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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Canara Robeco Consumer Trends Fund - Direct Plan
|
Very High
|
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0.85 |
|||
Very High
|
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0.43 |
||||
Very High
|
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1.09 |
||||
Very High
|
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0.91 |
||||
Very High
|
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0.57 |
₹1,679 Cr
1.00 (365)
5,000
--
1,000
6
Investment Strategy
The scheme seeks 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.
Suitability
This is a fund that invests mainly in the shares of consumer-facing companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other consumption-themed fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
Canara Robeco Consumer Trends Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.
Mutual funds can be bought directly from the website of the fund house. For instance, Canara Robeco Consumer Trends Fund - Direct Plan fund can be purchased from the website of Canara Robeco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Canara Robeco Consumer Trends Fund - Direct Plan is ₹112.1000 as of 15-Feb-2025.
The AUM of Canara Robeco Consumer Trends Fund - Direct Plan Fund is ₹1,679 Cr as of 31-Jan-2025
The riskometer level of Canara Robeco Consumer Trends Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
5.03
|
|
4.87
|
|
4.86
|
|
4.51
|
|
3.75
|
As of 31-Jan-2025, Canara Robeco Consumer Trends Fund - Direct Plan had invested 95.58% in Equity and 4.42% in Cash & Cash Eq. See More
Canara Robeco Consumer Trends Fund - Direct Plan is 12 years 1 months old. It has delivered 17.07% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
9.23%
|
17.15%
|
18.25%
|
16.78%
|
15.55%
|
17.07%
|
No, There is no lock in period in Canara Robeco Consumer Trends Fund - Direct Plan.
The expense ratio of Canara Robeco Consumer Trends Fund - Direct Plan is 0.85.