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5 بہترین Canara Robeco SIP میوچل فنڈز 2022

Updated on September 27, 2025 , 60035 views

کینارا روبیکوگھونٹ سب سے زیادہ مؤثر طریقہ ہےمیوچل فنڈز میں سرمایہ کاری کریں۔. SIP یا منظمسرمایہ کاری کا منصوبہ ایک کی طرح کام کرتا ہے۔ریکرنگ ڈپازٹجس میں آپ کو ایک مقررہ وقفہ کے لیے ماہانہ تھوڑی سی رقم کی سرمایہ کاری کرنے کی ضرورت ہے۔

SIP، سرمایہ کاری کا سب سے سستا طریقہ ہونے کی وجہ سے، کوئی بھی شروع کر سکتا ہے۔سرمایہ کاری صرف INR 500۔ ایک SIP کے ساتھ، کوئی بھی اپنا منصوبہ بنا سکتا ہے۔مالی اہداف پسندریٹائرمنٹ پلاننگشادی، گھر/گاڑی کی خریداری، اعلیٰ تعلیم وغیرہ۔

سرمایہ کار سرمایہ کاری کرنے کی منصوبہ بندی کر رہے ہیں۔ایکویٹی فنڈز, سرمایہ کاری کے لیے ایک مثالی طریقے سے SIP۔ وہ ایکویٹی کے نقصانات کو متوازن کرتے ہیں۔مارکیٹ اور مستحکم واپسی کی فراہمی کو یقینی بنائیں۔

کینرا روبیکو ایس آئی پی فنڈ میں کیوں سرمایہ کاری کریں؟

SIP کے کچھ فوائد یہ ہیں:

  • روپے کی اوسط لاگت
  • کمپاؤنڈنگ کی طاقت
  • طویل مدتی بچت کی عادت
  • لچکدار اور سستی
  • مارکیٹ میں وقت لگانے کی ضرورت نہیں ہے۔

اس طرح، سرمایہ کاروں کو دلچسپیSIP میں سرمایہ کاری کریں۔ بہترین Canara Robeco SIP کا انتخاب کر سکتے ہیں۔باہمی چندہ مندرجہ ذیل. ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔

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ایکویٹیز کے لیے کینارا روبیکو کا بہترین ایس آئی پی میوچل فنڈ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Canara Robeco Infrastructure Growth ₹160.61
↑ 0.06
₹889 1,000 -111.1-5.526.231.835.3
Canara Robeco Emerging Equities Growth ₹253.62
↑ 0.15
₹25,513 1,000 -2.88.4-4.91720.526.3
Canara Robeco Equity Diversified Growth ₹339.46
↑ 1.16
₹13,304 1,000 -2.19.6-3.616.418.617.9
Canara Robeco Bluechip Equity Fund Growth ₹62.2
↑ 0.10
₹16,282 1,000 -3.55.5-4.416.11817.8
Canara Robeco Consumer Trends Fund Growth ₹109.33
↑ 0.58
₹1,912 1,000 -2.28.7-7.915.820.920.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryCanara Robeco InfrastructureCanara Robeco Emerging EquitiesCanara Robeco Equity DiversifiedCanara Robeco Bluechip Equity FundCanara Robeco Consumer Trends Fund
Point 1Bottom quartile AUM (₹889 Cr).Highest AUM (₹25,513 Cr).Lower mid AUM (₹13,304 Cr).Upper mid AUM (₹16,282 Cr).Bottom quartile AUM (₹1,912 Cr).
Point 2Established history (19+ yrs).Established history (20+ yrs).Oldest track record among peers (22 yrs).Established history (15+ yrs).Established history (16+ yrs).
Point 3Not Rated.Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 31.85% (top quartile).5Y return: 20.52% (lower mid).5Y return: 18.64% (bottom quartile).5Y return: 17.98% (bottom quartile).5Y return: 20.89% (upper mid).
Point 63Y return: 26.25% (top quartile).3Y return: 16.95% (upper mid).3Y return: 16.39% (lower mid).3Y return: 16.14% (bottom quartile).3Y return: 15.84% (bottom quartile).
Point 71Y return: -5.46% (bottom quartile).1Y return: -4.94% (lower mid).1Y return: -3.65% (top quartile).1Y return: -4.44% (upper mid).1Y return: -7.93% (bottom quartile).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 2.95 (upper mid).Alpha: 3.61 (top quartile).Alpha: 1.00 (lower mid).Alpha: -0.33 (bottom quartile).
Point 9Sharpe: -0.41 (lower mid).Sharpe: -0.38 (top quartile).Sharpe: -0.40 (upper mid).Sharpe: -0.52 (bottom quartile).Sharpe: -0.59 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: -0.31 (bottom quartile).Information ratio: 0.02 (lower mid).Information ratio: 0.40 (top quartile).Information ratio: 0.30 (upper mid).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹889 Cr).
  • Established history (19+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 31.85% (top quartile).
  • 3Y return: 26.25% (top quartile).
  • 1Y return: -5.46% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.41 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Canara Robeco Emerging Equities

  • Highest AUM (₹25,513 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.52% (lower mid).
  • 3Y return: 16.95% (upper mid).
  • 1Y return: -4.94% (lower mid).
  • Alpha: 2.95 (upper mid).
  • Sharpe: -0.38 (top quartile).
  • Information ratio: -0.31 (bottom quartile).

Canara Robeco Equity Diversified

  • Lower mid AUM (₹13,304 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.64% (bottom quartile).
  • 3Y return: 16.39% (lower mid).
  • 1Y return: -3.65% (top quartile).
  • Alpha: 3.61 (top quartile).
  • Sharpe: -0.40 (upper mid).
  • Information ratio: 0.02 (lower mid).

Canara Robeco Bluechip Equity Fund

  • Upper mid AUM (₹16,282 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.98% (bottom quartile).
  • 3Y return: 16.14% (bottom quartile).
  • 1Y return: -4.44% (upper mid).
  • Alpha: 1.00 (lower mid).
  • Sharpe: -0.52 (bottom quartile).
  • Information ratio: 0.40 (top quartile).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,912 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.89% (upper mid).
  • 3Y return: 15.84% (bottom quartile).
  • 1Y return: -7.93% (bottom quartile).
  • Alpha: -0.33 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: 0.30 (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 (₹889 Cr).
  • Established history (19+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 31.85% (top quartile).
  • 3Y return: 26.25% (top quartile).
  • 1Y return: -5.46% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.41 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (29 Sep 25) ₹160.61 ↑ 0.06   (0.04 %)
Net Assets (Cr) ₹889 on 31 Aug 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio -0.41
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 Aug 20₹10,000
31 Aug 21₹17,138
31 Aug 22₹20,330
31 Aug 23₹23,805
31 Aug 24₹39,908
31 Aug 25₹38,048

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 ₹657,502.
Net Profit of ₹357,502
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 29 Sep 25

DurationReturns
1 Month 2.4%
3 Month -1%
6 Month 11.1%
1 Year -5.5%
3 Year 26.2%
5 Year 31.8%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 214.19 Yr.
Shridatta Bhandwaldar29 Sep 186.93 Yr.

Data below for Canara Robeco Infrastructure as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials45.04%
Utility12.54%
Basic Materials10.48%
Energy8.11%
Financial Services6.81%
Technology5.5%
Consumer Cyclical3.02%
Communication Services2.9%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash4.3%
Equity95.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
8%₹73 Cr202,901
↑ 5,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹38 Cr279,250
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹36 Cr442,500
↑ 12,500
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC
4%₹35 Cr1,066,480
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
4%₹33 Cr58,250
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | GVT&D
4%₹33 Cr118,193
↓ -1,640
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹32 Cr869,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON
4%₹32 Cr18,950
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER
3%₹29 Cr785,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | CGPOWER
3%₹27 Cr383,150

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 (₹25,513 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.52% (lower mid).
  • 3Y return: 16.95% (upper mid).
  • 1Y return: -4.94% (lower mid).
  • Alpha: 2.95 (upper mid).
  • Sharpe: -0.38 (top quartile).
  • Information ratio: -0.31 (bottom quartile).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (29 Sep 25) ₹253.62 ↑ 0.15   (0.06 %)
Net Assets (Cr) ₹25,513 on 31 Aug 25
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio -0.38
Information Ratio -0.31
Alpha Ratio 2.95
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 Aug 20₹10,000
31 Aug 21₹16,006
31 Aug 22₹16,611
31 Aug 23₹18,309
31 Aug 24₹26,095
31 Aug 25₹25,690

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 ₹505,644.
Net Profit of ₹205,644
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 29 Sep 25

DurationReturns
1 Month -0.1%
3 Month -2.8%
6 Month 8.4%
1 Year -4.9%
3 Year 17%
5 Year 20.5%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.92 Yr.
Amit Nadekar28 Aug 232.01 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical33.2%
Financial Services17.26%
Industrials11.94%
Technology9.5%
Basic Materials7.51%
Health Care7.29%
Consumer Defensive5.07%
Utility3.01%
Communication Services2.28%
Real Estate1.04%
Energy0.23%
Asset Allocation
Asset ClassValue
Cash1.62%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹1,644 Cr11,757,884
↑ 152,795
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL
6%₹1,456 Cr19,198,806
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
4%₹1,045 Cr8,171,546
↓ -606,572
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR
4%₹968 Cr2,952,844
↓ -94,983
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON
4%₹907 Cr543,152
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH
3%₹883 Cr7,418,728
↑ 150,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
3%₹847 Cr22,935,060
↑ 300,627
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹798 Cr25,420,665
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
3%₹735 Cr1,387,265
↓ -26,303
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹697 Cr2,179,703
↑ 293,143

3. 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

  • Lower mid AUM (₹13,304 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.64% (bottom quartile).
  • 3Y return: 16.39% (lower mid).
  • 1Y return: -3.65% (top quartile).
  • Alpha: 3.61 (top quartile).
  • Sharpe: -0.40 (upper mid).
  • Information ratio: 0.02 (lower mid).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (29 Sep 25) ₹339.46 ↑ 1.16   (0.34 %)
Net Assets (Cr) ₹13,304 on 31 Aug 25
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.4
Information Ratio 0.02
Alpha Ratio 3.61
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 Aug 20₹10,000
31 Aug 21₹15,565
31 Aug 22₹15,724
31 Aug 23₹17,208
31 Aug 24₹23,744
31 Aug 25₹23,576

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 ₹481,656.
Net Profit of ₹181,656
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 29 Sep 25

DurationReturns
1 Month 0.6%
3 Month -2.1%
6 Month 9.6%
1 Year -3.6%
3 Year 16.4%
5 Year 18.6%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Pranav Gokhale6 Nov 231.82 Yr.
Shridatta Bhandwaldar5 Jul 169.16 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.32%
Consumer Cyclical18.52%
Industrials11.28%
Technology8.86%
Consumer Defensive7.31%
Health Care6.7%
Basic Materials6.01%
Energy3.85%
Communication Services3.26%
Utility2.76%
Real Estate1.06%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
8%₹1,055 Cr11,084,680
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹888 Cr6,350,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹512 Cr3,773,362
↑ 75,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹429 Cr2,921,688
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
3%₹386 Cr12,303,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹376 Cr1,991,904
↑ 125,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹368 Cr1,023,270
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
3%₹340 Cr1,063,515
↑ 52,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹336 Cr4,182,797
↑ 370,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE
2%₹295 Cr3,359,960

4. Canara Robeco Bluechip Equity Fund

(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.

Research Highlights for Canara Robeco Bluechip Equity Fund

  • Upper mid AUM (₹16,282 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.98% (bottom quartile).
  • 3Y return: 16.14% (bottom quartile).
  • 1Y return: -4.44% (upper mid).
  • Alpha: 1.00 (lower mid).
  • Sharpe: -0.52 (bottom quartile).
  • Information ratio: 0.40 (top quartile).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (29 Sep 25) ₹62.2 ↑ 0.10   (0.16 %)
Net Assets (Cr) ₹16,282 on 31 Aug 25
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio -0.53
Information Ratio 0.4
Alpha Ratio 1
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 Aug 20₹10,000
31 Aug 21₹15,066
31 Aug 22₹15,146
31 Aug 23₹16,678
31 Aug 24₹22,856
31 Aug 25₹22,535

Canara Robeco Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Canara Robeco Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25

DurationReturns
1 Month 0.7%
3 Month -3.5%
6 Month 5.5%
1 Year -4.4%
3 Year 16.1%
5 Year 18%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra1 Jun 214.25 Yr.
Shridatta Bhandwaldar5 Jul 169.16 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Financial Services32.13%
Consumer Cyclical14.64%
Industrials8.9%
Technology8.19%
Consumer Defensive7.73%
Health Care7.29%
Energy5.41%
Basic Materials4.63%
Communication Services4.36%
Utility2.96%
Real Estate0.43%
Asset Allocation
Asset ClassValue
Cash3.33%
Equity96.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹1,542 Cr16,202,512
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹1,366 Cr9,770,600
↑ 160,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹881 Cr6,491,500
↑ 100,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
4%₹677 Cr4,609,142
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹646 Cr3,420,316
↑ 135,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹615 Cr1,707,992
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹541 Cr6,737,795
↑ 575,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
3%₹539 Cr1,683,515
↑ 12,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
3%₹455 Cr14,490,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO
3%₹450 Cr356,152

(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 (₹1,912 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.89% (upper mid).
  • 3Y return: 15.84% (bottom quartile).
  • 1Y return: -7.93% (bottom quartile).
  • Alpha: -0.33 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: 0.30 (upper mid).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (29 Sep 25) ₹109.33 ↑ 0.58   (0.53 %)
Net Assets (Cr) ₹1,912 on 31 Aug 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.59
Information Ratio 0.3
Alpha Ratio -0.33
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 Aug 20₹10,000
31 Aug 21₹15,607
31 Aug 22₹17,267
31 Aug 23₹19,136
31 Aug 24₹27,397
31 Aug 25₹26,367

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 ₹505,644.
Net Profit of ₹205,644
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 29 Sep 25

DurationReturns
1 Month 0%
3 Month -2.2%
6 Month 8.7%
1 Year -7.9%
3 Year 15.8%
5 Year 20.9%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.92 Yr.
Ennette Fernandes1 Oct 213.92 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical35.42%
Financial Services25.1%
Consumer Defensive21%
Communication Services5.89%
Industrials4.27%
Basic Materials1.98%
Health Care1.2%
Technology1.1%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
6%₹121 Cr1,274,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹95 Cr503,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
5%₹94 Cr3,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
4%₹78 Cr52,500
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | BRITANNIA
4%₹75 Cr128,500
↑ 128,500
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹75 Cr1,825,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE
4%₹73 Cr830,000
↓ -50,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
3%₹64 Cr200,000
↑ 56,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | GODREJCP
3%₹62 Cr498,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹56 Cr1,150,000
↑ 330,517

SIP سرمایہ کاری کیسے بڑھتی ہے؟

جاننا چاہتے ہیں کہ آپ کیسا ہے۔SIP سرمایہ کاری اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک خاص رقم کی سرمایہ کاری کریں گے تو ترقی ہوگی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔

ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر

SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!

فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-

ماہانہ سرمایہ کاری: INR 10,000

سرمایہ کاری کی مدت: 10 سال

سرمایہ کاری کی کل رقم: INR 12,00,000

طویل مدتی ترقی کی شرح (تقریباً): 15%

کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573

خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)

مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!

کینارا روبیکو ایس آئی پی فنڈز میں آن لائن سرمایہ کاری کیسے کریں؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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