Fincash » Canara Robeco Mutual Fund » Canara Robeco SIP Funds
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Canara Robeco SIP is the most efficient way to invest in Mutual Funds. SIP or Systematic Investment plan works like a Recurring deposit, wherein you need to invest a small amount of money monthly for a stipulated interval.
SIP, being the most affordable investment method, one can start Investing just INR 500. With a SIP, one can also plan their Financial goals like Retirement planning, marriage, purchase of a house/car, higher education, etc.
Investors planning to invest in Equity Funds, SIP in an ideal way to invest. They balance out the pitfalls of the equity Market and ensure to deliver stabilized returns.
Some of the advantages of a SIP are:
Thus, investors keen to invest in a SIP can choose the best Canara Robeco SIP Mutual Funds mentioned below. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹169.3
↑ 0.31 ₹887 1,000 2.3 29.8 65.6 31.3 31.3 41.2 Canara Robeco Consumer Trends Fund Growth ₹115.72
↓ -0.83 ₹1,760 1,000 7.7 22.1 41.5 18.2 23.1 26.4 Canara Robeco Emerging Equities Growth ₹262.31
↓ -1.81 ₹25,047 1,000 5.5 23.1 43.2 15.2 23.7 24 Canara Robeco Equity Tax Saver Growth ₹180.14
↓ -0.61 ₹9,051 500 4.6 19.7 37.8 14.2 22.5 23.7 Canara Robeco Bluechip Equity Fund Growth ₹62.72
↓ -0.23 ₹14,873 1,000 3.3 16.6 34 12.9 19.6 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 24
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. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on (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. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on 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. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (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. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on (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. Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized
return of 16.2% since its launch. Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (16 Oct 24) ₹169.3 ↑ 0.31 (0.18 %) Net Assets (Cr) ₹887 on 31 Aug 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 3.02 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 19 ₹10,000 30 Sep 20 ₹9,157 30 Sep 21 ₹16,395 30 Sep 22 ₹18,425 30 Sep 23 ₹23,118 30 Sep 24 ₹38,416 Returns for Canara Robeco Infrastructure
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Oct 24 Duration Returns 1 Month 1.7% 3 Month 2.3% 6 Month 29.8% 1 Year 65.6% 3 Year 31.3% 5 Year 31.3% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 69.9% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 3.27 Yr. Shridatta Bhandwaldar 29 Sep 18 6.01 Yr. Data below for Canara Robeco Infrastructure as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 51.71% Utility 11.27% Energy 7.87% Technology 6.2% Financial Services 5.98% Basic Materials 5.64% Communication Services 3.22% Real Estate 2.13% Consumer Cyclical 1.84% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT6% ₹53 Cr 143,401
↓ -25,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325555% ₹46 Cr 1,031,666
↓ -169,050 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹36 Cr 122,375
↓ -15,125 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹34 Cr 977,546 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA4% ₹33 Cr 23,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL3% ₹28 Cr 166,100
↓ -13,900 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005503% ₹28 Cr 38,550 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹28 Cr 565,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000933% ₹26 Cr 343,150
↓ -31,850 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN3% ₹25 Cr 320,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized
return of 17.6% since its launch. Ranked 16 in Sectoral
category. Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (16 Oct 24) ₹115.72 ↓ -0.83 (-0.71 %) Net Assets (Cr) ₹1,760 on 31 Aug 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 2.87 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 19 ₹10,000 30 Sep 20 ₹10,352 30 Sep 21 ₹16,151 30 Sep 22 ₹17,443 30 Sep 23 ₹19,741 30 Sep 24 ₹28,799 Returns for Canara Robeco Consumer Trends Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Oct 24 Duration Returns 1 Month -0.8% 3 Month 7.7% 6 Month 22.1% 1 Year 41.5% 3 Year 18.2% 5 Year 23.1% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 56.3% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.01 Yr. Ennette Fernandes 1 Oct 21 3 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.24% Financial Services 28.46% Consumer Defensive 21.01% Industrials 8.3% Communication Services 6.07% Health Care 2.24% Asset Allocation
Asset Class Value Cash 2.68% Equity 97.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC6% ₹110 Cr 2,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹86 Cr 503,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK4% ₹78 Cr 452,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹75 Cr 2,750,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5002514% ₹68 Cr 90,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5329773% ₹61 Cr 49,390 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK3% ₹56 Cr 442,000
↑ 150,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UBL3% ₹50 Cr 232,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Oct 23 | CHOLAHLDNG3% ₹49 Cr 242,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹49 Cr 350,000 3. Canara Robeco Emerging Equities
CAGR/Annualized
return of 18.1% since its launch. Ranked 10 in Large & Mid Cap
category. Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (16 Oct 24) ₹262.31 ↓ -1.81 (-0.69 %) Net Assets (Cr) ₹25,047 on 31 Aug 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 2.56 Information Ratio -1.08 Alpha Ratio 2.12 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 19 ₹10,000 30 Sep 20 ₹10,985 30 Sep 21 ₹17,865 30 Sep 22 ₹17,705 30 Sep 23 ₹20,044 30 Sep 24 ₹28,987 Returns for Canara Robeco Emerging Equities
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Oct 24 Duration Returns 1 Month 0.2% 3 Month 5.5% 6 Month 23.1% 1 Year 43.2% 3 Year 15.2% 5 Year 23.7% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 96% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.01 Yr. Amit Nadekar 28 Aug 23 1.1 Yr. Data below for Canara Robeco Emerging Equities as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.01% Financial Services 19.23% Industrials 12.16% Technology 9.12% Health Care 8.39% Basic Materials 7.58% Consumer Defensive 2.85% Communication Services 2.6% Utility 1.58% Real Estate 0.73% Asset Allocation
Asset Class Value Cash 3.74% Equity 96.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,865 Cr 14,653,623
↑ 200,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008504% ₹1,139 Cr 16,636,542
↓ -647,067 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹1,078 Cr 37,814,127
↑ 1,300,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002514% ₹1,069 Cr 1,411,809 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹1,053 Cr 9,555,141
↓ -9,592 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN4% ₹961 Cr 5,977,638
↓ -69,313 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹933 Cr 5,731,830
↑ 191,076 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON4% ₹923 Cr 668,929
↑ 17,648 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹799 Cr 2,811,873
↓ -25,923 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹666 Cr 24,370,812
↑ 2,750,000 4. Canara Robeco Equity Tax Saver
CAGR/Annualized
return of 20.2% since its launch. Ranked 36 in ELSS
category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (16 Oct 24) ₹180.14 ↓ -0.61 (-0.34 %) Net Assets (Cr) ₹9,051 on 31 Aug 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.7 Information Ratio -0.76 Alpha Ratio 1.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹11,057 30 Sep 21 ₹17,607 30 Sep 22 ₹17,498 30 Sep 23 ₹19,911 30 Sep 24 ₹27,946 Returns for Canara Robeco Equity Tax Saver
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Oct 24 Duration Returns 1 Month -0.5% 3 Month 4.6% 6 Month 19.7% 1 Year 37.8% 3 Year 14.2% 5 Year 22.5% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 3.27 Yr. Shridatta Bhandwaldar 1 Oct 19 5.01 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 26.88% Consumer Cyclical 13.8% Industrials 11.41% Technology 9.59% Basic Materials 6.92% Consumer Defensive 6.61% Health Care 6.15% Energy 6.05% Communication Services 3.92% Utility 3.75% Real Estate 1.11% Asset Allocation
Asset Class Value Cash 3.81% Equity 96.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK6% ₹543 Cr 3,137,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹525 Cr 4,126,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹423 Cr 1,431,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹396 Cr 2,111,310
↓ -100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹306 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹253 Cr 689,369 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹250 Cr 5,650,988 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹197 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹188 Cr 1,528,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000342% ₹183 Cr 237,950 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized
return of 13.8% since its launch. Ranked 52 in Large Cap
category. Return for 2023 was 22.2% , 2022 was 0.8% and 2021 was 24.5% . Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (16 Oct 24) ₹62.72 ↓ -0.23 (-0.37 %) Net Assets (Cr) ₹14,873 on 31 Aug 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 2.63 Information Ratio -0.84 Alpha Ratio 2.67 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 19 ₹10,000 30 Sep 20 ₹10,665 30 Sep 21 ₹16,379 30 Sep 22 ₹15,780 30 Sep 23 ₹18,185 30 Sep 24 ₹25,100 Returns for Canara Robeco Bluechip Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 16 Oct 24 Duration Returns 1 Month -0.8% 3 Month 3.3% 6 Month 16.6% 1 Year 34% 3 Year 12.9% 5 Year 19.6% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 35.9% Fund Manager information for Canara Robeco Bluechip Equity Fund
Name Since Tenure Vishal Mishra 1 Jun 21 3.34 Yr. Shridatta Bhandwaldar 5 Jul 16 8.25 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 29.39% Consumer Cyclical 11.69% Technology 10.25% Industrials 9.11% Health Care 8.85% Consumer Defensive 7.97% Energy 5.74% Communication Services 4.96% Basic Materials 4.75% Utility 2.71% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK8% ₹1,229 Cr 7,096,256
↑ 75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,182 Cr 9,285,600
↑ 130,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE5% ₹789 Cr 2,673,250 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY5% ₹751 Cr 4,004,142 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹643 Cr 3,760,316
↓ -200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹522 Cr 1,420,992
↓ -65,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC3% ₹456 Cr 8,800,000
↑ 850,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325383% ₹427 Cr 361,652 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹423 Cr 5,375,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹414 Cr 9,350,000
↓ -700,000
Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.
SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!
Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-
Monthly Investment: INR 10,000
Investment Period: 10 years
Total Amount Invested: INR 12,00,000
Long-term Growth Rate (approx.): 15%
Expected Returns as per sip calculator: INR 27,86,573
Net Profit: INR 15,86,573 (Absolute Return= 132.2%)
The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000
) you will earn INR 27,86,573
, which means the net profit you make is INR 15,86,573
. Isn’t it great!
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