SBI Consumption Opportunities Fund – Direct Growth

Equity · Sectoral / Thematic
 · ★★★★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.1 %
Expense Ratio
★★★★★
Rating
1,506
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.6% 33.4% 15.4% 17%
Category Average 5.2% 18.3% 10.2% -

Scheme Allocation

By Holding
By Sector
By Asset
ITC
7.85%
3.96%
Others
71.16%
View all Holdings
Holdings Sector Instrument Asset
Hind. Unilever FMCG Equity 8.6%
ITC Tobacco Products Equity 7.85%
Chalet Hotels Hotels & Restaurants Equity 4.45%
P & G Hygiene FMCG Equity 3.98%
Mrs Bectors FMCG Equity 3.96%
United Spirits Alcoholic Beverages Equity 3.78%
Hero Motocorp Automobile Equity 3.51%
Bharti Airtel Telecomm-Service Equity 3.31%
Go Fashion (I) Textiles Equity 3.14%
Maruti Suzuki Automobile Equity 3.06%
Tata Motors-DVR Automobile Equity 3.02%
PVR Inox Entertainment Equity 3%
Britannia Inds. FMCG Equity 2.93%
FSN E-Commerce E-Commerce/App based Aggregator Equity 2.77%
Godrej Consumer FMCG Equity 2.61%
Page Industries Readymade Garments/ Apparells Equity 2.6%
TTK Prestige Consumer Durables Equity 2.46%
Sula Vineyards Alcoholic Beverages Equity 2.25%
Indian Hotels Co Hotels & Restaurants Equity 2.18%
Hawkins Cookers Consumer Durables Equity 2.16%
M & M Automobile Equity 2.15%
Sheela Foam Miscellaneous Equity 2.14%
United Breweries Alcoholic Beverages Equity 2.04%
Voltas Consumer Durables Equity 1.97%
Interglobe Aviat Air Transport Service Equity 1.89%
Relaxo Footwear Leather Equity 1.82%
Ganesha Ecosphe. Textiles Equity 1.75%
Vedant Fashions Retail Equity 1.68%
Blue Star Consumer Durables Equity 1.45%
Hatsun Agro FMCG Equity 1.37%
V-Guard Industri Capital Goods - Electrical Equipment Equity 1.32%
Bajaj Auto Automobile Equity 1.24%
Dodla Dairy FMCG Equity 1.01%
Kajaria Ceramics Ceramic Products Equity 0.23%
Manpasand Bever. FMCG Equity 0%
Diversified FMCG
16.45%
Consumer Durables
13.55%
Automobiles
12.98%
Food Products
9.27%
Beverages
8.07%
Others
39.67%
View all Sectors
Sectors Asset
Diversified FMCG 16.45%
Consumer Durables 13.55%
Automobiles 12.98%
Food Products 9.27%
Beverages 8.07%
Retailing 7.59%
Leisure Services 6.63%
Personal Products 6.59%
Textiles & Apparels 4.35%
Debt 3.62%
Telecom-Services 3.31%
Entertainment 3%
Others 2.96%
Transport Services 1.89%
Cash & Others -0.26%
Equity
93.69%
Reverse Repos
3.62%
Foreign Mutual Fund
2.3%
Derivatives
0.66%
Net Curr Ass/Net Receivables
-0.26%

Advance Ratio

1.23
Alpha
4.05
SD
0.75
Beta
0.6
Sharpe

Exit Load

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

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 Managers

Saurabh Pant

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

SBI Mutual Fund
AUM:
7,63,724 Cr
Address:
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com

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Frequently Asked Questions

How to invest in SBI Consumption Opportunities Fund – Direct Growth ?

You can invest in SBI Consumption Opportunities Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Consumption Opportunities Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of SBI Consumption Opportunities Fund – Direct Growth ?

The NAV of SBI Consumption Opportunities Fund – Direct Growth is ₹264.7 as of 18 August 2023.

How to redeem SBI Consumption Opportunities Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of SBI Consumption Opportunities Fund – Direct Growth?

The minimum SIP amount of SBI Consumption Opportunities Fund – Direct Growth is ₹500

What are the top sectors SBI Consumption Opportunities Fund – Direct Growth has invested in?

The top sectors SBI Consumption Opportunities Fund – Direct Growth has invested in are
  1. Diversified FMCG - 16.45%
  2. Consumer Durables - 13.55%
  3. Automobiles - 12.98%
  4. Food Products - 9.27%
  5. Beverages - 8.07%

Can I make investments in both the SIP and Lump Sum schemes of SBI Consumption Opportunities Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of SBI Consumption Opportunities Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have SBI Consumption Opportunities Fund – Direct Growth generated ?

The SBI Consumption Opportunities Fund – Direct Growth has delivered 17% since inception

What is the expense ratio of SBI Consumption Opportunities Fund – Direct Growth ?

The expense ratio of SBI Consumption Opportunities Fund – Direct Growth is 1.1 % as of 18 August 2023.

What is the AUM of SBI Consumption Opportunities Fund – Direct Growth?

The AUM of SBI Consumption Opportunities Fund – Direct Growth is ₹7,63,724 Cr as of 18 August 2023

What are the top stock holdings of SBI Consumption Opportunities Fund – Direct Growth?

The top stock holdings of SBI Consumption Opportunities Fund – Direct Growth are
  1. Hind. Unilever - 8.6%
  2. ITC - 7.85%
  3. Chalet Hotels - 4.45%
  4. P & G Hygiene - 3.98%
  5. Mrs Bectors - 3.96%

How can I redeem my investments in SBI Consumption Opportunities Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Consumption Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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