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SBI Consumption Opportunities Fund - Regular - Growth

(Erstwhile SBI FMCG Fund - Regular - Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Equity: Thematic-Consumption
Launch Date: 14-07-1999
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
TER: 2.1% As on (29-02-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,026.18 Cr As on (31-03-2024)
Turn over: 32% | Exit Load: Exit load of 0.10% if redeemed within 30 days.
NAV as on 15-04-2024

275.6139

-3.01 (-1.0937%)

CAGR Since Inception

16.26%

Benchmark: 14.84%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
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PPF
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Returns Type:
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  Period:  

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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
13 Years 5 Months
13 Years 5 Months
13 Years 5 Months
17 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks maximum growth opportunities through investments in FMCG stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio 0.86
Alpha -0.74
Beta 1.06
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 35.33 19.33 25.66 18.16 17.06
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 41.25 19.02 20.32 16.85 -
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 40.23 23.13 23.49 17.31 -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 38.67 22.58 25.03 21.4 15.72
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 38.53 20.08 19.8 14.29 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 38.25 20.08 20.69 19.39 18.96
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 37.57 20.68 21.55 17.93 17.8
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 35.89 17.74 - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 35.13 19.47 18.98 14.21 16.35
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 35.08 15.05 16.95 14.53 12.49

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

42.16%

Others

4.57%

Large Cap

32.64%

Mid Cap

20.63%

Scheme Documents

February 2024

Monthly Portfolio Disclosure - February 2024

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