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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)
Fund House: Canara Robeco Mutual Fund
Invest in this Scheme
Category: Equity: Thematic-Consumption
Launch Date: 14-09-2009
Asset Class: Equity
Benchmark: BSE 100 TRI
TER: 2.09% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,780.48 Cr As on 30-04-2025(Source:AMFI)
Turn over: 40% | Exit Load: 1% - If redeemed/switched out within 1 year from the date of allotment, Nil - if redeemed/switched out after 1 year from the date of allotment
NAV as on 19-05-2025

108.69

0.04 (0.0368%)

CAGR Since Inception

16.43%

Benchmark: 17.2%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
NIFTY 100 TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 9 Months
8 Years 11 Months
11 Years 3 Months
14 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

It aims to provide long-term capital appreciation & income generation by primarily investing in equity and equity related instruments of companies in the Finance, Retail & Entertainment sector.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.94
Sharpe Ratio 0.76
Alpha 3.63
Beta 0.95
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 9.75 22.26 21.87 25.72 15.7
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 15.91 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 14.54 24.08 22.47 24.11 14.39
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 11.46 24.32 22.25 24.61 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 11.17 21.01 20.03 24.92 14.88
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.54 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 9.8 - - - -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 9.78 22.02 20.23 23.44 -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 8.79 20.34 19.91 29.63 15.68
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 8.06 23.53 22.52 28.23 14.89

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.35%

Others

5.6%

Large Cap

56.18%

Mid Cap

20.08%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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