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Canara Robeco Consumer Trends Fund Instl (Growth)

Equity

Sectoral / Thematic - Consumption

₹ 24.57

NAV (MAY 20)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in sectoral / thematic - consumption.

Click here to see our recommendations.

Sectoral / Thematic Consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

11 Years

The fund has sufficient history for analysis and the track record is good

Relative Size

411 Cr

Medium within the category

Category View

Positive

The category has a positive investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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  • Historical growth rate of 12.00% per annum
  • Recommended Duration > 5 years
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Historical NAV

24.57

NAV (MAY 20)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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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.

Low

Moderately Low

Moderate

Moderately High

High

High Risk

2.61%

Expense Ratio

14th Sep, 2009

Launched (11y ago)

₹ 411

AUM in Crores

INF760K01217

No Lock-in

S&P BSE 100 India TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Cheenu Gupta

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 29th October 2020

Top Stock Holdings

Hdfc Bank Ltd

6%

Hindustan Unilever Ltd

6%

Reliance Industries Ltd

6%

Bajaj Finance Ltd

4%

Asian Paints Ltd

4%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

24%

Consumer Cyclical

17%

Consumer Defensive

15%

Basic Materials

11%

Technology

8%
See all sectors

Comparison with Equity Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 12.00% annually
  • Recommended Duration > 5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

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Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

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Category View

We check if the sub-category of the fund is recommended by us

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Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

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About Canara Robeco Consumer Trends Fund Instl (Growth)

About Canara Robeco Consumer Trends Fund Instl (Growth)

Canara Robeco Consumer Trends Fund Instl (Growth) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 14.4% over a period of 11 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 Cheenu Gupta, Shridatta Bhandwaldar.

Canara Robeco Consumer Trends Fund Instl (Growth) 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. However, there is no assurance that the objective of the scheme will be realized.

Canara Robeco Consumer Trends Fund Instl (Growth) NAV, AUM and Risk

The fund was launched on 2009-09-14. The NAV of the fund as of 2016-05-20 is ₹ 24.57. The total AUM of the fund as of 2016-05-20 is ₹ 411 Cr. The category risk of the fund is High Risk

The fund charges 2.61 % as expense ratio.

Canara Robeco Consumer Trends Fund Instl (Growth) Holdings

The fund’s highest allocation is towards equity and has invested 97.43% in this asset class. The top three holdings of the fund are hdfc bank ltd, hindustan unilever ltd and reliance industries ltd.

Canara Robeco Consumer Trends Fund Instl (Growth) SIP

The minimum SIP(Systematic Investment Plan) amount for this 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.

Canara Robeco Consumer Trends Fund Instl (Growth) Investment volatility and Horizon

This fund 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 India TR INR.