• Mutual Funds
  • Canara Robeco Mutual Fund
  • Canara Robeco Consumer Trends Fund (G)
Canara Robeco Mutual Funds

Canara Robeco Consumer Trends Fund (G)

EquitySectoral / Thematic - Consumption
Top Ranked

116.55

NAV (Oct 15)

23.355%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - consumption mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

116.55

NAV (Oct 15)

Fund Returns

Last 1Y
41.9%
Last 3Y
18.4%
Last 5Y
23.4%
Last 10Y
18.5%
Since Inception
17.7%
6 Month CAGR
21%

Scheme Information

Investment Objective

The scheme seeks to provide long-term capital appreciation by primarily investing in equity and equity related securities of companies which directly or indirectly benefit from the growing consumer demand in India.

Expense Ratio
2.08
Launched (0y ago)
2.08
AUM in Crores
1849
ISIN
INF760K01241
Lock-in
-
Benchmark
BSE 100 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
13
Beta
0.8
Sharpe Ratio
1.2
YTM
-
Fund Managers

Ennette Fernandes

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Consumer Trends Fund (G)70%13,34,201 6,01,58923.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

ITC Ltd.

6.2%
6.21%

Bharti Airtel Ltd.

4.4%
4.43%

Others

4.4%
4.4%

HDFC Bank Ltd.

4.3%
4.31%

Zomato Ltd.

3.7%
3.72%
See all holdings

Allocation by Sector

Consumer Staples

21.8%
21.77%

Financial

19.7%
19.7%

Services

19.4%
19.38%

Automobile

9.5%
9.48%

Consumer Discretionary

9.1%
9.07%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Canara Robeco Mutual Fund

Canara Robeco Asset Management Company was set up in 1987 with a joint venture between Canbank Mutual Fund and Robeco Groep N.V. The Compnay offers wide rage of products in debt, equity, hybrid funds.amc-img
phone-img022-22621371/ 66585000 / 665850010
Fund NameScripbox Opinion
Till Date CAGR

18.4%

17.7%

12.3%

13%

21.1%

28.7%

31%

16.1%

13.1%

13.9%

Canara Robeco Consumer Trends Fund (G) Review

Canara Robeco Consumer Trends Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 17.656% over a period of 15 years. The fund is managed by Canara Robeco Mutual Fund. The fund managers are Ennette Fernandes, Shridatta Bhandwaldar.

Nav of Canara Robeco Consumer Trends Fund (G) as of 10/15/2024 is ₹116.55 with the total AUM as of 10/16/2024 is ₹1849.0241. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Consumer Trends Fund (G) was launched on 2009-09-14. The category risk of the fund is Average.

The minimum SIP amount for Canara Robeco Consumer Trends Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Canara Robeco Consumer Trends Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 100 Total Return Index.

It is rated as a 4 fund in Equity and delivered 41.913% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Consumer Trends Fund (G).

Frequently Asked Questions

What is Canara Robeco Consumer Trends Fund (G)?

It is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Canara Robeco Consumer Trends Fund (G)?

You can invest in Canara Robeco Consumer Trends Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Canara Robeco Consumer Trends Fund (G)?

The minimum sip amount for Canara Robeco Consumer Trends Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Canara Robeco Consumer Trends Fund (G) good to invest in?

As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Canara Robeco Consumer Trends Fund (G)?

The expense ratio of the Canara Robeco Consumer Trends Fund (G) is 2.08% for regular plan.

What is the NAV of Canara Robeco Consumer Trends Fund (G)?

Today's Canara Robeco Consumer Trends Fund (G) NAV is ₹116.55.