Canara SIP Calculator

Canara Robeco Mutual Fund SIP Calculator estimates the potential value of your mutual fund investments based on the SIP amount, investment tenure and the expected rate of return. You can adjust these inputs and try out different combinations of values to arrive at a best-suited investment strategy. 

Canara Robeco mutual fund works on a standard formula: FV = P [ (1+i)^n-1 ] * (1+i)/i; where, 

• FV is the future value of investment.
• i  is the rate of return.
• P is the amount you invest regularly. 
• n  is the number of installments you invest during investment.  

Note- The value of ‘i’ is calculated as {(1 + Annual Return)^1/12} – 1

To calculate results using an Canara Mutual Fund SIP Calculator, enter the following details:   

• Investment Amount: The amount you desire to invest. 
• Investment Duration: The time-frame you wish to be invested in. 
• Rate of Return: The expected annual rate of return on your investment. 

After entering all details, you will instantly know your total investment amount and the estimated returns. However, the actual return offered by a mutual funds scheme may vary due to ever-changing market conditions and fund performance.

The advantages of using an online SIP calculator are:

• It is free and easy to use.  
• It gives you instant and accurate results.
• It allows you to adjust the input values like investment amount, duration and rate of return to compare different investment scenarios. 
• It allows you to determine the best investment strategy that aligns with your monthly budget and financial goals. 

Both lump sum and SIP are methods to invest in mutual fund schemes. In the lump sum method of investing, the investment is made only once. In the SIP method of investing, a fixed amount is invested regularly over a period of time. Both calculators help you to know the estimated returns of your investment based on the respective methods of investing. Let’s understand how much corpus you can build by each method with same investment duration:

Lump Sum vs SIP Comparison (Assuming Annual Return of 12%)   

Step-Up SIP: Estimate Future Value with Increasing SIP

In SIP, Step-up is a feature that allows you to increase your investment amount/percentage to existing mutual fund schemes. As your income grows, you raise your contribution to the mutual fund at a fixed interval (usually yearly). This helps you to build a large corpus that fulfills your long term financial goals (child’s education, retirement etc.) beating the inflation without any financial burden. 

Let’s understand through an example that how a Step-up SIP can help you build comparatively a large fund with the same investment duration and annual rate of return: 

Regular SIP Vs Step-Up SIP Return

How Much More Can You Accumulate with Step-Up SIP over Regular SIP?

Canara Robeco Mutual Fund is one of the oldest mutual fund houses in India. Which offers a variety of mutual fund schemes in Equity, Debt and Hybrid categories. Each scheme has its unique characteristics and its own risk & return. So choose the scheme based on your risk appetite and financial goals.

Here is the list of some Top Canara Robeco mutual funds based on their past 5 years performances. As the market is volatile this list may change frequently, so compare all the Canara Robeco MF before investing:   

1. Canara Robeco Infrastructure 
2. Canara Robeco Small Cap Fund 
3. Canara Robeco ELSS Tax Saver Fund 
4. Canara Robeco Equity-Hybrid Fund
5. Canara Robeco Large and Mid Cap Fund