5 بہترین Canara Robeco SIP میوچل فنڈز 2022

Updated on September 1, 2025 , 59980 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

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Canara Robeco Infrastructure Growth	₹159.3 ↓ -1.01	₹917	1,000	1.3	22.5	-2	23.8	30.9	35.3
Canara Robeco Emerging Equities Growth	₹259.92 ↓ -0.04	₹25,551	1,000	3	18.7	1	16.6	20.9	26.3
Canara Robeco Consumer Trends Fund Growth	₹111.5 ↑ 0.29	₹1,912	1,000	3	17.1	-2.4	15.9	21.3	20.3
Canara Robeco Equity Diversified Growth	₹342.23 ↓ -0.04	₹13,389	1,000	3.4	17.7	0.5	15.2	18.7	17.9
Canara Robeco Bluechip Equity Fund Growth	₹62.62 ↑ 0.04	₹16,407	1,000	1.3	12.8	-0.2	15	17.6	17.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Emerging Equities	Canara Robeco Consumer Trends Fund	Canara Robeco Equity Diversified	Canara Robeco Bluechip Equity Fund
Point 1	Bottom quartile AUM (₹917 Cr).	Highest AUM (₹25,551 Cr).	Bottom quartile AUM (₹1,912 Cr).	Lower mid AUM (₹13,389 Cr).	Upper mid AUM (₹16,407 Cr).
Point 2	Established history (19+ yrs).	Established history (20+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 30.89% (top quartile).	5Y return: 20.88% (lower mid).	5Y return: 21.28% (upper mid).	5Y return: 18.67% (bottom quartile).	5Y return: 17.63% (bottom quartile).
Point 6	3Y return: 23.81% (top quartile).	3Y return: 16.64% (upper mid).	3Y return: 15.92% (lower mid).	3Y return: 15.23% (bottom quartile).	3Y return: 14.98% (bottom quartile).
Point 7	1Y return: -2.00% (bottom quartile).	1Y return: 1.01% (top quartile).	1Y return: -2.36% (bottom quartile).	1Y return: 0.48% (upper mid).	1Y return: -0.22% (lower mid).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 2.34 (upper mid).	Alpha: 1.18 (bottom quartile).	Alpha: 3.55 (top quartile).	Alpha: 1.80 (lower mid).
Point 9	Sharpe: -0.36 (bottom quartile).	Sharpe: -0.26 (upper mid).	Sharpe: -0.32 (bottom quartile).	Sharpe: -0.24 (top quartile).	Sharpe: -0.28 (lower mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: -0.59 (bottom quartile).	Information ratio: 0.35 (upper mid).	Information ratio: -0.33 (bottom quartile).	Information ratio: 0.36 (top quartile).

Canara Robeco Infrastructure

Bottom quartile AUM (₹917 Cr).
Established history (19+ yrs).
Not Rated.
Risk profile: High.
5Y return: 30.89% (top quartile).
3Y return: 23.81% (top quartile).
1Y return: -2.00% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.36 (bottom quartile).
Information ratio: 0.00 (lower mid).

Canara Robeco Emerging Equities

Highest AUM (₹25,551 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.88% (lower mid).
3Y return: 16.64% (upper mid).
1Y return: 1.01% (top quartile).
Alpha: 2.34 (upper mid).
Sharpe: -0.26 (upper mid).
Information ratio: -0.59 (bottom quartile).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹1,912 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.28% (upper mid).
3Y return: 15.92% (lower mid).
1Y return: -2.36% (bottom quartile).
Alpha: 1.18 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: 0.35 (upper mid).

Canara Robeco Equity Diversified

Lower mid AUM (₹13,389 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.67% (bottom quartile).
3Y return: 15.23% (bottom quartile).
1Y return: 0.48% (upper mid).
Alpha: 3.55 (top quartile).
Sharpe: -0.24 (top quartile).
Information ratio: -0.33 (bottom quartile).

Canara Robeco Bluechip Equity Fund

Upper mid AUM (₹16,407 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.63% (bottom quartile).
3Y return: 14.98% (bottom quartile).
1Y return: -0.22% (lower mid).
Alpha: 1.80 (lower mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.36 (top quartile).

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 (₹917 Cr).
Established history (19+ yrs).
Not Rated.
Risk profile: High.
5Y return: 30.89% (top quartile).
3Y return: 23.81% (top quartile).
1Y return: -2.00% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.36 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~7.8%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (04 Sep 25)	₹159.3 ↓ -1.01 (-0.63 %)
Net Assets (Cr)	₹917 on 31 Jul 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	-0.36
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 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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 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 4 Sep 25

Duration	Returns
1 Month	0.4%
3 Month	1.3%
6 Month	22.5%
1 Year	-2%
3 Year	23.8%
5 Year	30.9%
10 Year
15 Year
Since launch	15.1%

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	4.19 Yr.
Shridatta Bhandwaldar	29 Sep 18	6.93 Yr.

Data below for Canara Robeco Infrastructure as on 31 Jul 25

Equity Sector Allocation

Sector	Value
Industrials	45.06%
Utility	12.61%
Basic Materials	10.12%
Energy	8.15%
Financial Services	6.69%
Technology	5.72%
Consumer Cyclical	2.94%
Communication Services	2.85%
Real Estate	1.37%

Asset Allocation

Asset Class	Value
Cash	4.48%
Equity	95.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	8%	₹72 Cr	197,901 ↑ 5,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹39 Cr	279,250 ↑ 15,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| 532555	4%	₹36 Cr	1,066,480
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	4%	₹34 Cr	58,250
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹34 Cr	430,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹33 Cr	869,000 ↓ -50,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| 522275	4%	₹33 Cr	119,833 ↓ -3,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Oct 23 \| DIXON	3%	₹32 Cr	18,950 ↑ 1,750
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| 500400	3%	₹31 Cr	785,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Oct 09 \| 532898	3%	₹28 Cr	957,546

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 (₹25,551 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.88% (lower mid).
3Y return: 16.64% (upper mid).
1Y return: 1.01% (top quartile).
Alpha: 2.34 (upper mid).
Sharpe: -0.26 (upper mid).
Information ratio: -0.59 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~6.7%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (04 Sep 25)	₹259.92 ↓ -0.04 (-0.02 %)
Net Assets (Cr)	₹25,551 on 31 Jul 25
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.62
Sharpe Ratio	-0.26
Information Ratio	-0.59
Alpha Ratio	2.34
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 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

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 4 Sep 25

Duration	Returns
1 Month	2.5%
3 Month	3%
6 Month	18.7%
1 Year	1%
3 Year	16.6%
5 Year	20.9%
10 Year
15 Year
Since launch	17.2%

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	5.92 Yr.
Amit Nadekar	28 Aug 23	2.01 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	31.78%
Financial Services	17.66%
Industrials	11.8%
Technology	10.06%
Health Care	7.52%
Basic Materials	7.01%
Consumer Defensive	4.6%
Utility	3.25%
Communication Services	2.23%
Real Estate	1.05%
Energy	0.26%

Asset Allocation

Asset Class	Value
Cash	2.78%
Equity	97.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹1,719 Cr	11,605,089 ↑ 875,000
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500850	6%	₹1,422 Cr	19,198,806 ↑ 317,700
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 23 \| DIXON	4%	₹915 Cr	543,152
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Sep 16 \| UNOMINDA	4%	₹914 Cr	8,778,118
KPIT Technologies Ltd (Technology) Equity, Since 31 Dec 23 \| KPITTECH	3%	₹891 Cr	7,268,728 ↑ 330,000
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	3%	₹867 Cr	22,634,433 ↑ 1,536,656
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 532343	3%	₹854 Cr	3,047,827 ↑ 237,680
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹782 Cr	25,420,665
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 500251	3%	₹709 Cr	1,413,568
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	3%	₹693 Cr	34,238,068

3. 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 (₹1,912 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.28% (upper mid).
3Y return: 15.92% (lower mid).
1Y return: -2.36% (bottom quartile).
Alpha: 1.18 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: 0.35 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~6.7%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund Growth
Launch Date	14 Sep 09
NAV (04 Sep 25)	₹111.5 ↑ 0.29 (0.26 %)
Net Assets (Cr)	₹1,912 on 31 Jul 25
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.09
Sharpe Ratio	-0.32
Information Ratio	0.35
Alpha Ratio	1.18
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 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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 4 Sep 25

Duration	Returns
1 Month	2.1%
3 Month	3%
6 Month	17.1%
1 Year	-2.4%
3 Year	15.9%
5 Year	21.3%
10 Year
15 Year
Since launch	16.3%

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	5.92 Yr.
Ennette Fernandes	1 Oct 21	3.92 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	34.24%
Financial Services	30.86%
Consumer Defensive	16.67%
Communication Services	5.86%
Industrials	4.93%
Health Care	1.61%
Technology	0.83%

Asset Allocation

Asset Class	Value
Cash	5.01%
Equity	94.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	7%	₹129 Cr	637,000 ↑ 40,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	5%	₹96 Cr	503,000
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	5%	₹92 Cr	3,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	4%	₹78 Cr	880,000 ↓ -80,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 21 \| ITC	4%	₹75 Cr	1,825,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	3%	₹66 Cr	52,500
Godrej Consumer Products Ltd (Consumer Defensive) Equity, Since 31 Aug 21 \| 532424	3%	₹63 Cr	498,000 ↑ 148,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	3%	₹59 Cr	395,000 ↓ -50,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	3%	₹52 Cr	88,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| M&M	2%	₹46 Cr	144,000

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

Lower mid AUM (₹13,389 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.67% (bottom quartile).
3Y return: 15.23% (bottom quartile).
1Y return: 0.48% (upper mid).
Alpha: 3.55 (top quartile).
Sharpe: -0.24 (top quartile).
Information ratio: -0.33 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~8.4%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (04 Sep 25)	₹342.23 ↓ -0.04 (-0.01 %)
Net Assets (Cr)	₹13,389 on 31 Jul 25
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.24
Information Ratio	-0.33
Alpha Ratio	3.55
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 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

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 4 Sep 25

Duration	Returns
1 Month	1.4%
3 Month	3.4%
6 Month	17.7%
1 Year	0.5%
3 Year	15.2%
5 Year	18.7%
10 Year
15 Year
Since launch	17.4%

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	1.82 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.96%
Consumer Cyclical	17.07%
Industrials	11.35%
Technology	8.58%
Health Care	7.15%
Consumer Defensive	7.15%
Basic Materials	6.18%
Energy	3.84%
Utility	2.84%
Communication Services	2.82%
Real Estate	1.07%

Asset Allocation

Asset Class	Value
Cash	3.99%
Equity	96.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹1,119 Cr	5,542,340 ↑ 100,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	7%	₹941 Cr	6,350,550
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹514 Cr	3,698,362 ↑ 340,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹441 Cr	2,921,688 ↑ 25,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	3%	₹379 Cr	12,303,000 ↓ -600,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹372 Cr	1,023,270 ↑ 30,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹357 Cr	1,866,904
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| M&M	2%	₹324 Cr	1,011,515
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	2%	₹304 Cr	3,812,797 ↑ 405,997
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	2%	₹296 Cr	3,359,960

5. 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 (₹16,407 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.63% (bottom quartile).
3Y return: 14.98% (bottom quartile).
1Y return: -0.22% (lower mid).
Alpha: 1.80 (lower mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.36 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~10.0%).

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund Growth
Launch Date	20 Aug 10
NAV (04 Sep 25)	₹62.62 ↑ 0.04 (0.06 %)
Net Assets (Cr)	₹16,407 on 31 Jul 25
Category	Equity - Large Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	-0.29
Information Ratio	0.36
Alpha Ratio	1.8
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 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

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 4 Sep 25

Duration	Returns
1 Month	0.6%
3 Month	1.3%
6 Month	12.8%
1 Year	-0.2%
3 Year	15%
5 Year	17.6%
10 Year
15 Year
Since launch	13%

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	4.25 Yr.
Shridatta Bhandwaldar	5 Jul 16	9.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	32.71%
Consumer Cyclical	13.98%
Industrials	8.48%
Technology	8.05%
Consumer Defensive	7.58%
Health Care	7.52%
Energy	5.42%
Basic Materials	4.63%
Communication Services	3.95%
Utility	3.04%
Real Estate	0.43%

Asset Allocation

Asset Class	Value
Cash	4.21%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	10%	₹1,635 Cr	8,101,256 ↑ 50,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	9%	₹1,424 Cr	9,610,600
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 17 \| RELIANCE	5%	₹889 Cr	6,391,500 ↑ 525,000
Infosys Ltd (Technology) Equity, Since 30 Sep 10 \| INFY	4%	₹696 Cr	4,609,142 ↑ 110,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹629 Cr	3,285,316
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	4%	₹621 Cr	1,707,992 ↑ 50,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹535 Cr	1,671,515
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹491 Cr	6,162,795 ↑ 711,995
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	3%	₹446 Cr	14,490,000 ↓ -600,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 12 \| 532538	3%	₹436 Cr	356,152

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!

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