SBI Consumption Opportunities Fund - Growth - Direct Plan

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  • Net Change on 14-10-2021

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH 9.83 12.95 76.80 19.24 17.62 16.81
NIFTY CONSUMPTION 5.70 18.70 49.87 17.97 14.25 13.66
NIFTY CONSUMPTION - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 5.26 16.11 51.84 22.17 18.62 14.13

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 76.80 19.24 17.62 1.42 808.69
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 60.51 21.27 21.50 0.88 1,352.34
UTI India Consumer Fund - Direct Plan - Growth Option Jan 01, 2013 57.09 19.35 14.91 2.14 348.15
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 70.36 27.28 14.79 1.12 174.74
Quant Consumption Fund - Growth Option-Direct Plan Jan 07, 2013 100.55 36.83 24.76 2.38 34.33

Fund Holdings as on 30-September-2021

  • ITC Ltd.

  • Page Industries Ltd.

  • Emami Ltd.

  • Greenpanel Industries Ltd.

  • The Indian Hotels Company Ltd.

  • Chalet Hotels Ltd.

  • Britannia Industries Ltd.

  • Sheela Foam Ltd.

  • Hawkins Cookers Ltd.

  • Relaxo Footwears Ltd.

  • Burger King India Ltd.

  • Ganesha Ecosphere Ltd.

  • Bharti Airtel Ltd.

  • Kajaria Ceramics Ltd.

  • Zydus Wellness Ltd.

  • Maruti Suzuki India Ltd.

  • Blue Star Ltd.

  • Godrej Consumer Products Ltd.

  • Greenply Industries Ltd.

  • Lemon Tree Hotels Ltd.

  • V-Guard Industries Ltd.

  • Netflix Inc

  • United Breweries Ltd.

  • Bajaj Auto Ltd.

  • Zomato Ltd.

  • Interglobe Aviation Ltd.

  • Prataap Snacks Ltd.

  • Procter & Gamble Hygiene and Health Care Ltd.

  • TREPS

  • Dodla Dairy Ltd.

  • PVR Ltd.

  • Westlife Development Ltd.

  • Mahindra & Mahindra Ltd.

  • Indian Terrain Fashions Ltd.

  • Kewal Kiran Clothing Ltd.

  • Bharti Airtel Ltd.

  • Manpasand Beverages Ltd.

  • Net Receivable / Payable

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  • Hotel, Resort & Restaurants

  • Household & Personal Products

  • Consumer Food

  • Cigarettes/Tobacco

  • Textile

  • Wood & Wood Products

  • Automobiles - Passenger Cars

  • Consumer Durables - Domestic Appliances

  • Footwear

  • Textile - Manmade Fibres

  • Telecommunication - Service Provider

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

  • Electric Equipment

  • Miscellaneous

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Airlines

  • Film Production, Distribution & Entertainment

  • Finance - Others

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Fund Manager

  • Education:B.Com,MBE,C.F.A(USA) Level III Candidate
  • Experience:4 years
  • Basic Details:Mr.Saurabh has over 4 years of experience in Indian Capital Markets as a research analyst. He has been associated with SBI Funds Management Private Limited since May 2007.
  • Funds Managed:
  • SBI Consumption Opportunities Fund
  • SBI Large & Midcap Fund
  • Cash

  • Equity

  • Rights

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About SBI Consumption Opportunities Fund

Scheme Analysis

SBI Consumption Opportunities Fund is a Equity - Sectoral Fund - Consumption fund and belongs to SBI Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹808.69 crore. SBI Consumption Opportunities Fund is benchmarked against NIFTY CONSUMPTION as primary index and NIFTY CONSUMPTION - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of SBI Consumption Opportunities Fund ended up ₹1.75(0.9%)yesterday to ₹197.5956.

Among its top 3 holdings the fund has exposure to ITC Ltd., and

The SBI Consumption Opportunities Fund is managed by Saurabh Pant .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com