SBI Consumption Opportunities Fund - Regular - Growth

(Erstwhile SBI FMCG Fund - Regular - Growth)
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 14-07-1999
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
TER: 2.06% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,165.26 Cr As on (30-04-2024)
Turn over: 36% | Exit Load: Exit load of 0.10% if redeemed within 30 days.

285.4438

16.45%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 32.86 25.44 24.24 20.48 17.12
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 41.66 30.81 25.71 23.35 14.97
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 41.64 27.22 23.52 18.53 -
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 38.49 27.31 19.65 15.75 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 37.06 27.36 20.88 18.41 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 36.62 27.77 20.41 20.49 17.87
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 36.03 25.62 19.47 19.83 -
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 35.46 27.84 21.66 19.62 17.44
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 35.46 22.46 18.27 16.4 12.16
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 35.11 26.22 19.22 15.46 15.46

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

44.83%

Others

2.74%

Large Cap

31.64%

Mid Cap

20.79%

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