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SBI Consumption Opportunities Fund - Direct Plan - Growth

(Erstwhile SBI FMCG Fund - Direct Plan - Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Equity: Thematic-Consumption
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 0.93% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,028.16 Cr As on 30-04-2025(Source:AMFI)
Turn over: 35% | Exit Load: For exit on or before 30 days from the date of allotment - 0.10% For exit after 30 days from the date of allotment - Nil
NAV as on 31-05-2025

345.6975

-0.01 (-0.002%)

CAGR Since Inception

16.85%

Benchmark: 14.69%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY India Consumption TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
4 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 14.9
Sharpe Ratio 0.78
Alpha 1.5
Beta 0.83
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 7.96 18.79 19.45 29.2 16.65
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 14.1 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 13.46 21.33 19.81 22.03 14.05
HSBC Consumption Fund - Regular Growth 31-08-2023 12.72 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 12.42 21.31 20.37 22.67 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 10.67 20.35 19.61 24.03 15.33
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 10.61 18.72 17.56 22.81 14.42
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.6 - - - -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 8.58 18.89 17.84 21.42 -
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 8.04 19.13 19.36 24.37 14.85

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

28.86%

Others

3.61%

Large Cap

39.54%

Mid Cap

27.99%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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