3 Year return
24.61%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
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
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
SBI Mutual Fund Managers
SP
Saurabh Pant
Fund Manager since Sep 2016
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About the SBI Consumption Opportunities Fund Direct Plan IDCW Reinvestment
The SBI Consumption Opportunities Fund Direct Plan IDCW Reinvestment fund is an equity mutual fund scheme that invests in a diversified portfolio of stocks of companies that are involved in the consumption sector. It is offered by SBI Mutual Fund. The SBI Consumption Opportunities Fund Direct Plan IDCW Reinvestment fund is an open ended fund. The expense ratio is higher than the category average.
Investment Objectives of the Scheme
The investment objective of the SBI Consumption Opportunities Fund Direct Plan IDCW Reinvestment fund is to generate long-term capital appreciation by investing in stocks of companies that are involved in 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 IDCW Reinvestment fund is suitable for investors who are looking for long-term growth and who are comfortable with moderate risk. The fund is also suitable for investors who are looking for exposure to the consumption sector.
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 |
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.