5 മികച്ച Canara Robeco SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on August 11, 2025 , 59923 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	₹159.59 ↑ 0.95	₹932	1,000	5.3	17	0	25.3	31	35.3
Canara Robeco Emerging Equities Growth	₹254.9 ↑ 2.37	₹26,118	1,000	3.6	10.8	3.7	16.2	21.2	26.3
Canara Robeco Consumer Trends Fund Growth	₹109.36 ↑ 0.96	₹1,925	1,000	2.7	10.2	2.3	16	21.3	20.3
Canara Robeco Equity Diversified Growth	₹339.01 ↑ 2.42	₹13,588	1,000	4.5	11.1	4.9	14.9	18.9	17.9
Canara Robeco Bluechip Equity Fund Growth	₹62.36 ↑ 0.35	₹16,617	1,000	1.2	7.7	4.4	14.8	17.9	17.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Emerging Equities	Canara Robeco Consumer Trends Fund	Canara Robeco Equity Diversified	Canara Robeco Bluechip Equity Fund
Point 1	Bottom quartile AUM (₹932 Cr).	Highest AUM (₹26,118 Cr).	Bottom quartile AUM (₹1,925 Cr).	Lower mid AUM (₹13,588 Cr).	Upper mid AUM (₹16,617 Cr).
Point 2	Established history (19+ yrs).	Established history (20+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (14+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 31.02% (top quartile).	5Y return: 21.17% (lower mid).	5Y return: 21.28% (upper mid).	5Y return: 18.87% (bottom quartile).	5Y return: 17.88% (bottom quartile).
Point 6	3Y return: 25.30% (top quartile).	3Y return: 16.23% (upper mid).	3Y return: 16.01% (lower mid).	3Y return: 14.93% (bottom quartile).	3Y return: 14.83% (bottom quartile).
Point 7	1Y return: -0.04% (bottom quartile).	1Y return: 3.72% (lower mid).	1Y return: 2.27% (bottom quartile).	1Y return: 4.92% (top quartile).	1Y return: 4.37% (upper mid).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 1.01 (lower mid).	Alpha: 0.80 (bottom quartile).	Alpha: 2.42 (top quartile).	Alpha: 1.40 (upper mid).
Point 9	Sharpe: -0.17 (bottom quartile).	Sharpe: 0.10 (bottom quartile).	Sharpe: 0.11 (lower mid).	Sharpe: 0.14 (upper mid).	Sharpe: 0.17 (top quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -0.73 (bottom quartile).	Information ratio: 0.46 (top quartile).	Information ratio: -0.53 (bottom quartile).	Information ratio: -0.03 (lower mid).

Canara Robeco Infrastructure

Bottom quartile AUM (₹932 Cr).
Established history (19+ yrs).
Not Rated.
Risk profile: High.
5Y return: 31.02% (top quartile).
3Y return: 25.30% (top quartile).
1Y return: -0.04% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.17 (bottom quartile).
Information ratio: 0.00 (upper mid).

Canara Robeco Emerging Equities

Highest AUM (₹26,118 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.17% (lower mid).
3Y return: 16.23% (upper mid).
1Y return: 3.72% (lower mid).
Alpha: 1.01 (lower mid).
Sharpe: 0.10 (bottom quartile).
Information ratio: -0.73 (bottom quartile).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹1,925 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.28% (upper mid).
3Y return: 16.01% (lower mid).
1Y return: 2.27% (bottom quartile).
Alpha: 0.80 (bottom quartile).
Sharpe: 0.11 (lower mid).
Information ratio: 0.46 (top quartile).

Canara Robeco Equity Diversified

Lower mid AUM (₹13,588 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.87% (bottom quartile).
3Y return: 14.93% (bottom quartile).
1Y return: 4.92% (top quartile).
Alpha: 2.42 (top quartile).
Sharpe: 0.14 (upper mid).
Information ratio: -0.53 (bottom quartile).

Canara Robeco Bluechip Equity Fund

Upper mid AUM (₹16,617 Cr).
Established history (14+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.88% (bottom quartile).
3Y return: 14.83% (bottom quartile).
1Y return: 4.37% (upper mid).
Alpha: 1.40 (upper mid).
Sharpe: 0.17 (top quartile).
Information ratio: -0.03 (lower mid).

1. Canara Robeco Infrastructure

T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Infrastructure

Bottom quartile AUM (₹932 Cr).
Established history (19+ yrs).
Not Rated.
Risk profile: High.
5Y return: 31.02% (top quartile).
3Y return: 25.30% (top quartile).
1Y return: -0.04% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.17 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (13 Aug 25)	₹159.59 ↑ 0.95 (0.60 %)
Net Assets (Cr)	₹932 on 30 Jun 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.47
Sharpe Ratio	-0.17
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 Jul 20	₹10,000
31 Jul 21	₹17,243
31 Jul 22	₹19,881
31 Jul 23	₹24,989
31 Jul 24	₹42,049
31 Jul 25	₹40,610

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 13 Aug 25

Duration	Returns
1 Month	-1.4%
3 Month	5.3%
6 Month	17%
1 Year	0%
3 Year	25.3%
5 Year	31%
10 Year
15 Year
Since launch	15.1%

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	4.1 Yr.
Shridatta Bhandwaldar	29 Sep 18	6.84 Yr.

Data below for Canara Robeco Infrastructure as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Industrials	46.39%
Utility	12.61%
Basic Materials	10.76%
Energy	8.36%
Financial Services	6.82%
Technology	3.87%
Communication Services	2.95%
Consumer Cyclical	2.85%
Real Estate	1.49%

Asset Allocation

Asset Class	Value
Cash	3.9%
Equity	96.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	8%	₹71 Cr	192,901 ↑ 23,500
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹40 Cr	264,250
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹39 Cr	919,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| 532555	4%	₹36 Cr	1,066,480
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹35 Cr	430,000 ↑ 60,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	4%	₹35 Cr	58,250
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| 500400	3%	₹32 Cr	785,000
Solar Industries India Ltd (Basic Materials) Equity, Since 28 Feb 25 \| SOLARINDS	3%	₹30 Cr	16,812
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| 522275	3%	₹29 Cr	122,833 ↓ -233
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Oct 09 \| 532898	3%	₹29 Cr	957,546

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 (₹26,118 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.17% (lower mid).
3Y return: 16.23% (upper mid).
1Y return: 3.72% (lower mid).
Alpha: 1.01 (lower mid).
Sharpe: 0.10 (bottom quartile).
Information ratio: -0.73 (bottom quartile).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (13 Aug 25)	₹254.9 ↑ 2.37 (0.94 %)
Net Assets (Cr)	₹26,118 on 30 Jun 25
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	0.1
Information Ratio	-0.73
Alpha Ratio	1.01
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 20	₹10,000
31 Jul 21	₹16,035
31 Jul 22	₹16,858
31 Jul 23	₹19,329
31 Jul 24	₹27,097
31 Jul 25	₹27,253

Canara Robeco Emerging Equities 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 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 13 Aug 25

Duration	Returns
1 Month	-0.5%
3 Month	3.6%
6 Month	10.8%
1 Year	3.7%
3 Year	16.2%
5 Year	21.2%
10 Year
15 Year
Since launch	17.2%

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	5.84 Yr.
Amit Nadekar	28 Aug 23	1.93 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	31.13%
Financial Services	17.33%
Industrials	11.77%
Technology	9.69%
Health Care	7.19%
Basic Materials	7.02%
Consumer Defensive	4.27%
Utility	3.35%
Communication Services	2.3%
Real Estate	1.2%
Energy	0.25%

Asset Allocation

Asset Class	Value
Cash	4.36%
Equity	95.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532174	6%	₹1,551 Cr	10,730,089
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500850	5%	₹1,436 Cr	18,881,106
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	4%	₹969 Cr	8,778,118 ↓ -906,756
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	3%	₹889 Cr	21,097,777
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 500251	3%	₹879 Cr	1,413,568 ↓ -75,000
KPIT Technologies Ltd (Technology) Equity, Since 31 Dec 23 \| KPITTECH	3%	₹873 Cr	6,938,728
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 532343	3%	₹820 Cr	2,810,147 ↑ 20,401
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 23 \| DIXON	3%	₹814 Cr	543,152
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	3%	₹730 Cr	34,238,068
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹671 Cr	25,420,665 ↓ -2,500,000

3. 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 (₹1,925 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.28% (upper mid).
3Y return: 16.01% (lower mid).
1Y return: 2.27% (bottom quartile).
Alpha: 0.80 (bottom quartile).
Sharpe: 0.11 (lower mid).
Information ratio: 0.46 (top quartile).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund Growth
Launch Date	14 Sep 09
NAV (13 Aug 25)	₹109.36 ↑ 0.96 (0.89 %)
Net Assets (Cr)	₹1,925 on 30 Jun 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.17
Sharpe Ratio	0.11
Information Ratio	0.46
Alpha Ratio	0.8
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 Jul 20	₹10,000
31 Jul 21	₹14,991
31 Jul 22	₹16,709
31 Jul 23	₹19,557
31 Jul 24	₹27,059
31 Jul 25	₹27,120

Canara Robeco Consumer Trends Fund 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 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 13 Aug 25

Duration	Returns
1 Month	-0.5%
3 Month	2.7%
6 Month	10.2%
1 Year	2.3%
3 Year	16%
5 Year	21.3%
10 Year
15 Year
Since launch	16.2%

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	5.84 Yr.
Ennette Fernandes	1 Oct 21	3.83 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	33.53%
Financial Services	32.71%
Consumer Defensive	15.06%
Communication Services	6.05%
Industrials	4.89%
Health Care	1.79%
Technology	0.7%

Asset Allocation

Asset Class	Value
Cash	5.27%
Equity	94.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	6%	₹119 Cr	597,000 ↑ 85,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	5%	₹101 Cr	503,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	5%	₹90 Cr	960,000 ↑ 768,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	4%	₹79 Cr	3,000,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	4%	₹76 Cr	1,825,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	3%	₹65 Cr	52,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532174	3%	₹64 Cr	445,000 ↓ -57,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| 500251	3%	₹56 Cr	90,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	3%	₹53 Cr	88,500
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Oct 23 \| CHOLAHLDNG	3%	₹52 Cr	240,200

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 (₹13,588 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.87% (bottom quartile).
3Y return: 14.93% (bottom quartile).
1Y return: 4.92% (top quartile).
Alpha: 2.42 (top quartile).
Sharpe: 0.14 (upper mid).
Information ratio: -0.53 (bottom quartile).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (13 Aug 25)	₹339.01 ↑ 2.42 (0.72 %)
Net Assets (Cr)	₹13,588 on 30 Jun 25
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.14
Information Ratio	-0.53
Alpha Ratio	2.42
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 Jul 20	₹10,000
31 Jul 21	₹14,976
31 Jul 22	₹15,681
31 Jul 23	₹17,963
31 Jul 24	₹24,049
31 Jul 25	₹24,475

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 13 Aug 25

Duration	Returns
1 Month	-0.4%
3 Month	4.5%
6 Month	11.1%
1 Year	4.9%
3 Year	14.9%
5 Year	18.9%
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	1.74 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.08 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	28.64%
Consumer Cyclical	16.86%
Industrials	11.18%
Technology	8.79%
Health Care	7.21%
Consumer Defensive	6.69%
Basic Materials	5.92%
Energy	3.71%
Utility	2.82%
Communication Services	2.8%
Real Estate	1.23%

Asset Allocation

Asset Class	Value
Cash	4.13%
Equity	95.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹1,089 Cr	5,442,340 ↑ 150,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| 532174	7%	₹918 Cr	6,350,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹504 Cr	3,358,362
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹464 Cr	2,896,688 ↑ 60,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹375 Cr	1,866,904
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹365 Cr	993,270 ↑ 15,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	3%	₹341 Cr	12,903,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	2%	₹322 Cr	1,011,515
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	2%	₹315 Cr	3,359,960 ↑ 2,687,968
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	2%	₹279 Cr	3,406,800 ↓ -250,000

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 (₹16,617 Cr).
Established history (14+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.88% (bottom quartile).
3Y return: 14.83% (bottom quartile).
1Y return: 4.37% (upper mid).
Alpha: 1.40 (upper mid).
Sharpe: 0.17 (top quartile).
Information ratio: -0.03 (lower mid).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund Growth
Launch Date	20 Aug 10
NAV (13 Aug 25)	₹62.36 ↑ 0.35 (0.56 %)
Net Assets (Cr)	₹16,617 on 30 Jun 25
Category	Equity - Large Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.71
Sharpe Ratio	0.17
Information Ratio	-0.03
Alpha Ratio	1.4
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 Jul 20	₹10,000
31 Jul 21	₹14,417
31 Jul 22	₹15,006
31 Jul 23	₹17,430
31 Jul 24	₹23,084
31 Jul 25	₹23,514

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 13 Aug 25

Duration	Returns
1 Month	-1.3%
3 Month	1.2%
6 Month	7.7%
1 Year	4.4%
3 Year	14.8%
5 Year	17.9%
10 Year
15 Year
Since launch	13%

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	4.17 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.08 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Jun 25

Equity Sector Allocation

Sector	Value
Financial Services	32.82%
Consumer Cyclical	13.92%
Technology	8.96%
Industrials	8.56%
Consumer Defensive	7.36%
Health Care	7.12%
Energy	5.3%
Basic Materials	4.77%
Communication Services	4%
Utility	3.02%
Real Estate	0.49%

Asset Allocation

Asset Class	Value
Cash	3.68%
Equity	96.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	10%	₹1,611 Cr	8,051,256 ↑ 175,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| 532174	8%	₹1,390 Cr	9,610,600 ↑ 475,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 17 \| RELIANCE	5%	₹880 Cr	5,866,500
Infosys Ltd (Technology) Equity, Since 30 Sep 10 \| INFY	4%	₹721 Cr	4,499,142 ↑ 135,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹660 Cr	3,285,316
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	4%	₹608 Cr	1,657,992 ↑ 25,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹532 Cr	1,671,515
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	3%	₹460 Cr	4,909,340 ↑ 3,927,472
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹447 Cr	5,450,800 ↓ -250,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 12 \| 532538	3%	₹431 Cr	356,152 ↓ -13,500

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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രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

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.