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5 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 ₹162.68
↑ 0.49 ₹904 1,000 16.8 1.9 -2.6 32.2 32.5 35.3 Canara Robeco Consumer Trends Fund Growth ₹110.42
↓ -0.52 ₹1,848 1,000 10.6 1.1 4.5 21.4 23.2 20.3 Canara Robeco Emerging Equities Growth ₹259.72
↓ -0.88 ₹25,097 1,000 13.2 0.9 4.7 21.3 23.7 26.3 Canara Robeco Equity Diversified Growth ₹344.07
↑ 0.36 ₹13,058 1,000 13.8 4.3 5.4 19.8 20.9 17.9 Canara Robeco Bluechip Equity Fund Growth ₹63.97
↑ 0.16 ₹16,028 1,000 10.9 4.5 6.5 19.8 20 17.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 25
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. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure 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. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund 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. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities 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. Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Diversified Returns up to 1 year are on (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. Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized return of 15.3% since its launch. Return for 2024 was 35.3% , 2023 was 41.2% and 2022 was 9% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (04 Jul 25) ₹162.68 ↑ 0.49 (0.30 %) Net Assets (Cr) ₹904 on 31 May 25 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio -0.05 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 Jun 20 ₹10,000 30 Jun 21 ₹16,402 30 Jun 22 ₹17,983 30 Jun 23 ₹24,047 30 Jun 24 ₹41,538 30 Jun 25 ₹41,825 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 2.1% 3 Month 16.8% 6 Month 1.9% 1 Year -2.6% 3 Year 32.2% 5 Year 32.5% 10 Year 15 Year Since launch 15.3% 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 4.01 Yr. Shridatta Bhandwaldar 29 Sep 18 6.76 Yr. Data below for Canara Robeco Infrastructure as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 46.57% Utility 12.3% Basic Materials 10.51% Energy 8.34% Financial Services 6.29% Technology 3.87% Communication Services 2.8% Consumer Cyclical 2.78% Real Estate 1.51% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT7% ₹62 Cr 169,401
↑ 15,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹38 Cr 264,250 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC4% ₹36 Cr 1,066,480 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹35 Cr 919,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO3% ₹31 Cr 58,250 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER3% ₹31 Cr 785,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN3% ₹30 Cr 370,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | POWERGRID3% ₹28 Cr 957,546 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 5222753% ₹28 Cr 123,066 Solar Industries India Ltd (Basic Materials)
Equity, Since 28 Feb 25 | SOLARINDS3% ₹27 Cr 16,812 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 16 in Sectoral category. Return for 2024 was 20.3% , 2023 was 26.4% and 2022 was 6.1% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (04 Jul 25) ₹110.42 ↓ -0.52 (-0.47 %) Net Assets (Cr) ₹1,848 on 31 May 25 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 0.28 Information Ratio 0.49 Alpha Ratio 0.23 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 Jun 20 ₹10,000 30 Jun 21 ₹15,365 30 Jun 22 ₹15,649 30 Jun 23 ₹20,286 30 Jun 24 ₹27,129 30 Jun 25 ₹29,116 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 2% 3 Month 10.6% 6 Month 1.1% 1 Year 4.5% 3 Year 21.4% 5 Year 23.2% 10 Year 15 Year Since launch 16.4% 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 5.67 Yr. Ennette Fernandes 1 Oct 21 3.67 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 33.31% Financial Services 32.25% Consumer Defensive 16.14% Communication Services 5.9% Industrials 4.68% Health Care 1.88% Asset Allocation
Asset Class Value Cash 5.84% Equity 94.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹100 Cr 512,000
↑ 15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹93 Cr 503,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE5% ₹88 Cr 96,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹76 Cr 1,825,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK4% ₹73 Cr 502,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹71 Cr 3,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI4% ₹65 Cr 52,500 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT3% ₹51 Cr 90,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO3% ₹47 Cr 88,500 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UNITDSPR3% ₹47 Cr 310,000 3. Canara Robeco Emerging Equities
CAGR/Annualized return of 17.4% since its launch. Ranked 10 in Large & Mid Cap category. Return for 2024 was 26.3% , 2023 was 24% and 2022 was -1.6% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (04 Jul 25) ₹259.72 ↓ -0.88 (-0.34 %) Net Assets (Cr) ₹25,097 on 31 May 25 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.37 Information Ratio -0.65 Alpha Ratio 2.88 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,491 30 Jun 22 ₹16,437 30 Jun 23 ₹19,906 30 Jun 24 ₹27,894 30 Jun 25 ₹29,845 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 2.4% 3 Month 13.2% 6 Month 0.9% 1 Year 4.7% 3 Year 21.3% 5 Year 23.7% 10 Year 15 Year Since launch 17.4% 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 5.75 Yr. Amit Nadekar 28 Aug 23 1.84 Yr. Data below for Canara Robeco Emerging Equities as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.13% Financial Services 18.24% Industrials 11.7% Technology 10.04% Health Care 6.95% Basic Materials 6.79% Consumer Defensive 4.19% Utility 3.17% Communication Services 2.03% Real Estate 1.14% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹1,551 Cr 10,730,089 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL6% ₹1,454 Cr 18,881,106
↑ 1,356,054 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹975 Cr 9,684,874
↓ -392,733 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹928 Cr 6,938,728 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT3% ₹840 Cr 1,488,568
↓ -87,382 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL3% ₹811 Cr 21,097,777
↓ -6,603,158 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON3% ₹798 Cr 543,152
↓ -77,881 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR3% ₹776 Cr 2,789,746 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK3% ₹692 Cr 34,238,068
↑ 1,186,284 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹665 Cr 27,920,665
↓ -1,702,466 4. Canara Robeco Equity Diversified
CAGR/Annualized return of 17.6% since its launch. Ranked 68 in Multi Cap category. Return for 2024 was 17.9% , 2023 was 22.8% and 2022 was -1.7% . Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (04 Jul 25) ₹344.07 ↑ 0.36 (0.10 %) Net Assets (Cr) ₹13,058 on 31 May 25 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.32 Information Ratio -0.54 Alpha Ratio 2.35 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 Jun 20 ₹10,000 30 Jun 21 ₹15,502 30 Jun 22 ₹15,234 30 Jun 23 ₹18,620 30 Jun 24 ₹24,603 30 Jun 25 ₹26,516 Returns for Canara Robeco Equity Diversified
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 3.5% 3 Month 13.8% 6 Month 4.3% 1 Year 5.4% 3 Year 19.8% 5 Year 20.9% 10 Year 15 Year Since launch 17.6% 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 1.65 Yr. Shridatta Bhandwaldar 5 Jul 16 8.99 Yr. Data below for Canara Robeco Equity Diversified as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.28% Consumer Cyclical 15.79% Industrials 11.06% Technology 8.9% Health Care 7.32% Consumer Defensive 7.01% Basic Materials 5.86% Energy 3.65% Utility 2.9% Communication Services 2.69% Real Estate 1.17% Asset Allocation
Asset Class Value Cash 4.36% Equity 95.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK8% ₹1,029 Cr 5,292,340 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK7% ₹918 Cr 6,350,550 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE4% ₹477 Cr 3,358,362 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY3% ₹443 Cr 2,836,688
↑ 165,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹360 Cr 978,270
↑ 87,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL3% ₹347 Cr 1,866,904
↓ -75,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE2% ₹308 Cr 335,996 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433202% ₹307 Cr 12,903,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M2% ₹301 Cr 1,011,515 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN2% ₹297 Cr 3,656,800 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 52 in Large Cap category. Return for 2024 was 17.8% , 2023 was 22.2% and 2022 was 0.8% . Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (04 Jul 25) ₹63.97 ↑ 0.16 (0.25 %) Net Assets (Cr) ₹16,028 on 31 May 25 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 0.4 Information Ratio 0.1 Alpha Ratio 1.72 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 Jun 20 ₹10,000 30 Jun 21 ₹15,087 30 Jun 22 ₹14,694 30 Jun 23 ₹18,013 30 Jun 24 ₹23,569 30 Jun 25 ₹25,513 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 3.1% 3 Month 10.9% 6 Month 4.5% 1 Year 6.5% 3 Year 19.8% 5 Year 20% 10 Year 15 Year Since launch 13.3% 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 4.08 Yr. Shridatta Bhandwaldar 5 Jul 16 8.99 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 33.03% Consumer Cyclical 13.73% Technology 8.89% Industrials 8.44% Consumer Defensive 7.74% Health Care 7.23% Energy 5.2% Basic Materials 4.48% Communication Services 3.84% Utility 3.11% Real Estate 0.47% Asset Allocation
Asset Class Value Cash 3.84% Equity 96.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK10% ₹1,532 Cr 7,876,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,321 Cr 9,135,600 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE5% ₹834 Cr 5,866,500 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY4% ₹682 Cr 4,364,142
↑ 325,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹610 Cr 3,285,316
↓ -75,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹600 Cr 1,632,992
↑ 87,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M3% ₹498 Cr 1,671,515 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹463 Cr 5,700,800 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE3% ₹451 Cr 490,934 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK3% ₹423 Cr 3,549,200
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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