NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹109.53
-0.96%
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity consumption
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity consumption
equity
24.18%p.a.
Last 1Y
18.97%p.a.
Last 3Y
21.06%p.a.
Last 5Y
16.96%p.a.
Since Inception
About Canara Robeco Consumer Trends Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Canara Robeco Consumer Trends Fund Plan Growth scheme from Canara Robeco Asset Management Co. Ltd.. It is a Equity - Consumption mutual fund scheme that predominantly invests in Equity - Consumption stocks of companies. Launched on Sep 2009, Canara Robeco Consumer Trends Fund Plan Growth is Equity - Consumption fund of its category with 1,747.46 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Consumption funds.
- Canara Robeco Consumer Trends Fund Plan Growth delivered 24.2% annual returns during the last year. It has delivered 17.0% average annual returns since the fund was launched.
- Canara Robeco Consumer Trends Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
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.
Top 10 Holdings
ITC Ltd
5.80%
HDFC Bank Ltd
5.11%
Bharti Airtel Ltd
4.68%
Zomato Ltd
4.40%
ICICI Bank Ltd
3.73%
Trent Ltd
3.50%
Varun Beverages Ltd
2.67%
United Spirits Ltd
2.63%
Bajaj Auto Ltd
2.55%
KEI Industries Ltd
2.51%
Fund Managers
- Shridatta Bhandwaldar (Oct 2019 - Present)
- Ennette Fernandes (Oct 2021 - Present)
Key Information
View Scheme Document
Canara Robeco Consumer Trends Fund Plan Growth SIP Calculator
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NRI Mutual Fund Tax on Canara Robeco Consumer Trends Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Canara Robeco Consumer Trends Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Canara Robeco Consumer Trends Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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