SBI Consumption Opportunities Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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 4.93 16.17 38.81 27.41 25.67 18.57
BSE SENSEX - TRI 4.98 11.38 23.78 16.38 16.98 13.91
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A

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 38.81 27.41 25.67 0.94 2,404.58
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 38.08 24.71 24.46 0.41 3,751.14
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 40.94 23.51 23.46 0.76 2,100.91
Canara Robeco Consumer Trends Fund - Direct Plan - Growth Jan 01, 2013 38.07 22.82 24.47 0.83 1,598.34
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) Jan 02, 2013 34.62 20.41 19.57 1.30 1,494.81
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option Sep 10, 2018 38.83 22.53 24.09 0.68 1,375.89

Fund Holdings as on 30-June-2024

  • Ganesha Ecosphere Ltd.

  • Bharti Airtel Ltd.

  • Jubilant Foodworks Ltd.

  • ITC Ltd.

  • Whirlpool of India Ltd.

  • Blue Star Ltd.

  • TREPS

  • United Breweries Ltd.

  • EIH Ltd.

  • Colgate Palmolive (India) Ltd.

  • Godrej Consumer Products Ltd.

  • Procter & Gamble Hygiene and Health Care Ltd.

  • Mahindra & Mahindra Ltd.

  • Avenue Supermarts Ltd.

  • Britannia Industries Ltd.

  • Maruti Suzuki India Ltd.

  • Chalet Hotels Ltd.

  • Doms Industries Ltd.

  • Mrs. Bectors Food Specialities Ltd.

  • Sheela Foam Ltd.

  • Bajaj Auto Ltd.

  • Voltas Ltd.

  • Hindustan Unilever Ltd.

  • FSN E-Commerce Ventures Ltd.

  • United Spirits Ltd.

  • Flair Writing Industries Ltd.

  • Campus Activewear Ltd.

  • TTK Prestige Ltd.

  • Page Industries Ltd.

  • Hawkins Cookers Ltd.

  • Kajaria Ceramics Ltd.

  • TVS Motor Company Ltd.

  • Go Fashion (India) Ltd.

  • Berger Paints India Ltd.

  • Titan Company Ltd.

  • Stanley Lifestyles Ltd.

  • Sula Vineyards Ltd.

  • V-Guard Industries Ltd.

  • Relaxo Footwears Ltd.

  • Samhi Hotels Ltd.

  • Hatsun Agro Product Ltd.

  • Dodla Dairy Ltd.

  • Vedant Fashions Ltd.

  • Bharti Hexacom Ltd.

  • Avanti Feeds Ltd.

  • Sai Silks (Kalamandir) Ltd.

  • Asian Paints Ltd.

  • VST Industries Ltd.

  • Manpasand Beverages Ltd.

  • Net Receivable / Payable

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  • Household & Personal Products

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Breweries & Distilleries

  • Telecommunication - Service Provider

  • Hotel, Resort & Restaurants

  • Textile - Manmade Fibres

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Retailing

  • Printing & Stationery

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Miscellaneous

  • Footwear

  • Textile

  • e-Commerce

  • Paints

  • Ceramics/Marble/Granite/Sanitaryware

  • Diamond & Jewellery

  • Electric Equipment

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Fund Manager

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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 ₹2,404.58 crore. SBI Consumption Opportunities Fund is benchmarked against BSE SENSEX - TRI as primary index and Nifty India Consumption - TRI as secondary index.

The NAV of SBI Consumption Opportunities Fund ended up ₹1.93(0.54%)yesterday to ₹362.3571.

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

The SBI Consumption Opportunities Fund is managed by Ashit Desai .

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com