Canara Robeco Infrastructure Fund turns Rs 10,000 SIP to Rs 1.36 crore in 20 years, deliver over 15% XIRR

Canara Robeco Infrastructure Fund has turned a Rs 10,000 monthly SIP into Rs 1.36 crore in the last 20 years since its inception, with an XIRR of 15.23%. The fund is an open-ended equity scheme following infrastructure themes.

In the last 15 years, the value of a Rs 10,000 SIP would have grown to Rs 73.63 lakh with an XIRR of 17.04%. In the last 10 years, the value would have been Rs 33.41 lakh with an XIRR of 19.46%.

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Further, Rs 10,000 invested in the scheme (Regular Plan - Growth Option) at inception as a lump sum investment would have grown to Rs 1,61,310 as on 28th November 2025 as against Rs 1,24,925 in the additional benchmark.

The investment objective of the scheme is to generate income/capital appreciation by investing in equities and equity-related instruments of companies in the infrastructure sector. The benchmark of the scheme is the BSE India Infrastructure Total Return Index (TRI).

The Assets Under Management (AUM) of the Canara Robeco Infrastructure Fund was Rs 916.58 crore as of 28th November. The last 1-year, 3-year and 5-year Compounded Annual Growth Rate (CAGR) returns of the Regular Plan - Growth Option of the said scheme were 1.32%, 24.29% and 28.96% respectively, as compared to -4.58%, 26.61% and 32.39% of the benchmark (BSE India Infrastructure TRI) and 8.72%, 12.15% and 15.56% of the additional benchmark (BSE SENSEX TRI), respectively, considering the returns as on 28th November 2025.

Since inception (2nd December 2005), the scheme (Regular Plan - Growth Option) has delivered a Compounded Annual Growth Rate (CAGR) of 14.91% to investors as against 13.46% of the additional benchmark (BSE SENSEX TRI).

The scheme is managed by Vishal Mishra, Fund Manager, and Shridatta Bhandwaldar, Chief Investment Officer – Equities.

The scheme allocates 80% to 100% of its total assets towards equity and equity-related instruments of companies in the infrastructure sector, including derivatives of such companies, and 0% to 20% towards debt and money market instruments. The scheme may also invest in REITs and InvITs, which range from 0% to 10%.

“India’s infrastructure space has steadily shown its strength, shaped by ongoing reforms, rising investments, and the country’s broader growth momentum. This theme has grown alongside the nation’s progress, and the confidence our investors have placed in us has been integral to this journey. Our approach has been centred on rigorous research, disciplined portfolio construction, and identifying businesses that stand to benefit from India’s ongoing infrastructure transformation. As we mark this milestone, we remain committed to delivering long-term value, prudent risk management, and sustainable growth opportunities for our investors,” said Rajnish Narula, Managing Director & Chief Executive Officer, Canara Robeco Asset Management Company.

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“Our Infrastructure Fund is designed to capture opportunities within the broader infrastructure universe by investing in companies across industries, utilities, engineering, and transportation. With a combination of focused sector exposure and diversified stock selection, the fund focuses on fundamentally strong companies with scope for growth over time,” said Shridatta Bhandwaldar, CIO – Equities at Canara Robeco Asset Management Company.

He further added that the fund’s disciplined construction, supported by a research-led evaluation of fundamentals, aims to deliver consistent, long-term, risk-adjusted outcomes for investors.

“For over two decades, Canara Robeco has built its expertise in navigating evolving investment themes,” said Gaurav Goyal, Head – Sales and Marketing, Canara Robeco Asset Management Company.

Goyal added, “We remain committed to delivering robust investment offerings that empower investors to create long-term value. Supported by our disciplined research-led approach, the scheme continues to help investors capture long-term structural opportunities.”