5 सर्वश्रेष्ठ केनरा रोबेको एसआईपी म्यूचुअल फंड 2022

Updated on January 26, 2026 , 60248 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	₹155.51 ↑ 1.44	₹894	1,000	-6	-2.7	11.5	24.2	25.1	0.1
Canara Robeco Emerging Equities Growth	₹242.2 ↓ -0.67	₹25,626	1,000	-6.9	-4.7	6.4	15.9	15.2	-0.4
Canara Robeco Equity Diversified Growth	₹338.2 ↑ 0.38	₹13,760	1,000	-3.9	0.1	11.2	15.7	14.5	7
Canara Robeco Equity Tax Saver Growth	₹174.49 ↑ 0.44	₹9,022	500	-3.3	0.2	9.5	15.5	14.7	5.3
Canara Robeco Bluechip Equity Fund Growth	₹63.08 ↑ 0.11	₹17,493	1,000	-3	0.8	9.7	15.5	13.7	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 Bluechip Equity Fund
Point 1	Bottom quartile AUM (₹894 Cr).	Highest AUM (₹25,626 Cr).	Lower mid AUM (₹13,760 Cr).	Bottom quartile AUM (₹9,022 Cr).	Upper mid AUM (₹17,493 Cr).
Point 2	Established history (20+ yrs).	Established history (20+ yrs).	Oldest track record among peers (22 yrs).	Established history (17+ yrs).	Established history (15+ 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: Moderately High.
Point 5	5Y return: 25.13% (top quartile).	5Y return: 15.16% (upper mid).	5Y return: 14.51% (bottom quartile).	5Y return: 14.65% (lower mid).	5Y return: 13.67% (bottom quartile).
Point 6	3Y return: 24.20% (top quartile).	3Y return: 15.92% (upper mid).	3Y return: 15.69% (lower mid).	3Y return: 15.51% (bottom quartile).	3Y return: 15.50% (bottom quartile).
Point 7	1Y return: 11.51% (top quartile).	1Y return: 6.39% (bottom quartile).	1Y return: 11.25% (upper mid).	1Y return: 9.47% (bottom quartile).	1Y return: 9.70% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -8.27 (bottom quartile).	Alpha: -0.50 (upper mid).	Alpha: -2.22 (lower mid).	Alpha: -2.69 (bottom quartile).
Point 9	Sharpe: -0.18 (bottom quartile).	Sharpe: -0.32 (bottom quartile).	Sharpe: 0.13 (upper mid).	Sharpe: 0.01 (lower mid).	Sharpe: 0.15 (top quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -0.78 (bottom quartile).	Information ratio: -0.25 (lower mid).	Information ratio: -0.47 (bottom quartile).	Information ratio: 0.03 (top quartile).

Canara Robeco Infrastructure

Bottom quartile AUM (₹894 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 25.13% (top quartile).
3Y return: 24.20% (top quartile).
1Y return: 11.51% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: 0.00 (upper mid).

Canara Robeco Emerging Equities

Highest AUM (₹25,626 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.16% (upper mid).
3Y return: 15.92% (upper mid).
1Y return: 6.39% (bottom quartile).
Alpha: -8.27 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: -0.78 (bottom quartile).

Canara Robeco Equity Diversified

Lower mid AUM (₹13,760 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.51% (bottom quartile).
3Y return: 15.69% (lower mid).
1Y return: 11.25% (upper mid).
Alpha: -0.50 (upper mid).
Sharpe: 0.13 (upper mid).
Information ratio: -0.25 (lower mid).

Canara Robeco Equity Tax Saver

Bottom quartile AUM (₹9,022 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.65% (lower mid).
3Y return: 15.51% (bottom quartile).
1Y return: 9.47% (bottom quartile).
Alpha: -2.22 (lower mid).
Sharpe: 0.01 (lower mid).
Information ratio: -0.47 (bottom quartile).

Canara Robeco Bluechip Equity Fund

Upper mid AUM (₹17,493 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.67% (bottom quartile).
3Y return: 15.50% (bottom quartile).
1Y return: 9.70% (lower mid).
Alpha: -2.69 (bottom quartile).
Sharpe: 0.15 (top quartile).
Information ratio: 0.03 (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 (₹894 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 25.13% (top quartile).
3Y return: 24.20% (top quartile).
1Y return: 11.51% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~10.0%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (29 Jan 26)	₹155.51 ↑ 1.44 (0.93 %)
Net Assets (Cr)	₹894 on 31 Dec 25
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
31 Dec 20	₹10,000
31 Dec 21	₹15,613
31 Dec 22	₹17,013
31 Dec 23	₹24,024
31 Dec 24	₹32,498
31 Dec 25	₹32,543

Canara Robeco Infrastructure SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 29 Jan 26

Duration	Returns
1 Month	-2%
3 Month	-6%
6 Month	-2.7%
1 Year	11.5%
3 Year	24.2%
5 Year	25.1%
10 Year
15 Year
Since launch	14.5%

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	4.52 Yr.
Shridatta Bhandwaldar	29 Sep 18	7.26 Yr.

Data below for Canara Robeco Infrastructure as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Industrials	45.69%
Utility	12.07%
Basic Materials	9.54%
Energy	9.39%
Financial Services	7.49%
Technology	4.06%
Communication Services	3.22%
Consumer Cyclical	3.04%
Real Estate	1.29%

Asset Allocation

Asset Class	Value
Cash	4.21%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	10%	₹89 Cr	217,901 ↓ -5,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	5%	₹46 Cr	291,750 ↑ 12,500
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	5%	₹43 Cr	442,500
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| 532555	4%	₹36 Cr	1,106,480 ↑ 40,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹36 Cr	894,000 ↑ 25,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| 522275	4%	₹31 Cr	99,985 ↓ -5,200
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| 500400	3%	₹31 Cr	810,000 ↑ 25,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	3%	₹29 Cr	58,250
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 24 \| BHARTIARTL	3%	₹29 Cr	136,600
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| 500093	3%	₹29 Cr	440,650 ↑ 27,500

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 (₹25,626 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.16% (upper mid).
3Y return: 15.92% (upper mid).
1Y return: 6.39% (bottom quartile).
Alpha: -8.27 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: -0.78 (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 (29 Jan 26)	₹242.2 ↓ -0.67 (-0.28 %)
Net Assets (Cr)	₹25,626 on 31 Dec 25
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	-0.32
Information Ratio	-0.78
Alpha Ratio	-8.27
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 Dec 20	₹10,000
31 Dec 21	₹13,699
31 Dec 22	₹13,474
31 Dec 23	₹16,712
31 Dec 24	₹21,110
31 Dec 25	₹21,017

Canara Robeco Emerging Equities SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 29 Jan 26

Duration	Returns
1 Month	-4.1%
3 Month	-6.9%
6 Month	-4.7%
1 Year	6.4%
3 Year	15.9%
5 Year	15.2%
10 Year
15 Year
Since launch	16.5%

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	6.26 Yr.
Amit Nadekar	28 Aug 23	2.35 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	31.47%
Financial Services	17%
Industrials	11.44%
Technology	9.12%
Health Care	7.83%
Basic Materials	6.65%
Consumer Defensive	5.92%
Utility	3.05%
Communication Services	2.65%
Real Estate	2.08%

Asset Allocation

Asset Class	Value
Cash	2.73%
Equity	97.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532174	7%	₹1,723 Cr	12,833,618
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500850	6%	₹1,438 Cr	19,457,322
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 532343	4%	₹920 Cr	2,473,937 ↓ -212,957
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	3%	₹896 Cr	6,967,628
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	3%	₹881 Cr	32,989,386
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	3%	₹872 Cr	21,816,345
KPIT Technologies Ltd (Technology) Equity, Since 31 Dec 23 \| KPITTECH	3%	₹870 Cr	7,418,728
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹770 Cr	27,688,057
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| M&M	3%	₹716 Cr	1,929,314
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 500251	2%	₹636 Cr	1,486,620

3. 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 (₹13,760 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.51% (bottom quartile).
3Y return: 15.69% (lower mid).
1Y return: 11.25% (upper mid).
Alpha: -0.50 (upper mid).
Sharpe: 0.13 (upper mid).
Information ratio: -0.25 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~8.1%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (29 Jan 26)	₹338.2 ↑ 0.38 (0.11 %)
Net Assets (Cr)	₹13,760 on 31 Dec 25
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	0.13
Information Ratio	-0.25
Alpha Ratio	-0.5
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
31 Dec 20	₹10,000
31 Dec 21	₹13,261
31 Dec 22	₹13,040
31 Dec 23	₹16,019
31 Dec 24	₹18,882
31 Dec 25	₹20,212

Canara Robeco Equity Diversified SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 29 Jan 26

Duration	Returns
1 Month	-3.3%
3 Month	-3.9%
6 Month	0.1%
1 Year	11.2%
3 Year	15.7%
5 Year	14.5%
10 Year
15 Year
Since launch	17%

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	2.15 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.5 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.45%
Consumer Cyclical	17.16%
Industrials	11.88%
Technology	8.86%
Consumer Defensive	6.88%
Health Care	6.58%
Basic Materials	6.01%
Energy	4.31%
Communication Services	4.04%
Utility	2.12%
Real Estate	1.07%

Asset Allocation

Asset Class	Value
Cash	2.63%
Equity	97.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹1,109 Cr	11,184,680
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| 532174	6%	₹860 Cr	6,400,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹593 Cr	3,773,362
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹469 Cr	2,903,135 ↓ -18,553
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹464 Cr	2,201,904
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹450 Cr	4,582,797
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹428 Cr	1,048,270
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	3%	₹391 Cr	1,053,515 ↑ 30,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	2%	₹332 Cr	3,359,960
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	2%	₹292 Cr	10,503,000 ↓ -750,000

4. 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 (₹9,022 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.65% (lower mid).
3Y return: 15.51% (bottom quartile).
1Y return: 9.47% (bottom quartile).
Alpha: -2.22 (lower mid).
Sharpe: 0.01 (lower mid).
Information ratio: -0.47 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~7.8%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (29 Jan 26)	₹174.49 ↑ 0.44 (0.25 %)
Net Assets (Cr)	₹9,022 on 31 Dec 25
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.01
Information Ratio	-0.47
Alpha Ratio	-2.22
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹13,513
31 Dec 22	₹13,490
31 Dec 23	₹16,687
31 Dec 24	₹19,608
31 Dec 25	₹20,639

Canara Robeco Equity Tax Saver SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 29 Jan 26

Duration	Returns
1 Month	-3%
3 Month	-3.3%
6 Month	0.2%
1 Year	9.5%
3 Year	15.5%
5 Year	14.7%
10 Year
15 Year
Since launch	18.3%

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	4.52 Yr.
Shridatta Bhandwaldar	1 Oct 19	6.26 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	29.55%
Consumer Cyclical	14.61%
Industrials	12.89%
Technology	6.69%
Consumer Defensive	6.3%
Health Care	6.3%
Energy	5.63%
Basic Materials	5.45%
Communication Services	4.25%
Utility	2.84%
Real Estate	2.46%

Asset Allocation

Asset Class	Value
Cash	3.03%
Equity	96.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹706 Cr	7,125,168
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532174	6%	₹579 Cr	4,311,000 ↓ -50,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹394 Cr	2,512,000
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	4%	₹352 Cr	2,181,159 ↓ -60,151
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	3%	₹307 Cr	1,460,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹295 Cr	3,000,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹288 Cr	704,369
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	3%	₹230 Cr	2,329,500
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	2%	₹223 Cr	1,753,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 29 Feb 24 \| 522275	2%	₹186 Cr	594,923 ↓ -103,819

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 (₹17,493 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.67% (bottom quartile).
3Y return: 15.50% (bottom quartile).
1Y return: 9.70% (lower mid).
Alpha: -2.69 (bottom quartile).
Sharpe: 0.15 (top quartile).
Information ratio: 0.03 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding HDFC Bank Ltd (~9.4%).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund Growth
Launch Date	20 Aug 10
NAV (29 Jan 26)	₹63.08 ↑ 0.11 (0.17 %)
Net Assets (Cr)	₹17,493 on 31 Dec 25
Category	Equity - Large Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	0.15
Information Ratio	0.03
Alpha Ratio	-2.69
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 Dec 20	₹10,000
31 Dec 21	₹12,454
31 Dec 22	₹12,556
31 Dec 23	₹15,346
31 Dec 24	₹18,075
31 Dec 25	₹19,401

Canara Robeco Bluechip Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 29 Jan 26

Duration	Returns
1 Month	-2.7%
3 Month	-3%
6 Month	0.8%
1 Year	9.7%
3 Year	15.5%
5 Year	13.7%
10 Year
15 Year
Since launch	12.7%

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	4.59 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.5 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.79%
Consumer Cyclical	13.86%
Industrials	9.09%
Consumer Defensive	8.19%
Technology	8.04%
Health Care	6.6%
Energy	5.88%
Communication Services	4.98%
Basic Materials	4.9%
Utility	2.2%
Real Estate	0.41%

Asset Allocation

Asset Class	Value
Cash	2.04%
Equity	97.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	9%	₹1,646 Cr	16,602,512
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| 532174	8%	₹1,356 Cr	10,100,600
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 17 \| RELIANCE	6%	₹1,029 Cr	6,551,500
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹770 Cr	3,655,316
Infosys Ltd (Technology) Equity, Since 30 Sep 10 \| INFY	4%	₹749 Cr	4,635,853 ↑ 26,711
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹722 Cr	7,352,795
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	4%	₹708 Cr	1,732,992
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	4%	₹621 Cr	1,673,515 ↑ 30,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	3%	₹484 Cr	4,909,340
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 22 \| ITC	3%	₹453 Cr	11,250,000

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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