SBI Consumption Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • 0.65 %Nav, as on 06-12-2024

  • Previous Nav

  • Net Change on 06-12-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - REGULAR - GROWTH -0.24 -2.83 28.02 22.75 23.24 17.08
BSE SENSEX - TRI 1.68 0.82 18.74 14.37 16.48 13.77
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 - REGULAR - GROWTH Jan 01, 2013 28.02 22.75 23.24 1.97 3,074
Nippon India Consumption Fund-Growth Plan-Growth Option Sep 30, 2004 26.49 22.18 24.31 2.03 2,188.23
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sep 14, 2009 26.39 19.48 21.42 2.09 1,746.69
UTI India Consumer Fund - Regular Plan - Growth Option Jul 30, 2007 27.35 14.98 17.19 2.45 715.41
Mahindra Manulife Consumption Fund - Regular Plan - Growth Nov 13, 2018 27.54 20.60 18.55 2.37 423.34

Fund Holdings as on 30-November-2024

  • Ganesha Ecosphere Ltd.

  • Bharti Airtel Ltd.

  • Hindustan Unilever Ltd.

  • Jubilant Foodworks Ltd.

  • United Breweries Ltd.

  • Berger Paints India Ltd.

  • Colgate Palmolive (India) Ltd.

  • Whirlpool of India Ltd.

  • ITC Ltd.

  • TREPS

  • Mahindra & Mahindra Ltd.

  • Doms Industries Ltd.

  • Maruti Suzuki India Ltd.

  • Britannia Industries Ltd.

  • Blue Star Ltd.

  • Page Industries Ltd.

  • EIH Ltd.

  • Brainbees Solutions Ltd.

  • Campus Activewear Ltd.

  • Voltas Ltd.

  • Chalet Hotels Ltd.

  • United Spirits Ltd.

  • Mrs. Bectors Food Specialities Ltd.

  • Trent Ltd.

  • Procter & Gamble Hygiene and Health Care Ltd.

  • Sheela Foam Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Avenue Supermarts Ltd.

  • Vedant Fashions Ltd.

  • TTK Prestige Ltd.

  • Flair Writing Industries Ltd.

  • Hawkins Cookers Ltd.

  • TVS Motor Company Ltd.

  • Westlife Foodworld Ltd.

  • Go Fashion (India) Ltd.

  • Sula Vineyards Ltd.

  • Varun Beverages Ltd.

  • Stanley Lifestyles Ltd.

  • Titan Company Ltd.

  • Eicher Motors Ltd.

  • Godrej Consumer Products Ltd.

  • Hatsun Agro Product Ltd.

  • V-Guard Industries Ltd.

  • Dodla Dairy Ltd.

  • Relaxo Footwears Ltd.

  • Bharti Hexacom Ltd.

  • Avanti Feeds Ltd.

  • Restaurant Brands Asia Ltd.

  • Sai Silks (Kalamandir) Ltd.

  • Manpasand Beverages Ltd.

  • Net Receivable / Payable

View More

  • Household & Personal Products

  • Consumer Food

  • Textile - Manmade Fibres

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Retailing

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Printing & Stationery

  • Textile

  • e-Commerce

  • Paints

  • Footwear

  • Cigarettes/Tobacco

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Restaurants

  • Diamond & Jewellery

  • Electric Equipment

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹3,074 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 ₹2.15(0.65%)yesterday to ₹331.2374.

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