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| Category: Equity: Thematic-Consumption |
| Launch Date: 14-09-2009 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 2.07% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 1,911.59 Cr As on 31-07-2025(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 |
108.4
-0.29 (-0.2675%)
16.15%
Benchmark: 16.93%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.94 |
| Sharpe Ratio | 0.89 |
| Alpha | 3.24 |
| Beta | 0.9 |
| 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 | 0.26 | 17.59 | 15.65 | 21.12 | 15.21 |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 5.23 | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 3.26 | - | - | - | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | 1.09 | 19.13 | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | -0.1 | 16.54 | 15.62 | 19.08 | 13.52 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.0%
Others
5.08%
Large Cap
55.7%
Mid Cap
23.3%
