Best Canara Robeco Equity Mutual Funds 2025 - An all-purpose Guide
It is imperative to make the best decisions on which equity mutual funds to include in your portfolio when it comes to long-term financial targets. Canara Robeco is another financial institution selected because of its joint venture venture between Canara Bank and Robeco having a good track record, constant returns and good fund management in the Indian mutual fund industry. Most investors would be eager to understand which Canara Robeco equity funds are performing best in the market, how they have been doing against others and which ones would best meet their risk taste in 2025.
It is a comprehensive article which explains the best Canara Robeco equity mutual funds, its characteristics, strengths, and weaknesses, and offers informative data on which you can rely in making a wise investment choice.
What is popular about Canara Robeco Equity Mutual Funds
Canara Robeco equity funds are very popular due to their moderated growth and risk management tendencies. They serve new investors, experienced market players and thematic or sectoral exposure.
Key Features or Highlights
- Professional management through well experienced fund managers.
- Good returns on a five-year and ten-year basis, surpassing most major indexes.
- Selection of large-cap, mid-cap and multi-cap equity spaces.
- Corporate research and effective risk management systems.
- SEBI requirements and international best practice.
Disadvantages and Advantages of Canara Robeco Equity Funds Investment
Pros
- Established AMC that has a heritage.
- Reduced cost ratios in lots of schemes compared to rivals.
- Monthly disclosures of portfolio.
- Selection of bluechip to hybrid equity funds.
Cons
- The cycle of sectoral/thematic funds is possible.
- Some funds continue to accumulate AUM as compared to larger players.
- Correctional volatility NAV in aggressive categories.
Insider opinion: “It has been the practice of the Canara Robeco equity funds to maintain fund management and investor experience, both of which are factors in its high ratings around India,” says one of the top financial planners.
What Are the Best Canara Robeco Equity Mutual Funds in 2025
The following are the best performing Canara Robeco equity mutual funds as per the year 2025 in terms of three year returns, five year returns, asset growth, and risk-adjusted returns.
Canara Robeco Bluechip Equity Fund
Overview:
It is an investment fund that targets Investing in the best 100 companies as it is a large-cap focused investment fund that focuses on creating wealth on a long-term basis. It is suitable to moderate to low-risk investors.
Key Features or Highlights
- 92 percent in frontline stocks Large-cap allocation 80 percent of large cap.
- Good risk-adjusted returns history since it inception in 2010.
- Flexible top-down and bottom-up stock picking.
- AUM is [?]9,300 crore by January 2025.
Performance Table
| Year | 1-Year Return | 3-Year CAGR | 5-Year CAGR | Expense Ratio | Fund Size (Jan 2025) |
|---|---|---|---|---|---|
| 2025 | 19.2% | 14.8% | 14.1% | 1.22% | [?]9,300 crore |
Pros and Cons
Pros
- Recurrent outperformance vs. Nifty 100 TRI.
- Resilient during downturns.
- Appropriate to long term retirement planning.
Cons
- Bullish markets which have lower alpha potential.
- Limited midcap exposure.
People also ask
Is Canara Robeco Bluechip Equity Fund SIPs?
Yes, it is preferred by conservative investors to invest in long-term SIPs because it is a stable asset.
Canara Robeco Equity Hybrid Fund
Overview:
Canara Robeco Equity Hybrid is a balanced hybrid fund that invests in an equities (60-75%)-debt instrument combination. It is appropriate to investors seeking average growth with a certain downside safeguard.
Key Features or Highlights
- Consistent allocation of assets between bonds and shares.
- Routine capital gains and dividends policy.
- Focus on defensive sector cushions against equity risk swings in the market.
- AUM crossed [?]4,200 crore in early 2025.
Performance Table
| Year | 1-Year Return | 3-Year CAGR | 5-Year CAGR | Expense Ratio | Fund Size (Jan 2025) |
|---|---|---|---|---|---|
| 2025 | 13.7% | 11.4% | 10.9% | 1.14% | [?]4,200 crore |
Pros and Cons
Pros
- Optimistic returns that are better risk-adjusted.
- Reduced NAV variation as compared to pure equity funds.
- Best choice as a new mutual fund investor.
Cons
- Exposure to less than 75% of equity restricts upside of returns.
- Not suitable to the pure equity lovers.
Did you know?
By 2025, hybrid funds will be the favorite with more than 35 percent of new mutual fund investors in India who want to find a balance between equity and debt.
People also ask
What will be the tax effects on Canara Robeco Equity Hybrid Fund?
Since the ratio of equity allocation is more than 65, the gains are taxed as equity mutual funds in India.
Canara Robeco Emerging Equities Fund
Overview:
This is an aggressive fund that focuses on high growth potential mid-cap and a handful of large-cap stocks. It is suitable to investors who are ready to tolerate greater volatility in the short term.
Key Features or Highlights
- Nimble stock picking, mid-cap biased portfolio.
- Run by a fund management team with the best performance.
- First mover in new theme: pharma, manufacturing, tech.
- Fund size reached [?]8,800 crore in 2025.
Performance Table
| Year | 1-Year Return | 3-Year CAGR | 5-Year CAGR | Expense Ratio | Fund Size (Jan 2025) |
|---|---|---|---|---|---|
| 2025 | 27.8% | 21.2% | 17.5% | 1.32% | [?]8,800 crore |
Pros and Cons
Pros
- Strong alpha opportunity in emerging markets.
- Appealing in the long term (5-7 years) of wealth making.
- Access to agile midcaps that do not have to scale up.
Cons
- Greater lapses in corrections.
- Unsuitable to risk-averse or short term investors.
Canara Robeco Equity Funds Compared to Peers
Comparison of popular Canara Robeco funds with similar scheme of top AMCs in 2025:
| Name of Fund | 3-Year CAGR | 5-Year CAGR | Expense Ratio | Risk (Std Dev) | Min SIP |
|---|---|---|---|---|---|
| Canara Robeco Bluechip Equity | 14.8% | 14.1% | 1.22% | 13.4 | [?]500 |
| HDFC Top 100 Fund | 13.3% | 13.0% | 1.18% | 13.7 | [?]500 |
| SBI Bluechip Fund | 12.4% | 12.9% | 1.29% | 13.9 | [?]500 |
People also ask
Is Canara Robeco fund superior to HDFC or SBI?
Canara Robeco has competitive returns and a lower standard deviation of slightly lower magnitude, to participate in large cap exposure and control their expenditure.
Expert insight:
According to the best Indian investment advisor Vinayak Mishra, investing in a mutual fund equities should be more about fit with your investment horizon and risk tolerance and not about returns of the last few years.
Reflections before investing in Canara Robeco Equity Mutual Funds
It is critical to know whether a particular scheme is aligned to your goals and time line. Consider these factors:
- Risk appetite: Large cap to be stable, midcap/multicap to grow.
- Investment horizon: 5 years and above on equity funds.
- Direct vs. regular plan: Reduced costs of direct plans.
- Exit load and lock-in: The exit load of the majority of open-end equity funds is 1 percent in the first year.
- Track record of fund manager and portfolio turnover ratio.
- Provisions on taxes: Short-term capital gains (STCG) and Long-term capital gains (LTCG).
People also ask
Is Canara Robeco equity funds allowed in NRIs?
Yes, the majority of schemes are open to NRIs except countries which have restrictions. Check KYC compliance.
The way to initiate SIP or Lumpsum in Canara Robeco Equity Funds
In 2025, it is easy to initiate investments and the whole process is digital:
Steps
- Register your KYC (complete it in case you are not already registered).
- Visit Canara Robeco MF official website or with the help of reliable websites such as Groww, Zerodha, Paytm Money.
- Select scheme of choice (direct/regular) and mode (SIP/lumpsum).
- Select the frequency and the bank account information of investment.
- Follow investments online using the portal or mobile application.
Did you know?
The digital SIP registration in mutual funds has increased more than 60% compared to 2023 making it easier to the Indian investor.
Canara Robeco Equity Funds Tax Efficiency in 2025
Canara Robeco equity mutual funds are governed by the existing taxes in India:
- STCG (when owned less than 1 year): Taxed at 15 percent.
- LTCG (more than 1 year): Taxed on gains of above [?]1 lakh in 1 financial year at 10 percent.
- None of the TDS of resident persons in FY 2025.
- Section 80C tax benefits in ELSS or in tax-saver funds.
TLDR or Quick Recap
- As of 2025, Canara Robeco has a robust portfolio of equity mutual funds in India, covering bluechip, hybrid, and mid-cap portfolios.
- The various risk and return profiles are targeted by the funds such as Bluechip Equity, Equity Hybrid, and Emerging Equities.
- The past few years have shown strong returns beating most of the peer AMC schemes.
- Select schemes according to your risk level, time-period and tax requirements.
- Begin with SIP or lumpsum, and onboard digital to access it faster.
People Also Ask
Q: What Canara Robeco equity fund will suit amateurs?
A: Canara Robeco Equity Hybrid Fund is a perfect fund to start with since it has a balanced growth-risk advocacy.
Q: Is Canara Robeco Emerging Equities Fund risky?
A: Yes, it takes a predominantly mid-cap stock and its exposure is more suitable to investors who are willing to tolerate volatility and are willing to make greater long-term returns.
Q: What is Canara Robeco equity funds minimum SIP?
A: Most equity schemes can begin at a minimum of [?]500 per month.
Q: Are the Canara Robeco mutual funds provided as income in form of dividends?
A: Yes, it has an option regarding Income Distribution cum Capital Withdrawal (IDCW), but it is not guaranteed to have the returns.
Q: Is it possible to invest online in 2025?
A: It is, of course, all done digitally, KYC, folio creation and continuous monitoring.
Sources
- Canara Robeco Mutual Fund Official Site.
- Value Research Largest mutual funds returns 2023-2025.
- SEBI Mutual Fund Guidelines 2025.
