Canara Robeco Consumer Trends Fund Regular Plan Growth

• Alpha 3.36%
• Beta 0.88
• Sharpe Ratio0.84
• Std Deviation 13.71%
• Tracking Error 8.35%

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.

The Canara Robeco Consumer Trends Fund Regular Plan Growth has an AUM of 1747.37 crores & has delivered CAGR of 21.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Canara Robeco Consumer Trends Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include ITC, Treps, Bharti Airtel & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Tobacco & Retail (Apparel).

Some of the similar funds are Nippon India Consumption Fund - Growth, Tata India Consumer Fund Regular Growth, Sundaram Consumption Fund Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth, HSBC Consumption Fund Regular Growth. Canara Robeco Consumer Trends Fund Regular Plan Growth has a sharpe ratio of 0.84 & a standard deviation of 13.71%.