5 മികച്ച Canara Robeco SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on September 29, 2025 , 60037 views

കാനറ റോബെക്കോഎസ്.ഐ.പി എന്നതാണ് ഏറ്റവും ഫലപ്രദമായ മാർഗംമ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക. SIP അല്ലെങ്കിൽ സിസ്റ്റമാറ്റിക്നിക്ഷേപ പദ്ധതി എ പോലെ പ്രവർത്തിക്കുന്നുആവർത്തന നിക്ഷേപം, ഒരു നിശ്ചിത ഇടവേളയ്ക്കായി നിങ്ങൾ പ്രതിമാസം ഒരു ചെറിയ തുക നിക്ഷേപിക്കേണ്ടതുണ്ട്.

SIP, ഏറ്റവും താങ്ങാനാവുന്ന നിക്ഷേപ രീതിയായതിനാൽ, ഒരാൾക്ക് ആരംഭിക്കാംനിക്ഷേപിക്കുന്നു വെറും INR 500. ഒരു SIP ഉപയോഗിച്ച്, ഒരാൾക്ക് അവരുടെ പ്ലാൻ ചെയ്യാനും കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ പോലെവിരമിക്കൽ ആസൂത്രണം, വിവാഹം, വീട്/കാർ വാങ്ങൽ, ഉന്നത വിദ്യാഭ്യാസം മുതലായവ.

നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർഇക്വിറ്റി ഫണ്ടുകൾ, നിക്ഷേപത്തിന് അനുയോജ്യമായ രീതിയിൽ SIP. അവർ ഇക്വിറ്റിയുടെ അപകടങ്ങളെ സന്തുലിതമാക്കുന്നുവിപണി സ്ഥിരതയുള്ള റിട്ടേണുകൾ നൽകുമെന്ന് ഉറപ്പാക്കുകയും ചെയ്യുക.

കാനറ റോബെക്കോ എസ്‌ഐപി ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

ഒരു SIP-യുടെ ചില ഗുണങ്ങൾ ഇവയാണ്:

രൂപയുടെ ശരാശരി ചെലവ്
സംയുക്തത്തിന്റെ ശക്തി
ദീർഘകാല സമ്പാദ്യശീലം
വഴക്കമുള്ളതും താങ്ങാനാവുന്നതും
മാർക്കറ്റ് സമയമെടുക്കേണ്ടതില്ല

അതിനാൽ, നിക്ഷേപകർക്ക് താൽപ്പര്യമുണ്ട്ഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക മികച്ച Canara Robeco SIP തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ടുകൾ താഴെ സൂചിപ്പിച്ചിരിക്കുന്നു. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

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ഇക്വിറ്റികൾക്കായുള്ള കാനറ റോബെക്കോയുടെ മികച്ച SIP മ്യൂച്വൽ ഫണ്ട്

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Canara Robeco Infrastructure Growth	₹160.5 ↑ 0.25	₹889	1,000	-1.5	12.6	-5.2	25.6	31.7	35.3
Canara Robeco Emerging Equities Growth	₹254.97 ↑ 2.23	₹25,513	1,000	-2.2	9.6	-3.4	16.6	20.4	26.3
Canara Robeco Equity Diversified Growth	₹341.06 ↑ 2.49	₹13,304	1,000	-1.2	11.8	-2.1	16	18.5	17.9
Canara Robeco Bluechip Equity Fund Growth	₹62.56 ↑ 0.43	₹16,282	1,000	-2.5	7.7	-2.5	15.7	17.8	17.8
Canara Robeco Consumer Trends Fund Growth	₹109.76 ↑ 0.64	₹1,912	1,000	-1.6	10.2	-6.9	15.5	20.8	20.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Emerging Equities	Canara Robeco Equity Diversified	Canara Robeco Bluechip Equity Fund	Canara Robeco Consumer Trends Fund
Point 1	Bottom quartile AUM (₹889 Cr).	Highest AUM (₹25,513 Cr).	Lower mid AUM (₹13,304 Cr).	Upper mid AUM (₹16,282 Cr).	Bottom quartile AUM (₹1,912 Cr).
Point 2	Established history (19+ yrs).	Established history (20+ yrs).	Oldest track record among peers (22 yrs).	Established history (15+ yrs).	Established history (16+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (lower 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: 31.73% (top quartile).	5Y return: 20.40% (lower mid).	5Y return: 18.47% (bottom quartile).	5Y return: 17.79% (bottom quartile).	5Y return: 20.80% (upper mid).
Point 6	3Y return: 25.57% (top quartile).	3Y return: 16.61% (upper mid).	3Y return: 15.97% (lower mid).	3Y return: 15.74% (bottom quartile).	3Y return: 15.47% (bottom quartile).
Point 7	1Y return: -5.20% (bottom quartile).	1Y return: -3.35% (lower mid).	1Y return: -2.08% (top quartile).	1Y return: -2.54% (upper mid).	1Y return: -6.86% (bottom quartile).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 2.95 (upper mid).	Alpha: 3.61 (top quartile).	Alpha: 1.00 (lower mid).	Alpha: -0.33 (bottom quartile).
Point 9	Sharpe: -0.41 (lower mid).	Sharpe: -0.38 (top quartile).	Sharpe: -0.40 (upper mid).	Sharpe: -0.52 (bottom quartile).	Sharpe: -0.59 (bottom quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: -0.31 (bottom quartile).	Information ratio: 0.02 (lower mid).	Information ratio: 0.40 (top quartile).	Information ratio: 0.30 (upper mid).

Canara Robeco Infrastructure

Bottom quartile AUM (₹889 Cr).
Established history (19+ yrs).
Not Rated.
Risk profile: High.
5Y return: 31.73% (top quartile).
3Y return: 25.57% (top quartile).
1Y return: -5.20% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.41 (lower mid).
Information ratio: 0.00 (bottom quartile).

Canara Robeco Emerging Equities

Highest AUM (₹25,513 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.40% (lower mid).
3Y return: 16.61% (upper mid).
1Y return: -3.35% (lower mid).
Alpha: 2.95 (upper mid).
Sharpe: -0.38 (top quartile).
Information ratio: -0.31 (bottom quartile).

Canara Robeco Equity Diversified

Lower mid AUM (₹13,304 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.47% (bottom quartile).
3Y return: 15.97% (lower mid).
1Y return: -2.08% (top quartile).
Alpha: 3.61 (top quartile).
Sharpe: -0.40 (upper mid).
Information ratio: 0.02 (lower mid).

Canara Robeco Bluechip Equity Fund

Upper mid AUM (₹16,282 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.79% (bottom quartile).
3Y return: 15.74% (bottom quartile).
1Y return: -2.54% (upper mid).
Alpha: 1.00 (lower mid).
Sharpe: -0.52 (bottom quartile).
Information ratio: 0.40 (top quartile).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹1,912 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 20.80% (upper mid).
3Y return: 15.47% (bottom quartile).
1Y return: -6.86% (bottom quartile).
Alpha: -0.33 (bottom quartile).
Sharpe: -0.59 (bottom quartile).
Information ratio: 0.30 (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 (₹889 Cr).
Established history (19+ yrs).
Not Rated.
Risk profile: High.
5Y return: 31.73% (top quartile).
3Y return: 25.57% (top quartile).
1Y return: -5.20% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.41 (lower mid).
Information ratio: 0.00 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~8.2%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (01 Oct 25)	₹160.5 ↑ 0.25 (0.16 %)
Net Assets (Cr)	₹889 on 31 Aug 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	-0.41
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 Sep 20	₹10,000
30 Sep 21	₹17,905
30 Sep 22	₹20,122
30 Sep 23	₹25,247
30 Sep 24	₹41,953
30 Sep 25	₹39,774

Canara Robeco Infrastructure SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502 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 1 Oct 25

Duration	Returns
1 Month	1%
3 Month	-1.5%
6 Month	12.6%
1 Year	-5.2%
3 Year	25.6%
5 Year	31.7%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	6.7%

Fund Manager information for Canara Robeco Infrastructure

Name	Since	Tenure
Vishal Mishra	26 Jun 21	4.19 Yr.
Shridatta Bhandwaldar	29 Sep 18	6.93 Yr.

Data below for Canara Robeco Infrastructure as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	45.04%
Utility	12.54%
Basic Materials	10.48%
Energy	8.11%
Financial Services	6.81%
Technology	5.5%
Consumer Cyclical	3.02%
Communication Services	2.9%
Real Estate	1.3%

Asset Allocation

Asset Class	Value
Cash	4.3%
Equity	95.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	8%	₹73 Cr	202,901 ↑ 5,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹38 Cr	279,250
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹36 Cr	442,500 ↑ 12,500
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| NTPC	4%	₹35 Cr	1,066,480
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	4%	₹33 Cr	58,250
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| GVT&D	4%	₹33 Cr	118,193 ↓ -1,640
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹32 Cr	869,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Oct 23 \| DIXON	4%	₹32 Cr	18,950
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| TATAPOWER	3%	₹29 Cr	785,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| CGPOWER	3%	₹27 Cr	383,150

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 (₹25,513 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.40% (lower mid).
3Y return: 16.61% (upper mid).
1Y return: -3.35% (lower mid).
Alpha: 2.95 (upper mid).
Sharpe: -0.38 (top quartile).
Information ratio: -0.31 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~6.4%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (01 Oct 25)	₹254.97 ↑ 2.23 (0.88 %)
Net Assets (Cr)	₹25,513 on 31 Aug 25
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	-0.38
Information Ratio	-0.31
Alpha Ratio	2.95
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 Sep 20	₹10,000
30 Sep 21	₹16,262
30 Sep 22	₹16,117
30 Sep 23	₹18,246
30 Sep 24	₹26,387
30 Sep 25	₹25,332

Canara Robeco Emerging Equities SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 1 Oct 25

Duration	Returns
1 Month	-1.3%
3 Month	-2.2%
6 Month	9.6%
1 Year	-3.4%
3 Year	16.6%
5 Year	20.4%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	13.1%

Fund Manager information for Canara Robeco Emerging Equities

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	5.92 Yr.
Amit Nadekar	28 Aug 23	2.01 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	33.2%
Financial Services	17.26%
Industrials	11.94%
Technology	9.5%
Basic Materials	7.51%
Health Care	7.29%
Consumer Defensive	5.07%
Utility	3.01%
Communication Services	2.28%
Real Estate	1.04%
Energy	0.23%

Asset Allocation

Asset Class	Value
Cash	1.62%
Equity	98.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	6%	₹1,644 Cr	11,757,884 ↑ 152,795
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| INDHOTEL	6%	₹1,456 Cr	19,198,806
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	4%	₹1,045 Cr	8,171,546 ↓ -606,572
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TVSMOTOR	4%	₹968 Cr	2,952,844 ↓ -94,983
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 23 \| DIXON	4%	₹907 Cr	543,152
KPIT Technologies Ltd (Technology) Equity, Since 31 Dec 23 \| KPITTECH	3%	₹883 Cr	7,418,728 ↑ 150,000
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	3%	₹847 Cr	22,935,060 ↑ 300,627
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹798 Cr	25,420,665
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| TRENT	3%	₹735 Cr	1,387,265 ↓ -26,303
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| M&M	3%	₹697 Cr	2,179,703 ↑ 293,143

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 (₹13,304 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.47% (bottom quartile).
3Y return: 15.97% (lower mid).
1Y return: -2.08% (top quartile).
Alpha: 3.61 (top quartile).
Sharpe: -0.40 (upper mid).
Information ratio: 0.02 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~7.9%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (01 Oct 25)	₹341.06 ↑ 2.49 (0.74 %)
Net Assets (Cr)	₹13,304 on 31 Aug 25
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.4
Information Ratio	0.02
Alpha Ratio	3.61
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 Sep 20	₹10,000
30 Sep 21	₹15,687
30 Sep 22	₹15,127
30 Sep 23	₹17,268
30 Sep 24	₹24,072
30 Sep 25	₹23,421

Canara Robeco Equity Diversified SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 1 Oct 25

Duration	Returns
1 Month	0%
3 Month	-1.2%
6 Month	11.8%
1 Year	-2.1%
3 Year	16%
5 Year	18.5%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	0.1%

Fund Manager information for Canara Robeco Equity Diversified

Name	Since	Tenure
Pranav Gokhale	6 Nov 23	1.82 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.32%
Consumer Cyclical	18.52%
Industrials	11.28%
Technology	8.86%
Consumer Defensive	7.31%
Health Care	6.7%
Basic Materials	6.01%
Energy	3.85%
Communication Services	3.26%
Utility	2.76%
Real Estate	1.06%

Asset Allocation

Asset Class	Value
Cash	3.06%
Equity	96.92%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹1,055 Cr	11,084,680
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	7%	₹888 Cr	6,350,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹512 Cr	3,773,362 ↑ 75,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹429 Cr	2,921,688
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	3%	₹386 Cr	12,303,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹376 Cr	1,991,904 ↑ 125,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹368 Cr	1,023,270
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	3%	₹340 Cr	1,063,515 ↑ 52,000
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹336 Cr	4,182,797 ↑ 370,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| BAJFINANCE	2%	₹295 Cr	3,359,960

4. 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 (₹16,282 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.79% (bottom quartile).
3Y return: 15.74% (bottom quartile).
1Y return: -2.54% (upper mid).
Alpha: 1.00 (lower mid).
Sharpe: -0.52 (bottom quartile).
Information ratio: 0.40 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~9.5%).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund Growth
Launch Date	20 Aug 10
NAV (01 Oct 25)	₹62.56 ↑ 0.43 (0.69 %)
Net Assets (Cr)	₹16,282 on 31 Aug 25
Category	Equity - Large Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	-0.53
Information Ratio	0.4
Alpha Ratio	1
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 Sep 20	₹10,000
30 Sep 21	₹15,358
30 Sep 22	₹14,796
30 Sep 23	₹17,052
30 Sep 24	₹23,535
30 Sep 25	₹22,783

Canara Robeco Bluechip Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 1 Oct 25

Duration	Returns
1 Month	0.3%
3 Month	-2.5%
6 Month	7.7%
1 Year	-2.5%
3 Year	15.7%
5 Year	17.8%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.8%
2023	22.2%
2022	0.8%
2021	24.5%
2020	23.1%
2019	15.7%
2018	3.4%
2017	31.4%
2016	1.9%
2015	-0.5%

Fund Manager information for Canara Robeco Bluechip Equity Fund

Name	Since	Tenure
Vishal Mishra	1 Jun 21	4.25 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	32.13%
Consumer Cyclical	14.64%
Industrials	8.9%
Technology	8.19%
Consumer Defensive	7.73%
Health Care	7.29%
Energy	5.41%
Basic Materials	4.63%
Communication Services	4.36%
Utility	2.96%
Real Estate	0.43%

Asset Allocation

Asset Class	Value
Cash	3.33%
Equity	96.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	9%	₹1,542 Cr	16,202,512
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	8%	₹1,366 Cr	9,770,600 ↑ 160,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 17 \| RELIANCE	5%	₹881 Cr	6,491,500 ↑ 100,000
Infosys Ltd (Technology) Equity, Since 30 Sep 10 \| INFY	4%	₹677 Cr	4,609,142
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹646 Cr	3,420,316 ↑ 135,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	4%	₹615 Cr	1,707,992
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹541 Cr	6,737,795 ↑ 575,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹539 Cr	1,683,515 ↑ 12,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	3%	₹455 Cr	14,490,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 12 \| ULTRACEMCO	3%	₹450 Cr	356,152

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 (₹1,912 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 20.80% (upper mid).
3Y return: 15.47% (bottom quartile).
1Y return: -6.86% (bottom quartile).
Alpha: -0.33 (bottom quartile).
Sharpe: -0.59 (bottom quartile).
Information ratio: 0.30 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~6.3%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund Growth
Launch Date	14 Sep 09
NAV (01 Oct 25)	₹109.76 ↑ 0.64 (0.59 %)
Net Assets (Cr)	₹1,912 on 31 Aug 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.09
Sharpe Ratio	-0.59
Information Ratio	0.3
Alpha Ratio	-0.33
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 Sep 20	₹10,000
30 Sep 21	₹15,602
30 Sep 22	₹16,849
30 Sep 23	₹19,069
30 Sep 24	₹27,818
30 Sep 25	₹25,791

Canara Robeco Consumer Trends Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 1 Oct 25

Duration	Returns
1 Month	-0.6%
3 Month	-1.6%
6 Month	10.2%
1 Year	-6.9%
3 Year	15.5%
5 Year	20.8%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	1.8%

Fund Manager information for Canara Robeco Consumer Trends Fund

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	5.92 Yr.
Ennette Fernandes	1 Oct 21	3.92 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	35.42%
Financial Services	25.1%
Consumer Defensive	21%
Communication Services	5.89%
Industrials	4.27%
Basic Materials	1.98%
Health Care	1.2%
Technology	1.1%

Asset Allocation

Asset Class	Value
Cash	4.03%
Equity	95.97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	6%	₹121 Cr	1,274,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	5%	₹95 Cr	503,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	5%	₹94 Cr	3,000,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	4%	₹78 Cr	52,500
Britannia Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| BRITANNIA	4%	₹75 Cr	128,500 ↑ 128,500
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	4%	₹75 Cr	1,825,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| BAJFINANCE	4%	₹73 Cr	830,000 ↓ -50,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| M&M	3%	₹64 Cr	200,000 ↑ 56,000
Godrej Consumer Products Ltd (Consumer Defensive) Equity, Since 31 Aug 21 \| GODREJCP	3%	₹62 Cr	498,000
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Nov 21 \| VBL	3%	₹56 Cr	1,150,000 ↑ 330,517

SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?

നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.

SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ

എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ എണ്ണം, പ്രതീക്ഷിച്ചത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!

നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-

പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ

നിക്ഷേപ കാലയളവ്: 10 വർഷം

നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ

ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%

അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ

മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)

നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!

Canara Robeco SIP ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

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തുടങ്ങി

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.