March 31, 2026
RA Jainee
Canara Robeco Consumer Trends Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 110.01 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 75.07 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 100 TRI |
| AUM Rs. | 1,950 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.82% |
| 1 Year Return (%) | -4.55 |
| 3 Year Return (%) | 13.96 |
| 5 Year Return (%) | 13.13 |
| 10 Year Return (%) | 16.53 |
| Return Since Launch | 15.37% |
⚖️ Sahifund Review – Canara Robeco Consumer Trends Fund ✔
PLUS: Long track record, steady performance, low churn discipline
✓ Canara Robeco Consumer Trends Fund has delivered a decent long-term record, with 13.96% over 3 years, 13.13% over 5 years and 16.53% over 10 years, which reflects respectable category consistency.
✓ The fund has also done reasonably well over longer periods compared with broader benchmarks, making it relevant for investors seeking India consumption theme exposure.
✓ Expense ratio at 0.82% is fairly acceptable for an actively managed thematic fund, while turnover at just 14% shows a disciplined, low-churn portfolio style.
✓ The portfolio of 45 stocks offers a healthy balance between conviction and diversification, reducing excessive stock concentration risk.
✓ Canara Robeco as a fund house brings credibility, and the fund can suit investors looking for a long-term SIP-based consumption play.
MINUS: Weak recent momentum, not the strongest peer, theme limitation
⚖️ The biggest concern is recent underperformance, with the fund down -4.55% in 1 year and lagging both benchmark and some better-performing peers.
⚖️ Peer comparison also shows that funds like Mirae Asset Great Consumer and ICICI Prudential Bharat Consumption have offered more compelling return profiles in key periods.
⚖️ The portfolio still carries a large-cap and defensive consumption tilt, which can limit upside during aggressive cyclical or mid-cap rallies.
⚖️ As a theme fund, it remains narrower than diversified flexi-cap or multi-cap options, so investors should expect periodic underperformance and avoid over-allocation.
Sahifund View (Decisive Line):
Canara Robeco Consumer Trends Fund is a steady consumption-theme SIP option, but it works better as a satellite portfolio idea rather than a top-conviction core equity pick.
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s 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.
Fund Manager:
1) Ennette Fernandes
Education: Ms. Fernandes is B.com & PGDBM
Experience: Prior to joining Canara Robeco Mutual Fund she has worked with Tata Asset Management Limited and Philip Capital (India) Pvt. Ltd.
2) Shridatta Bhandwaldar
Education: Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
Experience: Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Canara Robeco Consumer Trends Fund
| Fund House | Canara Robeco Mutual Fund |
| Launch Date | 02-Jan-13 |
| Return Since Launch | 15.37% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 1,950 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.82% |
| (As on 28-Feb-2026) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 14.00% |
Returns-Canara Robeco Consumer Trends Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Canara Robeco Consumer Trends Dir | -14.56 | -2.40 | -10.30 | -14.48 | -12.22 | -4.55 | 13.96 | 13.13 | 14.96 | 16.53 |
| BSE 500 TRI | -11.93 | -2.10 | -9.30 | -11.58 | -7.40 | -1.25 | 14.54 | 12.55 | 13.19 | 13.86 |
| Equity: Thematic-Consumption | -13.85 | -2.07 | -8.62 | -13.58 | -13.33 | -4.32 | 13.80 | 13.62 | 13.84 | 14.82 |
| Rank within category | 22 | 29 | 30 | 24 | 6 | 13 | 5 | 7 | 3 | 3 |
| Number of funds in category | 28 | 31 | 31 | 28 | 24 | 24 | 11 | 11 | 10 | 8 |
Peer Comparison of Canara Robeco Consumer Trends Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Canara Robeco Consumer Trends Dir | 3 star | -4.55 | 13.96 | 13.13 | 0.82 | 1,950 | 15.37 | 1.00 (365) | 13Y 2M | 14.00 |
| Mirae Asset Great Consumer Dir | 4 star | -1.62 | 14.81 | 14.80 | 0.44 | 4,473 | 16.13 | 1.00 (365) | 13Y 2M | 48.00 |
| ICICI Pru Bharat Consumption Dir | 5 star | -3.48 | 13.73 | 14.41 | 1.11 | 3,093 | 13.29 | 1.00 (90) | 6Y 11M | 68.00 |
| Nippon India Consumption Dir | 4 star | -5.90 | 13.52 | 15.41 | 0.60 | 2,512 | 12.65 | 1.00 (30) | 13Y 2M | 41.00 |
| Baroda BNP Paribas India Consumption Dir | 4 star | -5.00 | 14.27 | 13.08 | 0.64 | 1,455 | 16.10 | 1.00 (365) | 7Y 6M | 57.00 |
Portfolio-Canara Robeco Consumer Trends Fund
| No. of Stocks | 45 |
| Top 10 Stocks | 42.03% |
| Top 5 Stocks | 23.98% |
| Top 3 Sectors | 75.30% |
| Portfolio P/B Ratio | 4.95 |
| Portfolio P/E Ratio | 29.76 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,57,058 | 1,48,158 |
| Giant (%) | — | — |
| Large (%) | 61.30 | 64.53 |
| Mid (%) | 26.78 | 18.79 |
| Small (%) | 11.92 | 20.57 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Quicklinks