• Mutual Funds
  • Canara Robeco Mutual Funds
  • Canara Robeco Consumer Trends Fund (PIDCW-A)

Formerly Canara Robeco Consumer Trends Reg DP

Canara Robeco Mutual Funds

Canara Robeco Consumer Trends Fund (PIDCW-A)

EquitySectoral / Thematic - Consumption
Top Ranked

45.42

NAV (May 23)

20.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - consumption mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

45.42

NAV (May 23)

Fund Returns

Last 1Y
36.4%
Last 3Y
20.2%
Last 5Y
20.4%
Last 10Y
17.4%
Since Inception
16.6%
6 Month CAGR
19.1%

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
2.12
Launched (15y ago)
Sep 25, 2009
AUM in Crores
1489.594
ISIN
INF760K01225
Lock-in
No Lock-in
Benchmark
S&P BSE 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.3
Standard Deviation (5yr)
18
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.113
Sharpe Ratio (5yr)
0.822
YTM
0
Fund Managers

Shridatta Bhandwaldar

Fund Manager

Ennette Fernandes

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Consumer Trends Fund (PIDCW-A)70%12,30,038 4,97,42620.4%
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.

Asset allocation and Holdings

Last updated on 2024-05-23

Top Stock Holdings

itc ltd

6.5%
6.5%

hdfc bank ltd

4.6%
4.6%

bharti airtel ltd

4.5%
4.5%

zomato ltd

3.6%
3.6%

trent ltd

3.3%
3.3%
See all holdings

Allocation by Sector

consumer cyclical

31.3%
31.3%

financial services

24.7%
24.7%

consumer defensive

21.3%
21.3%

industrials

10.7%
10.7%

communication services

5.7%
5.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 95,274 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 34 equity,41 debt and 8 hybrid funds.amc-img
phone-img022-66585000
Fund NameScripbox Opinion
Till Date CAGR

20.5%

16.9%

14%

14.4%

20.2%

16.5%

20.2%

16.6%

14.1%

11.7%

Canara Robeco Consumer Trends Fund (PIDCW-A) Review

Canara Robeco Consumer Trends Fund (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 16.6% over a period of 14 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.

Nav of Canara Robeco Consumer Trends Fund (PIDCW-A) as of 5/23/2024 is ₹45.42 with the total AUM as of 5/24/2024 is ₹1489.594. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Consumer Trends Fund (PIDCW-A) was launched on Sep 25, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Canara Robeco Consumer Trends Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 4 fund in Equity and delivered 36.4% 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 (PIDCW-A).

Frequently Asked Questions

What is Canara Robeco Consumer Trends Fund (PIDCW-A)?

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

How to invest in Canara Robeco Consumer Trends Fund (PIDCW-A)?

You can invest in Canara Robeco Consumer Trends Fund (PIDCW-A) 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 (PIDCW-A)?

The minimum sip amount for Canara Robeco Consumer Trends Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Canara Robeco Consumer Trends Fund (PIDCW-A) good to invest in?

As per Scripbox experts, Canara Robeco Consumer Trends Fund (PIDCW-A) is a Top Ranked fund. You can investCanara Robeco Consumer Trends Fund (PIDCW-A) 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 (PIDCW-A)?

The expense ratio of the Canara Robeco Consumer Trends Fund (PIDCW-A) is 2.12% for regular plan.