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: 2.09% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 1,694.63 Cr As on 31-03-2025(Source:AMFI)
Turn over: 40% | Exit Load: :W.e.f.01/01/2014 - 1.5 % if reedemed/switched out within 12 months from the date of allotment 1 % if reedemed / switched out after 12 months but before 18 months from the date of allotment and NIL after 18 months from the date of allotment. W.e.f.03/10/2016, Entry Load : NIL, 1% if redeemed/switched out within 1 year from the date of allotment and Nil if redeemed/switched out after 1year from the date of allotment.

103.72

16.11%

PERFORMANCE

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

Created with Highstock 2.1.5Rate of ReturnCanara Robeco Consumer Trends Fund - RegularPlan - Growth OptionCanara Robeco Consumer Trends Fund - Regular Plan - Growth OptionNIFTY 100 TRIEquity: Thematic-ConsumptionGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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

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 7.37 20.35 19.6 23.8 15.58
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 13.54 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 13.32 22.12 20.63 22.7 14.32
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 9.59 22.08 19.58 22.9 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 9.39 19.19 17.76 23.21 14.88

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

18.62%

Others

4.8%

Large Cap

56.34%

Mid Cap

20.24%

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