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  • Canara Robeco Mutual Funds
  • Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A)

Formerly Canara Robeco Consumer Trends Reg DP

Canara Robeco Mutual Funds

Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A)

EquitySectoral / Thematic - Consumption

31.51

NAV (Nov 29)

18.8%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

745 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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    Historical growth rate of 12% per annum
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Historical NAV

31.51

NAV (Nov 29)

Fund Returns

Last 1Y

38.7%

Last 3Y

20.6%

Last 5Y

18.8%

Last 10Y

18.2%

Since Inception

16.2%

6 Month CAGR

13.2%

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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

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.53

Launched (12y ago)

Sep 25, 2009

AUM in Crores

744.267

ISIN

INF760K01225

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ennette Fernandes

Fund Manager

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Shridatta Bhandwaldar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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

  • Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 46,479 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.

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  • tel-amc-about
    022-66585000
  • mail-amc-about
    crmf@canararobeco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    23.9%

    20.9%

    23.1%

    14.7%

    23.1%

    14.7%

    4.5%

    7.1%

    22.5%

    18%

    growth

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step 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.

    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund Performance

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

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Impact of Interest Rates

    Impact of Interest Rates

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

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A)

    About Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A)

    Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 16.2% over a period of 12 years. The fund was previously known as Canara Robeco Consumer Trends Reg DP . The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Ennette Fernandes, Shridatta Bhandwaldar

    Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) 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 of Income Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) fund was launched on Sep 25, 2009. The NAV (Net Asset Value) of this Sectoral / Thematic - Consumption Equity fund as of 2021-11-29 is ₹31.51. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹744.267. The category risk of the Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.53 % as expense ratio.

    Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.6% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , asian paints ltd , bajaj finance ltd , titan co ltd , hindustan unilever ltd , tata consumer products ltd , state bank of india , avenue supermarts ltd , treps , axis bank ltd , tata motors ltd , bata india ltd , havells india ltd , dixon technologies (india) ltd , page industries ltd , maruti suzuki india ltd , housing development finance corp ltd , united breweries ltd , jubilant foodworks ltd , vip industries ltd , crompton greaves consumer electricals ltd , wabco india ltd , polycab india ltd , sbi life insurance company limited , procter & gamble hygiene and health care ltd , mahindra & mahindra ltd , orient electric ltd ordinary shares , voltas ltd , minda industries ltd , sbi cards and payment services ltd ordinary shares , pvr ltd , godrej consumer products ltd , kei industries ltd , itc ltd , kansai nerolac paints ltd , divi's laboratories ltd , ashok leyland ltd , cholamandalam investment and finance co ltd , uti asset management co ltd , united spirits ltd , zomato ltd , gujarat gas ltd , motherson sumi systems ltd , finolex industries ltd , net current assets

    Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) Sip

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

    Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) 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

    Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) Review

    Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Canara Robeco Consumer Trends Fund of Income Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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