Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | - | - |
INDMoney rank | 2/9 | 7/9 | ||
Category,Subcateogry | Equity,Equity - Consumption | Equity,Equity - Consumption | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 1583 Cr | 2707 Cr | ||
Min Investment | SIP ₹1000 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.85% | 1.04% | ||
Exit Load | 1% | 0.1% | ||
Benchmark Index | S&P BSE 500 India TR INR | S&P BSE 500 India TR INR |
No of Holdings | 47 | 50 | ||
Top 5 Holdings | HDFC Bank Ltd (5.44%) Bajaj Finance Ltd (5.17%) Bharti Airtel Ltd (4.99%) ITC Ltd (4.55%) Zomato Ltd (4.21%) | Bharti Airtel Ltd (5.34%) Ganesha Ecosphere Ltd (4.89%) Jubilant Foodworks Ltd (4.71%) Hindustan Unilever Ltd (4.41%) Berger Paints India Ltd (4.24%) | ||
No of Sectors | 6 | 6 | ||
Top 3 Sectors | Consumer Cyclical (35.96%) Financial Services (33.31%) Consumer Defensive (17.48%) | Consumer Cyclical (49.86%) Consumer Defensive (32.59%) Industrial (7.06%) | ||
Equity % | 95.1% | 91.33% | ||
Debt % | - | 0.11% | ||
P/E | 26.21 | 39.37 | ||
P/B | 4.7 | 7.18 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 4.84% | 5.59% | ||
3-Month Return | -7.57% | -11.28% | ||
6-Month Return | -14.95% | -17.03% | ||
1-Year Return | 6.44% | 8.15% | ||
3-Year Return | 16.8% | 16.95% | ||
5-Year Return | 26.43% | 29.92% |
Sharpe | 0.74 | 0.73 | ||
Alpha | 3.84 | 3.24 | ||
Beta | 0.96 | 0.82 | ||
Standard Deviation | 14.84 | 14.85 | ||
Information Ratio | 0.63 | 0.24 |
Description | Canara Robeco Consumer Trends Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Consumption Opportunities Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shridatta Bhandwaldar,Ennette Fernandes | - |