- 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)
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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 | 2.38 |
Launched (13y ago) | Sep 14, 2009 |
AUM in Crores | 967.994 |
ISIN | INF760K01217 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 19.4 |
Standard Deviation (5yr) | 19.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.408 |
Sharpe Ratio (5yr) | 0.268 |
YTM | 0 |
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%itc ltd
5.8%hindustan unilever ltd
5.1%maruti suzuki india ltd
4.7%treps
4.6%Allocation by Sector
financial services
28.9%consumer cyclical
27.3%consumer defensive
23.7%industrials
8.3%healthcare
3.5%Compare Canara Robeco Consumer Trends Fund Instl (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 10,427 cr | ||
₹ 4,865 cr | ||
₹ 15,580 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr |
About the AMC
Canara Robeco Asset Management Co. Ltd.
Canara Robeco Asset Management Co. Ltd. manages assets worth 62,532 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 | |
|---|---|---|---|
20.3% | 17.2% | ||
16.9% | 12.6% | ||
12.9% | 11.4% | ||
17.2% | 16.6% | ||
17.2% | 16.6% |
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 13 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 11/26/2022 is ₹967.994. 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 4 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 Top Ranked 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 2.38% for regular plan.