SIP Investment- Big news for investors. India’s second oldest asset manager company Canara Robeco Asset Management announced the completion of 20 years of its Canara Robeco Infrastructure Fund. It is an open-ended equity scheme focused on the infrastructure sector. According to data shared by the fund house, since its launch in December 2005, the monthly SIP investment of Rs 10,000 in this scheme has grown to Rs 1.36 crore.
No guarantee of returns
The scheme aims to generate capital appreciation by investing in equity and equity-related instruments of infrastructure companies. However, returns are subject to market risks and are not guaranteed. As of July 31, 2025, the fund’s assets under management (AUM) was Rs 917 crore (month end) and the monthly average AUM was Rs 924.55 crore. The net asset value (NAV) of the Regular Plan – Growth Option was Rs 160.53, while the Direct Plan – Growth Option had a NAV of Rs 180.55.
Outperformed BSE Sensex TRI The scheme is managed by Equity Head Shridatta Bhandwaldar and Fund Manager Vishal Mishra. Over different periods, the regular plan growth option has recorded a CAGR of 7.93 per cent in one year, 27.21 per cent in five years and 20.09 per cent in 10 years and has outperformed its benchmark, the BSE Sensex TRI, in each period. The fund maintains a thematic allocation with 80 per cent to 100 per cent investments in infrastructure sector equities and derivatives (very high risk), while zero to 20 per cent can be invested in debt and money market instruments (low to medium risk).
It also has the option to invest up to 10 per cent in REITs and InvITs. This is the minimum investment you will have to make The fund currently offers both regular and direct plans, with growth and income distribution options available. There is no entry load, while there is an exit load of 1 per cent on redemption within a year. There is no load after one year. The expense ratio is 2.27 per cent for the regular plan and 0.99 per cent for the direct plan. The minimum investment starts at Rs 5,000 and the SIP option is available from Rs 1,000 per month.
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