SBI Consumption Opportunities Fund - Direct Plan - Growth
(Erstwhile SBI FMCG Fund - Direct Plan - Growth)
Fund House: SBI Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: Nifty India Consumption TRI |
| TER: 1.15% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,641.51 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.72% | Exit Load: On or Before 30 days - 0.10% |
308.6904
0.22 (0.0721%)
14.11%
Benchmark: 13.56%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.09 |
| Sharpe Ratio | 0.03 |
| Alpha | -5.71 |
| Beta | 0.94 |
| 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 - Direct Plan - Growth | 01-01-2013 | -13.7 | -12.02 | 3.81 | 9.32 | 13.39 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
30.08%
Others
4.08%
Large Cap
45.62%
Mid Cap
20.22%
