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4 Best Performing FMCG Sector Funds 2025

Updated on December 11, 2025 , 97414 views

FMCG sector funds focus on businesses that supply products used every day—items that move off shelves quickly regardless of market cycles. These funds invest in companies operating across packaged foods, beverages, household essentials, personal care, and basic healthcare segments. In India, the FMCG ecosystem includes established names such as Hindustan Unilever, ITC, Nestlé, Britannia, Marico, Dabur, Colgate-Palmolive, Emami, and Godrej Consumer Products.

FMCG

This category of Mutual Funds is typically chosen for its consumption-led stability. Demand for essential goods remains consistent even during economic fluctuations, which makes FMCG a defensive theme within equity Investing. Investors usually consider these funds for long-term thematic exposure and Portfolio balance rather than short-term market movements.

Potential of FMCG Sector in India

FMCG is one of the largest sectors in India, forming a significant part of domestic consumption. The sector comprises three broad segments:

  • Food & Beverages
  • Healthcare
  • Household & Personal Care

Recent studies place India’s FMCG market anywhere between US$ 167 billion (IBEF, 2023) and US$ 245 billion (IMARC, 2024). Growth forecasts also diverge — from a steady 8–9% annual rise to ambitious long-term projections above 17% CAGR. The one clear signal across reports: FMCG remains a structurally strong, consumption-driven engine that continues to expand regardless of economic cycles.

  • Stable and recurring demand: FMCG products are essential consumption items, creating consistent demand irrespective of economic cycles.

  • Rural contribution: Rural India contributes ~35–40% of FMCG sales. Increasing incomes, electrification, and retail penetration continue to expand rural demand.

  • Premiumisation: Consumers increasingly prefer value-added, higher-margin products in skincare, home care, nutrition, and convenience foods.

  • E-commerce and quick-commerce: Rapid adoption of digital channels improves product accessibility and increases purchase frequency.

  • Low per-capita consumption base: India’s per-capita FMCG consumption remains significantly lower than economies like China, leaving long-term expansion potential.

  • Brand strength and pricing power: Large FMCG companies maintain strong distribution networks, high brand recall, and the ability to pass on moderate cost inflation.

These factors indicate that FMCG remains a stable and structurally important theme for long-term investors.

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Historical Behaviour of FMCG Funds

  • FMCG funds have shown lower Volatility compared to diversified Equity Funds due to the defensive nature of consumer demand.

  • These funds have historically performed better during market corrections and inflationary periods, where essential goods maintain steady revenue.

  • In strong market rallies, FMCG funds may underperform broader indices because the sector grows steadily, not aggressively.

  • Over long periods (5–7+ years), FMCG funds typically offer stable, compounding-driven returns.

Fund Selection Methodology used to find 4 funds

  • Keyword: “Fast Moving Consumer Goods ”
  • Tags: FMCG
  • No Of Funds: 4

Top 4 Best FMCG Mutual Funds to Invest FY 25 - 26

FMCG funds are high-concentration thematic funds. They should be used in moderation as part of a diversified portfolio. Long-term investment horizons are recommended.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential FMCG Fund Growth ₹465.55
↑ 0.59
₹1,949-5.4-3.5-2.85.611.40.7
TATA India Consumer Fund Growth ₹45.1272
↑ 0.31
₹2,660-1.64.5-2.817.617.126.7
Mirae Asset Great Consumer Fund Growth ₹94.406
↑ 0.66
₹4,769-3.54.81.215.918.217.2
Canara Robeco Consumer Trends Fund Growth ₹111.52
↑ 0.89
₹2,000-0.52.31.315.217.720.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Dec 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential FMCG FundTATA India Consumer FundMirae Asset Great Consumer FundCanara Robeco Consumer Trends Fund
Point 1Bottom quartile AUM (₹1,949 Cr).Upper mid AUM (₹2,660 Cr).Highest AUM (₹4,769 Cr).Lower mid AUM (₹2,000 Cr).
Point 2Oldest track record among peers (26 yrs).Established history (9+ yrs).Established history (14+ yrs).Established history (16+ yrs).
Point 3Rating: 3★ (upper mid).Not Rated.Top rated.Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 11.42% (bottom quartile).5Y return: 17.12% (lower mid).5Y return: 18.24% (top quartile).5Y return: 17.71% (upper mid).
Point 63Y return: 5.56% (bottom quartile).3Y return: 17.57% (top quartile).3Y return: 15.94% (upper mid).3Y return: 15.20% (lower mid).
Point 71Y return: -2.84% (bottom quartile).1Y return: -2.82% (lower mid).1Y return: 1.16% (upper mid).1Y return: 1.28% (top quartile).
Point 8Alpha: -2.01 (top quartile).Alpha: -5.17 (bottom quartile).Alpha: -5.14 (lower mid).Alpha: -4.43 (upper mid).
Point 9Sharpe: -0.73 (bottom quartile).Sharpe: -0.11 (upper mid).Sharpe: -0.10 (top quartile).Sharpe: -0.23 (lower mid).
Point 10Information ratio: -0.61 (bottom quartile).Information ratio: 0.14 (top quartile).Information ratio: -0.04 (lower mid).Information ratio: 0.07 (upper mid).

ICICI Prudential FMCG Fund

  • Bottom quartile AUM (₹1,949 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.42% (bottom quartile).
  • 3Y return: 5.56% (bottom quartile).
  • 1Y return: -2.84% (bottom quartile).
  • Alpha: -2.01 (top quartile).
  • Sharpe: -0.73 (bottom quartile).
  • Information ratio: -0.61 (bottom quartile).

TATA India Consumer Fund

  • Upper mid AUM (₹2,660 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 17.12% (lower mid).
  • 3Y return: 17.57% (top quartile).
  • 1Y return: -2.82% (lower mid).
  • Alpha: -5.17 (bottom quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.14 (top quartile).

Mirae Asset Great Consumer Fund

  • Highest AUM (₹4,769 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.24% (top quartile).
  • 3Y return: 15.94% (upper mid).
  • 1Y return: 1.16% (upper mid).
  • Alpha: -5.14 (lower mid).
  • Sharpe: -0.10 (top quartile).
  • Information ratio: -0.04 (lower mid).

Canara Robeco Consumer Trends Fund

  • Lower mid AUM (₹2,000 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 17.71% (upper mid).
  • 3Y return: 15.20% (lower mid).
  • 1Y return: 1.28% (top quartile).
  • Alpha: -4.43 (upper mid).
  • Sharpe: -0.23 (lower mid).
  • Information ratio: 0.07 (upper mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 9 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

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112358
MCA CIN
U74999MH2016PTC282153
Location
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Experience
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  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

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  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
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Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

1. ICICI Prudential FMCG Fund

To generate long term capital appreciation through investments made primarily in Fast Moving Consumer Goods sector that are fundamentally strong and have established brands.

Research Highlights for ICICI Prudential FMCG Fund

  • Bottom quartile AUM (₹1,949 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.42% (bottom quartile).
  • 3Y return: 5.56% (bottom quartile).
  • 1Y return: -2.84% (bottom quartile).
  • Alpha: -2.01 (top quartile).
  • Sharpe: -0.73 (bottom quartile).
  • Information ratio: -0.61 (bottom quartile).
  • Higher exposure to Consumer Defensive vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding ITC Ltd (~32.6%).
  • Top-3 holdings concentration ~60.8%.

Below is the key information for ICICI Prudential FMCG Fund

ICICI Prudential FMCG Fund
Growth
Launch Date 31 Mar 99
NAV (11 Dec 25) ₹465.55 ↑ 0.59   (0.13 %)
Net Assets (Cr) ₹1,949 on 31 Oct 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.17
Sharpe Ratio -0.73
Information Ratio -0.61
Alpha Ratio -2.01
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 20₹10,000
30 Nov 21₹12,832
30 Nov 22₹15,583
30 Nov 23₹17,899
30 Nov 24₹19,432
30 Nov 25₹18,913

ICICI Prudential FMCG Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for ICICI Prudential FMCG Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25

DurationReturns
1 Month -2.4%
3 Month -5.4%
6 Month -3.5%
1 Year -2.8%
3 Year 5.6%
5 Year 11.4%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 0.7%
2023 23.3%
2022 18.3%
2021 19.5%
2020 9.7%
2019 4.5%
2018 7.1%
2017 35.6%
2016 1%
2015 4.9%
Fund Manager information for ICICI Prudential FMCG Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 178.38 Yr.
Sharmila D’mello30 Jun 223.34 Yr.

Data below for ICICI Prudential FMCG Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Consumer Defensive94.05%
Health Care2.65%
Consumer Cyclical0.83%
Basic Materials0.48%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
33%₹635 Cr15,098,972
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | HINDUNILVR
19%₹365 Cr1,481,447
↓ -38,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | NESTLEIND
9%₹185 Cr1,452,288
↓ -215,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
5%₹97 Cr166,654
↑ 6,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | 500096
4%₹78 Cr1,601,739
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Apr 24 | 500800
4%₹70 Cr600,438
↓ -28,457
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Nov 24 | COLPAL
4%₹70 Cr311,430
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | 532424
3%₹59 Cr526,845
↑ 72,147
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 19 | UBL
3%₹56 Cr312,682
↑ 5,000
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jul 24 | AMRUTANJAN
3%₹52 Cr713,715

2. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

Research Highlights for TATA India Consumer Fund

  • Upper mid AUM (₹2,660 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 17.12% (lower mid).
  • 3Y return: 17.57% (top quartile).
  • 1Y return: -2.82% (lower mid).
  • Alpha: -5.17 (bottom quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.14 (top quartile).
  • Top sector: Consumer Cyclical.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding ITC Ltd (~9.1%).

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (12 Dec 25) ₹45.1272 ↑ 0.31   (0.69 %)
Net Assets (Cr) ₹2,660 on 31 Oct 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.02
Sharpe Ratio -0.12
Information Ratio 0.14
Alpha Ratio -5.17
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 20₹10,000
30 Nov 21₹13,410
30 Nov 22₹14,367
30 Nov 23₹17,801
30 Nov 24₹23,357
30 Nov 25₹23,609

TATA India Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25

DurationReturns
1 Month -2.2%
3 Month -1.6%
6 Month 4.5%
1 Year -2.8%
3 Year 17.6%
5 Year 17.1%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.7%
2023 35.8%
2022 1%
2021 27.5%
2020 21%
2019 -2%
2018 -2.1%
2017 73.3%
2016 3.1%
2015
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 169.59 Yr.
Aditya Bagul3 Oct 232.08 Yr.

Data below for TATA India Consumer Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Consumer Cyclical33.01%
Consumer Defensive32.39%
Industrials10.97%
Financial Services6.94%
Technology5.49%
Health Care2.88%
Basic Materials2.02%
Asset Allocation
Asset ClassValue
Cash6.3%
Equity93.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
9%₹242 Cr5,769,000
↑ 360,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
8%₹213 Cr6,700,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
6%₹158 Cr506,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
6%₹152 Cr405,000
↑ 9,000
CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | 543333
5%₹137 Cr453,340
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500800
4%₹112 Cr961,000
Bikaji Foods International Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | BIKAJI
4%₹95 Cr1,297,150
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹82 Cr319,057
LG Electronics India Ltd (Technology)
Equity, Since 31 Oct 25 | LGEINDIA
3%₹81 Cr486,000
↑ 486,000
BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE
3%₹78 Cr315,000
↑ 108,000

3. Mirae Asset Great Consumer Fund

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns

Research Highlights for Mirae Asset Great Consumer Fund

  • Highest AUM (₹4,769 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.24% (top quartile).
  • 3Y return: 15.94% (upper mid).
  • 1Y return: 1.16% (upper mid).
  • Alpha: -5.14 (lower mid).
  • Sharpe: -0.10 (top quartile).
  • Information ratio: -0.04 (lower mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding ITC Ltd (~9.8%).

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (12 Dec 25) ₹94.406 ↑ 0.66   (0.70 %)
Net Assets (Cr) ₹4,769 on 31 Oct 25
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.16
Sharpe Ratio -0.1
Information Ratio -0.04
Alpha Ratio -5.14
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 20₹10,000
30 Nov 21₹14,090
30 Nov 22₹15,614
30 Nov 23₹19,156
30 Nov 24₹23,737
30 Nov 25₹24,599

Mirae Asset Great Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25

DurationReturns
1 Month -1.9%
3 Month -3.5%
6 Month 4.8%
1 Year 1.2%
3 Year 15.9%
5 Year 18.2%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.2%
2023 32.9%
2022 7.2%
2021 33%
2020 11.2%
2019 8.6%
2018 1.9%
2017 51%
2016 2%
2015 3.8%
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Siddhant Chhabria21 Jun 214.37 Yr.

Data below for Mirae Asset Great Consumer Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Consumer Cyclical51.3%
Consumer Defensive24.71%
Basic Materials6.77%
Communication Services6.77%
Industrials5.57%
Health Care2.67%
Technology1.45%
Asset Allocation
Asset ClassValue
Cash0.76%
Equity99.24%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
10%₹466 Cr11,075,000
↑ 350,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
8%₹372 Cr1,065,648
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
7%₹355 Cr219,500
↓ -6,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
7%₹323 Cr1,571,265
Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
6%₹286 Cr9,000,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
4%₹213 Cr568,773
↑ 311,650
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT
4%₹195 Cr278,196
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 540376
3%₹135 Cr325,000
↓ -25,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500825
3%₹135 Cr230,494
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 500820
3%₹131 Cr520,935

(Erstwhile Canara Robeco F.O.R.C.E Fund)

The objective of the Fund is to provide long - term capital appreciation by primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Consumer Trends Fund

  • Lower mid AUM (₹2,000 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 17.71% (upper mid).
  • 3Y return: 15.20% (lower mid).
  • 1Y return: 1.28% (top quartile).
  • Alpha: -4.43 (upper mid).
  • Sharpe: -0.23 (lower mid).
  • Information ratio: 0.07 (upper mid).
  • Top sector: Consumer Cyclical.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding HDFC Bank Ltd (~6.3%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (12 Dec 25) ₹111.52 ↑ 0.89   (0.80 %)
Net Assets (Cr) ₹2,000 on 31 Oct 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.23
Information Ratio 0.07
Alpha Ratio -4.43
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 20₹10,000
30 Nov 21₹13,776
30 Nov 22₹15,294
30 Nov 23₹17,899
30 Nov 24₹22,750
30 Nov 25₹23,667

Canara Robeco Consumer Trends Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Canara Robeco Consumer Trends Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25

DurationReturns
1 Month -0.9%
3 Month -0.5%
6 Month 2.3%
1 Year 1.3%
3 Year 15.2%
5 Year 17.7%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.3%
2023 26.4%
2022 6.1%
2021 30.2%
2020 20.5%
2019 12.8%
2018 2%
2017 41%
2016 3.4%
2015 1.8%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 196.09 Yr.
Ennette Fernandes1 Oct 214.09 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Consumer Cyclical33.1%
Financial Services24.41%
Consumer Defensive21.68%
Communication Services7.95%
Industrials4.19%
Health Care2.12%
Basic Materials1.88%
Technology1.14%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
6%₹126 Cr1,274,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
5%₹109 Cr2,600,000
↑ 250,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
5%₹104 Cr64,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹103 Cr503,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
5%₹95 Cr3,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹87 Cr830,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹84 Cr240,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 500825
4%₹75 Cr128,500
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 532424
3%₹56 Cr498,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹54 Cr1,150,000

Risks Associated with FMCG Sector Funds

  • Sector concentration: Performance depends on a limited set of companies; diversification across industries is absent.

  • Underperformance in bull markets: Defensive sectors generally grow slower during strong equity rallies.

  • Regulatory exposure: Changes in GST slabs, packaging mandates, or food safety rules can affect costs.

  • Commodity input volatility: Prices of raw materials (palm oil, wheat, sugar, crude derivatives) influence margins.

Who Should Consider FMCG Funds?

  • Investors seeking low-volatility equity exposure
  • Those with a 5–7 year horizon or longer
  • Investors building a small thematic / satellite allocation (5–10%)
  • Individuals preferring stable consumption-led sectors

How to Invest in FMCG Funds?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

FAQs

1. What is the full form of FMCG?

A: The full form of FMCG is Fast Moving Consumer Goods. These goods are usually consumer goods with short shelf life like soft drinks, dairy products, frozen goods, and medicines.

2. What is a sector fund?

A: Sector funds are similar to mutual funds or investment funds, but these belong to only a single industrial sector.

3. Is it beneficial to invest in the FMCG sector fund?

A: Although the FMCG sector fund is often considered a high-risk investment, it can prove beneficial to invest in the FMCG sector fund. The FMCG sector fund produces good returns as these companies usually record an excellent profit margin. Even if you are not looking to trade in the FMCG sector fund, it generally produces good dividends.

4. What is CAGR?

A: The full form of CAGR is the Compounded Annual Growth Rate. By evaluating the CAGR, you can quickly evaluate the best investment portfolios and identify the Best Sector Funds for investment.

5. Why is CAGR important in FMCG funds?

A: The CAGR will help you evaluate the FMCG industry's performance, which is necessary when planning to diversify your portfolio of a sector fund. If the CAGR of the FMCG is 17% and above, then you can consider this as robust returns, and it is suitable for investment.

6. What is long term capital appreciation?

A: Long term capital appreciation is the rise in stocks price when held for a more extended period. If you are investing in a particular sector fund, it is essential to evaluate its long-term capital appreciation. Preferably the price of the stocks should rise in five years, and you can earn good returns.

7. Are there additional risks in sector funds?

A: The sector funds are considered riskier than mutual funds as there is no chance of moving away from the particular sector if it stops performing. Usually, the minimum time for investment in a sector fund to mature is three years, and if the stock stops performing, you cannot move away from the particular sector.

Sector funds are usually more volatile than Diversified Equity Funds, wherein you can invest in stocks of different sectors. Since you will be investing only in a single sector, you will have no option but to stay with your particular industrial sector choice.

8. Why should I invest in sector funds?

A: Despite the risks involved, sector funds have been known to produce excellent returns. However, you will have to wait for 3-5 years for your investment to produce the desired results.

9. Are returns greater in these funds?

A: The returns of sector funds depend on the risk that you are prepared to take. Usually, the returns are higher in sector funds, especially if the particular sector starts performing better than expected. It is always a good idea to diversify your investment portfolio with some sector funds.

10. Why are risks more significant in FMCG sector funds?

A: The FMCG market is quite unpredictable, which makes investment in the FMCG sector riskier. Moreover, not all companies in this sector can perform equally well. Hence, it is better to diversify one's portfolio of investments. As the funds are entirely dependent on the consumer, predicting the market's outcome with absolute certainty is quite challenging.

11. How does consumption reflect on FMCG funds?

A: If the consumption increases, it is likely to improve the companies' profit margin in this sector. Subsequently, as the CAGR will increase, it will improve the returns on investment. Thus, increased consumption will reflect positively on the FMCG sector funds.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Subhendu Das, posted on 17 May 21 12:26 AM

Informative and good explanations

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