Canara Robeco Consumer Trends Fund - Regular Plan - IDCW (Payout/Reinvestment)
(Erstwhile Canara Robeco F.O.R.C.E Fund - Regular Plan - Dividend Option)
Fund House: Canara Robeco Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 14-09-2009 |
| Asset Class: Equity |
| Benchmark: BSE 100 |
| TER: 2.12% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,694.43 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 40% | Exit Load: Exit load of 1% if redeemed within 1 year |
49.1
0.73 (1.4868%)
16.84%
Benchmark: 16.11%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 2 Months
14 Years 2 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.46 |
| Sharpe Ratio | 1.04 |
| Alpha | -0.47 |
| Beta | 0.78 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.8%
Others
4.4%
Large Cap
53.73%
Mid Cap
20.17%
