Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • Mutual fund AUM jumps 11% to ₹81.9 lakh crore in April; equity inflows dip 5%, debt funds rebound
    • Majority closed-end mutual funds face liquidation or conversion risk under new BSEC rules
    • UK government borrowing costs rise as Starmer ‘fails to reassure bond markets’ – business live | Business
    • Govt revises BOT guidelines, allows big funds to bid for highway projects
    • ‘Most Indians retire asset-rich but income poor’: Edelweiss MF’s Radhika Gupta on retirement planning, SIP resilience, lifecycle funds, and simple investing
    • ProShares SSO vs TQQQ: What Investors Need to Know About These Supercharged Leveraged ETFs
    • BSEC conversion guidelines trigger surge in mutual funds
    • Yearly SIP account growth drops for two consecutive financial years – Money News
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»SIP»₹10,000 monthly SIP in this mutual fund has grown to nearly ₹83 lakh in 16 years
    SIP

    ₹10,000 monthly SIP in this mutual fund has grown to nearly ₹83 lakh in 16 years

    September 16, 2025


    A systematic investment plan (SIP) of ₹10,000 per month in the Canara Robeco Consumer Trends Fund since its launch in September 2009 has grown into ₹82.84 lakh by August 29, 2025.

    The total investment during this period stands at ₹19.2 lakh, translating into an XIRR of 16.46%, as per the fund house.

    The thematic equity fund has completed 16 years, delivering a compounded annual growth rate (CAGR) of 16.16% since inception. Over the same period, its benchmark BSE 100 TRI generated 12.41% CAGR, while the additional benchmark BSE Sensex TRI returned 11.99%.

    A lump sum of ₹10,000 invested at inception would have grown to ₹1.09 lakh, compared to ₹64,782 in the benchmark index.

    The scheme has delivered a 5-year compounded annual growth rate (CAGR) of 22.07% in its regular plan and 23.66% in its direct plan, compared to 19.94% returns from its benchmark, the BSE 100 TRI.

    Since inception, the fund has generated 16.30% CAGR in the regular plan.

    The thematic scheme invests across market capitalisations with exposure to sectors such as retailing, banking, finance, automobiles, consumer durables, and FMCG. Its top holdings include HDFC Bank, Bharti Airtel, Bajaj Finance, ITC, Maruti Suzuki, and Godrej Consumer Products.

    Fund managers Ennette Fernandes and Shridatta Bhandwaldar follow a growth-oriented approach, focusing on companies with strong earnings visibility and competitive positioning.

    The fund’s strategy is linked to India’s broader consumption story, driven by rising disposable incomes, demographic trends, and urbanisation. According to the AMC, demand for branded goods, digital services, and discretionary products could continue to shape the opportunity set for consumption-oriented funds.

    Analysts note that while past returns have been strong, thematic funds carry concentrated risks linked to specific sectors. Compounding works best over long horizons, and investors who remain consistent — whether through SIPs or in instruments such as ELSS, PPF, and insurance-linked savings — tend to benefit most.

    Short-term performance should not be the sole basis for investment decisions.



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    Yearly SIP account growth drops for two consecutive financial years – Money News

    May 10, 2026

    Yes Securities’ SIP Calculator and Demat Account App Help Investors Plan and Execute as Monthly SIP Contributions Surpass ₹30,000 Crore in 2026

    May 8, 2026

    Rs 2,000 SIP Over 30 Years: How Can A Systematic Investment Plan Grow Into A Retirement Corpus Worth Lakhs?

    May 7, 2026
    Leave A Reply Cancel Reply

    Top Posts

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    What are ETFs and How do you Trade them?

    July 31, 2020

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023
    Don't Miss
    Mutual Funds

    Mutual fund AUM jumps 11% to ₹81.9 lakh crore in April; equity inflows dip 5%, debt funds rebound

    May 11, 2026

    India’s mutual fund industry’s total assets under management (AUM) rose 11.2% month-on-month to ₹81.92 lakh…

    Majority closed-end mutual funds face liquidation or conversion risk under new BSEC rules

    May 11, 2026

    UK government borrowing costs rise as Starmer ‘fails to reassure bond markets’ – business live | Business

    May 11, 2026

    Govt revises BOT guidelines, allows big funds to bid for highway projects

    May 11, 2026
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    earnings, interest rate decisions, bonds

    July 30, 2024

    Should You Buy Ethereum Before the ETF Launch? Analyst Issues Warning

    July 19, 2024

    COSCIENS Biopharma – Conclusion d’un accord de résolution avec Goodwood, Goodwood Fund et Puccetti Funds Management

    May 30, 2025
    Our Picks

    Mutual fund AUM jumps 11% to ₹81.9 lakh crore in April; equity inflows dip 5%, debt funds rebound

    May 11, 2026

    Majority closed-end mutual funds face liquidation or conversion risk under new BSEC rules

    May 11, 2026

    UK government borrowing costs rise as Starmer ‘fails to reassure bond markets’ – business live | Business

    May 11, 2026
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹9000 monthly SIP can help you retire at 45 with ₹2 lakh monthly pension

    May 5, 2026
    © 2026 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.