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ಫಿನ್ಕಾಶ್ »ಕೆನರಾ ರೊಬೆಕೊ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಕೆನರಾ ರೋಬೆಕೊ ಎಸ್‌ಐಪಿ ಫಂಡ್ಗಳು
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5 ಅತ್ಯುತ್ತಮ ಕೆನರಾ ರೋಬೆಕೊ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
ಕೆನರಾ ರೊಬೆಕೊSIP ಅತ್ಯಂತ ಪರಿಣಾಮಕಾರಿ ಮಾರ್ಗವಾಗಿದೆಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ. SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಎ ನಂತೆ ಕೆಲಸ ಮಾಡುತ್ತದೆಮರುಕಳಿಸುವ ಠೇವಣಿ, ಇದರಲ್ಲಿ ನೀವು ನಿಗದಿತ ಮಧ್ಯಂತರಕ್ಕೆ ಮಾಸಿಕ ಸ್ವಲ್ಪ ಪ್ರಮಾಣದ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬೇಕಾಗುತ್ತದೆ.
SIP, ಅತ್ಯಂತ ಒಳ್ಳೆ ಹೂಡಿಕೆ ವಿಧಾನವಾಗಿದೆ, ಒಬ್ಬರು ಪ್ರಾರಂಭಿಸಬಹುದುಹೂಡಿಕೆ ಕೇವಲ INR 500. SIP ಯೊಂದಿಗೆ, ಒಬ್ಬರು ತಮ್ಮ ಯೋಜನೆಗಳನ್ನು ಸಹ ಮಾಡಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಹಾಗೆನಿವೃತ್ತಿ ಯೋಜನೆ, ಮದುವೆ, ಮನೆ/ಕಾರು ಖರೀದಿ, ಉನ್ನತ ಶಿಕ್ಷಣ ಇತ್ಯಾದಿ.
ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿದ್ದಾರೆಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು, ಹೂಡಿಕೆ ಮಾಡಲು ಆದರ್ಶ ರೀತಿಯಲ್ಲಿ SIP. ಅವರು ಈಕ್ವಿಟಿಯ ಅಪಾಯಗಳನ್ನು ಸಮತೋಲನಗೊಳಿಸುತ್ತಾರೆಮಾರುಕಟ್ಟೆ ಮತ್ತು ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ತಲುಪಿಸಲು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಿ.
ಕೆನರಾ ರೋಬೆಕೊ ಎಸ್‌ಐಪಿ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
SIP ಯ ಕೆಲವು ಅನುಕೂಲಗಳು:
- ರೂಪಾಯಿ ವೆಚ್ಚ ಸರಾಸರಿ
- ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
- ದೀರ್ಘಾವಧಿಯ ಉಳಿತಾಯದ ಅಭ್ಯಾಸ
- ಹೊಂದಿಕೊಳ್ಳುವ ಮತ್ತು ಕೈಗೆಟುಕುವ
- ಮಾರುಕಟ್ಟೆಗೆ ಸಮಯ ತೆಗೆದುಕೊಳ್ಳುವ ಅಗತ್ಯವಿಲ್ಲ
ಹೀಗಾಗಿ, ಹೂಡಿಕೆದಾರರು ಉತ್ಸುಕರಾಗಿದ್ದಾರೆSIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ ಅತ್ಯುತ್ತಮ ಕೆನರಾ ರೋಬೆಕೊ SIP ಅನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಕೆಳಗೆ ಉಲ್ಲೇಖಿಸಲಾಗಿದೆ. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.
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ಇಕ್ವಿಟಿಗಳಿಗಾಗಿ ಕೆನರಾ ರೊಬೆಕೊದಿಂದ ಅತ್ಯುತ್ತಮ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹162.48
↑ 3.63 ₹883 1,000 3.7 17.9 62.1 28.7 29.4 41.2 Canara Robeco Consumer Trends Fund Growth ₹109.8
↑ 0.94 ₹1,849 1,000 4.3 12 36.1 17.1 20.9 26.4 Canara Robeco Emerging Equities Growth ₹253.12
↑ 5.95 ₹25,507 1,000 5.7 15.7 40 15.2 21.9 24 Canara Robeco Equity Tax Saver Growth ₹175.25
↑ 2.47 ₹9,256 500 4.1 13.6 34.9 13.7 21.2 23.7 Canara Robeco Bluechip Equity Fund Growth ₹61.54
↑ 0.87 ₹15,312 1,000 4 12.6 33.3 13 18.3 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 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 15.9% 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 (06 Nov 24) ₹162.48 ↑ 3.63 (2.29 %) Net Assets (Cr) ₹883 on 30 Sep 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 2.94 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 Oct 19 ₹10,000 31 Oct 20 ₹9,008 31 Oct 21 ₹16,390 31 Oct 22 ₹18,486 31 Oct 23 ₹21,810 31 Oct 24 ₹35,302 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1% 3 Month 3.7% 6 Month 17.9% 1 Year 62.1% 3 Year 28.7% 5 Year 29.4% 10 Year 15 Year Since launch 15.9% 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 30 Sep 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 17.1% 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 (06 Nov 24) ₹109.8 ↑ 0.94 (0.86 %) Net Assets (Cr) ₹1,849 on 30 Sep 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 3.08 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 Oct 19 ₹10,000 31 Oct 20 ₹10,093 31 Oct 21 ₹15,629 31 Oct 22 ₹16,963 31 Oct 23 ₹18,431 31 Oct 24 ₹25,534 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -4% 3 Month 4.3% 6 Month 12% 1 Year 36.1% 3 Year 17.1% 5 Year 20.9% 10 Year 15 Year Since launch 17.1% 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 30 Sep 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 17.9% 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 (06 Nov 24) ₹253.12 ↑ 5.95 (2.41 %) Net Assets (Cr) ₹25,507 on 30 Sep 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 2.75 Information Ratio -0.92 Alpha Ratio 4.26 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 Oct 19 ₹10,000 31 Oct 20 ₹10,722 31 Oct 21 ₹17,309 31 Oct 22 ₹17,557 31 Oct 23 ₹18,680 31 Oct 24 ₹26,236 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1.3% 3 Month 5.7% 6 Month 15.7% 1 Year 40% 3 Year 15.2% 5 Year 21.9% 10 Year 15 Year Since launch 17.9% 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 30 Sep 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 19.9% 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 (06 Nov 24) ₹175.25 ↑ 2.47 (1.43 %) Net Assets (Cr) ₹9,256 on 30 Sep 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.76 Information Ratio -0.55 Alpha Ratio 2.38 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,944 31 Oct 21 ₹17,411 31 Oct 22 ₹17,614 31 Oct 23 ₹18,822 31 Oct 24 ₹25,753 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1.2% 3 Month 4.1% 6 Month 13.6% 1 Year 34.9% 3 Year 13.7% 5 Year 21.2% 10 Year 15 Year Since launch 19.9% 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 30 Sep 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 13.6% 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 (06 Nov 24) ₹61.54 ↑ 0.87 (1.43 %) Net Assets (Cr) ₹15,312 on 30 Sep 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 2.72 Information Ratio -0.62 Alpha Ratio 3.01 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 31 Oct 19 ₹10,000 31 Oct 20 ₹10,603 31 Oct 21 ₹15,922 31 Oct 22 ₹15,948 31 Oct 23 ₹17,079 31 Oct 24 ₹22,819 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1.3% 3 Month 4% 6 Month 12.6% 1 Year 33.3% 3 Year 13% 5 Year 18.3% 10 Year 15 Year Since launch 13.6% 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 30 Sep 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
SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?
ನಿಮ್ಮದು ಹೇಗೆ ಎಂದು ತಿಳಿಯಲು ಬಯಸುವಿರಾSIP ಹೂಡಿಕೆ ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಗೆ ಮಾಸಿಕ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಿದರೆ ಬೆಳೆಯುತ್ತದೆಯೇ? ನಾವು ನಿಮಗೆ ಒಂದು ಉದಾಹರಣೆಯೊಂದಿಗೆ ವಿವರಿಸುತ್ತೇವೆ.
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್‌ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಇನ್‌ಪುಟ್‌ಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳುತ್ತಾರೆ ಉದಾಹರಣೆಗೆ SIP ಹೂಡಿಕೆ ಮೊತ್ತ (ಗುರಿ) ಒಬ್ಬರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುತ್ತಾರೆ, ಎಷ್ಟು ವರ್ಷಗಳ ಹೂಡಿಕೆ ಅಗತ್ಯವಿದೆ, ನಿರೀಕ್ಷಿಸಲಾಗಿದೆಹಣದುಬ್ಬರ ದರಗಳು (ಇದಕ್ಕಾಗಿ ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬೇಕು!) ಮತ್ತು ನಿರೀಕ್ಷಿತ ಆದಾಯ. ಆದ್ದರಿಂದ, ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ಅಗತ್ಯವಿರುವ SIP ರಿಟರ್ನ್‌ಗಳನ್ನು ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬಹುದು!
ನೀವು INR 10 ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ಊಹಿಸೋಣ.000 10 ವರ್ಷಗಳವರೆಗೆ, ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂಬುದನ್ನು ನೋಡಿ-
ಮಾಸಿಕ ಹೂಡಿಕೆ: INR 10,000
ಹೂಡಿಕೆಯ ಅವಧಿ: 10 ವರ್ಷಗಳು
ಹೂಡಿಕೆ ಮಾಡಿದ ಒಟ್ಟು ಮೊತ್ತ: INR 12,00,000
ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯ ದರ (ಅಂದಾಜು.): 15%
ಪ್ರಕಾರ ನಿರೀಕ್ಷಿತ ಆದಾಯಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್: INR 27,86,573
ನಿವ್ವಳ ಲಾಭ: INR 15,86,573 (ಸಂಪೂರ್ಣ ರಿಟರ್ನ್= 132.2%)
ಮೇಲಿನ ಲೆಕ್ಕಾಚಾರಗಳು ನೀವು 10 ವರ್ಷಗಳವರೆಗೆ ಮಾಸಿಕ INR 10,000 ಹೂಡಿಕೆ ಮಾಡಿದರೆ (ಒಟ್ಟು INR12,00,000) ನೀವು ಗಳಿಸುವಿರಿINR 27,86,573, ಅಂದರೆ ನೀವು ಮಾಡುವ ನಿವ್ವಳ ಲಾಭINR 15,86,573. ಇದು ಅದ್ಭುತವಲ್ಲವೇ!
ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಕೆನರಾ ರೋಬೆಕೊ ಎಸ್‌ಐಪಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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