5 सर्वश्रेष्ठ केनरा रोबेको एसआईपी म्यूचुअल फंड 2022

Updated on March 29, 2026 , 60405 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	₹151.48 ↓ -0.01	₹933	1,000	-4	-5.5	4.8	22.5	21.4	0.1
Canara Robeco Emerging Equities Growth	₹219.38 ↓ -0.01	₹24,735	1,000	-13.4	-13.2	-6.2	12.2	11.2	-0.4
Canara Robeco Equity Tax Saver Growth	₹157.67 ↓ -0.01	₹8,800	500	-12.2	-9.1	-2.2	11.8	10.8	5.3
Canara Robeco Equity Diversified Growth	₹301.28 ↓ -0.01	₹13,391	1,000	-13.8	-11	-2.7	11.6	10.4	7
Canara Robeco Bluechip Equity Fund Growth	₹55.61 ↓ -0.01	₹17,104	1,000	-14.2	-10.5	-5.7	11	9.6	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 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 Bluechip Equity Fund
Point 1	Bottom quartile AUM (₹933 Cr).	Highest AUM (₹24,735 Cr).	Bottom quartile AUM (₹8,800 Cr).	Lower mid AUM (₹13,391 Cr).	Upper mid AUM (₹17,104 Cr).
Point 2	Established history (20+ yrs).	Established history (21+ yrs).	Established history (17+ yrs).	Oldest track record among peers (22 yrs).	Established history (15+ 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: Moderately High.
Point 5	5Y return: 21.40% (top quartile).	5Y return: 11.17% (upper mid).	5Y return: 10.81% (lower mid).	5Y return: 10.41% (bottom quartile).	5Y return: 9.60% (bottom quartile).
Point 6	3Y return: 22.45% (top quartile).	3Y return: 12.24% (upper mid).	3Y return: 11.76% (lower mid).	3Y return: 11.59% (bottom quartile).	3Y return: 11.04% (bottom quartile).
Point 7	1Y return: 4.83% (top quartile).	1Y return: -6.19% (bottom quartile).	1Y return: -2.16% (upper mid).	1Y return: -2.74% (lower mid).	1Y return: -5.67% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -6.15 (bottom quartile).	Alpha: 0.96 (top quartile).	Alpha: 0.85 (upper mid).	Alpha: -1.85 (bottom quartile).
Point 9	Sharpe: 1.30 (top quartile).	Sharpe: 0.59 (bottom quartile).	Sharpe: 1.08 (upper mid).	Sharpe: 1.07 (lower mid).	Sharpe: 0.78 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -1.00 (bottom quartile).	Information ratio: -0.68 (bottom quartile).	Information ratio: -0.67 (lower mid).	Information ratio: -0.25 (upper mid).

Canara Robeco Infrastructure

Bottom quartile AUM (₹933 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 21.40% (top quartile).
3Y return: 22.45% (top quartile).
1Y return: 4.83% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.30 (top quartile).
Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

Highest AUM (₹24,735 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.17% (upper mid).
3Y return: 12.24% (upper mid).
1Y return: -6.19% (bottom quartile).
Alpha: -6.15 (bottom quartile).
Sharpe: 0.59 (bottom quartile).
Information ratio: -1.00 (bottom quartile).

Canara Robeco Equity Tax Saver

Bottom quartile AUM (₹8,800 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.81% (lower mid).
3Y return: 11.76% (lower mid).
1Y return: -2.16% (upper mid).
Alpha: 0.96 (top quartile).
Sharpe: 1.08 (upper mid).
Information ratio: -0.68 (bottom quartile).

Canara Robeco Equity Diversified

Lower mid AUM (₹13,391 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.41% (bottom quartile).
3Y return: 11.59% (bottom quartile).
1Y return: -2.74% (lower mid).
Alpha: 0.85 (upper mid).
Sharpe: 1.07 (lower mid).
Information ratio: -0.67 (lower mid).

Canara Robeco Bluechip Equity Fund

Upper mid AUM (₹17,104 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.60% (bottom quartile).
3Y return: 11.04% (bottom quartile).
1Y return: -5.67% (bottom quartile).
Alpha: -1.85 (bottom quartile).
Sharpe: 0.78 (bottom quartile).
Information ratio: -0.25 (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 (₹933 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 21.40% (top quartile).
3Y return: 22.45% (top quartile).
1Y return: 4.83% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.30 (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 (31 Mar 26)	₹151.48 ↓ -0.01 (-0.01 %)
Net Assets (Cr)	₹933 on 28 Feb 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	1.3
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 Mar 21	₹10,000
31 Mar 22	₹12,801
31 Mar 23	₹14,363
31 Mar 24	₹22,145
31 Mar 25	₹25,157

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 31 Mar 26

Duration	Returns
1 Month	-8.2%
3 Month	-4%
6 Month	-5.5%
1 Year	4.8%
3 Year	22.5%
5 Year	21.4%
10 Year
15 Year
Since launch	14.3%

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	4.68 Yr.
Shridatta Bhandwaldar	29 Sep 18	7.42 Yr.

Data below for Canara Robeco Infrastructure as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	46.09%
Utility	12.97%
Basic Materials	9.82%
Energy	8.74%
Financial Services	7.1%
Consumer Cyclical	3.29%
Technology	3.25%
Communication Services	2.75%
Real Estate	0.97%

Asset Allocation

Asset Class	Value
Cash	5.01%
Equity	94.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	10%	₹92 Cr	215,901 ↑ 1,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| NTPC	5%	₹42 Cr	1,106,480
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹41 Cr	291,750
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹39 Cr	324,000 ↓ -118,500
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹39 Cr	869,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| CGPOWER	4%	₹34 Cr	465,650 ↑ 25,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| TATAPOWER	3%	₹32 Cr	840,000 ↑ 30,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Oct 09 \| POWERGRID	3%	₹30 Cr	1,007,546 ↑ 50,000
Cummins India Ltd (Industrials) Equity, Since 31 Jul 24 \| CUMMINSIND	3%	₹29 Cr	58,500
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	3%	₹28 Cr	58,250

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 (₹24,735 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.17% (upper mid).
3Y return: 12.24% (upper mid).
1Y return: -6.19% (bottom quartile).
Alpha: -6.15 (bottom quartile).
Sharpe: 0.59 (bottom quartile).
Information ratio: -1.00 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~7.1%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (31 Mar 26)	₹219.38 ↓ -0.01 (0.00 %)
Net Assets (Cr)	₹24,735 on 28 Feb 26
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	0.59
Information Ratio	-1
Alpha Ratio	-6.15
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 Mar 21	₹10,000
31 Mar 22	₹12,252
31 Mar 23	₹12,008
31 Mar 24	₹16,390
31 Mar 25	₹18,097

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 31 Mar 26

Duration	Returns
1 Month	-10.3%
3 Month	-13.4%
6 Month	-13.2%
1 Year	-6.2%
3 Year	12.2%
5 Year	11.2%
10 Year
15 Year
Since launch	15.8%

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	6.42 Yr.
Amit Nadekar	28 Aug 23	2.51 Yr.

Data below for Canara Robeco Emerging Equities as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	29.25%
Financial Services	19.1%
Industrials	11.78%
Technology	9.17%
Health Care	8.21%
Basic Materials	6.46%
Consumer Defensive	5.78%
Utility	3.31%
Communication Services	2.9%
Real Estate	1.75%

Asset Allocation

Asset Class	Value
Cash	2.24%
Equity	97.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹1,767 Cr	12,811,964 ↓ -21,654
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| INDHOTEL	5%	₹1,298 Cr	19,457,322
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	4%	₹989 Cr	32,989,386
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TVSMOTOR	4%	₹954 Cr	2,465,818 ↓ -8,119
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	4%	₹868 Cr	19,516,716 ↓ -299,629
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	3%	₹765 Cr	6,437,643 ↓ -529,985
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹713 Cr	28,959,215 ↑ 1,271,158
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| M&M	3%	₹706 Cr	2,079,314 ↑ 150,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| TRENT	2%	₹580 Cr	1,486,620
KPIT Technologies Ltd (Technology) Equity, Since 31 Dec 23 \| KPITTECH	2%	₹572 Cr	7,418,728

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

Bottom quartile AUM (₹8,800 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.81% (lower mid).
3Y return: 11.76% (lower mid).
1Y return: -2.16% (upper mid).
Alpha: 0.96 (top quartile).
Sharpe: 1.08 (upper mid).
Information ratio: -0.68 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~7.2%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (31 Mar 26)	₹157.67 ↓ -0.01 (-0.01 %)
Net Assets (Cr)	₹8,800 on 28 Feb 26
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	1.08
Information Ratio	-0.68
Alpha Ratio	0.96
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,029
31 Mar 23	₹11,965
31 Mar 24	₹15,957
31 Mar 25	₹17,073

Canara Robeco Equity Tax Saver 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 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 31 Mar 26

Duration	Returns
1 Month	-10.9%
3 Month	-12.2%
6 Month	-9.1%
1 Year	-2.2%
3 Year	11.8%
5 Year	10.8%
10 Year
15 Year
Since launch	17.4%

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	4.68 Yr.
Shridatta Bhandwaldar	1 Oct 19	6.42 Yr.

Data below for Canara Robeco Equity Tax Saver as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	30.49%
Consumer Cyclical	15.2%
Industrials	13.73%
Health Care	6.32%
Consumer Defensive	6.05%
Basic Materials	5.77%
Technology	5.62%
Energy	5.24%
Communication Services	3.8%
Utility	2.94%
Real Estate	2.24%

Asset Allocation

Asset Class	Value
Cash	2.58%
Equity	97.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	7%	₹633 Cr	7,125,168
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹594 Cr	4,311,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹350 Cr	2,512,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹332 Cr	2,765,000 ↓ -235,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹301 Cr	704,369
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	3%	₹284 Cr	2,181,159
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	3%	₹274 Cr	1,460,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| AXISBANK	3%	₹243 Cr	1,753,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| BAJFINANCE	3%	₹232 Cr	2,329,500
GE Vernova T&D India Ltd (Industrials) Equity, Since 29 Feb 24 \| GVT&D	2%	₹203 Cr	527,162 ↓ -32,761

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 (₹13,391 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.41% (bottom quartile).
3Y return: 11.59% (bottom quartile).
1Y return: -2.74% (lower mid).
Alpha: 0.85 (upper mid).
Sharpe: 1.07 (lower mid).
Information ratio: -0.67 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~7.6%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (31 Mar 26)	₹301.28 ↓ -0.01 (0.00 %)
Net Assets (Cr)	₹13,391 on 28 Feb 26
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	1.07
Information Ratio	-0.67
Alpha Ratio	0.85
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 Mar 21	₹10,000
31 Mar 22	₹12,082
31 Mar 23	₹11,809
31 Mar 24	₹15,790
31 Mar 25	₹16,870

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 31 Mar 26

Duration	Returns
1 Month	-11.3%
3 Month	-13.8%
6 Month	-11%
1 Year	-2.7%
3 Year	11.6%
5 Year	10.4%
10 Year
15 Year
Since launch	16.3%

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	2.32 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.66 Yr.

Data below for Canara Robeco Equity Diversified as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	29.38%
Consumer Cyclical	17.01%
Industrials	12.68%
Technology	7.84%
Health Care	6.66%
Basic Materials	5.96%
Consumer Defensive	5.75%
Communication Services	3.91%
Energy	3.85%
Utility	2.34%
Real Estate	1%

Asset Allocation

Asset Class	Value
Cash	3.6%
Equity	96.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹1,017 Cr	11,459,680 ↑ 275,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	7%	₹883 Cr	6,400,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹516 Cr	3,698,362
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹468 Cr	3,894,544 ↓ -513,253
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹448 Cr	1,048,270
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹444 Cr	2,361,904 ↑ 160,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹392 Cr	3,013,203
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	3%	₹358 Cr	1,053,515
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| BAJFINANCE	3%	₹345 Cr	3,459,960 ↑ 50,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| AXISBANK	2%	₹306 Cr	2,213,600

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 (₹17,104 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.60% (bottom quartile).
3Y return: 11.04% (bottom quartile).
1Y return: -5.67% (bottom quartile).
Alpha: -1.85 (bottom quartile).
Sharpe: 0.78 (bottom quartile).
Information ratio: -0.25 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~8.9%).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund Growth
Launch Date	20 Aug 10
NAV (31 Mar 26)	₹55.61 ↓ -0.01 (-0.02 %)
Net Assets (Cr)	₹17,104 on 28 Feb 26
Category	Equity - Large Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	0.78
Information Ratio	-0.25
Alpha Ratio	-1.85
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 Mar 21	₹10,000
31 Mar 22	₹11,576
31 Mar 23	₹11,553
31 Mar 24	₹15,390
31 Mar 25	₹16,766

Canara Robeco Bluechip Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 31 Mar 26

Duration	Returns
1 Month	-11.5%
3 Month	-14.2%
6 Month	-10.5%
1 Year	-5.7%
3 Year	11%
5 Year	9.6%
10 Year
15 Year
Since launch	11.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.3%
2023	17.8%
2022	22.2%
2021	0.8%
2020	24.5%
2019	23.1%
2018	15.7%
2017	3.4%
2016	31.4%
2015	1.9%

Fund Manager information for Canara Robeco Bluechip Equity Fund

Name	Since	Tenure
Vishal Mishra	1 Jun 21	4.75 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.66 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	35.72%
Consumer Cyclical	13.99%
Industrials	9.73%
Consumer Defensive	6.96%
Technology	6.59%
Health Care	6.55%
Energy	5.22%
Basic Materials	4.9%
Communication Services	4.78%
Utility	2.35%
Real Estate	0.38%

Asset Allocation

Asset Class	Value
Cash	2.82%
Equity	97.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	9%	₹1,517 Cr	17,087,512 ↑ 385,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	8%	₹1,393 Cr	10,100,600
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 17 \| RELIANCE	5%	₹892 Cr	6,401,500 ↓ -75,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	5%	₹786 Cr	6,537,919 ↓ -614,876
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	4%	₹741 Cr	1,732,992
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹726 Cr	3,865,316 ↑ 210,000
Infosys Ltd (Technology) Equity, Since 30 Sep 10 \| INFY	4%	₹615 Cr	4,730,908
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹569 Cr	1,673,515
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| AXISBANK	3%	₹549 Cr	3,964,200
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| BAJFINANCE	3%	₹501 Cr	5,029,340 ↑ 50,000

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।

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

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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