5 ఉత్తమ కెనరా రోబెకో SIP మ్యూచువల్ ఫండ్‌లు 2022

Updated on February 15, 2026 , 60298 views

కెనరా రోబెకోSIP అత్యంత ప్రభావవంతమైన మార్గంమ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టండి. SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక a లాగా పనిచేస్తుందిరికరింగ్ డిపాజిట్, ఇందులో మీరు నిర్ణీత విరామం కోసం నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెట్టాలి.

SIP, అత్యంత సరసమైన పెట్టుబడి పద్ధతి కాబట్టి, ఒకరు ప్రారంభించవచ్చుపెట్టుబడి పెడుతున్నారు కేవలం INR 500. SIPతో, వారి ప్లాన్ కూడా చేయవచ్చుఆర్థిక లక్ష్యాలు ఇష్టంపదవీ విరమణ ప్రణాళిక, వివాహం, ఇల్లు/కారు కొనుగోలు, ఉన్నత విద్య మొదలైనవి.

పెట్టుబడిదారులు పెట్టుబడి పెట్టాలని యోచిస్తున్నారుఈక్విటీ ఫండ్స్, పెట్టుబడి పెట్టడానికి ఆదర్శవంతమైన మార్గంలో SIP. వారు ఈక్విటీ యొక్క ఆపదలను సమతుల్యం చేస్తారుసంత మరియు స్థిరమైన రాబడిని అందజేసేలా చూసుకోండి.

కెనరా రోబెకో SIP ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

SIP యొక్క కొన్ని ప్రయోజనాలు:

రూపాయి ఖర్చు సగటు
సమ్మేళనం యొక్క శక్తి
దీర్ఘకాలిక పొదుపు అలవాటు
సౌకర్యవంతమైన మరియు సరసమైనది
మార్కెట్‌కి సమయం కేటాయించాల్సిన అవసరం లేదు

కాబట్టి, పెట్టుబడిదారులు ఆసక్తిగా ఉన్నారుSIPలో పెట్టుబడి పెట్టండి ఉత్తమ కెనరా రోబెకో SIPని ఎంచుకోవచ్చుమ్యూచువల్ ఫండ్స్ క్రింద ప్రస్తావించబడింది. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.

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ఈక్విటీల కోసం కెనరా రోబెకో ద్వారా ఉత్తమ SIP మ్యూచువల్ ఫండ్

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Canara Robeco Infrastructure Growth	₹165.46 ↑ 1.06	₹894	1,000	0	3.4	23.3	25.9	23	0.1
Canara Robeco Consumer Trends Fund Growth	₹108.96 ↑ 0.37	₹2,025	1,000	-4.2	-0.8	11.2	16.3	13.4	3.5
Canara Robeco Emerging Equities Growth	₹250.89 ↑ 0.62	₹25,626	1,000	-3.6	-1.8	11	16.2	13.5	-0.4
Canara Robeco Equity Tax Saver Growth	₹180.44 ↑ 0.76	₹9,022	500	-0.9	3.8	14.8	15.7	12.9	5.3
Canara Robeco Equity Diversified Growth	₹347.13 ↑ 1.22	₹13,760	1,000	-1.8	2	15	15.6	12.8	7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Consumer Trends Fund	Canara Robeco Emerging Equities	Canara Robeco Equity Tax Saver	Canara Robeco Equity Diversified
Point 1	Bottom quartile AUM (₹894 Cr).	Bottom quartile AUM (₹2,025 Cr).	Highest AUM (₹25,626 Cr).	Lower mid AUM (₹9,022 Cr).	Upper mid AUM (₹13,760 Cr).
Point 2	Established history (20+ yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Established history (17+ yrs).	Oldest track record among peers (22 yrs).
Point 3	Not Rated.	Rating: 3★ (upper mid).	Top rated.	Rating: 1★ (bottom quartile).	Rating: 2★ (lower mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 23.04% (top quartile).	5Y return: 13.39% (lower mid).	5Y return: 13.55% (upper mid).	5Y return: 12.87% (bottom quartile).	5Y return: 12.85% (bottom quartile).
Point 6	3Y return: 25.89% (top quartile).	3Y return: 16.30% (upper mid).	3Y return: 16.15% (lower mid).	3Y return: 15.72% (bottom quartile).	3Y return: 15.65% (bottom quartile).
Point 7	1Y return: 23.32% (top quartile).	1Y return: 11.25% (bottom quartile).	1Y return: 11.02% (bottom quartile).	1Y return: 14.77% (lower mid).	1Y return: 14.99% (upper mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -6.29 (bottom quartile).	Alpha: -8.27 (bottom quartile).	Alpha: -2.22 (lower mid).	Alpha: -0.50 (upper mid).
Point 9	Sharpe: -0.18 (bottom quartile).	Sharpe: -0.12 (lower mid).	Sharpe: -0.32 (bottom quartile).	Sharpe: 0.01 (upper mid).	Sharpe: 0.13 (top quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.16 (top quartile).	Information ratio: -0.78 (bottom quartile).	Information ratio: -0.47 (bottom quartile).	Information ratio: -0.25 (lower mid).

Canara Robeco Infrastructure

Bottom quartile AUM (₹894 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 23.04% (top quartile).
3Y return: 25.89% (top quartile).
1Y return: 23.32% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: 0.00 (upper mid).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹2,025 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 13.39% (lower mid).
3Y return: 16.30% (upper mid).
1Y return: 11.25% (bottom quartile).
Alpha: -6.29 (bottom quartile).
Sharpe: -0.12 (lower mid).
Information ratio: 0.16 (top quartile).

Canara Robeco Emerging Equities

Highest AUM (₹25,626 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.55% (upper mid).
3Y return: 16.15% (lower mid).
1Y return: 11.02% (bottom quartile).
Alpha: -8.27 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: -0.78 (bottom quartile).

Canara Robeco Equity Tax Saver

Lower mid AUM (₹9,022 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.87% (bottom quartile).
3Y return: 15.72% (bottom quartile).
1Y return: 14.77% (lower mid).
Alpha: -2.22 (lower mid).
Sharpe: 0.01 (upper mid).
Information ratio: -0.47 (bottom quartile).

Canara Robeco Equity Diversified

Upper mid AUM (₹13,760 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.85% (bottom quartile).
3Y return: 15.65% (bottom quartile).
1Y return: 14.99% (upper mid).
Alpha: -0.50 (upper mid).
Sharpe: 0.13 (top quartile).
Information ratio: -0.25 (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 (₹894 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 23.04% (top quartile).
3Y return: 25.89% (top quartile).
1Y return: 23.32% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~9.6%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (18 Feb 26)	₹165.46 ↑ 1.06 (0.64 %)
Net Assets (Cr)	₹894 on 31 Dec 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	-0.18
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 Jan 21	₹10,000
31 Jan 22	₹15,478
31 Jan 23	₹16,229
31 Jan 24	₹24,420
31 Jan 25	₹29,225
31 Jan 26	₹31,221

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 18 Feb 26

Duration	Returns
1 Month	7.1%
3 Month	0%
6 Month	3.4%
1 Year	23.3%
3 Year	25.9%
5 Year	23%
10 Year
15 Year
Since launch	14.9%

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	4.61 Yr.
Shridatta Bhandwaldar	29 Sep 18	7.35 Yr.

Data below for Canara Robeco Infrastructure as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Industrials	45.41%
Utility	12.54%
Basic Materials	10.29%
Energy	9.34%
Financial Services	8.27%
Technology	3.24%
Communication Services	3.06%
Consumer Cyclical	2.93%
Real Estate	1.11%

Asset Allocation

Asset Class	Value
Cash	3.81%
Equity	96.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	10%	₹85 Cr	214,901 ↓ -3,000
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	5%	₹48 Cr	442,500
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	5%	₹41 Cr	291,750
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| NTPC	4%	₹39 Cr	1,106,480
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹39 Cr	869,000 ↓ -25,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| TATAPOWER	3%	₹30 Cr	810,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| GVT&D	3%	₹29 Cr	89,735 ↓ -10,250
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 24 \| BHARTIARTL	3%	₹27 Cr	136,600
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	3%	₹27 Cr	58,250
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| CGPOWER	3%	₹26 Cr	440,650

2. 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 (₹2,025 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 13.39% (lower mid).
3Y return: 16.30% (upper mid).
1Y return: 11.25% (bottom quartile).
Alpha: -6.29 (bottom quartile).
Sharpe: -0.12 (lower mid).
Information ratio: 0.16 (top quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank 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 (18 Feb 26)	₹108.96 ↑ 0.37 (0.34 %)
Net Assets (Cr)	₹2,025 on 31 Dec 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.09
Sharpe Ratio	-0.13
Information Ratio	0.16
Alpha Ratio	-6.29
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 Jan 21	₹10,000
31 Jan 22	₹12,980
31 Jan 23	₹13,396
31 Jan 24	₹17,600
31 Jan 25	₹20,057
31 Jan 26	₹20,450

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 18 Feb 26

Duration	Returns
1 Month	0.1%
3 Month	-4.2%
6 Month	-0.8%
1 Year	11.2%
3 Year	16.3%
5 Year	13.4%
10 Year
15 Year
Since launch	15.6%

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	6.34 Yr.
Ennette Fernandes	1 Oct 21	4.34 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	34.45%
Financial Services	24.5%
Consumer Defensive	20.82%
Communication Services	7.73%
Industrials	4%
Health Care	2.49%
Basic Materials	1.91%
Technology	1.04%

Asset Allocation

Asset Class	Value
Cash	3.05%
Equity	96.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	6%	₹118 Cr	1,274,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	5%	₹99 Cr	503,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	5%	₹94 Cr	64,500
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	4%	₹84 Cr	2,600,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| M&M	4%	₹82 Cr	240,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	4%	₹82 Cr	3,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| BAJFINANCE	4%	₹77 Cr	830,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| BRITANNIA	4%	₹75 Cr	128,500
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Nov 21 \| VBL	3%	₹61 Cr	1,300,000
Godrej Consumer Products Ltd (Consumer Defensive) Equity, Since 31 Aug 21 \| GODREJCP	3%	₹57 Cr	498,000

3. 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 (₹25,626 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.55% (upper mid).
3Y return: 16.15% (lower mid).
1Y return: 11.02% (bottom quartile).
Alpha: -8.27 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: -0.78 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~7.1%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (18 Feb 26)	₹250.89 ↑ 0.62 (0.25 %)
Net Assets (Cr)	₹25,626 on 31 Dec 25
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	-0.32
Information Ratio	-0.78
Alpha Ratio	-8.27
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 Jan 21	₹10,000
31 Jan 22	₹13,707
31 Jan 23	₹13,273
31 Jan 24	₹17,032
31 Jan 25	₹20,072
31 Jan 26	₹20,573

Canara Robeco Emerging Equities 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 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 18 Feb 26

Duration	Returns
1 Month	1%
3 Month	-3.6%
6 Month	-1.8%
1 Year	11%
3 Year	16.2%
5 Year	13.5%
10 Year
15 Year
Since launch	16.6%

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	6.34 Yr.
Amit Nadekar	28 Aug 23	2.43 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	30.61%
Financial Services	17.91%
Industrials	11.92%
Technology	9.25%
Health Care	7.78%
Basic Materials	7.07%
Consumer Defensive	5.72%
Utility	3.22%
Communication Services	2.59%
Real Estate	1.79%

Asset Allocation

Asset Class	Value
Cash	2.1%
Equity	97.85%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹1,739 Cr	12,833,618
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| INDHOTEL	5%	₹1,312 Cr	19,457,322
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	4%	₹949 Cr	32,989,386
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TVSMOTOR	4%	₹910 Cr	2,473,937
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	4%	₹890 Cr	19,816,345 ↓ -2,000,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	3%	₹824 Cr	6,967,628
KPIT Technologies Ltd (Technology) Equity, Since 31 Dec 23 \| KPITTECH	3%	₹773 Cr	7,418,728
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹758 Cr	27,688,057
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| M&M	3%	₹662 Cr	1,929,314
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| TRENT	2%	₹563 Cr	1,486,620

4. 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 (₹9,022 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.87% (bottom quartile).
3Y return: 15.72% (bottom quartile).
1Y return: 14.77% (lower mid).
Alpha: -2.22 (lower mid).
Sharpe: 0.01 (upper mid).
Information ratio: -0.47 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~7.6%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (18 Feb 26)	₹180.44 ↑ 0.76 (0.42 %)
Net Assets (Cr)	₹9,022 on 31 Dec 25
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.01
Information Ratio	-0.47
Alpha Ratio	-2.22
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,406
31 Jan 23	₹13,103
31 Jan 24	₹16,870
31 Jan 25	₹18,896
31 Jan 26	₹20,132

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 18 Feb 26

Duration	Returns
1 Month	1.5%
3 Month	-0.9%
6 Month	3.8%
1 Year	14.8%
3 Year	15.7%
5 Year	12.9%
10 Year
15 Year
Since launch	18.5%

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	4.61 Yr.
Shridatta Bhandwaldar	1 Oct 19	6.34 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	30.45%
Consumer Cyclical	14.54%
Industrials	12.72%
Technology	7.07%
Consumer Defensive	6.06%
Health Care	6.02%
Basic Materials	5.77%
Energy	5.32%
Communication Services	4.13%
Utility	2.81%
Real Estate	2.32%

Asset Allocation

Asset Class	Value
Cash	2.78%
Equity	97.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹662 Cr	7,125,168
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹584 Cr	4,311,000
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	4%	₹358 Cr	2,181,159
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹351 Cr	2,512,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹323 Cr	3,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	3%	₹287 Cr	1,460,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹277 Cr	704,369
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| AXISBANK	3%	₹240 Cr	1,753,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| BAJFINANCE	2%	₹217 Cr	2,329,500
GE Vernova T&D India Ltd (Industrials) Equity, Since 29 Feb 24 \| GVT&D	2%	₹181 Cr	559,923 ↓ -35,000

5. 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 (₹13,760 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.85% (bottom quartile).
3Y return: 15.65% (bottom quartile).
1Y return: 14.99% (upper mid).
Alpha: -0.50 (upper mid).
Sharpe: 0.13 (top quartile).
Information ratio: -0.25 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~7.8%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (18 Feb 26)	₹347.13 ↑ 1.22 (0.35 %)
Net Assets (Cr)	₹13,760 on 31 Dec 25
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	0.13
Information Ratio	-0.25
Alpha Ratio	-0.5
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 Jan 21	₹10,000
31 Jan 22	₹13,389
31 Jan 23	₹12,936
31 Jan 24	₹16,439
31 Jan 25	₹18,426
31 Jan 26	₹19,938

Canara Robeco Equity Diversified 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 Diversified

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26

Duration	Returns
1 Month	0.7%
3 Month	-1.8%
6 Month	2%
1 Year	15%
3 Year	15.6%
5 Year	12.8%
10 Year
15 Year
Since launch	17.1%

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	2.24 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.58 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	28.91%
Consumer Cyclical	16.44%
Industrials	11.77%
Technology	9.37%
Basic Materials	6.26%
Health Care	6.18%
Consumer Defensive	5.81%
Communication Services	3.9%
Energy	3.87%
Utility	2.23%
Real Estate	0.98%

Asset Allocation

Asset Class	Value
Cash	4.25%
Equity	95.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹1,039 Cr	11,184,680
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	7%	₹867 Cr	6,400,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹516 Cr	3,698,362 ↓ -75,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	4%	₹494 Cr	3,013,203 ↑ 110,068
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	4%	₹475 Cr	4,407,797 ↓ -175,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹433 Cr	2,201,904
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹412 Cr	1,048,270
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	3%	₹362 Cr	1,053,515
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| BAJFINANCE	2%	₹317 Cr	3,409,960 ↑ 50,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| AXISBANK	2%	₹303 Cr	2,213,600 ↑ 300,000

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పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000

దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%

అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573

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