SBI Consumption Opportunities Fund Regular Plan Growth

• Alpha -0.65%
• Beta 1.11
• Sharpe Ratio0.51
• Std Deviation 13.96%
• Tracking Error 12.05%

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.

The SBI Consumption Opportunities Fund Regular Plan Growth has an AUM of 3218.91 crores & has delivered CAGR of 19.52% in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 1.97%. The minimum investment in SBI Consumption Opportunities Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, Mahindra And Mahindra, Hindustan Unilever & Jubilant FoodWorks.

The major sectors where the fund is invested are Personal & Household Prods., Chemical Manufacturing, Communications Services & Recreational Products.

Some of the similar funds are Tata India Consumer Fund Regular Growth, Nippon India Consumption Fund - Growth, ICICI Prudential Bharat Consumption Fund Regular Growth, SBI Consumption Opportunities Fund Regular Plan Growth, Axis Consumption Fund Regular Growth. SBI Consumption Opportunities Fund Regular Plan Growth has a sharpe ratio of 0.51 & a standard deviation of 13.96%.