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Canara Robeco Consumer Trends Fund - Direct Plan - Growth Option

(Erstwhile Canara Robeco F.O.R.C.E Fund - Direct Plan - Growth)
Fund House: Canara Robeco Mutual Fund
Invest in this Scheme
Category: Equity: Thematic-Consumption
Launch Date: 10-01-2013
Asset Class: Equity
Benchmark: BSE 100 TRI
TER: 0.83% 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 06-06-2025

126.68

1.62 (1.2788%)

CAGR Since Inception

17.76%

Benchmark: 17.17%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
NIFTY 100 TRI
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Gold
-
PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

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
1 Years 5 Months
5 Years 6 Months
7 Years 10 Months
10 Years 11 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 14.94
Sharpe Ratio 0.85
Alpha 4.94
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 - Direct Plan - Growth Option 10-01-2013 10.85 22.32 22.71 25.3 17.42
HSBC Consumption Fund - Regular Growth 31-08-2023 11.54 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 10.98 21.56 21.2 21.57 14.55
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 10.55 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 10.35 21.6 21.76 22.15 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 9.46 20.8 21.15 23.68 15.99
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 8.67 - - - -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 8.1 19.02 18.71 21.93 14.97
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 6.15 19.1 20.74 23.36 15.35
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 5.5 18.78 18.85 20.52 -

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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