Canara Robeco Consumer Trends Fund - Reg(G) is ideal for individuals who wish to generate capital appreciation over the long term through investments in equity and equity-related securities of stocks from the companies that follow the Consumption and Financial Theme. While this scheme offers both Regular Plan and Direct Plan, the investment options available under this investment plan are Growth and Dividend options. Under the Dividend option, investors can further avail 2 sub-options - Dividend Payout and Dividend Reinvestment.
Investment Objective of Canara Robeco Consumer Trends Fund - Reg(G)
The primary objective of this plan is to generate long-term returns by investing in equity and equity-related instruments of companies which earn benefit from the growing consumer demand in the country in either a direct or indirect manner.
Key Features of Canara Robeco Consumer Trends Fund - Reg(G)
Check out a few of the significant features of the Canara Robeco Consumer Trends Fund - Reg(G) scheme as mentioned in the table below:
|
Type of fund |
An open-ended equity scheme that follows the consumption and financial theme |
|
Plans available |
|
|
Options under each plan |
The default investment option is the Growth Option. Under the Dividend Option, the default sub-option is the Dividend Reinvestment. |
|
Risk |
High |
|
Systematic Investment Plan |
Available |
|
Systematic Transfer Plan |
Available |
|
Systematic Withdrawal Plan |
Available |
Investment Amount for Canara Robeco Consumer Trends Fund - Reg(G)
Before you decide to invest in this scheme, it is extremely important that you learn about the various investment amounts applicable to this plan. See the table mentioned below for the details about the Canara Robeco Consumer Trends Fund - Reg(G) scheme:
|
Minimum application amount |
Rs.5,000 and in multiples of Re.1 thereafter |
|
Minimum additional investment |
Rs.1,000 and in multiples of Re.1 thereafter |
|
Minimum installment for Systematic Investment Plan (SIP) |
|
|
Minimum installment for Systematic Withdrawal Plan (SWP) |
|
|
Entry Load |
Not applicable |
|
Exit Load |
|
Asset Allocation for Canara Robeco Consumer Trends Fund - Reg(G)
|
Instruments |
Allocations (Percentage of total assets) |
Risk Profile |
|
Equity and equity-related securities of stocks from companies which indirectly or directly benefit from the increasing consumer demand in India |
80% to 100% |
High |
|
Other equity and equity-related instruments |
0% to 20% |
High |
|
Debt and money market instruments |
0% to 20% |
Low to medium |
|
REITs or InvITs |
0% to 10% |
Medium to high |
NAV Disclosure and Benchmark for Canara Robeco Consumer Trends Fund - Reg(G)
NAV - The Net Asset Value (NAV) of units under this investment plan is computed at the end of every working day, and released to the news agencies, press, and the Association of Mutual Funds of India (AMFI). The NAV of this scheme is published in 2 daily newspaper with nationwide circulation. The details regarding the NAV will also be displayed on the official website of the asset management company (AMC) at www.canararobeco.com as well as the AMFI website at www.amfiindia.com by 9:00 p.m. of each business day.
Benchmark Index - The benchmark index followed by the Canara Robeco Consumer Trends Fund - Reg(G) scheme is S&P BSE 100 TRI.
Canara Robeco Consumer Trends Fund - Reg(G) Fund Manager
The fund manager for Canara Robeco Consumer Trends Fund - Reg(G) is Ms. Cheenu Gupta who offers her extensive knowledge and years of experience to the investors opting for this scheme in order to help them make the right choice according to their specific investment goal and risk capacity.
Why You Should Invest in Canara Robeco Consumer Trends Fund - Reg(G)
Offering high levels of returns, this investment plan is well-suited for individuals who are looking for long-term capital growth. Unitholders will also have the benefit of selecting from the SIP, SWP, and STP facilities available with this scheme. While this plan doesn’t have any entry load, investors do not have to pay any exit load as well if they choose to redeem or switch out after 1 year starting from the date of allotment of units.
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