SBI Consumption Opportunities Fund Regular Plan Growth

• Alpha -0.65%
• Beta 1.11
• Sharpe Ratio0.95
• Std Deviation 14.30%
• 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 3051.86 crores & has delivered CAGR of 26.82% in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 1.98%. 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, Itc, Jubilant Foodworks & Britannia Industries.

The major sectors where the fund is invested are Personal & Household Prods., Chemical Manufacturing, Food Processing & Restaurants.

Some of the similar funds are SBI Consumption Opportunities Fund Regular Plan Growth, Nippon India Consumption Fund - Growth, Tata India Consumer Fund Regular Growth, ICICI Prudential Bharat Consumption Fund Regular Cumulative, Axis Consumption Fund Regular Growth. SBI Consumption Opportunities Fund Regular Plan Growth has a sharpe ratio of 0.95 & a standard deviation of 14.30%.