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Business News/Market/Market Stats/    Canara Robeco Consumer Trends Fund Regular Plan Growth

Canara Robeco Consumer Trends Fund Regular Plan Growth

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  • Equity
  • Equity - Consumption
  • Rating N.A.
  • Plan
94.75 -0.17 (-0.18%) NAV as on 16 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1410.92
  • CAGR 38.25%
  • Exit Load1.00%
  • Expense ratio2.14%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2009-09-14

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 95.31
  • 6.76%
View More

Risk & Volitility

  • Alpha 3.36%
  • Beta 0.88
  • Sharpe Ratio1.07
  • Std Deviation 12.43%
  • Tracking Error 8.35%

About Fund

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 1410.92 crores & has delivered CAGR of 19.39% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.14%. 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 Moderate & Exceptional respectively.

 

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

 

The major sectors where the fund is invested are Regional Banks, Personal & Household Prods., Tobacco & Retail (Apparel).

 

Some of the similar funds are SBI Consumption Opportunities Fund Regular Plan Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth, Baroda BNP Paribas India Consumption Regular Growth, Tata India Consumer Fund Regular Growth, Sundaram Consumption Fund Growth. Canara Robeco Consumer Trends Fund Regular Plan Growth has a sharpe ratio of 1.07 & a standard deviation of 12.43%.

FAQs about Canara Robeco Consumer Trends Fund Regular Plan Growth

According to the morning star rating Canara Robeco Consumer Trends Fund Regular Plan Growth has a Moderate risk & Exceptional return.
Canara Robeco Consumer Trends Fund Regular Plan Growth is managed by Shridatta Bhandwaldar,Ennette Fernandes.
The expense ratio of Canara Robeco Consumer Trends Fund Regular Plan Growth is 2.14%.
The 5 year annualized return on Canara Robeco Consumer Trends Fund Regular Plan Growth is 19.39% & it has generated 38.25% in the last 1 year.
The minimum investment in Canara Robeco Consumer Trends Fund Regular Plan Growth is 5000 Rs.
Canara Robeco Consumer Trends Fund Regular Plan Growth has an AUM of 1410.92 crores.
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