5 بہترین Canara Robeco SIP میوچل فنڈز 2022

Updated on September 28, 2026 , 60939 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۔

Ready to Invest?
Talk to our investment specialist

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 (%)	2025 (%)
Canara Robeco Infrastructure Growth	₹159.85 ↑ 0.68	₹987	1,000	-6.3	5.5	-0.2	16.3	17.2	0.1
Canara Robeco Emerging Equities Growth	₹244.65 ↓ -0.15	₹26,331	1,000	-2.1	11.5	-3.2	10.4	8.6	-0.4
Canara Robeco Equity Diversified Growth	₹326.26 ↓ -0.28	₹13,679	1,000	-3.1	8.3	-3.6	9.3	7.5	7
Canara Robeco Equity Tax Saver Growth	₹169.8 ↓ -0.01	₹8,725	500	-3.9	7.7	-2.1	9.2	8.1	5.3
Canara Robeco Consumer Trends Fund Growth	₹102.43 ↓ -0.29	₹1,987	1,000	-2.2	10.7	-6.1	8.3	9.2	3.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Canara Robeco Infrastructure	Canara Robeco Emerging Equities	Canara Robeco Equity Diversified	Canara Robeco Equity Tax Saver	Canara Robeco Consumer Trends Fund
Point 1	Bottom quartile AUM (₹987 Cr).	Highest AUM (₹26,331 Cr).	Upper mid AUM (₹13,679 Cr).	Lower mid AUM (₹8,725 Cr).	Bottom quartile AUM (₹1,987 Cr).
Point 2	Established history (20+ yrs).	Established history (21+ yrs).	Oldest track record among peers (23 yrs).	Established history (17+ yrs).	Established history (17+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (lower mid).	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 17.25% (top quartile).	5Y return: 8.56% (lower mid).	5Y return: 7.55% (bottom quartile).	5Y return: 8.05% (bottom quartile).	5Y return: 9.19% (upper mid).
Point 6	3Y return: 16.26% (top quartile).	3Y return: 10.36% (upper mid).	3Y return: 9.34% (lower mid).	3Y return: 9.20% (bottom quartile).	3Y return: 8.28% (bottom quartile).
Point 7	1Y return: -0.25% (top quartile).	1Y return: -3.20% (lower mid).	1Y return: -3.64% (bottom quartile).	1Y return: -2.10% (upper mid).	1Y return: -6.13% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -4.54 (bottom quartile).	Alpha: -1.52 (bottom quartile).	Alpha: 0.12 (upper mid).	Alpha: 1.01 (top quartile).
Point 9	Sharpe: 0.17 (top quartile).	Sharpe: -0.06 (bottom quartile).	Sharpe: -0.06 (lower mid).	Sharpe: 0.04 (upper mid).	Sharpe: -0.23 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -0.25 (bottom quartile).	Information ratio: 0.06 (top quartile).	Information ratio: -0.02 (lower mid).	Information ratio: -0.50 (bottom quartile).

Canara Robeco Infrastructure

Bottom quartile AUM (₹987 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 17.25% (top quartile).
3Y return: 16.26% (top quartile).
1Y return: -0.25% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.17 (top quartile).
Information ratio: 0.00 (upper mid).

Canara Robeco Emerging Equities

Highest AUM (₹26,331 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.56% (lower mid).
3Y return: 10.36% (upper mid).
1Y return: -3.20% (lower mid).
Alpha: -4.54 (bottom quartile).
Sharpe: -0.06 (bottom quartile).
Information ratio: -0.25 (bottom quartile).

Canara Robeco Equity Diversified

Upper mid AUM (₹13,679 Cr).
Oldest track record among peers (23 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 7.55% (bottom quartile).
3Y return: 9.34% (lower mid).
1Y return: -3.64% (bottom quartile).
Alpha: -1.52 (bottom quartile).
Sharpe: -0.06 (lower mid).
Information ratio: 0.06 (top quartile).

Canara Robeco Equity Tax Saver

Lower mid AUM (₹8,725 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.05% (bottom quartile).
3Y return: 9.20% (bottom quartile).
1Y return: -2.10% (upper mid).
Alpha: 0.12 (upper mid).
Sharpe: 0.04 (upper mid).
Information ratio: -0.02 (lower mid).

Canara Robeco Consumer Trends Fund

Bottom quartile AUM (₹1,987 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 9.19% (upper mid).
3Y return: 8.28% (bottom quartile).
1Y return: -6.13% (bottom quartile).
Alpha: 1.01 (top quartile).
Sharpe: -0.23 (bottom quartile).
Information ratio: -0.50 (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 (₹987 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 17.25% (top quartile).
3Y return: 16.26% (top quartile).
1Y return: -0.25% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.17 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Larsen & Toubro Ltd (~9.9%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (30 Sep 26)	₹159.85 ↑ 0.68 (0.43 %)
Net Assets (Cr)	₹987 on 31 Aug 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	0.17
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹11,238
30 Sep 23	₹14,100
30 Sep 24	₹23,431
30 Sep 25	₹22,214

Canara Robeco Infrastructure 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 Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26

Duration	Returns
1 Month	-5%
3 Month	-6.3%
6 Month	5.5%
1 Year	-0.2%
3 Year	16.3%
5 Year	17.2%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Vishal Mishra	26 Jun 21	5.18 Yr.
Shobhit Tiwari	16 Sep 26	0 Yr.

Data below for Canara Robeco Infrastructure as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Industrials	48.78%
Basic Materials	10.98%
Utility	10.29%
Energy	6.87%
Financial Services	6.83%
Communication Services	5.6%
Technology	4.72%
Consumer Cyclical	1.91%
Real Estate	1.22%

Asset Allocation

Asset Class	Value
Cash	2.7%
Equity	97.3%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	10%	₹98 Cr	242,151
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	5%	₹49 Cr	383,750
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 24 \| BHARTIARTL	5%	₹47 Cr	259,100
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	5%	₹45 Cr	426,500
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| 500093	4%	₹43 Cr	468,150
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹43 Cr	1,029,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 23 \| INDIGO	4%	₹37 Cr	70,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| 532555	4%	₹35 Cr	1,066,480
Solar Industries India Ltd (Basic Materials) Equity, Since 28 Feb 25 \| SOLARINDS	3%	₹33 Cr	16,562
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 11 \| 532538	3%	₹32 Cr	27,600

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 (₹26,331 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.56% (lower mid).
3Y return: 10.36% (upper mid).
1Y return: -3.20% (lower mid).
Alpha: -4.54 (bottom quartile).
Sharpe: -0.06 (bottom quartile).
Information ratio: -0.25 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~6.1%).

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities Growth
Launch Date	11 Mar 05
NAV (30 Sep 26)	₹244.65 ↓ -0.15 (-0.06 %)
Net Assets (Cr)	₹26,331 on 31 Aug 26
Category	Equity - Large & Mid Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	-0.06
Information Ratio	-0.25
Alpha Ratio	-4.54
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,911
30 Sep 23	₹11,220
30 Sep 24	₹16,226
30 Sep 25	₹15,577

Canara Robeco Emerging Equities SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 30 Sep 26

Duration	Returns
1 Month	-6.5%
3 Month	-2.1%
6 Month	11.5%
1 Year	-3.2%
3 Year	10.4%
5 Year	8.6%
10 Year
15 Year
Since launch	16%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	6.92 Yr.
Amit Nadekar	28 Aug 23	3.01 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	26.48%
Consumer Cyclical	25.13%
Industrials	9.43%
Technology	8.99%
Health Care	8.53%
Basic Materials	6.79%
Consumer Defensive	4.07%
Communication Services	3.34%
Utility	2.63%
Real Estate	1.78%
Energy	0.5%

Asset Allocation

Asset Class	Value
Cash	2.29%
Equity	97.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	6%	₹1,615 Cr	11,105,336 ↓ -131,628
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500850	5%	₹1,436 Cr	19,457,322
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| HDFCBANK	4%	₹1,097 Cr	15,468,883 ↑ 1,350,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| ETERNAL	4%	₹994 Cr	30,300,050 ↓ -909,165
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| FEDERALBNK	3%	₹855 Cr	23,960,131 ↓ -195,259
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 532343	3%	₹792 Cr	1,824,557 ↓ -336
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Nov 19 \| 500034	3%	₹750 Cr	7,096,748 ↓ -186,032
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 23 \| DIXON	3%	₹729 Cr	491,162 ↓ -1,107
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 21 \| BEL	3%	₹679 Cr	16,376,861
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 21 \| BHARTIARTL	3%	₹660 Cr	3,644,574 ↑ 189,423

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 (₹13,679 Cr).
Oldest track record among peers (23 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 7.55% (bottom quartile).
3Y return: 9.34% (lower mid).
1Y return: -3.64% (bottom quartile).
Alpha: -1.52 (bottom quartile).
Sharpe: -0.06 (lower mid).
Information ratio: 0.06 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~6.8%).

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified Growth
Launch Date	16 Sep 03
NAV (30 Sep 26)	₹326.26 ↓ -0.28 (-0.09 %)
Net Assets (Cr)	₹13,679 on 31 Aug 26
Category	Equity - Multi Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	-0.06
Information Ratio	0.06
Alpha Ratio	-1.52
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,643
30 Sep 23	₹11,008
30 Sep 24	₹15,345
30 Sep 25	₹14,930

Canara Robeco Equity Diversified SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 30 Sep 26

Duration	Returns
1 Month	-6.3%
3 Month	-3.1%
6 Month	8.3%
1 Year	-3.6%
3 Year	9.3%
5 Year	7.5%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Pranav Gokhale	6 Nov 23	2.82 Yr.
Shridatta Bhandwaldar	5 Jul 16	10.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.1%
Consumer Cyclical	17.04%
Industrials	10.4%
Health Care	9.07%
Technology	7.72%
Basic Materials	5.99%
Communication Services	5.1%
Consumer Defensive	4.32%
Energy	3.45%
Utility	1.32%
Real Estate	1.15%

Asset Allocation

Asset Class	Value
Cash	3.32%
Equity	96.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	7%	₹931 Cr	6,400,550
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	6%	₹828 Cr	11,684,680
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹478 Cr	2,636,904
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	3%	₹472 Cr	3,698,362
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹453 Cr	4,269,544
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	3%	₹428 Cr	1,058,270
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	3%	₹419 Cr	3,959,960
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| ETERNAL	3%	₹392 Cr	11,953,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹392 Cr	3,458,613
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| 532215	2%	₹340 Cr	2,613,600

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 (₹8,725 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.05% (bottom quartile).
3Y return: 9.20% (bottom quartile).
1Y return: -2.10% (upper mid).
Alpha: 0.12 (upper mid).
Sharpe: 0.04 (upper mid).
Information ratio: -0.02 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~7.2%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (30 Sep 26)	₹169.8 ↓ -0.01 (-0.01 %)
Net Assets (Cr)	₹8,725 on 31 Aug 26
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.04
Information Ratio	-0.02
Alpha Ratio	0.12
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,938
30 Sep 23	₹11,309
30 Sep 24	₹15,872
30 Sep 25	₹15,045

Canara Robeco Equity Tax Saver SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 30 Sep 26

Duration	Returns
1 Month	-5.9%
3 Month	-3.9%
6 Month	7.7%
1 Year	-2.1%
3 Year	9.2%
5 Year	8.1%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Vishal Mishra	26 Jun 21	5.19 Yr.
Shridatta Bhandwaldar	1 Oct 19	6.92 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.14%
Consumer Cyclical	16.32%
Industrials	13.16%
Health Care	8.86%
Basic Materials	5.63%
Technology	4.8%
Consumer Defensive	4.79%
Communication Services	4.23%
Energy	4.08%
Real Estate	2.77%
Utility	2.63%

Asset Allocation

Asset Class	Value
Cash	2.57%
Equity	97.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹631 Cr	4,341,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	6%	₹508 Cr	7,170,168
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹356 Cr	2,787,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹324 Cr	3,055,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹301 Cr	743,119
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	3%	₹282 Cr	1,555,000
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	3%	₹275 Cr	2,428,659
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	3%	₹246 Cr	2,329,500
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	3%	₹245 Cr	1,883,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 May 24 \| DIVISLAB	3%	₹232 Cr	245,000

5. 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 (₹1,987 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 9.19% (upper mid).
3Y return: 8.28% (bottom quartile).
1Y return: -6.13% (bottom quartile).
Alpha: 1.01 (top quartile).
Sharpe: -0.23 (bottom quartile).
Information ratio: -0.50 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Eternal Ltd (~7.8%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund Growth
Launch Date	14 Sep 09
NAV (30 Sep 26)	₹102.43 ↓ -0.29 (-0.28 %)
Net Assets (Cr)	₹1,987 on 31 Aug 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	2.07
Sharpe Ratio	-0.23
Information Ratio	-0.5
Alpha Ratio	1.01
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,800
30 Sep 23	₹12,222
30 Sep 24	₹17,831
30 Sep 25	₹16,531

Canara Robeco Consumer Trends Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 30 Sep 26

Duration	Returns
1 Month	-5.5%
3 Month	-2.2%
6 Month	10.7%
1 Year	-6.1%
3 Year	8.3%
5 Year	9.2%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Shridatta Bhandwaldar	1 Oct 19	6.92 Yr.
Ennette Fernandes	1 Oct 21	4.92 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	42.56%
Financial Services	20.21%
Consumer Defensive	12.23%
Communication Services	9.51%
Industrials	3.26%
Health Care	3.17%
Basic Materials	2.73%
Technology	1.51%

Asset Allocation

Asset Class	Value
Cash	4.83%
Equity	95.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| ETERNAL	8%	₹154 Cr	4,700,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 22 \| BHARTIARTL	6%	₹117 Cr	645,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| M&M	5%	₹104 Cr	318,000 ↑ 40,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	5%	₹90 Cr	1,274,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	4%	₹88 Cr	830,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| MARUTI	4%	₹87 Cr	64,500
Britannia Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| 500825	4%	₹73 Cr	138,500
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Dec 22 \| MOTHERSON	3%	₹69 Cr	4,037,500
Lenskart Solutions Ltd (Healthcare) Equity, Since 31 Oct 25 \| LENSKART	3%	₹63 Cr	950,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TITAN	3%	₹63 Cr	123,000

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؟

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

اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

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۔