Canara Robeco Consumer Trends Fund - Direct Plan
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.
Suitability
"Capital appreciation over long term.
• Investing in equity and equity related securities of companies in the Finance Retail & Entertainment sectors"
Fund Info
| Scheme Class | Equity |
| Scheme Category | Equity - Consumption |
| Benchmark Type | Nifty 50 Index |
| Expense Ratio | 1.45% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 328 |
| AMC AUM (in Crs.) | ₹ 14,583 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 13.69% | |
| 500 | 500 | 11.0% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 10.97% | |
| 1000 | 1000 | 9.87% | |
| 1000 | 1000 | 14.06% | |
| 1000 | 1000 | 14.77% | |
| 1000 | 1000 | 12.14% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 7 |
| Hindustan Unilever Ltd | Equity | 7 |
| ICICI Bank Ltd | Equity | 6 |
| Axis Bank Ltd | Equity | 4 |
| Britannia Industries Ltd | Equity | 4 |
| Asian Paints Ltd | Equity | 4 |
| State Bank of India | Equity | 4 |
| VIP Industries Ltd | Equity | 4 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Bata India Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash - Repurchase Agreement | 4 |
| Cash | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 27 |
| Household & Personal Products | 12 |
| Specialty Chemicals | 12 |
| Footwear & Accessories | 7 |
| Packaged Foods | 7 |
Canara Robeco Mutual Fund
AUM
₹14,583 Cr
About
Canara Robeco is a Asset management company is a joint venture between Canara Bank and Robeco, a Dutch asset management company. Canara Robeco is the second oldest mutual fund in the country and was started in December 1987 as Canara Mutual Fund.##Canara Robeco Mutual Fund presents a wide variety of funds in various different categories such as equity, debt and hybrid and income. Being a trusted brand, it strongly believes in providing world class investment services to all its customers. As of June 2018, the Asset Under Management of the company is Rs.1,337,458.48.##The equity shareholding structure comprises of Canara Bank owning 51% shares and Robeco Group owning 49% shares. Being one of the oldest mutual fund companies, it has made its mark in the mutual fund industry through its constant and stable performance across different market capitalization.
Email
crmf@canararobeco.com
Phone
1800-209-2726
Address
Construction House, 4th Floor,5,Walchand Hirachand Marg,,Ballard Eastate, Mumbai - 400 001
Canara Robeco Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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