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5 सर्वश्रेष्ठ केनरा रोबेको एसआईपी म्यूचुअल फंड 2022

Updated on April 16, 2026 , 60467 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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
Canara Robeco Infrastructure Growth ₹169.97
↑ 1.99
₹933 1,000 10.74.416.526.624.80.1
Canara Robeco Emerging Equities Growth ₹245.67
↑ 1.89
₹24,735 1,000 -0.9-5.82.415.813.9-0.4
Canara Robeco Equity Tax Saver Growth ₹174.37
↑ 1.31
₹8,800 500 -1.5-2.76.514.913.35.3
Canara Robeco Equity Diversified Growth ₹333.79
↑ 2.53
₹13,391 1,000 -2.8-4.8614.712.97
Canara Robeco Consumer Trends Fund Growth ₹103.43
↑ 1.21
₹1,950 1,000 -4.6-8.4-0.914.413.73.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryCanara Robeco InfrastructureCanara Robeco Emerging EquitiesCanara Robeco Equity Tax SaverCanara Robeco Equity DiversifiedCanara Robeco Consumer Trends Fund
Point 1Bottom quartile AUM (₹933 Cr).Highest AUM (₹24,735 Cr).Lower mid AUM (₹8,800 Cr).Upper mid AUM (₹13,391 Cr).Bottom quartile AUM (₹1,950 Cr).
Point 2Established history (20+ yrs).Established history (21+ yrs).Established history (17+ yrs).Oldest track record among peers (22 yrs).Established history (16+ yrs).
Point 3Not Rated.Top rated.Rating: 1★ (bottom quartile).Rating: 2★ (lower mid).Rating: 3★ (upper mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 24.81% (top quartile).5Y return: 13.94% (upper mid).5Y return: 13.32% (bottom quartile).5Y return: 12.87% (bottom quartile).5Y return: 13.66% (lower mid).
Point 63Y return: 26.62% (top quartile).3Y return: 15.76% (upper mid).3Y return: 14.93% (lower mid).3Y return: 14.74% (bottom quartile).3Y return: 14.39% (bottom quartile).
Point 71Y return: 16.49% (top quartile).1Y return: 2.41% (bottom quartile).1Y return: 6.47% (upper mid).1Y return: 5.99% (lower mid).1Y return: -0.95% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: -6.15 (bottom quartile).Alpha: 0.96 (top quartile).Alpha: 0.85 (upper mid).Alpha: -4.08 (bottom quartile).
Point 9Sharpe: 1.30 (top quartile).Sharpe: 0.59 (bottom quartile).Sharpe: 1.08 (upper mid).Sharpe: 1.07 (lower mid).Sharpe: 0.50 (bottom quartile).
Point 10Information 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: 0.00 (upper mid).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹933 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 24.81% (top quartile).
  • 3Y return: 26.62% (top quartile).
  • 1Y return: 16.49% (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: 13.94% (upper mid).
  • 3Y return: 15.76% (upper mid).
  • 1Y return: 2.41% (bottom quartile).
  • Alpha: -6.15 (bottom quartile).
  • Sharpe: 0.59 (bottom quartile).
  • Information ratio: -1.00 (bottom quartile).

Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,800 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (bottom quartile).
  • 3Y return: 14.93% (lower mid).
  • 1Y return: 6.47% (upper mid).
  • Alpha: 0.96 (top quartile).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: -0.68 (bottom quartile).

Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,391 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.87% (bottom quartile).
  • 3Y return: 14.74% (bottom quartile).
  • 1Y return: 5.99% (lower mid).
  • Alpha: 0.85 (upper mid).
  • Sharpe: 1.07 (lower mid).
  • Information ratio: -0.67 (lower mid).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,950 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 13.66% (lower mid).
  • 3Y return: 14.39% (bottom quartile).
  • 1Y return: -0.95% (bottom quartile).
  • Alpha: -4.08 (bottom quartile).
  • Sharpe: 0.50 (bottom quartile).
  • Information ratio: 0.00 (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: 24.81% (top quartile).
  • 3Y return: 26.62% (top quartile).
  • 1Y return: 16.49% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.30 (top quartile).
  • Information ratio: 0.00 (top quartile).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (17 Apr 26) ₹169.97 ↑ 1.99   (1.18 %)
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.

DateValue
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
31 Mar 26₹26,372

Canara Robeco Infrastructure SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 17 Apr 26

DurationReturns
1 Month 7.5%
3 Month 10.7%
6 Month 4.4%
1 Year 16.5%
3 Year 26.6%
5 Year 24.8%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 214.77 Yr.
Shridatta Bhandwaldar29 Sep 187.51 Yr.

Data below for Canara Robeco Infrastructure as on 28 Feb 26

Equity Sector Allocation
SectorValue
Industrials44.87%
Utility13.78%
Basic Materials10.2%
Energy9.07%
Financial Services6.57%
Technology3.53%
Consumer Cyclical3.06%
Communication Services3.02%
Real Estate0.98%
Asset Allocation
Asset ClassValue
Cash4.93%
Equity95.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
9%₹76 Cr217,901
↑ 2,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
5%₹41 Cr1,106,480
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹40 Cr294,250
↑ 2,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹35 Cr869,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
4%₹33 Cr870,000
↑ 30,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹32 Cr324,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
4%₹31 Cr475,650
↑ 10,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 532898
3%₹30 Cr1,007,546
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | 500480
3%₹26 Cr58,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
3%₹26 Cr146,600
↑ 10,000

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 (₹24,735 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.94% (upper mid).
  • 3Y return: 15.76% (upper mid).
  • 1Y return: 2.41% (bottom quartile).
  • Alpha: -6.15 (bottom quartile).
  • Sharpe: 0.59 (bottom quartile).
  • Information ratio: -1.00 (bottom quartile).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (17 Apr 26) ₹245.67 ↑ 1.89   (0.78 %)
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.

DateValue
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
31 Mar 26₹16,977

Canara Robeco Emerging Equities SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 17 Apr 26

DurationReturns
1 Month 6.7%
3 Month -0.9%
6 Month -5.8%
1 Year 2.4%
3 Year 15.8%
5 Year 13.9%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.5 Yr.
Amit Nadekar28 Aug 232.59 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical27.27%
Financial Services20.6%
Industrials10.83%
Technology10.01%
Health Care7.72%
Basic Materials6.77%
Consumer Defensive5.61%
Communication Services3.44%
Utility3.37%
Real Estate1.77%
Asset Allocation
Asset ClassValue
Cash2.55%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹1,497 Cr12,411,964
↓ -400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
5%₹1,111 Cr19,457,322
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
4%₹806 Cr2,396,681
↓ -69,137
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
3%₹736 Cr18,375,488
↓ -1,141,228
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹726 Cr27,989,386
↓ -5,000,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹663 Cr28,959,215
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹614 Cr2,079,314
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
3%₹598 Cr5,794,143
↓ -643,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL
2%₹538 Cr3,017,149
↑ 500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
2%₹490 Cr1,486,620

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 (₹8,800 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (bottom quartile).
  • 3Y return: 14.93% (lower mid).
  • 1Y return: 6.47% (upper mid).
  • Alpha: 0.96 (top quartile).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: -0.68 (bottom quartile).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (17 Apr 26) ₹174.37 ↑ 1.31   (0.76 %)
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.

DateValue
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
31 Mar 26₹16,704

Canara Robeco Equity Tax Saver SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 17 Apr 26

DurationReturns
1 Month 5.1%
3 Month -1.5%
6 Month -2.7%
1 Year 6.5%
3 Year 14.9%
5 Year 13.3%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 214.77 Yr.
Shridatta Bhandwaldar1 Oct 196.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.96%
Consumer Cyclical14.92%
Industrials13.19%
Health Care6.58%
Technology6.15%
Consumer Defensive5.98%
Basic Materials5.78%
Energy5.77%
Communication Services4.1%
Utility3.24%
Real Estate2.32%
Asset Allocation
Asset ClassValue
Cash3%
Equity96.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹522 Cr7,140,168
↑ 15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹520 Cr4,311,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹338 Cr2,512,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
4%₹279 Cr2,228,659
↑ 47,500
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹271 Cr2,765,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹263 Cr1,475,000
↑ 15,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹247 Cr705,619
↑ 1,250
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹204 Cr1,753,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
2%₹187 Cr2,329,500
GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | 522275
2%₹174 Cr478,949
↓ -48,213

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 (₹13,391 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.87% (bottom quartile).
  • 3Y return: 14.74% (bottom quartile).
  • 1Y return: 5.99% (lower mid).
  • Alpha: 0.85 (upper mid).
  • Sharpe: 1.07 (lower mid).
  • Information ratio: -0.67 (lower mid).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (17 Apr 26) ₹333.79 ↑ 2.53   (0.76 %)
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.

DateValue
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
31 Mar 26₹16,408

Canara Robeco Equity Diversified SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 17 Apr 26

DurationReturns
1 Month 5.1%
3 Month -2.8%
6 Month -4.8%
1 Year 6%
3 Year 14.7%
5 Year 12.9%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Pranav Gokhale6 Nov 232.4 Yr.
Shridatta Bhandwaldar5 Jul 169.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.67%
Consumer Cyclical16.75%
Industrials11.95%
Technology8.8%
Health Care7.01%
Basic Materials6.15%
Consumer Defensive6.02%
Communication Services4.47%
Energy4.17%
Utility2.34%
Real Estate0.83%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹847 Cr11,584,680
↑ 125,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹772 Cr6,400,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹497 Cr3,698,362
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹452 Cr2,536,904
↑ 175,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹411 Cr3,288,203
↑ 275,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹380 Cr1,083,270
↑ 35,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹374 Cr3,819,544
↓ -75,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
3%₹311 Cr1,053,515
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
2%₹297 Cr3,709,960
↑ 250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
2%₹280 Cr2,413,600
↑ 200,000

(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 (₹1,950 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 13.66% (lower mid).
  • 3Y return: 14.39% (bottom quartile).
  • 1Y return: -0.95% (bottom quartile).
  • Alpha: -4.08 (bottom quartile).
  • Sharpe: 0.50 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (17 Apr 26) ₹103.43 ↑ 1.21   (1.18 %)
Net Assets (Cr) ₹1,950 on 28 Feb 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio 0.5
Information Ratio 0
Alpha Ratio -4.08
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,635
31 Mar 23₹12,254
31 Mar 24₹17,025
31 Mar 25₹18,213
31 Mar 26₹16,748

Canara Robeco Consumer Trends Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 17 Apr 26

DurationReturns
1 Month 5.3%
3 Month -4.6%
6 Month -8.4%
1 Year -0.9%
3 Year 14.4%
5 Year 13.7%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.5 Yr.
Ennette Fernandes1 Oct 214.5 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Consumer Cyclical34.89%
Financial Services23.81%
Consumer Defensive20.57%
Communication Services7.61%
Industrials4.22%
Health Care3.07%
Basic Materials1.9%
Technology0.98%
Asset Allocation
Asset ClassValue
Cash2.93%
Equity97.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹93 Cr1,274,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹90 Cr503,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
5%₹79 Cr64,500
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹75 Cr2,600,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹72 Cr245,000
↑ 5,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 500825
4%₹70 Cr128,500
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
4%₹69 Cr3,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹67 Cr830,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹50 Cr1,300,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 532424
3%₹49 Cr498,000

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!

केनरा रोबेको एसआईपी फंड में ऑनलाइन निवेश कैसे करें?

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Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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