oct 21	4.75 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	40.63%
Financial Services	20.92%
Consumer Defensive	16.58%
Communication Services	8.37%
Industrials	3.37%
Basic Materials	3%
Health Care	1.94%
Technology	1.04%

Asset Allocation

Asset Class	Value
Cash	4.15%
Equity	95.85%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	6%	₹116 Cr	635,000 ↑ 15,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| ETERNAL	6%	₹113 Cr	4,500,000 ↑ 1,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	5%	₹95 Cr	1,274,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	4%	₹85 Cr	64,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| M&M	4%	₹83 Cr	273,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| BAJFINANCE	4%	₹75 Cr	830,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| BRITANNIA	4%	₹72 Cr	138,500
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Nov 21 \| VBL	4%	₹69 Cr	1,300,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Dec 22 \| MOTHERSON	3%	₹59 Cr	4,037,500
Godrej Consumer Products Ltd (Consumer Defensive) Equity, Since 31 Aug 21 \| GODREJCP	3%	₹51 Cr	498,000

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।

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एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

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