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5 بہترین Canara Robeco SIP میوچل فنڈز 2022

Updated on August 18, 2026 , 60861 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 (%)2025 (%)
Canara Robeco Infrastructure Growth ₹169.34
↑ 0.13
₹989 1,000 0.62.85.320.920.50.1
Canara Robeco Emerging Equities Growth ₹262.6
↑ 0.14
₹26,062 1,000 7.66.20.71411.6-0.4
Canara Robeco Equity Diversified Growth ₹348.27
↓ -0.17
₹13,615 1,000 5.81.50.712.710.47
Canara Robeco Equity Tax Saver Growth ₹180.89
↓ -0.28
₹8,758 500 5.41.52.712.610.75.3
Canara Robeco Consumer Trends Fund Growth ₹110.11
↓ -0.28
₹1,998 1,000 82.8-1.612.112.23.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryCanara Robeco InfrastructureCanara Robeco Emerging EquitiesCanara Robeco Equity DiversifiedCanara Robeco Equity Tax SaverCanara Robeco Consumer Trends Fund
Point 1Bottom quartile AUM (₹989 Cr).Highest AUM (₹26,062 Cr).Upper mid AUM (₹13,615 Cr).Lower mid AUM (₹8,758 Cr).Bottom quartile AUM (₹1,998 Cr).
Point 2Established history (20+ yrs).Established history (21+ yrs).Oldest track record among peers (22 yrs).Established history (17+ yrs).Established history (16+ yrs).
Point 3Not Rated.Top rated.Rating: 2★ (lower mid).Rating: 1★ (bottom quartile).Rating: 3★ (upper mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 20.53% (top quartile).5Y return: 11.63% (lower mid).5Y return: 10.39% (bottom quartile).5Y return: 10.69% (bottom quartile).5Y return: 12.23% (upper mid).
Point 63Y return: 20.93% (top quartile).3Y return: 13.97% (upper mid).3Y return: 12.66% (lower mid).3Y return: 12.58% (bottom quartile).3Y return: 12.15% (bottom quartile).
Point 71Y return: 5.26% (top quartile).1Y return: 0.70% (bottom quartile).1Y return: 0.70% (lower mid).1Y return: 2.73% (upper mid).1Y return: -1.56% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: -3.81 (bottom quartile).Alpha: -1.56 (lower mid).Alpha: 0.04 (top quartile).Alpha: -5.00 (bottom quartile).
Point 9Sharpe: 0.04 (top quartile).Sharpe: -0.16 (lower mid).Sharpe: -0.16 (bottom quartile).Sharpe: -0.06 (upper mid).Sharpe: -0.26 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.39 (bottom quartile).Information ratio: -0.19 (lower mid).Information ratio: -0.16 (upper mid).Information ratio: -0.60 (bottom quartile).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹989 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.53% (top quartile).
  • 3Y return: 20.93% (top quartile).
  • 1Y return: 5.26% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.04 (top quartile).
  • Information ratio: 0.00 (top quartile).

Canara Robeco Emerging Equities

  • Highest AUM (₹26,062 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.63% (lower mid).
  • 3Y return: 13.97% (upper mid).
  • 1Y return: 0.70% (bottom quartile).
  • Alpha: -3.81 (bottom quartile).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.39 (bottom quartile).

Canara Robeco Equity Diversified

  • Upper mid AUM (₹13,615 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.39% (bottom quartile).
  • 3Y return: 12.66% (lower mid).
  • 1Y return: 0.70% (lower mid).
  • Alpha: -1.56 (lower mid).
  • Sharpe: -0.16 (bottom quartile).
  • Information ratio: -0.19 (lower mid).

Canara Robeco Equity Tax Saver

  • Lower mid AUM (₹8,758 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.69% (bottom quartile).
  • 3Y return: 12.58% (bottom quartile).
  • 1Y return: 2.73% (upper mid).
  • Alpha: 0.04 (top quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.16 (upper mid).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,998 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.23% (upper mid).
  • 3Y return: 12.15% (bottom quartile).
  • 1Y return: -1.56% (bottom quartile).
  • Alpha: -5.00 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: -0.60 (bottom 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 (₹989 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.53% (top quartile).
  • 3Y return: 20.93% (top quartile).
  • 1Y return: 5.26% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.04 (top quartile).
  • Information ratio: 0.00 (top quartile).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (21 Aug 26) ₹169.34 ↑ 0.13   (0.08 %)
Net Assets (Cr) ₹989 on 31 Jul 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio 0.04
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 Jul 21₹10,000
31 Jul 22₹11,530
31 Jul 23₹14,492
31 Jul 24₹24,387
31 Jul 25₹23,552
31 Jul 26₹24,696

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 ₹505,644.
Net Profit of ₹205,644
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 21 Aug 26

DurationReturns
1 Month -0.2%
3 Month 0.6%
6 Month 2.8%
1 Year 5.3%
3 Year 20.9%
5 Year 20.5%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 0.1%
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%
Fund Manager information for Canara Robeco Infrastructure
NameSinceTenure
Vishal Mishra26 Jun 215.1 Yr.
Shridatta Bhandwaldar29 Sep 187.84 Yr.

Data below for Canara Robeco Infrastructure as on 31 Jul 26

Equity Sector Allocation
SectorValue
Industrials47.94%
Utility11.54%
Basic Materials10.78%
Energy7.38%
Financial Services6.99%
Communication Services4.48%
Technology3.71%
Consumer Cyclical2.27%
Real Estate0.92%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
10%₹100 Cr242,151
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
5%₹50 Cr525,650
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹50 Cr383,750
↑ 10,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
4%₹45 Cr241,600
↑ 25,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹42 Cr406,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹40 Cr979,000
↑ 50,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
4%₹38 Cr1,066,480
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
4%₹38 Cr70,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
3%₹34 Cr870,000
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | 500480
3%₹32 Cr56,000

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 (₹26,062 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.63% (lower mid).
  • 3Y return: 13.97% (upper mid).
  • 1Y return: 0.70% (bottom quartile).
  • Alpha: -3.81 (bottom quartile).
  • Sharpe: -0.16 (lower mid).
  • Information ratio: -0.39 (bottom quartile).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (21 Aug 26) ₹262.6 ↑ 0.14   (0.05 %)
Net Assets (Cr) ₹26,062 on 31 Jul 26
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.62
Sharpe Ratio -0.16
Information Ratio -0.39
Alpha Ratio -3.81
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 Jul 21₹10,000
31 Jul 22₹10,513
31 Jul 23₹12,054
31 Jul 24₹16,898
31 Jul 25₹16,995
31 Jul 26₹17,227

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 ₹405,518.
Net Profit of ₹105,518
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 21 Aug 26

DurationReturns
1 Month 2.7%
3 Month 7.6%
6 Month 6.2%
1 Year 0.7%
3 Year 14%
5 Year 11.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -0.4%
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%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.84 Yr.
Amit Nadekar28 Aug 232.93 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Jul 26

Equity Sector Allocation
SectorValue
Consumer Cyclical26.79%
Financial Services26.11%
Industrials8.56%
Health Care7.98%
Technology7.85%
Basic Materials6.74%
Consumer Defensive4.63%
Communication Services3.19%
Utility3.04%
Real Estate1.8%
Energy0.19%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹1,545 Cr11,236,964
↓ -500,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
6%₹1,389 Cr19,457,322
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
4%₹1,040 Cr13,027,647
↑ 2,446,551
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹814 Cr24,656,692
↓ -1,212,391
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL
3%₹806 Cr30,459,215
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
3%₹739 Cr2,134,471
↓ -25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹711 Cr7,078,223
↑ 838,974
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
3%₹707 Cr2,154,274
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M
3%₹683 Cr2,225,329
↑ 46,015
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
3%₹674 Cr16,376,861
↓ -300,000

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

  • Upper mid AUM (₹13,615 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.39% (bottom quartile).
  • 3Y return: 12.66% (lower mid).
  • 1Y return: 0.70% (lower mid).
  • Alpha: -1.56 (lower mid).
  • Sharpe: -0.16 (bottom quartile).
  • Information ratio: -0.19 (lower mid).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (21 Aug 26) ₹348.27 ↓ -0.17   (-0.05 %)
Net Assets (Cr) ₹13,615 on 31 Jul 26
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.16
Information Ratio -0.19
Alpha Ratio -1.56
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 Jul 21₹10,000
31 Jul 22₹10,471
31 Jul 23₹11,994
31 Jul 24₹16,059
31 Jul 25₹16,343
31 Jul 26₹16,602

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 ₹395,578.
Net Profit of ₹95,578
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 21 Aug 26

DurationReturns
1 Month 1.9%
3 Month 5.8%
6 Month 1.5%
1 Year 0.7%
3 Year 12.7%
5 Year 10.4%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 7%
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%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Pranav Gokhale6 Nov 232.73 Yr.
Shridatta Bhandwaldar5 Jul 1610.08 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services31.76%
Consumer Cyclical16.72%
Industrials10.96%
Health Care8.26%
Technology6.59%
Basic Materials5.82%
Consumer Defensive5.43%
Communication Services4.65%
Energy3.59%
Utility1.48%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹932 Cr11,684,680
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹880 Cr6,400,550
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹488 Cr2,636,904
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹479 Cr3,698,362
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹438 Cr1,058,270
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹438 Cr4,269,544
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹398 Cr3,959,960
↑ 250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹345 Cr2,563,600
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹341 Cr3,408,613
↑ 60,410
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL
2%₹318 Cr12,003,000
↑ 100,000

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 (₹8,758 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.69% (bottom quartile).
  • 3Y return: 12.58% (bottom quartile).
  • 1Y return: 2.73% (upper mid).
  • Alpha: 0.04 (top quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: -0.16 (upper mid).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (21 Aug 26) ₹180.89 ↓ -0.28   (-0.15 %)
Net Assets (Cr) ₹8,758 on 31 Jul 26
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.06
Information Ratio -0.16
Alpha Ratio 0.04
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,557
31 Jul 23₹12,120
31 Jul 24₹16,453
31 Jul 25₹16,297
31 Jul 26₹16,829

Canara Robeco Equity Tax Saver SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
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 21 Aug 26

DurationReturns
1 Month 1.4%
3 Month 5.4%
6 Month 1.5%
1 Year 2.7%
3 Year 12.6%
5 Year 10.7%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2025 5.3%
2024 17.5%
2023 23.7%
2022 -0.2%
2021 35.1%
2020 27.4%
2019 10.7%
2018 2.7%
2017 32%
2016 0%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 215.1 Yr.
Shridatta Bhandwaldar1 Oct 196.84 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services30.22%
Consumer Cyclical15.57%
Industrials14.25%
Health Care6.92%
Basic Materials6.27%
Consumer Defensive5.38%
Energy4.54%
Technology4%
Communication Services3.96%
Utility2.9%
Real Estate2.77%
Asset Allocation
Asset ClassValue
Cash3.2%
Equity96.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹597 Cr4,341,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹572 Cr7,170,168
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹361 Cr2,787,000
↑ 185,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹314 Cr3,055,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹308 Cr743,119
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹284 Cr1,535,000
↑ 30,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹253 Cr1,883,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
3%₹234 Cr2,329,500
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
3%₹223 Cr2,228,659
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 24 | DIVISLAB
2%₹164 Cr250,000

(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 (₹1,998 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.23% (upper mid).
  • 3Y return: 12.15% (bottom quartile).
  • 1Y return: -1.56% (bottom quartile).
  • Alpha: -5.00 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: -0.60 (bottom quartile).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (21 Aug 26) ₹110.11 ↓ -0.28   (-0.25 %)
Net Assets (Cr) ₹1,998 on 31 Jul 26
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.26
Information Ratio -0.6
Alpha Ratio -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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹11,146
31 Jul 23₹13,045
31 Jul 24₹18,050
31 Jul 25₹18,091
31 Jul 26₹17,825

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 ₹415,684.
Net Profit of ₹115,684
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 21 Aug 26

DurationReturns
1 Month 3.6%
3 Month 8%
6 Month 2.8%
1 Year -1.6%
3 Year 12.1%
5 Year 12.2%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2025 3.5%
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%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.84 Yr.
Ennette Fernandes1 Oct 214.84 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Consumer Cyclical41.25%
Financial Services21.01%
Consumer Defensive15.45%
Communication Services8.33%
Industrials3.69%
Basic Materials2.84%
Health Care2.53%
Technology1.03%
Asset Allocation
Asset ClassValue
Cash3.87%
Equity96.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | ETERNAL
6%₹124 Cr4,700,000
↑ 200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
6%₹118 Cr635,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹102 Cr1,274,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
5%₹91 Cr64,500
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹84 Cr273,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹83 Cr830,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 500825
4%₹71 Cr138,500
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹66 Cr1,300,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
3%₹60 Cr4,037,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
3%₹54 Cr395,000

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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