3 Year return

24.61%
20222022Jul '22Jul '2220232023Jul '23Jul '2320242024
Launched on January 2013 (12 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹18,000
Gain
  • 48.87%
  • ₹8,796
  • Total Value
  • ₹26,796

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2165.26 Cr.

Expense Ratio

0.97% (inclusive of GST)

Exit Load

0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment

Ratings

ARQ Rating
0

Ratings by other agencies

3
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings
₹2165.26Crores
Top Holdings% of Asset
Bharti Airtel5.62 %
Ganesha Ecosphe.5.03 %
Chalet Hotels4.54 %
ITC4.43 %
Bajaj Auto4.1 %
Others76.28 %
Other Holdings% of Asset
EIH3.42 %
Blue Star3.25 %
United Spirits3.04 %
Jubilant Food.3.02 %
TREPS3 %
Godrej Consumer2.93 %
United Breweries2.9 %
P & G Hygiene2.84 %
Maruti Suzuki2.78 %
Mrs Bectors2.77 %
Whirlpool India2.71 %
Sheela Foam2.63 %
Colgate-Palmoliv2.61 %
Voltas2.59 %
Britannia Inds.2.47 %
Doms Industries2.46 %
FSN E-Commerce2.37 %
M & M2.19 %
Flair Writing2.15 %
Avenue Super.1.94 %
Go Fashion (I)1.84 %
Kajaria Ceramics1.83 %
Campus Activewe.1.67 %
Page Industries1.66 %
PVR Inox1.66 %
Sula Vineyards1.53 %
TTK Prestige1.52 %
Hawkins Cookers1.46 %
Hind. Unilever1.13 %
Relaxo Footwear1.12 %
V-Guard Industri1.11 %
Samhi Hotels1.07 %
Hatsun Agro1.02 %
Interglobe Aviat1.01 %
Dodla Dairy0.89 %
Sai Silks0.69 %
Vedant Fashions0.66 %
Avanti Feeds0.6 %
Bharti Hexacom0.56 %
Manpasand Bever.0 %
Net CA & Others-0.82 %

SBI Mutual Fund Managers

SP

Saurabh Pant

Fund Manager since Sep 2016

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date June 1987

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Consumption Opportunities Fund Direct Plan Growth

The SBI Consumption Opportunities Fund Direct Plan Growth is a fund by SBI Mutual Fund. It falls under the sectoral/thematic category. SBI Consumption Opportunities Fund Direct Plan Growth invests in equity, equity-related securities in consumption and other sectors, REITS, debt and money market instruments. It is an open-ended fund, which means an investor can invest at any time. The expense ratio of SBI Consumption Opportunities Fund Direct Plan Growth is slightly higher than the category average.

Investment Objective of the Scheme

SBI Consumption Opportunities Fund Direct Plan Growth aims to generate capital appreciation by investing for the long term in a diversified portfolio of equity and equity-related securities of the consumption sector.

Key Features of The Fund

5-year return 21.5%
Expense Ratio 0.97%
Fund Manager Saurabh Pant
Fund Size ₹2165.26 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The SBI Consumption Opportunities Fund Direct Plan Growth is an equity fund that aims for long-term capital appreciation by investing in the consumption space. It is suitable for investors who are open to taking a chance on the consumption sector stocks. However, take your investment objective, time horizon and risk appetite also into consideration before proceeding further.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of SBI Consumption Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Consumption Opportunities Fund May 29 2024 is 323.5859