+91-22-489139095 ਸਰਵੋਤਮ ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਕੇਨਰਾ ਰੋਬੇਕੋSIP ਦਾ ਸਭ ਤੋਂ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਤਰੀਕਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ. SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਏ ਵਾਂਗ ਕੰਮ ਕਰਦਾ ਹੈਆਵਰਤੀ ਡਿਪਾਜ਼ਿਟ, ਜਿਸ ਵਿੱਚ ਤੁਹਾਨੂੰ ਇੱਕ ਨਿਰਧਾਰਤ ਅੰਤਰਾਲ ਲਈ ਮਹੀਨਾਵਾਰ ਥੋੜ੍ਹੇ ਜਿਹੇ ਪੈਸੇ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
SIP, ਸਭ ਤੋਂ ਕਿਫਾਇਤੀ ਨਿਵੇਸ਼ ਵਿਧੀ ਹੋਣ ਕਰਕੇ, ਕੋਈ ਵੀ ਸ਼ੁਰੂਆਤ ਕਰ ਸਕਦਾ ਹੈਨਿਵੇਸ਼ ਸਿਰਫ਼ INR 500। ਇੱਕ SIP ਨਾਲ, ਕੋਈ ਵੀ ਆਪਣੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਪਸੰਦਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਵਿਆਹ, ਘਰ/ਕਾਰ ਦੀ ਖਰੀਦ, ਉੱਚ ਸਿੱਖਿਆ, ਆਦਿ।
ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨਇਕੁਇਟੀ ਫੰਡ, ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਤਰੀਕੇ ਨਾਲ SIP. ਉਹ ਇਕੁਇਟੀ ਦੀਆਂ ਕਮੀਆਂ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਅਤੇ ਸਥਿਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨਾ ਯਕੀਨੀ ਬਣਾਓ।
ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਫੰਡ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
SIP ਦੇ ਕੁਝ ਫਾਇਦੇ ਹਨ:
- ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ
- ਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ
- ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ
- ਲਚਕਦਾਰ ਅਤੇ ਕਿਫਾਇਤੀ
- ਮਾਰਕੀਟ ਨੂੰ ਸਮਾਂ ਦੇਣ ਦੀ ਕੋਈ ਲੋੜ ਨਹੀਂ
ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ਕ ਉਤਸੁਕ ਹਨਇੱਕ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਵਧੀਆ Canara Robeco SIP ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹੋਮਿਉਚੁਅਲ ਫੰਡ ਹੇਠ ਜ਼ਿਕਰ ਕੀਤਾ. ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
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ਇਕੁਇਟੀਜ਼ ਲਈ ਕੇਨਰਾ ਰੋਬੇਕੋ ਦੁਆਰਾ ਸਰਬੋਤਮ SIP ਮਿਉਚੁਅਲ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Canara Robeco Infrastructure Growth ₹155.03
↑ 0.07 ₹933 1,000 -3.4 -3.4 8.1 23.4 21.8 0.1 Canara Robeco Emerging Equities Growth ₹224.56
↑ 0.05 ₹24,735 1,000 -12.2 -11.9 -4.6 13.1 11.4 -0.4 Canara Robeco Equity Tax Saver Growth ₹160.82
↑ 0.15 ₹8,800 500 -11.4 -7.9 0.2 12.5 11 5.3 Canara Robeco Equity Diversified Growth ₹307.4
↑ 0.37 ₹13,391 1,000 -12.8 -9.9 -0.2 12.3 10.6 7 Canara Robeco Consumer Trends Fund Growth ₹94.37
↓ -0.11 ₹1,950 1,000 -15.5 -14 -6.6 11.7 11.1 3.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 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 (₹933 Cr). Highest AUM (₹24,735 Cr). Lower mid AUM (₹8,800 Cr). Upper mid AUM (₹13,391 Cr). Bottom quartile AUM (₹1,950 Cr). Point 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: 21.79% (top quartile). 5Y return: 11.44% (upper mid). 5Y return: 11.00% (bottom quartile). 5Y return: 10.63% (bottom quartile). 5Y return: 11.09% (lower mid). Point 6 3Y return: 23.40% (top quartile). 3Y return: 13.11% (upper mid). 3Y return: 12.50% (lower mid). 3Y return: 12.34% (bottom quartile). 3Y return: 11.72% (bottom quartile). Point 7 1Y return: 8.13% (top quartile). 1Y return: -4.56% (bottom quartile). 1Y return: 0.24% (upper mid). 1Y return: -0.22% (lower mid). 1Y return: -6.60% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: -6.15 (bottom quartile). Alpha: 0.96 (top quartile). Alpha: 0.85 (upper mid). Alpha: -4.08 (bottom quartile). Point 9 Sharpe: 1.30 (top quartile). Sharpe: 0.59 (bottom quartile). Sharpe: 1.08 (upper mid). Sharpe: 1.07 (lower mid). Sharpe: 0.50 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -1.00 (bottom quartile). Information ratio: -0.68 (bottom quartile). Information ratio: -0.67 (lower mid). Information ratio: 0.00 (upper mid). Canara Robeco Infrastructure
Canara Robeco Emerging Equities
Canara Robeco Equity Tax Saver
Canara Robeco Equity Diversified
Canara Robeco Consumer Trends Fund
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. Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on 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 Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (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 Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on 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 Below is the key information for Canara Robeco Equity Diversified Returns up to 1 year are on (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 Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (02 Apr 26) ₹155.03 ↑ 0.07 (0.05 %) Net Assets (Cr) ₹933 on 28 Feb 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.32 Sharpe Ratio 1.3 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,801 31 Mar 23 ₹14,363 31 Mar 24 ₹22,145 31 Mar 25 ₹25,157 31 Mar 26 ₹26,372 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -4.5% 3 Month -3.4% 6 Month -3.4% 1 Year 8.1% 3 Year 23.4% 5 Year 21.8% 10 Year 15 Year Since launch 14.4% 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 4.68 Yr. Shridatta Bhandwaldar 29 Sep 18 7.42 Yr. Data below for Canara Robeco Infrastructure as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 46.09% Utility 12.97% Basic Materials 9.82% Energy 8.74% Financial Services 7.1% Consumer Cyclical 3.29% Technology 3.25% Communication Services 2.75% Real Estate 0.97% Asset Allocation
Asset Class Value Cash 5.01% Equity 94.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT10% ₹92 Cr 215,901
↑ 1,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC5% ₹42 Cr 1,106,480 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹41 Cr 291,750 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN4% ₹39 Cr 324,000
↓ -118,500 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹39 Cr 869,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | CGPOWER4% ₹34 Cr 465,650
↑ 25,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER3% ₹32 Cr 840,000
↑ 30,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | POWERGRID3% ₹30 Cr 1,007,546
↑ 50,000 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | CUMMINSIND3% ₹29 Cr 58,500 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO3% ₹28 Cr 58,250 2. Canara Robeco Emerging Equities
Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (02 Apr 26) ₹224.56 ↑ 0.05 (0.02 %) Net Assets (Cr) ₹24,735 on 28 Feb 26 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.62 Sharpe Ratio 0.59 Information Ratio -1 Alpha Ratio -6.15 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,252 31 Mar 23 ₹12,008 31 Mar 24 ₹16,390 31 Mar 25 ₹18,097 31 Mar 26 ₹16,977 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -6.9% 3 Month -12.2% 6 Month -11.9% 1 Year -4.6% 3 Year 13.1% 5 Year 11.4% 10 Year 15 Year Since launch 15.9% 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 6.42 Yr. Amit Nadekar 28 Aug 23 2.51 Yr. Data below for Canara Robeco Emerging Equities as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 29.25% Financial Services 19.1% Industrials 11.78% Technology 9.17% Health Care 8.21% Basic Materials 6.46% Consumer Defensive 5.78% Utility 3.31% Communication Services 2.9% Real Estate 1.75% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,767 Cr 12,811,964
↓ -21,654 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL5% ₹1,298 Cr 19,457,322 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK4% ₹989 Cr 32,989,386 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR4% ₹954 Cr 2,465,818
↓ -8,119 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹868 Cr 19,516,716
↓ -299,629 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA3% ₹765 Cr 6,437,643
↓ -529,985 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹713 Cr 28,959,215
↑ 1,271,158 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M3% ₹706 Cr 2,079,314
↑ 150,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT2% ₹580 Cr 1,486,620 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH2% ₹572 Cr 7,418,728 3. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (02 Apr 26) ₹160.82 ↑ 0.15 (0.09 %) Net Assets (Cr) ₹8,800 on 28 Feb 26 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.08 Information Ratio -0.68 Alpha Ratio 0.96 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,029 31 Mar 23 ₹11,965 31 Mar 24 ₹15,957 31 Mar 25 ₹17,073 31 Mar 26 ₹16,704 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -7.8% 3 Month -11.4% 6 Month -7.9% 1 Year 0.2% 3 Year 12.5% 5 Year 11% 10 Year 15 Year Since launch 17.6% 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 4.68 Yr. Shridatta Bhandwaldar 1 Oct 19 6.42 Yr. Data below for Canara Robeco Equity Tax Saver as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 30.49% Consumer Cyclical 15.2% Industrials 13.73% Health Care 6.32% Consumer Defensive 6.05% Basic Materials 5.77% Technology 5.62% Energy 5.24% Communication Services 3.8% Utility 2.94% Real Estate 2.24% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹633 Cr 7,125,168 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹594 Cr 4,311,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹350 Cr 2,512,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹332 Cr 2,765,000
↓ -235,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹301 Cr 704,369 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY3% ₹284 Cr 2,181,159 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹274 Cr 1,460,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK3% ₹243 Cr 1,753,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE3% ₹232 Cr 2,329,500 GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | GVT&D2% ₹203 Cr 527,162
↓ -32,761 4. Canara Robeco Equity Diversified
Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (02 Apr 26) ₹307.4 ↑ 0.37 (0.12 %) Net Assets (Cr) ₹13,391 on 28 Feb 26 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 1.07 Information Ratio -0.67 Alpha Ratio 0.85 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,082 31 Mar 23 ₹11,809 31 Mar 24 ₹15,790 31 Mar 25 ₹16,870 31 Mar 26 ₹16,408 Returns for Canara Robeco Equity Diversified
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -8.4% 3 Month -12.8% 6 Month -9.9% 1 Year -0.2% 3 Year 12.3% 5 Year 10.6% 10 Year 15 Year Since launch 16.4% 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 2.32 Yr. Shridatta Bhandwaldar 5 Jul 16 9.66 Yr. Data below for Canara Robeco Equity Diversified as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 29.38% Consumer Cyclical 17.01% Industrials 12.68% Technology 7.84% Health Care 6.66% Basic Materials 5.96% Consumer Defensive 5.75% Communication Services 3.91% Energy 3.85% Utility 2.34% Real Estate 1% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK8% ₹1,017 Cr 11,459,680
↑ 275,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK7% ₹883 Cr 6,400,550 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE4% ₹516 Cr 3,698,362 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN3% ₹468 Cr 3,894,544
↓ -513,253 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹448 Cr 1,048,270 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL3% ₹444 Cr 2,361,904
↑ 160,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY3% ₹392 Cr 3,013,203 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M3% ₹358 Cr 1,053,515 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE3% ₹345 Cr 3,459,960
↑ 50,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK2% ₹306 Cr 2,213,600 5. Canara Robeco Consumer Trends Fund
Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (02 Apr 26) ₹94.37 ↓ -0.11 (-0.12 %) Net Assets (Cr) ₹1,950 on 28 Feb 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio 0.5 Information Ratio 0 Alpha Ratio -4.08 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,635 31 Mar 23 ₹12,254 31 Mar 24 ₹17,025 31 Mar 25 ₹18,213 31 Mar 26 ₹16,748 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -9.5% 3 Month -15.5% 6 Month -14% 1 Year -6.6% 3 Year 11.7% 5 Year 11.1% 10 Year 15 Year Since launch 14.5% 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 6.42 Yr. Ennette Fernandes 1 Oct 21 4.41 Yr. Data below for Canara Robeco Consumer Trends Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 34.86% Financial Services 24.27% Consumer Defensive 20.51% Communication Services 7.08% Industrials 4.6% Health Care 2.77% Basic Materials 1.83% Technology 0.99% Asset Allocation
Asset Class Value Cash 3.1% Equity 96.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK6% ₹113 Cr 1,274,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI5% ₹96 Cr 64,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹95 Cr 503,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE4% ₹83 Cr 830,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M4% ₹82 Cr 240,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹82 Cr 2,600,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | BRITANNIA4% ₹77 Cr 128,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹74 Cr 3,000,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | GODREJCP3% ₹61 Cr 498,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹59 Cr 1,300,000
SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?
ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਤੁਹਾਡਾ ਕਿਵੇਂSIP ਨਿਵੇਸ਼ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।
SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ
SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!
ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-
ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000
ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ
ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000
ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%
ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ
ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)
ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!
ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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