Should I invest in CANARA ROBECO CONSUMPTION FUND?

We don't give personal investment advice. CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.6%. 5-year CAGR: 8.02%.

Canara Robeco

CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)

Latest NAV

₹45.7000

As of

17 Jul 2026

4,144 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	-0.06%	+0.11	77 / 168	Q2
1W	-0.54%	-0.22%	-0.33	125 / 168	Q3
2W	-0.63%	-0.98%	+0.35	141 / 170	Q4
1M	+1.92%	+0.82%	+1.10	95 / 170	Q3
3M	+2.84%	+3.83%	-1.00	114 / 170	Q3
6M	-1.89%	+1.86%	-3.75	118 / 162	Q3
YTD	-4.31%	-0.06%	-4.25	122 / 160	Q4
1Y	-8.98%	+1.21%	-10.19	135 / 150	Q4
2Y	-3.47%	-0.78%	-2.69	79 / 109	Q3
3Y	+6.42%	+9.09%	-2.67	58 / 76	Q4
4Y	+9.68%	+9.79%	-0.11	41 / 58	Q3
5Y	+8.02%	+5.30%	+2.72	28 / 48	Q3
7Y	+10.87%	+13.56%	-2.69	24 / 32	Q3
10Y	+7.95%	+11.31%	-3.36	19 / 23	Q4
Inception	+9.41%	+7.30%	+2.11	78 / 170	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.31%	+1.20%	-5.51	122 / 158
2025	-2.11%	-0.40%	-1.71	70 / 129
2024	+19.08%	+19.58%	-0.50	41 / 84
2023	+20.05%	+28.75%	-8.70	49 / 62
2022	+5.14%	+0.21%	+4.93	18 / 54
2021	+21.41%	+28.31%	-6.89	27 / 43
2020	+13.59%	+22.29%	-8.71	18 / 34
2019	+5.63%	+7.10%	-1.47	16 / 29
2018	-13.57%	-10.71%	-2.87	14 / 23
2017	+32.28%	+33.65%	-1.37	11 / 23
2016	-2.68%	+5.47%	-8.14	17 / 23

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.66%

193 windows

min -23.1% · max 65.8%

66% positive

3-Year rolling

+10.37%

169 windows

min -7.2% · max 23.9%

91% positive

5-Year rolling

+10.04%

145 windows

min -2.3% · max 21.0%

97% positive

7-Year rolling

+9.06%

120 windows

min 3.0% · max 13.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.50%

3-year · annualised

Sharpe ratio

0.05

vs risk-free 6.5%

Sortino ratio

0.07

Downside-only deviation

Max drawdown

-26.60%

Sep 2024 → Mar 2026

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC INNOVATION FUND - IDCW - REGULAR PLAN	HDFC	₹11.1190	17 Jul 2026
Nippon India Active Momentum Fund- Regular Plan- IDCW Option	Nippon India	₹12.8415	17 Jul 2026
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹12.2938	17 Jul 2026
Invesco India Business Cycle Fund - Regular Plan - IDCW	Invesco	₹14.1900	17 Jul 2026
Bandhan Business Cycle Fund - Regular Plan - IDCW	Bandhan	₹9.9190	17 Jul 2026
quant BFSI Fund - IDCW Option - Regular Plan	Quant	₹21.0055	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW	Aditya Birla Sun Life	₹23.5200	17 Jul 2026
Motilal Oswal Active Momentum Fund - Regular- IDCW	Motilal Oswal	₹13.5064	17 Jul 2026
Mirae Asset Banking and Financial Services Fund Regular IDCW	Mirae Asset	₹21.9730	17 Jul 2026
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment	Kotak	₹10.6840	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹45.7000
16 Jul 2026	₹45.6800
15 Jul 2026	₹45.7200
14 Jul 2026	₹45.4900
13 Jul 2026	₹45.8300
10 Jul 2026	₹45.9500
9 Jul 2026	₹45.6500
8 Jul 2026	₹45.3200
7 Jul 2026	₹46.2300
6 Jul 2026	₹46.2500

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) is ₹45.7000. It's a Sectoral/Thematic Fund from Canara Robeco, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has NAV history starting from 15 Sep 2009, a track record of about 16 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) is managed by Canara Robeco. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a absolute return of -8.98% — -10.19 pp behind the Sectoral/Thematic Fund category average of 1.21%. The fund ranks #135 of 150 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 6.42% — -2.67 pp behind the Sectoral/Thematic Fund category average of 9.09%. The fund ranks #58 of 76 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has delivered a CAGR of 8.02% — +2.72 pp ahead of the Sectoral/Thematic Fund category average of 5.30%. The fund ranks #28 of 48 in its category — the third (Q3) quartile.

₹1 lakh invested in CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) exactly 10 years ago would be worth approximately ₹214,857 today — a multiplier of 2.15×, based on the 10-year CAGR of 7.95%. The category average over the same window would have grown ₹1 lakh to ₹291,949.

A ₹10,000 monthly SIP in CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹704,001 today. That's an XIRR (money-weighted annualised return) of 6.33%.

A ₹10,000 monthly SIP for 10 years in CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹1,900,953 (multiplier 1.58×). XIRR: 8.90%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) ranks #28 out of 48 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 5.30%; this fund delivered 8.02%.

The worst peak-to-trough decline CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) has experienced over the last 5-year window is 26.60% — its NAV fell from a high on 23 Sep 2024 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) averaged 10.04% (best 21.01%, worst -2.25%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.15 — weak risk-adjusted performance.

In calendar year 2025, CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) returned -2.11% — lagging the Sectoral/Thematic Fund category average of -0.40% by 1.71 pp. It ranked #70 of 129 in its category that year.

CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.6%. 5-year CAGR: 8.02%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.