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5 सर्वोत्कृष्ट कॅनरा रोबेको SIP म्युच्युअल फंड 2022

Updated on August 1, 2026 , 60805 views

कॅनरा रोबेकोSIP सर्वात कार्यक्षम मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा. SIP किंवा पद्धतशीरगुंतवणूक योजना ए सारखे कार्य करतेआवर्ती ठेव, ज्यामध्ये तुम्हाला ठराविक अंतरासाठी मासिक थोडे पैसे गुंतवणे आवश्यक आहे.

एसआयपी ही सर्वात परवडणारी गुंतवणुकीची पद्धत असल्याने कोणीही सुरुवात करू शकतोगुंतवणूक फक्त INR 500. SIP सह, कोणीही त्यांची योजना देखील करू शकतोआर्थिक उद्दिष्टे जसेनिवृत्ती नियोजन, लग्न, घर/कार खरेदी, उच्च शिक्षण इ.

गुंतवणुकदार गुंतवणूक करण्याचा विचार करत आहेतइक्विटी फंड, गुंतवणूक करण्यासाठी आदर्श मार्गाने SIP. ते इक्विटीचे नुकसान संतुलित करतातबाजार आणि स्थिर परतावा देण्याची खात्री करा.

कॅनरा रोबेको एसआयपी फंडात गुंतवणूक का करावी?

SIP चे काही फायदे आहेत:

  • रुपयाची सरासरी किंमत
  • कंपाउंडिंगची शक्ती
  • दीर्घकालीन बचतीची सवय
  • लवचिक आणि परवडणारे
  • बाजाराला वेळ देण्याची गरज नाही

त्यामुळे गुंतवणूकदार उत्सुक आहेतSIP मध्ये गुंतवणूक करा सर्वोत्तम Canara Robeco SIP निवडू शकताम्युच्युअल फंड खालील प्रमाणे. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.

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इक्विटीजसाठी कॅनरा रोबेको द्वारे सर्वोत्तम एसआयपी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Canara Robeco Infrastructure Growth ₹169.74
↑ 1.41
₹998 1,000 -0.86.36.320.819.70.1
Canara Robeco Emerging Equities Growth ₹262.61
↑ 4.10
₹25,251 1,000 7.86.23.514.111.4-0.4
Canara Robeco Equity Tax Saver Growth ₹183.08
↑ 2.91
₹8,637 500 5.935.912.810.95.3
Canara Robeco Equity Diversified Growth ₹350.54
↑ 5.42
₹13,328 1,000 6.323.912.710.57
Canara Robeco Consumer Trends Fund Growth ₹110.34
↑ 1.77
₹1,932 1,000 7.34.21.312.212.23.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 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 (₹998 Cr).Highest AUM (₹25,251 Cr).Lower mid AUM (₹8,637 Cr).Upper mid AUM (₹13,328 Cr).Bottom quartile AUM (₹1,932 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: 19.72% (top quartile).5Y return: 11.40% (lower mid).5Y return: 10.89% (bottom quartile).5Y return: 10.54% (bottom quartile).5Y return: 12.16% (upper mid).
Point 63Y return: 20.82% (top quartile).3Y return: 14.06% (upper mid).3Y return: 12.84% (lower mid).3Y return: 12.71% (bottom quartile).3Y return: 12.25% (bottom quartile).
Point 71Y return: 6.34% (top quartile).1Y return: 3.53% (bottom quartile).1Y return: 5.94% (upper mid).1Y return: 3.88% (lower mid).1Y return: 1.26% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: -5.36 (bottom quartile).Alpha: 0.25 (top quartile).Alpha: -1.30 (lower mid).Alpha: -3.88 (bottom quartile).
Point 9Sharpe: 0.02 (top quartile).Sharpe: -0.51 (bottom quartile).Sharpe: -0.33 (upper mid).Sharpe: -0.42 (lower mid).Sharpe: -0.53 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.56 (bottom quartile).Information ratio: -0.29 (upper mid).Information ratio: -0.41 (lower mid).Information ratio: -0.43 (bottom quartile).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹998 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 19.72% (top quartile).
  • 3Y return: 20.82% (top quartile).
  • 1Y return: 6.34% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.02 (top quartile).
  • Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

  • Highest AUM (₹25,251 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.40% (lower mid).
  • 3Y return: 14.06% (upper mid).
  • 1Y return: 3.53% (bottom quartile).
  • Alpha: -5.36 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: -0.56 (bottom quartile).

Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,637 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.89% (bottom quartile).
  • 3Y return: 12.84% (lower mid).
  • 1Y return: 5.94% (upper mid).
  • Alpha: 0.25 (top quartile).
  • Sharpe: -0.33 (upper mid).
  • Information ratio: -0.29 (upper mid).

Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,328 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.54% (bottom quartile).
  • 3Y return: 12.71% (bottom quartile).
  • 1Y return: 3.88% (lower mid).
  • Alpha: -1.30 (lower mid).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: -0.41 (lower mid).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,932 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.16% (upper mid).
  • 3Y return: 12.25% (bottom quartile).
  • 1Y return: 1.26% (bottom quartile).
  • Alpha: -3.88 (bottom quartile).
  • Sharpe: -0.53 (bottom quartile).
  • Information ratio: -0.43 (bottom 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 (₹998 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 19.72% (top quartile).
  • 3Y return: 20.82% (top quartile).
  • 1Y return: 6.34% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.02 (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 (03 Aug 26) ₹169.74 ↑ 1.41   (0.84 %)
Net Assets (Cr) ₹998 on 30 Jun 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio 0.02
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 Jul 21₹10,000
31 Jul 22₹11,530
31 Jul 23₹14,492
31 Jul 24₹24,387
31 Jul 25₹23,552
31 Jul 26₹24,696

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 ₹493,520.
Net Profit of ₹193,520
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 3 Aug 26

DurationReturns
1 Month 0.3%
3 Month -0.8%
6 Month 6.3%
1 Year 6.3%
3 Year 20.8%
5 Year 19.7%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 215.1 Yr.
Shridatta Bhandwaldar29 Sep 187.84 Yr.

Data below for Canara Robeco Infrastructure as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials47.94%
Utility11.54%
Basic Materials10.78%
Energy7.38%
Financial Services6.99%
Communication Services4.48%
Technology3.71%
Consumer Cyclical2.27%
Real Estate0.92%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
10%₹100 Cr242,151
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
5%₹50 Cr525,650
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹50 Cr383,750
↑ 10,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
4%₹45 Cr241,600
↑ 25,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹42 Cr406,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹40 Cr979,000
↑ 50,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
4%₹38 Cr1,066,480
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
4%₹38 Cr70,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
3%₹34 Cr870,000
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | 500480
3%₹32 Cr56,000

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 (₹25,251 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.40% (lower mid).
  • 3Y return: 14.06% (upper mid).
  • 1Y return: 3.53% (bottom quartile).
  • Alpha: -5.36 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: -0.56 (bottom quartile).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (03 Aug 26) ₹262.61 ↑ 4.10   (1.59 %)
Net Assets (Cr) ₹25,251 on 30 Jun 26
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio -0.51
Information Ratio -0.56
Alpha Ratio -5.36
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 Jul 21₹10,000
31 Jul 22₹10,513
31 Jul 23₹12,054
31 Jul 24₹16,898
31 Jul 25₹16,995
31 Jul 26₹17,227

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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

DurationReturns
1 Month 3.7%
3 Month 7.8%
6 Month 6.2%
1 Year 3.5%
3 Year 14.1%
5 Year 11.4%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.84 Yr.
Amit Nadekar28 Aug 232.93 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Jun 26

Equity Sector Allocation
SectorValue
Consumer Cyclical26.79%
Financial Services26.11%
Industrials8.56%
Health Care7.98%
Technology7.85%
Basic Materials6.74%
Consumer Defensive4.63%
Communication Services3.19%
Utility3.04%
Real Estate1.8%
Energy0.19%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹1,545 Cr11,236,964
↓ -500,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
6%₹1,389 Cr19,457,322
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
4%₹1,040 Cr13,027,647
↑ 2,446,551
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹814 Cr24,656,692
↓ -1,212,391
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL
3%₹806 Cr30,459,215
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
3%₹739 Cr2,134,471
↓ -25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹711 Cr7,078,223
↑ 838,974
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
3%₹707 Cr2,154,274
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹683 Cr2,225,329
↑ 46,015
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
3%₹674 Cr16,376,861
↓ -300,000

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 (₹8,637 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.89% (bottom quartile).
  • 3Y return: 12.84% (lower mid).
  • 1Y return: 5.94% (upper mid).
  • Alpha: 0.25 (top quartile).
  • Sharpe: -0.33 (upper mid).
  • Information ratio: -0.29 (upper mid).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (03 Aug 26) ₹183.08 ↑ 2.91   (1.62 %)
Net Assets (Cr) ₹8,637 on 30 Jun 26
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.33
Information Ratio -0.29
Alpha Ratio 0.25
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,557
31 Jul 23₹12,120
31 Jul 24₹16,453
31 Jul 25₹16,297
31 Jul 26₹16,829

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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

DurationReturns
1 Month 2.5%
3 Month 5.9%
6 Month 3%
1 Year 5.9%
3 Year 12.8%
5 Year 10.9%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 215.1 Yr.
Shridatta Bhandwaldar1 Oct 196.84 Yr.

Data below for Canara Robeco Equity Tax Saver as on 30 Jun 26

Equity Sector Allocation
SectorValue
Financial Services30.22%
Consumer Cyclical15.57%
Industrials14.25%
Health Care6.92%
Basic Materials6.27%
Consumer Defensive5.38%
Energy4.54%
Technology4%
Communication Services3.96%
Utility2.9%
Real Estate2.77%
Asset Allocation
Asset ClassValue
Cash3.2%
Equity96.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹597 Cr4,341,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹572 Cr7,170,168
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹361 Cr2,787,000
↑ 185,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹314 Cr3,055,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹308 Cr743,119
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹284 Cr1,535,000
↑ 30,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹253 Cr1,883,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
3%₹234 Cr2,329,500
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
3%₹223 Cr2,228,659
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 24 | DIVISLAB
2%₹164 Cr250,000

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 (₹13,328 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.54% (bottom quartile).
  • 3Y return: 12.71% (bottom quartile).
  • 1Y return: 3.88% (lower mid).
  • Alpha: -1.30 (lower mid).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: -0.41 (lower mid).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (03 Aug 26) ₹350.54 ↑ 5.42   (1.57 %)
Net Assets (Cr) ₹13,328 on 30 Jun 26
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.42
Information Ratio -0.41
Alpha Ratio -1.3
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 Jul 21₹10,000
31 Jul 22₹10,471
31 Jul 23₹11,994
31 Jul 24₹16,059
31 Jul 25₹16,343
31 Jul 26₹16,602

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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Canara Robeco Equity Diversified

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

DurationReturns
1 Month 2.6%
3 Month 6.3%
6 Month 2%
1 Year 3.9%
3 Year 12.7%
5 Year 10.5%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Pranav Gokhale6 Nov 232.73 Yr.
Shridatta Bhandwaldar5 Jul 1610.08 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Jun 26

Equity Sector Allocation
SectorValue
Financial Services31.76%
Consumer Cyclical16.72%
Industrials10.96%
Health Care8.26%
Technology6.59%
Basic Materials5.82%
Consumer Defensive5.43%
Communication Services4.65%
Energy3.59%
Utility1.48%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹932 Cr11,684,680
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹880 Cr6,400,550
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹488 Cr2,636,904
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹479 Cr3,698,362
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹438 Cr1,058,270
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹438 Cr4,269,544
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹398 Cr3,959,960
↑ 250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹345 Cr2,563,600
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹341 Cr3,408,613
↑ 60,410
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL
2%₹318 Cr12,003,000
↑ 100,000

(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 (₹1,932 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.16% (upper mid).
  • 3Y return: 12.25% (bottom quartile).
  • 1Y return: 1.26% (bottom quartile).
  • Alpha: -3.88 (bottom quartile).
  • Sharpe: -0.53 (bottom quartile).
  • Information ratio: -0.43 (bottom quartile).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (03 Aug 26) ₹110.34 ↑ 1.77   (1.63 %)
Net Assets (Cr) ₹1,932 on 30 Jun 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.53
Information Ratio -0.43
Alpha Ratio -3.88
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 Jul 21₹10,000
31 Jul 22₹11,146
31 Jul 23₹13,045
31 Jul 24₹18,050
31 Jul 25₹18,091
31 Jul 26₹17,825

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 ₹415,684.
Net Profit of ₹115,684
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 3 Aug 26

DurationReturns
1 Month 3.1%
3 Month 7.3%
6 Month 4.2%
1 Year 1.3%
3 Year 12.2%
5 Year 12.2%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.5%
2023 20.3%
2022 26.4%
2021 6.1%
2020 30.2%
2019 20.5%
2018 12.8%
2017 2%
2016 41%
2015 3.4%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.84 Yr.
Ennette Fernandes1 Oct 214.84 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Consumer Cyclical41.25%
Financial Services21.01%
Consumer Defensive15.45%
Communication Services8.33%
Industrials3.69%
Basic Materials2.84%
Health Care2.53%
Technology1.03%
Asset Allocation
Asset ClassValue
Cash3.87%
Equity96.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | ETERNAL
6%₹124 Cr4,700,000
↑ 200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
6%₹118 Cr635,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹102 Cr1,274,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
5%₹91 Cr64,500
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹84 Cr273,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹83 Cr830,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 500825
4%₹71 Cr138,500
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹66 Cr1,300,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
3%₹60 Cr4,037,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
3%₹54 Cr395,000

SIP गुंतवणूक कशी वाढते?

आपले कसे हे जाणून घ्यायचे आहेएसआयपी गुंतवणूक तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास वाढ होईल? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.

SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर

SIP कॅल्क्युलेटर सहसा गुंतवणूक करू इच्छित असलेल्या SIP गुंतवणुकीची रक्कम(ध्येय), आवश्यक गुंतवणुकीची वर्षांची संख्या, अपेक्षित असे इनपुट घेतात.महागाई दर (याचा हिशेब असणे आवश्यक आहे!) आणि अपेक्षित परतावा. म्हणून, एक ध्येय साध्य करण्यासाठी आवश्यक असलेल्या SIP परताव्याची गणना करू शकते!

समजा, तुम्ही 10 रुपये गुंतवले तर,000 10 वर्षांसाठी, तुमची SIP गुंतवणूक कशी वाढते ते पहा-

मासिक गुंतवणूक: INR 10,000

गुंतवणुकीचा कालावधी: 10 वर्षे

एकूण गुंतवणूक केलेली रक्कम: INR 12,00,000

दीर्घकालीन वाढीचा दर (अंदाजे): १५%

नुसार अपेक्षित परतावासिप कॅल्क्युलेटर: 27,86,573 रुपये

निव्वळ नफा: 15,86,573 रुपये (निरपेक्ष परतावा= 132.2%)

वरील गणिते दाखवतात की जर तुम्ही 10 वर्षांसाठी मासिक 10,000 रुपये गुंतवले तर (एकूण INR12,00,000) तुम्ही कमवालINR 27,86,573, याचा अर्थ तुम्ही कमावलेला निव्वळ नफा आहेINR १५,८६,५७३. छान आहे ना!

कॅनरा रोबेको एसआयपी फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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