SBI Consumption Opportunities Fund Regular Plan Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹2,826.89 Cr
Expense Ratio
2.14%
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 | -4.71% | -- |
| 3 Months | -8.09% | -- |
| 6 Months | -0.54% | -- |
| 1 Year | -14.01% | -14.01% |
| 2 Years | -- | -12.22% |
| 3 Years | +9.83% | +3.17% |
| 5 Years | +54.86% | +9.14% |
| Since Launch | +429.21% | +12.88% |
Holdings as on 6 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 147.69 | 5.22 |
| Eternal | 139.45 | 4.93 |
| Asian Paints | 139.32 | 4.93 |
| Jubilant FoodWorks | 130.98 | 4.63 |
| Berger Paints India | 103.79 | 3.67 |
| United Breweries | 102.07 | 3.61 |
| Titan Company | 102.05 | 3.61 |
| Britannia Industries | 96.53 | 3.41 |
| Varun Beverages | 93.59 | 3.31 |
| Page Industries | 92.40 | 3.27 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.05
Sharpe Ratio
16.70%
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 | +0.64% | +11.75% | +11% |
| ICICI Prudential Bharat Consumption Fund Regular Growth | -9.21% | +7.26% | +10.01% |
| Nippon India Consumption Fund - Growth | -10.75% | +6.79% | +9.42% |
| SBI Consumption Opportunities Fund Regular Plan Growth | -14.01% | +3.17% | +9.14% |
| Axis Consumption Fund Regular Growth | -10.46% | -- | -- |
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 2826.89 crores & has delivered CAGR of 9.14 in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 2.14%. 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 Mahindra & Mahindra Ltd, Eternal, Asian Paints, Jubilant FoodWorks.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Chemical Manufacturing, Personal & Household Prods., Restaurants.
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 0.05 & a standard deviation of 16.70%.
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 Ashit Desai.
The expense ratio of SBI Consumption Opportunities Fund Regular Plan Growth is 2.14%.
The 5 year annualized return on SBI Consumption Opportunities Fund Regular Plan Growth is 9.14% & it has generated -14.01% 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 2826.89 crores.
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