• 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 Mutual Funds

Canara Robeco Consumer Trends Fund Instl (Growth)

EquitySectoral / Thematic - Consumption

24.57

NAV (May 20)

13.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - consumption mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 868 Cr

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

View all 7 analysis

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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

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

Investment Objective

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

Fund Managers

Shridatta Bhandwaldar

Fund Manager

Ennette Fernandes

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2016-05-20

Top Stock Holdings

icici bank ltd

6.1%
6.1%

hindustan unilever ltd

5.9%
5.9%

itc ltd

5.6%
5.6%

maruti suzuki india ltd

4.9%
4.9%

state bank of india

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

29.1%
29.1%

consumer cyclical

28.1%
28.1%

consumer defensive

25.3%
25.3%

industrials

8.7%
8.7%

communication services

2.7%
2.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 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.

amc-img

  • 022-66585000
  • crmf@canararobeco.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Canara 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)?

    Canara Robeco Consumer Trends Fund Instl (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.