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

Formerly Canara Robeco F.O.R.C.E. Reg Gr

Canara Robeco Mutual Funds

Canara Robeco Consumer Trends Fund (Growth)

EquitySectoral / Thematic - Consumption

59.64

NAV (Jun 23)

11.9%
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 ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

783 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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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

59.64

NAV (Jun 23)

Fund Returns

Last 1Y

-0.9%

Last 3Y

14.4%

Last 5Y

11.9%

Last 10Y

16.3%

Since Inception

14.9%

6 Month CAGR

-9.7%

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

2.48

Launched (13y ago)

Sep 14, 2009

AUM in Crores

782.993

ISIN

INF760K01241

Lock-in

No Lock-in

Benchmark

S&P BSE 100 TR INR

SIP Minimum

1000

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 2022-06-23

Top Stock Holdings

icici bank ltd

6.2%
6.2%

hindustan unilever ltd

6.2%
6.2%

itc ltd

5.5%
5.5%

hdfc bank ltd

4.6%
4.6%

maruti suzuki india ltd

4.6%
4.6%
See all holdings

Allocation by Sector

consumer cyclical

28.4%
28.4%

financial services

27%
27%

consumer defensive

25.5%
25.5%

industrials

9.3%
9.3%

communication services

2.9%
2.9%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 51,933 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

    14.4%

    16.5%

    12.7%

    11.5%

    8.8%

    10.3%

    11.6%

    15.9%

    11.6%

    15.9%

    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 (G) Review

    Canara Robeco Consumer Trends Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 14.9% over a period of 12 years. The fund was previously known as Canara Robeco F.O.R.C.E. Reg 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 (G) as of 6/23/2022 is ₹59.64 with the total AUM as of 6/24/2022 is ₹782.993. 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 Sep 14, 2009. The category risk of the fund is Very High Risk.

    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 S&P BSE 100 TR INR.

    Canara Robeco Consumer Trends Fund (G) is rated as a 2 fund in Equity and delivered -0.9% 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)?

    Canara Robeco Consumer Trends Fund (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 (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, Canara Robeco Consumer Trends Fund (G) is a Neutral fund. You can investCanara Robeco Consumer Trends Fund (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 (G)?

    The expense ratio of the Canara Robeco Consumer Trends Fund (G) is 2.48% for regular plan.