5 सर्वोत्कृष्ट कॅनरा रोबेको SIP म्युच्युअल फंड 2022

Updated on May 10, 2026 , 60566 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.

Ready to Invest?
Talk to our investment specialist

इक्विटीजसाठी कॅनरा रोबेको द्वारे सर्वोत्तम एसआयपी म्युच्युअल फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Canara Robeco Infrastructure Growth	₹165.84 ↓ -3.61	₹864	1,000	1.2	1.1	9.8	23.9	23.4	0.1
Canara Robeco Emerging Equities Growth	₹240.3 ↓ -6.27	₹22,209	1,000	-4.8	-7.4	-2.4	13.4	12.9	-0.4
Canara Robeco Equity Tax Saver Growth	₹169.82 ↓ -3.63	₹7,816	500	-5.7	-5.9	-0.2	12.5	12.2	5.3
Canara Robeco Equity Diversified Growth	₹324.44 ↓ -7.10	₹11,922	1,000	-6.6	-7.5	-0.8	12.1	11.9	7
Canara Robeco Consumer Trends Fund Growth	₹100.54 ↓ -2.31	₹1,705	1,000	-8.2	-10.6	-6.1	11.4	13	3.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Emerging Equities	Canara Robeco Equity Tax Saver	Canara Robeco Equity Diversified	Canara Robeco Consumer Trends Fund
Point 1	Bottom quartile AUM (₹864 Cr).	Highest AUM (₹22,209 Cr).	Lower mid AUM (₹7,816 Cr).	Upper mid AUM (₹11,922 Cr).	Bottom quartile AUM (₹1,705 Cr).
Point 2	Established history (20+ yrs).	Established history (21+ yrs).	Established history (17+ yrs).	Oldest track record among peers (22 yrs).	Established history (16+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 1★ (bottom quartile).	Rating: 2★ (lower mid).	Rating: 3★ (upper 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: 23.39% (top quartile).	5Y return: 12.95% (lower mid).	5Y return: 12.23% (bottom quartile).	5Y return: 11.88% (bottom quartile).	5Y return: 13.00% (upper mid).
Point 6	3Y return: 23.90% (top quartile).	3Y return: 13.40% (upper mid).	3Y return: 12.47% (lower mid).	3Y return: 12.12% (bottom quartile).	3Y return: 11.45% (bottom quartile).
Point 7	1Y return: 9.83% (top quartile).	1Y return: -2.40% (bottom quartile).	1Y return: -0.19% (upper mid).	1Y return: -0.80% (lower mid).	1Y return: -6.14% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -6.43 (bottom quartile).	Alpha: 0.45 (top quartile).	Alpha: 0.05 (upper mid).	Alpha: -3.92 (bottom quartile).
Point 9	Sharpe: 0.01 (top quartile).	Sharpe: -0.78 (bottom quartile).	Sharpe: -0.47 (upper mid).	Sharpe: -0.50 (lower mid).	Sharpe: -0.76 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.81 (bottom quartile).	Information ratio: -0.50 (lower mid).	Information ratio: -0.53 (bottom quartile).	Information ratio: -0.07 (upper mid).

Canara Robeco Infrastructure

Bottom quartile AUM (₹864 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 23.39% (top quartile).
3Y return: 23.90% (top quartile).
1Y return: 9.83% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.01 (top quartile).
Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

Highest AUM (₹22,209 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.95% (lower mid).
3Y return: 13.40% (upper mid).
1Y return: -2.40% (bottom quartile).
Alpha: -6.43 (bottom quartile).
Sharpe: -0.78 (bottom quartile).
Information ratio: -0.81 (bottom quartile).

Canara Robeco Equity Tax Saver

Lower mid AUM (₹7,816 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.23% (bottom quartile).
3Y return: 12.47% (lower mid).
1Y return: -0.19% (upper mid).
Alpha: 0.45 (top quartile).
Sharpe: -0.47 (upper mid).
Information ratio: -0.50 (lower mid).

Canara Robeco Equity Diversified

Upper mid AUM (₹11,922 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.88% (bottom quartile).
3Y return: 12.12% (bottom quartile).
1Y return: -0.80% (lower mid).
Alpha: 0.05 (upper mid).
Sharpe: -0.50 (lower mid).
Information ratio: -0.53 (bottom quartile).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹1,705 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 13.00% (upper mid).
3Y return: 11.45% (bottom quartile).
1Y return: -6.14% (bottom quartile).
Alpha: -3.92 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: -0.07 (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 (₹864 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 23.39% (top quartile).
3Y return: 23.90% (top quartile).
1Y return: 9.83% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.01 (top quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~9.5%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (12 May 26)	₹165.84 ↓ -3.61 (-2.13 %)
Net Assets (Cr)	₹864 on 31 Mar 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	0.01
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 Apr 21	₹10,000
30 Apr 22	₹13,181
30 Apr 23	₹14,959
30 Apr 24	₹24,460
30 Apr 25	₹26,002
30 Apr 26	₹30,191

Canara Robeco Infrastructure SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 12 May 26

Duration	Returns
1 Month	1.1%
3 Month	1.2%
6 Month	1.1%
1 Year	9.8%
3 Year	23.9%
5 Year	23.4%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.1%
2023	35.3%
2022	41.2%
2021	9%
2020	56.1%
2019	9%
2018	2.3%
2017	-19.1%
2016	40.2%
2015	2.1%

Fund Manager information for Canara Robeco Infrastructure

Name	Since	Tenure
Vishal Mishra	26 Jun 21	4.85 Yr.
Shridatta Bhandwaldar	29 Sep 18	7.59 Yr.

Data below for Canara Robeco Infrastructure as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	46.61%
Utility	13.19%
Basic Materials	10.47%
Energy	7.67%
Financial Services	7.17%
Technology	3.55%
Communication Services	3.08%
Consumer Cyclical	2.91%
Real Estate	1.1%

Asset Allocation

Asset Class	Value
Cash	4.24%
Equity	95.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	9%	₹93 Cr	232,901 ↑ 15,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	5%	₹45 Cr	313,750 ↑ 19,500
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| 500093	4%	₹43 Cr	525,650 ↑ 50,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| 532555	4%	₹43 Cr	1,066,480 ↓ -40,000
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹41 Cr	386,500 ↑ 62,500
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| 500400	4%	₹39 Cr	870,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹37 Cr	869,000
Cummins India Ltd (Industrials) Equity, Since 31 Jul 24 \| 500480	3%	₹31 Cr	58,500
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 24 \| BHARTIARTL	3%	₹30 Cr	161,600 ↑ 15,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Oct 09 \| 532898	3%	₹30 Cr	932,546 ↓ -75,000

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 (₹22,209 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.95% (lower mid).
3Y return: 13.40% (upper mid).
1Y return: -2.40% (bottom quartile).
Alpha: -6.43 (bottom quartile).
Sharpe: -0.78 (bottom quartile).
Information ratio: -0.81 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding ICICI Bank Ltd (~6.0%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (12 May 26)	₹240.3 ↓ -6.27 (-2.54 %)
Net Assets (Cr)	₹22,209 on 31 Mar 26
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	-0.79
Information Ratio	-0.81
Alpha Ratio	-6.43
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 Apr 21	₹10,000
30 Apr 22	₹11,998
30 Apr 23	₹12,323
30 Apr 24	₹16,873
30 Apr 25	₹18,559
30 Apr 26	₹18,705

Canara Robeco Emerging Equities SIP 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 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 12 May 26

Duration	Returns
1 Month	0.5%
3 Month	-4.8%
6 Month	-7.4%
1 Year	-2.4%
3 Year	13.4%
5 Year	12.9%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.4%
2023	26.3%
2022	24%
2021	-1.6%
2020	37%
2019	24.5%
2018	8.7%
2017	-9.3%
2016	52.1%
2015	2.6%

Fund Manager information for Canara Robeco Emerging Equities

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	6.59 Yr.
Amit Nadekar	28 Aug 23	2.68 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	26.74%
Financial Services	21.36%
Industrials	10.69%
Technology	9.1%
Health Care	7.13%
Basic Materials	6.62%
Consumer Defensive	5.3%
Utility	3.79%
Communication Services	3.39%
Real Estate	1.89%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	6%	₹1,483 Cr	11,736,964 ↓ -675,000
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500850	5%	₹1,237 Cr	19,457,322
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 532343	3%	₹811 Cr	2,321,681 ↓ -75,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| ETERNAL	3%	₹752 Cr	30,459,215 ↑ 1,500,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	3%	₹742 Cr	25,869,083 ↓ -2,120,303
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	3%	₹719 Cr	16,676,861 ↓ -1,698,627
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| M&M	3%	₹675 Cr	2,179,314 ↑ 100,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	3%	₹645 Cr	5,794,143
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 500251	2%	₹616 Cr	1,486,183 ↓ -437
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 21 \| BHARTIARTL	2%	₹593 Cr	3,142,149 ↑ 125,000

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 (₹7,816 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.23% (bottom quartile).
3Y return: 12.47% (lower mid).
1Y return: -0.19% (upper mid).
Alpha: 0.45 (top quartile).
Sharpe: -0.47 (upper mid).
Information ratio: -0.50 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~6.5%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (12 May 26)	₹169.82 ↓ -3.63 (-2.09 %)
Net Assets (Cr)	₹7,816 on 31 Mar 26
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	-0.47
Information Ratio	-0.5
Alpha Ratio	0.45
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,716
30 Apr 23	₹12,326
30 Apr 24	₹16,390
30 Apr 25	₹17,536
30 Apr 26	₹18,255

Canara Robeco Equity Tax Saver SIP 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 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 12 May 26

Duration	Returns
1 Month	-0.6%
3 Month	-5.7%
6 Month	-5.9%
1 Year	-0.2%
3 Year	12.5%
5 Year	12.2%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.3%
2023	17.5%
2022	23.7%
2021	-0.2%
2020	35.1%
2019	27.4%
2018	10.7%
2017	2.7%
2016	32%
2015	0%

Fund Manager information for Canara Robeco Equity Tax Saver

Name	Since	Tenure
Vishal Mishra	26 Jun 21	4.85 Yr.
Shridatta Bhandwaldar	1 Oct 19	6.59 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	29.58%
Consumer Cyclical	15.38%
Industrials	13.84%
Health Care	6.42%
Consumer Defensive	6.21%
Basic Materials	5.8%
Energy	5.15%
Technology	4.71%
Communication Services	3.96%
Utility	3.34%
Real Estate	2.51%

Asset Allocation

Asset Class	Value
Cash	3.08%
Equity	96.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	6%	₹553 Cr	7,170,168 ↑ 30,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	6%	₹548 Cr	4,341,000 ↑ 30,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹362 Cr	2,527,000 ↑ 15,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹316 Cr	2,955,000 ↑ 190,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹298 Cr	743,119 ↑ 37,500
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	3%	₹280 Cr	1,485,000 ↑ 10,000
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	3%	₹263 Cr	2,228,659
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	3%	₹239 Cr	1,883,000 ↑ 130,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	3%	₹218 Cr	2,329,500
GE Vernova T&D India Ltd (Industrials) Equity, Since 29 Feb 24 \| 522275	2%	₹176 Cr	394,022 ↓ -84,927

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 (₹11,922 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.88% (bottom quartile).
3Y return: 12.12% (bottom quartile).
1Y return: -0.80% (lower mid).
Alpha: 0.05 (upper mid).
Sharpe: -0.50 (lower mid).
Information ratio: -0.53 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding HDFC Bank Ltd (~6.9%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (12 May 26)	₹324.44 ↓ -7.10 (-2.14 %)
Net Assets (Cr)	₹11,922 on 31 Mar 26
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.5
Information Ratio	-0.53
Alpha Ratio	0.05
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 Apr 21	₹10,000
30 Apr 22	₹11,748
30 Apr 23	₹12,204
30 Apr 24	₹16,048
30 Apr 25	₹17,373
30 Apr 26	₹17,883

Canara Robeco Equity Diversified SIP 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 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 12 May 26

Duration	Returns
1 Month	-0.7%
3 Month	-6.6%
6 Month	-7.5%
1 Year	-0.8%
3 Year	12.1%
5 Year	11.9%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7%
2023	17.9%
2022	22.8%
2021	-1.7%
2020	32.6%
2019	22.2%
2018	12.3%
2017	0.9%
2016	37.8%
2015	-2%

Fund Manager information for Canara Robeco Equity Diversified

Name	Since	Tenure
Pranav Gokhale	6 Nov 23	2.48 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.83 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	28.81%
Consumer Cyclical	16.11%
Industrials	11.24%
Technology	7.67%
Health Care	6.57%
Consumer Defensive	6.55%
Basic Materials	5.95%
Communication Services	4.33%
Energy	4.04%
Utility	2.29%
Real Estate	0.89%

Asset Allocation

Asset Class	Value
Cash	5.53%
Equity	94.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	7%	₹902 Cr	11,684,680 ↑ 100,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	6%	₹809 Cr	6,400,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹529 Cr	3,698,362
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹485 Cr	2,571,904 ↑ 35,000
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹456 Cr	4,269,544 ↑ 450,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹425 Cr	1,058,270 ↓ -25,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹396 Cr	3,348,203 ↑ 60,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	3%	₹348 Cr	3,709,960
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	2%	₹319 Cr	1,028,515 ↓ -25,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| 532215	2%	₹316 Cr	2,488,600 ↑ 75,000

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 (₹1,705 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 13.00% (upper mid).
3Y return: 11.45% (bottom quartile).
1Y return: -6.14% (bottom quartile).
Alpha: -3.92 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: -0.07 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Bharti Airtel Ltd (~6.2%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund Growth
Launch Date	14 Sep 09
NAV (12 May 26)	₹100.54 ↓ -2.31 (-2.25 %)
Net Assets (Cr)	₹1,705 on 31 Mar 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.09
Sharpe Ratio	-0.76
Information Ratio	-0.07
Alpha Ratio	-3.92
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 Apr 21	₹10,000
30 Apr 22	₹11,711
30 Apr 23	₹12,769
30 Apr 24	₹17,888
30 Apr 25	₹19,017
30 Apr 26	₹18,656

Canara Robeco Consumer Trends Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Canara Robeco 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 12 May 26

Duration	Returns
1 Month	-0.7%
3 Month	-8.2%
6 Month	-10.6%
1 Year	-6.1%
3 Year	11.4%
5 Year	13%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	6.59 Yr.
Ennette Fernandes	1 Oct 21	4.58 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	39.7%
Consumer Defensive	20.93%
Financial Services	20.75%
Communication Services	8.4%
Industrials	3.21%
Basic Materials	1.93%
Health Care	1.35%
Technology	1.01%

Asset Allocation

Asset Class	Value
Cash	2.72%
Equity	97.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	6%	₹117 Cr	620,000 ↑ 117,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	5%	₹98 Cr	1,274,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| ETERNAL	5%	₹86 Cr	3,500,000 ↑ 500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	5%	₹86 Cr	64,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| M&M	4%	₹85 Cr	273,000 ↑ 28,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	4%	₹82 Cr	2,600,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| 500825	4%	₹79 Cr	138,500 ↑ 10,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	4%	₹78 Cr	830,000
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Nov 21 \| VBL	4%	₹67 Cr	1,300,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TITAN	3%	₹54 Cr	123,000

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?

Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

सुरु करूया

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.