Canara Robeco Consumer Trends Fund – Direct Growth

Equity · Sectoral / Thematic
 · ★★★
1,000
Min SIP
5,000
Min Lumpsum
0.93 %
Expense Ratio
★★★
Rating
1,149
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 04 October 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.5% 25.4% 19.9% 17.1%
Category Average 13.9% 21.3% 14.5% -

Scheme Allocation

By Holding
By Sector
By Asset
ITC
6.12%
3.35%
Others
78.66%
View all Holdings
Holdings Sector Instrument Asset
ITC Tobacco Products Equity 6.12%
Hind. Unilever FMCG Equity 4.25%
Bharti Airtel Telecomm-Service Equity 3.98%
Titan Company Diamond, Gems and Jewellery Equity 3.64%
Axis Bank Banks Equity 3.35%
Trent Retail Equity 3.21%
Bajaj Finance Finance Equity 3.11%
Godrej Consumer FMCG Equity 2.88%
HDFC Bank Banks Equity 2.83%
KEI Industries Cables Equity 2.65%
IndusInd Bank Banks Equity 2.64%
United Spirits Alcoholic Beverages Equity 2.63%
J B Chem & Pharm Pharmaceuticals Equity 2.53%
St Bk of India Banks Equity 2.52%
Maruti Suzuki Automobile Equity 2.48%
ICICI Bank Banks Equity 2.43%
Bata India Leather Equity 2.35%
Tata Motors Automobile Equity 2.3%
Indian Hotels Co Hotels & Restaurants Equity 2.26%
Westlife Food Quick Service Restaurant Equity 2.24%
SBI Cards Finance Equity 2.2%
United Breweries Alcoholic Beverages Equity 2.14%
Varun Beverages FMCG Equity 2.11%
ICICI Lombard Insurance Equity 2.08%
Dabur India FMCG Equity 1.97%
Nestle India FMCG Equity 1.91%
Interglobe Aviat Air Transport Service Equity 1.87%
PVR Inox Entertainment Equity 1.79%
Samvardh. Mothe. Auto Ancillaries Equity 1.77%
Vedant Fashions Retail Equity 1.75%
Havells India Consumer Durables Equity 1.75%
Ashok Leyland Automobile Equity 1.68%
Page Industries Readymade Garments/ Apparells Equity 1.68%
Max Financial Finance Equity 1.62%
SBI Life Insuran Insurance Equity 1.52%
Federal Bank Banks Equity 1.48%
Apollo Hospitals Healthcare Equity 1.47%
Avenue Super. Retail Equity 1.14%
Crompton Gr. Con Consumer Durables Equity 1.04%
Jyothy Labs FMCG Equity 0.91%
Finolex Inds. Plastic products Equity 0.83%
Voltas Consumer Durables Equity 0.76%
Kansai Nerolac Paints/Varnish Equity 0.42%
Uno Minda Auto Ancillaries Equity 0.08%
Banks
17.42%
Diversified FMCG
10.91%
Consumer Durables
9.94%
Beverages
6.76%
Retailing
5.71%
Others
49.26%
View all Sectors
Sectors Asset
Banks 17.42%
Diversified FMCG 10.91%
Consumer Durables 9.94%
Beverages 6.76%
Retailing 5.71%
Finance 5.53%
Personal Products 5.07%
Automobiles 4.94%
Leisure Services 4.4%
Telecom-Services 4.18%
Debt 4.1%
Insurance 3.74%
Transport Services 3.37%
Industrial Products 2.61%
Auto Components 2.39%
Pharmaceuticals & Biotech 2.3%
Agricultural, Commercial 1.69%
Textiles & Apparels 1.59%
Healthcare Services 1.59%
Food Products 0.99%
Agricultural Food & other 0.95%
Cash & Others -0.18%
Equity
96.37%
Reverse Repos
3.6%
Net Curr Ass/Net Receivables
0.03%
Others
0%

Advance Ratio

5.9
Alpha
4.01
SD
0.88
Beta
1.73
Sharpe

Exit Load

Exit Load 1.00% - 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.

Fund 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.

Fund Managers

Shridatta Bhandwaldar - CEO

Mr Shridatta Bhandwaldar has been leading the charge for Canara Robeco Mutual Fund, one of the most successful funds in India right now. He has been the CEO of the firm since 2008 and has been in charge of their impressive growth in the mutual fund industry. His strategies have proven to be effective time and time again, which has led to their exponential growth in assets under management. His main goal as the CEO is to grow their company to reach over $10 billion in assets under management.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Canara Robeco Mutual Fund
AUM:
67,532 Cr
Address:
Construction House,4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
Contact:
+91 22 66585000
Email ID:
crmf@canararobeco.com

Frequently Asked Questions

How to invest in Canara Robeco Consumer Trends Fund – Direct Growth ?

You can invest in Canara Robeco Consumer Trends Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Canara Robeco Consumer Trends Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Canara Robeco Consumer Trends Fund – Direct Growth ?

The NAV of Canara Robeco Consumer Trends Fund – Direct Growth is ₹89.9 as of 04 October 2023.

How to redeem Canara Robeco Consumer Trends Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Canara Robeco Consumer Trends Fund – Direct Growth?

The minimum SIP amount of Canara Robeco Consumer Trends Fund – Direct Growth is ₹1000

What are the top sectors Canara Robeco Consumer Trends Fund – Direct Growth has invested in?

The top sectors Canara Robeco Consumer Trends Fund – Direct Growth has invested in are
  1. Banks - 17.42%
  2. Diversified FMCG - 10.91%
  3. Consumer Durables - 9.94%
  4. Beverages - 6.76%
  5. Retailing - 5.71%

Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Consumer Trends Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Canara Robeco Consumer Trends Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Canara Robeco Consumer Trends Fund – Direct Growth generated ?

The Canara Robeco Consumer Trends Fund – Direct Growth has delivered 17.1% since inception

What is the expense ratio of Canara Robeco Consumer Trends Fund – Direct Growth ?

The expense ratio of Canara Robeco Consumer Trends Fund – Direct Growth is 0.93 % as of 04 October 2023.

What is the AUM of Canara Robeco Consumer Trends Fund – Direct Growth?

The AUM of Canara Robeco Consumer Trends Fund – Direct Growth is ₹67,532 Cr as of 04 October 2023

What are the top stock holdings of Canara Robeco Consumer Trends Fund – Direct Growth?

The top stock holdings of Canara Robeco Consumer Trends Fund – Direct Growth are
  1. ITC - 6.12%
  2. Hind. Unilever - 4.25%
  3. Bharti Airtel - 3.98%
  4. Titan Company - 3.64%
  5. Axis Bank - 3.35%

How can I redeem my investments in Canara Robeco Consumer Trends Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Consumer Trends Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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