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Canara Robeco Consumer Trends Fund - Investment Details, NAV, Returns & Performance Analysis

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Invest in Canara Robeco Consumer Trends Fund - A consumer-focused equity mutual fund managed by experienced fund managers. Check NAV, returns, expense ratio & investment approach.

Investment Objective and Approach

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. This fund follows a consumer trends strategy, focusing on companies that are positioned to benefit from India's evolving consumption patterns and growing consumer demand.

The fund's investment approach centers around identifying companies that have a direct or indirect exposure to consumer consumption trends. This includes companies across various sectors such as consumer goods, retail, automobiles, hospitality, and other consumption-related businesses. The fund managers employ a bottom-up stock selection approach, focusing on quality businesses with strong fundamentals and sustainable competitive advantages.

Fund Managers

The fund is managed by two experienced professionals:

Shridatta Bhandwaldar - Head of Equities

Mr. Shridatta has an impressive career spanning over 18-plus years in Indian equities. Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance). Before joining Canara Robeco back in 2016, he had held pivotal roles at SBI Pension Fund, Motilal Oswal, Heritage Capital and MF Global. At Canara Robeco, he has been instrumental in managing an AUM of over 1 lakh plus crores and is the primary fund manager for several of the flagship funds, including the Canara Robeco Equity Blue Chip Fund and the Flexi Cap Fund.

Known for his philosophy of investing in selective quality stocks to create wealth through compounding, Mr. Shridatta brings a wealth of knowledge and expertise to our conversation today. His investment approach is fundamentally bottom-up, focusing on businesses with strong characteristics and aligned management.

Ennette Fernandes - Co-Fund Manager

Ms. Fernandes is B.com & PGDBM and brings significant experience to the fund management. Prior to joining Canara Robeco Mutual Fund she has worked with Tata Asset Management Limited and Philip Capital (India) Pvt. Shridatta Bhandwaldar, Ennette Fernandes, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

About the Fund House (AMC)

Canara Robeco Mutual Fund is a joint venture between Canara Bank, one of India's leading public sector banks, and Robeco, a Dutch asset management company with global expertise. The AMC combines the strong local market knowledge and distribution network of Canara Bank with the international investment management expertise of Robeco.

The fund house focuses on delivering consistent long-term value to investors through disciplined investment processes and risk management frameworks. At Canara Robeco, he has been instrumental in managing an AUM of over 1 lakh plus crores, indicating the significant scale and trust that the fund house has built with investors.

The AMC follows a research-driven investment approach with dedicated teams for equity and debt investments. The fund house has built a reputation for managing diversified portfolios across different market capitalizations and investment themes.

Should I Invest in Canara Robeco Consumer Trends Fund?

This fund may be suitable for investors who:

Positive Factors:

- Believe in India's long-term consumption growth story and demographic dividend

- Want exposure to companies benefiting from evolving consumer trends

- Seek professional management with experienced fund managers having over 18-plus years in Indian equities

- Are comfortable with thematic investing focused on consumer sectors

- Have a long-term investment horizon of 5+ years

- Can tolerate equity market volatility as The Canara Robeco Consumer Trends Fund Direct Growth is rated Very High risk

Risk Considerations:

- Thematic funds can be more volatile than diversified equity funds

- Performance is closely tied to consumer spending patterns and economic cycles

- Sector concentration risk as the fund focuses primarily on consumption-related companies

- Market risk and equity volatility can impact short-term returns

Financial Performance:

- Over the past five years, Canara Robeco Consumer Trends Fund - Direct Plan has delivered an annualised return of 23.62% as of 30-Jul-2025

- Canara Robeco Consumer Trends Fund Direct-Growth scheme return performance in last 1 year is 0.37%, in last 3 years is 64.60% and 655.97% since scheme launch

- The fund currently has an Asset Under Management(AUM) of ₹1,18,177 Cr and the Latest NAV as of 01 Aug 2025 is ₹125.34

The fund is suitable for investors who understand thematic investing and believe in India's consumption story, but should be part of a diversified portfolio rather than a standalone investment.

FAQs

What is today's NAV of Canara Robeco Consumer Trends Fund?

The latest declared NAV of Canara Robeco Consumer Trends Fund - Direct Plan, is ₹126.7000 as of 30-Jul-2025. The NAV changes daily based on market movements, so check current NAV on Allvest or official AMC website.

What is the AUM of Canara Robeco Consumer Trends Fund?

The fund currently has an Asset Under Management(AUM) of ₹1,18,177 Cr as of August 2025, indicating strong investor confidence and substantial scale of operations.

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

The expense ratio of this fund is 2.1%. Direct plans typically have lower expense ratios compared to regular plans as they don't include distributor commissions.

What are the returns of Canara Robeco Consumer Trends Fund since inception?

Canara Robeco Consumer Trends Fund Direct-Growth scheme return performance in last 1 year is 0.37%, in last 3 years is 64.60% and 655.97% since scheme launch. Past performance doesn't guarantee future returns.

What is the minimum SIP amount to invest in Canara Robeco Consumer Trends Fund?

The minimum investment required to start investing in Canara Robeco Consumer Trends Fund is ₹5,000 for the lump sum option and ₹1,000 for the SIP amount monthly.

How do I invest in Canara Robeco Consumer Trends Fund?

You can invest through Allvest platform, which offers a convenient online investment experience. Alternatively, you can invest directly through the AMC website or through registered distributors and banks.

How to start a SIP in Canara Robeco Consumer Trends Fund?

Log into your Allvest account, search for the fund, select SIP option, choose investment amount (minimum ₹1,000), set frequency and auto-debit date. Complete KYC if not done already.

How do I automate an SIP in Canara Robeco Consumer Trends Fund?

Set up auto-debit mandate through your bank account on the Allvest platform. This will automatically deduct the SIP amount monthly and invest in the fund without manual intervention.

How can I withdraw/redeem my investment in Canara Robeco Consumer Trends Fund?

Login to Allvest, go to your portfolio, select the fund, choose partial or full redemption. Exit load of 1% if redeemed within 1 year. Redemption proceeds are typically credited within 3-4 business days.