Canara RobecoEquityModerate Risk

Canara Robeco Energy Fund - Direct Plan - Growth

Current NAV₹15.59as of 30/5/2026

AUM1.06 Lac Cr

AUM

1.06 Lac Cr

Expense Ratio

0.75%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Moderate

Volatility: 13.36 | Sharpe Ratio: 1.11

Fund Manager & Key Metrics

Fund ManagerShridatta Bhandwaldar(3.5 years yrs)

Volatility13.36

Sharpe Ratio1.11

Portfolio Turnover34%

BenchmarkNifty 500 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.00% | T-Bills: 3.00%

Investment Objective

Aims to provide capital appreciation by investing in Equity securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.8.8%

2. ICICI Bank Ltd.7.5%

3. Reliance Industries Ltd.6.2%

4. Infosys Ltd.5.8%

5. Axis Bank Ltd.5.1%

6. Larsen & Toubro Ltd.4.5%

7. Bharti Airtel Ltd.4.1%

8. Sun Pharmaceutical Industries Ltd.3.8%

9. Tata Consultancy Services Ltd.3.5%

10. State Bank of India3.2%

Overview

Canara Robeco Energy Fund - Direct Plan - Growth ek equity mutual fund hai jo energy sector mein invest karta hai. Iska main objective hai investors ko long-term capital appreciation provide karna. Ye fund un investors ke liye suitable hai jo high growth potential waale sectors mein invest karna pasand karte hain, aur jinhe apne portfolio mein diversification chahiye hoti hai. Fund ka investment style growth-oriented hai, jismein majorly equity stocks mein allocation hota hai. Chaliye, is fund ke baare mein aur detail mein samjhate hain.

Performance & Analysis

Canara Robeco Energy Fund - Direct Plan - Growth ne pichle kuch saalon mein kafi acha perform kiya hai. Dekhte hain iski historical performance ko: - **1 Year Return:** 9.1% - **3 Year Return:** 26.2% - **5 Year Return:** 24.23% Is fund ki performance Nifty 500 TRI benchmark se bhi kafi behtar rahi hai, jo ki ek positive sign hai. Ye fund market ki volatility ke bawaajood, consistent returns provide kar raha hai. Fund manager Shridatta Bhandwaldar ki management style aur investment decisions bhi iski performance ko achha banane mein madadgar rahe hain. Ek investor ke liye ye dekhna zaruri hai ki ye fund kis tarah se benchmark se outperform karta hai, aur iski stability kya hai. Mera personal observation hai ki agar aap long-term investing plan kar rahe hain, toh ye fund aapke portfolio ke liye ek accha option ho sakta hai.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Canara Robeco Energy Fund - Direct Plan - Growth ki holdings mein kuch top companies hain jo iske portfolio ko strong banati hain. Is fund ke top 5 holdings hain: - HDFC Bank Ltd. (8.8%) - ICICI Bank Ltd. (7.5%) - Reliance Industries Ltd. (6.2%) - Infosys Ltd. (5.8%) - Axis Bank Ltd. (5.1%) Ye holdings fund ki strategy ke according hain, jahan major players ki involvement hai jo ki energy sector se directly linked hain. Sector allocation bhi important hai, aur is fund ka focus energy ke alawa technology aur financial services par bhi hai, jo portfolio diversification mein madad karta hai. Yani ki, agar ek sector down hota hai, toh doosre sectors se stability mil sakti hai. Is fund ki investment approach investors ko long-term wealth creation ke liye ek strong base provide karti hai, jo ki un investors ke liye beneficial hai jo volatility se bachna chahte hain. Canara Robeco Energy Fund - Direct Plan - Growth ka riskometer moderate hai, iska matlab hai ki ye fund moderate risk profile wale investors ke liye suitable hai. Market volatility ke bawaajood, ye fund apne investors ko stability aur consistent performance dene ki koshish kar raha hai. Agar aap long-term investor hain, toh is fund ki volatility ko samajhna zaruri hai. Risk perception investors ke liye bahut important hai, aur agar aap short-term market fluctuations se nahi darte, toh ye fund aapke liye accha option ho sakta hai. Ye fund un investors ke liye bhi sahi hai jo equity allocation mein interest rakhte hain, lekin extreme risk nahi uthana chahte. Aapko apne risk tolerance ke according investment decisions lene chahiye.

Who Should Invest?

Canara Robeco Energy Fund - Direct Plan - Growth ka future outlook dekhte hain. Energy sector traditionally growth potential rakhta hai, aur is fund ke historical positioning ne usi ko dikhaya hai. Investors ko ye dekhna chahiye ki energy transition trends, jaise renewable energy adoption aur sustainability initiatives, kaise is sector ko impact kar sakte hain. Ye fund, updated in May 2026, un opportunities ka fayda uthane ki koshish karega jo aane wale waqt mein energy sector mein aa sakti hain. Pichle performance ko dekhte hue, ye fund future mein bhi positive returns provide kar sakta hai, lekin investors ko samajhna hoga ki market mein fluctuations aate rahenge. Agar aap long-term investor hain, toh aap is fund ko apne portfolio mein shamil karke sector exposure ka fayda utha sakte hain. Lekin, exact return predictions karna mushkil hai. Isliye, hamesha apne financial goals ke hisaab se soch samajh kar invest karein.

Pros & Cons

Canara Robeco Energy Fund - Direct Plan - Growth pros and cons for investors:

Pros:
1. Strong historical performance with consistent returns.
2. Moderate risk profile suitable for long-term investors.
3. Diversified holdings across key sectors.
4. Low expense ratio of 0.75% enhances net returns.

Cons:
1. Moderate risk may not suit aggressive investors.
2. Market fluctuations could impact short-term performance.
3. Limited exposure to small-cap stocks.

Frequently Asked Questions

Canara Robeco Energy Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

1. Kya Canara Robeco Energy Fund - Direct Plan - Growth beginners ke liye sahi hai?

Haan, ye fund beginners ke liye suitable hai jo equity market ke through long-term wealth create karna chahte hain. Iska moderate risk profile unke liye safe option hai.

2. SIP ke through Canara Robeco Energy Fund - Direct Plan - Growth mein invest kaise karein?

Aap SIP ke through monthly paise invest kar sakte hain. Isse aapko market timing ka tension nahi rahega aur aapko average cost mil sakti hai.

3. Kya Canara Robeco Energy Fund - Direct Plan - Growth par tax lagta hai?

Haan, agar aap is fund ko 1 saal se zyada hold karte hain, toh long-term capital gains tax applicable hoga. Lekin, 1 lakh tak ke gains par koi tax nahi lagega.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 TRI) (%)
1 Year	9.1%	—
3 Years	26.2%	—
5 Years	24.23%	—
Since Launch	3.52%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 26.2%

Invested: ₹956k

Gains: ₹374643k

Total Invested

₹956245.48

Total Returns

+ ₹374643033.30

Maturity Value

₹375599278.78

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 26.2% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.