SBI Consumption Opportunities Fund - Growth - Regular Plan

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  • 1.42 %Nav, as on 01-12-2023

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  • Net Change on 01-12-2023

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  • Assets (Cr.)

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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 (₹)

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  • 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 8.00 7.43 22.00 29.72 17.89 16.16
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 6.20 3.41 8.06 16.16 14.61 13.47

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 22.00 29.72 17.89 2.13 1,647.77
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 15.87 20.20 16.79 1.91 4,072.67
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 23.97 24.23 17.68 1.94 2,644
Tata India Consumer Fund-Regular Plan-Growth Dec 28, 2015 25.64 21.78 14.84 2.09 1,627.99
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 16.53 21.72 14.27 2.20 1,419.14
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) May 12, 2006 22.09 20.25 14.47 2.22 1,281.52

Fund Holdings as on 31-October-2023

  • ITC Ltd.

  • Hindustan Unilever Ltd.

  • Sheela Foam Ltd.

  • Procter & Gamble Hygiene and Health Care Ltd.

  • Jubilant Foodworks Ltd.

  • TREPS

  • Chalet Hotels Ltd.

  • Bajaj Auto Ltd.

  • United Spirits Ltd.

  • Mrs. Bectors Food Specialities Ltd.

  • Hero MotoCorp Ltd.

  • Blue Star Ltd.

  • Maruti Suzuki India Ltd.

  • PVR Inox Ltd.

  • Go Fashion (India) Ltd.

  • Colgate Palmolive (India) Ltd.

  • Britannia Industries Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Page Industries Ltd.

  • Godrej Consumer Products Ltd.

  • TTK Prestige Ltd.

  • Kajaria Ceramics Ltd.

  • Bharti Airtel Ltd.

  • Hawkins Cookers Ltd.

  • United Breweries Ltd.

  • Mahindra & Mahindra Ltd.

  • Voltas Ltd.

  • Sula Vineyards Ltd.

  • Interglobe Aviation Ltd.

  • Relaxo Footwears Ltd.

  • Vedant Fashions Ltd.

  • Samhi Hotels Ltd.

  • Tata Motors Ltd.

  • Hatsun Agro Product Ltd.

  • Ganesha Ecosphere Ltd.

  • V-Guard Industries Ltd.

  • Sai Silks (Kalamandir) Ltd.

  • The Indian Hotels Company Ltd.

  • Dodla Dairy Ltd.

  • Avanti Feeds Ltd.

  • Manpasand Beverages Ltd.

  • Net Receivable / Payable

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  • Household & Personal Products

  • Consumer Food

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Consumer Durables - Domestic Appliances

  • Textile

  • Retailing

  • Miscellaneous

  • Film Production, Distribution & Entertainment

  • e-Commerce

  • Ceramics/Marble/Granite/Sanitaryware

  • Telecommunication - Service Provider

  • Airlines

  • Footwear

  • Automobiles-Trucks/Lcv

  • Textile - Manmade Fibres

  • Electric Equipment

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  • Cash

  • Equity

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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 ₹1,647.77 crore. SBI Consumption Opportunities Fund is benchmarked against Nifty India Consumption - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of SBI Consumption Opportunities Fund ended up ₹3.61(1.42%)yesterday to ₹258.8788.

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

The SBI Consumption Opportunities Fund is managed by Saurabh Pant and Mohit Jain.

Fund House Contact

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

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