Canara Robeco Consumption Fund Regular Plan Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹1,872.23 Cr
Expense Ratio
2.16%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
14 Sep 2009
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.93% | -- |
| 3 Months | -3.04% | -- |
| 6 Months | +1.1% | -- |
| 1 Year | -7.61% | -7.61% |
| 2 Years | -- | -5.91% |
| 3 Years | +26.1% | +8.04% |
| 5 Years | +47.14% | +8.03% |
| Since Launch | +931.9% | +14.64% |
Holdings as on 18 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 150.40 | 8.03 |
| Bharti Airtel | 113.33 | 6.05 |
| Mahindra & Mahindra Ltd | 93.81 | 5.01 |
| HDFC Bank | 90.29 | 4.82 |
| Bajaj Finance | 79.64 | 4.25 |
| Maruti Suzuki India | 77.19 | 4.12 |
| Treps | 70.32 | 3.76 |
| Britannia Industries | 66.90 | 3.57 |
| Samvardhana Motherson International | 65.92 | 3.52 |
| Lenskart Solutions | 65.08 | 3.48 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.19
Sharpe Ratio
16.47%
Std. Deviation
8.35%
Tracking Error
3.36%
Alpha
0.88
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Canara Robeco Consumption Fund Regular Plan Growth | -7.61% | +8.04% | +8.03% |
| Nippon India Consumption Fund - Growth | -10.2% | +6.53% | +8.82% |
| HSBC Consumption Fund Regular Growth | -2.79% | +12.72% | -- |
| Axis Consumption Fund Regular Growth | -11.01% | -- | -- |
| Kotak Consumption Fund Regular Growth | -7.6% | -- | -- |
Results are calculated on CAGR basis
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 Consumption Fund Regular Plan Growth has an AUM of 1872.23 crores & has delivered CAGR of 8.03 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.16%. The minimum investment in Canara Robeco Consumption 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 & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, Bharti Airtel, Mahindra & Mahindra Ltd, HDFC Bank.
The major sectors where the fund is invested are Computer Services, Auto & Truck Manufacturers, Consumer Financial Services, Regional Banks.
Some of the similar funds are Canara Robeco Consumption Fund Regular Plan Growth, Nippon India Consumption Fund - Growth, HSBC Consumption Fund Regular Growth, Axis Consumption Fund Regular Growth, Kotak Consumption Fund Regular Growth. Canara Robeco Consumption Fund Regular Plan Growth has a sharpe ratio of 0.19 & a standard deviation of 16.47%.
FAQs
According to the morning star rating Canara Robeco Consumption Fund Regular Plan Growth has a Medium risk & Good return.
Canara Robeco Consumption Fund Regular Plan Growth is managed by Shridatta Bhandwaldar,Ennette Fernandes.
The expense ratio of Canara Robeco Consumption Fund Regular Plan Growth is 2.16%.
The 5 year annualized return on Canara Robeco Consumption Fund Regular Plan Growth is 8.03% & it has generated -7.61% in the last 1 year.
The minimum investment in Canara Robeco Consumption Fund Regular Plan Growth is 5000 Rs.
Canara Robeco Consumption Fund Regular Plan Growth has an AUM of 1872.23 crores.
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