SBI Consumption Opportunities Fund Regular Plan Growth
- Equity - Consumption
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹2,805.65 Cr
Expense Ratio
2.54%
Exit Load
0.10%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
2 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.01% | -- |
| 3 Months | +1.98% | -- |
| 6 Months | -9.21% | -- |
| 1 Year | -8.55% | -8.55% |
| 2 Years | -- | -4.33% |
| 3 Years | +24.44% | +7.56% |
| 5 Years | +78.74% | +12.32% |
| Since Launch | +452.76% | +13.57% |
Holdings as on 15 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Hindustan Unilever | 161.25 | 5.50 |
| Asian Paints | 141.54 | 4.83 |
| Avenue Supermarts | 134.85 | 4.60 |
| Jubilant FoodWorks | 126.38 | 4.31 |
| Mahindra & Mahindra Ltd | 123.90 | 4.23 |
| Maruti Suzuki India | 119.83 | 4.09 |
| Britannia Industries | 114.52 | 3.91 |
| United Breweries | 113.78 | 3.88 |
| Titan Company | 112.95 | 3.85 |
| Berger Paints India | 111.19 | 3.79 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.18
Sharpe Ratio
16.73%
Std. Deviation
12.05%
Tracking Error
-0.65%
Alpha
1.11
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata India Consumer Fund Regular Growth | -0.91% | +13.53% | +13.19% |
| ICICI Prudential Bharat Consumption Fund Regular Growth | -7.42% | +10.9% | +12.47% |
| Nippon India Consumption Fund - Growth | -9.96% | +9.49% | +12.4% |
| SBI Consumption Opportunities Fund Regular Plan Growth | -11.06% | +7.07% | +11.95% |
| Axis Consumption Fund Regular Growth | -7.1% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 2805.65 crores & has delivered CAGR of 12.32 in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 2.54%. 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Hindustan Unilever, Asian Paints, Avenue Supermarts, Jubilant FoodWorks.
The major sectors where the fund is invested are Personal & Household Prods., Auto & Truck Manufacturers, Chemical Manufacturing, Food Processing.
Some of the similar funds are Tata India Consumer Fund Regular Growth, ICICI Prudential Bharat Consumption Fund Regular Growth, Nippon India Consumption Fund - 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 0.18 & a standard deviation of 16.73%.
FAQs
According to the morning star rating SBI Consumption Opportunities Fund Regular Plan Growth has a Medium risk & High return.
SBI Consumption Opportunities Fund Regular Plan Growth is managed by Pradeep Kesavan,Ashit Desai.
The expense ratio of SBI Consumption Opportunities Fund Regular Plan Growth is 2.54%.
The 5 year annualized return on SBI Consumption Opportunities Fund Regular Plan Growth is 12.32% & it has generated -8.55% in the last 1 year.
The minimum investment in SBI Consumption Opportunities Fund Regular Plan Growth is 5000 Rs.
SBI Consumption Opportunities Fund Regular Plan Growth has an AUM of 2805.65 crores.
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