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Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

(Erstwhile Canara Robeco F.O.R.C.E Fund - Regular Plan - Growth Option)

Category: Equity: Thematic-Consumption
Launch Date: 14-09-2009
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.91% As on (30-09-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 253.86 Cr As on (30-09-2018)
Turn over: 96%
NAV as on 19-11-2018

36.35

0.2 (0.5502%)

CAGR Since Inception

15.08%

S&P BSE 100 TRI 9.19%

PERFORMANCE of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 19-11-2018

Yearly Performance (%)

Fund Managers

Mr. Hemang Kapasi

Mr. Kapasi is B.Com (H), PGDBA (Finance) & CFA. Prior to joining Canara Robecco, he has worked with ICICI Bank.

Investment Objective

It aims to provide long-term capital appreciation & income generation by primarily investing in equity and equity related instruments of companies in the Finance, Retail & Entertainment sector.

RETURNS CALCULATOR for Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 16.6 0.67 -5.85 1.08 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Period
Data as on - 19-11-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 2.37 16.9 13.58 18.56 0.0
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 4.04 30.56 0.0 0.0 0.0
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 3.45 20.84 14.8 17.73 0.0
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH 14-07-1999 1.55 21.07 13.74 16.05 0.0
UTI India Lifestyle Fund - Regular Plan - Growth Option 30-07-2007 0.48 13.04 9.46 11.64 15.68
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 0.27 15.61 13.79 18.9 20.72
BNP Paribas India Consumption Fund - Regular Plan - Growth 07-09-2018 0.0 0.0 0.0 0.0 0.0
Reliance Consumption Fund-Growth Plan-Growth Option 30-09-2004 -4.8 4.24 4.54 11.12 16.61
Sundaram Rural and Consumption Regular Growth 12-05-2006 -6.42 12.3 15.14 19.8 18.24

PORTFOLIO ANALYSIS of Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Asset Allocation (%)

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