- Mutual Funds
- Canara Robeco Mutual Funds
- Canara Robeco Consumer Trends Fund Instl (Growth)
Formerly Canara Robeco F.O.R.C.E. Instl Gr
Canara Robeco Consumer Trends Fund Instl (Growth)
₹ 24.57
NAV (May 20)
However, Scripbox does not recommend investing in sectoral / thematic - consumption mutual funds.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 24.57
NAV (May 20)
Fund Returns
Last 1Y | -3.5% |
Last 3Y | 14% |
Last 5Y | 13.1% |
Last 10Y | NA |
Since Inception | 14.4% |
6 Month CAGR | -1.1% |
Scheme Information
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. However,there can be no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 2.39 |
Launched (13y ago) | Sep 14, 2009 |
AUM in Crores | 868.273 |
ISIN | INF760K01217 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
6.1%hindustan unilever ltd
5.9%itc ltd
5.6%maruti suzuki india ltd
4.9%state bank of india
4.4%Allocation by Sector
financial services
29.1%consumer cyclical
28.1%consumer defensive
25.3%industrials
8.7%communication services
2.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,507 cr | ||
₹ 9,966 cr | ||
₹ 14,233 cr | ||
₹ 9,966 cr | ||
₹ 14,233 cr |
About the AMC
Canara Robeco Asset Management Co. Ltd.
Canara Robeco Asset Management Co. Ltd. manages assets worth 56,246 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 22 equity,41 debt and 8 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.1% | 17.4% | ||
20.2% | 12.7% | ||
16% | 11.5% | ||
20.9% | 16.8% | ||
20.9% | 16.8% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsCanara Robeco Consumer Trends Fund Instl (G) Review
Canara Robeco Consumer Trends Fund Instl (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 14.4% over a period of 12 years. The fund was previously known as Canara Robeco F.O.R.C.E. Instl Gr. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Ennette Fernandes, Shridatta Bhandwaldar.
Nav of Canara Robeco Consumer Trends Fund Instl (G) as of 5/20/2016 is ₹24.57 with the total AUM as of 8/18/2022 is ₹868.273. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Consumer Trends Fund Instl (G) was launched on Sep 14, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Canara Robeco Consumer Trends Fund Instl (G) is ₹0 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 Instl (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 S&P BSE 100 TR INR.
Canara Robeco Consumer Trends Fund Instl (G) is rated as a 3 fund in Equity and delivered -3.5% 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 Instl (G).
Frequently Asked Questions
What is Canara Robeco Consumer Trends Fund Instl (G)?
How to invest in Canara Robeco Consumer Trends Fund Instl (G)?
You can invest in Canara Robeco Consumer Trends Fund Instl (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 Instl (G)?
The minimum sip amount for Canara Robeco Consumer Trends Fund Instl (G) is ₹0. You can invest in multiples of ₹5000.
Is Canara Robeco Consumer Trends Fund Instl (G) good to invest in?
As per Scripbox experts, Canara Robeco Consumer Trends Fund Instl (G) is a Neutral fund. You can investCanara Robeco Consumer Trends Fund Instl (G) fund 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 Instl (G)?
The expense ratio of the Canara Robeco Consumer Trends Fund Instl (G) is 2.39% for regular plan.