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Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

(Erstwhile Canara Robeco F.O.R.C.E Fund - Regular Plan - Growth Option)

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Category: Equity: Thematic-Consumption
Launch Date: 14-09-2009
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 2.09% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,847.73 Cr As on (30-05-2025)
Turn over: 40
NAV as on 27-06-2025

111.78

0.09 (0.0805%)

CAGR Since Inception

16.51%

BSE 100 TRI 17.25%

PERFORMANCE of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 27-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 7.16 22.44 23.81 15.78 16.51
Benchmark - - - - -
Equity: Thematic-Consumption 4.81 21.22 22.55 15.03 13.36

Yearly Performance (%)

Nav Movement

Fund Managers

Ms. Ennette Fernandes / Mr. Shridatta Bhandwaldar

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.

RETURNS CALCULATOR for Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 12.46 0.9 3.59 0.96 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 27-06-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 7.16 20.41 22.44 23.81 15.78
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 8.79 0.0 0.0 0.0 0.0
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 8.72 20.77 21.94 21.29 14.36
HSBC Consumption Fund - Regular Growth 31-08-2023 7.48 0.0 0.0 0.0 0.0
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 7.3 0.0 0.0 0.0 0.0
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 6.63 20.42 22.83 21.71 0.0
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 5.87 18.97 20.2 22.08 14.95
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 4.55 20.42 20.08 21.3 0.0
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 4.11 18.25 22.15 23.28 15.36
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 3.61 20.83 22.52 25.25 14.94

PORTFOLIO ANALYSIS of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Asset Allocation (%)