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: 0.93% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,052.1 Cr As on 30-05-2025(Source:AMFI) |
| Turn over:
35%
|
Exit Load:
\r\n\t• For exit on or before 30 days from the date of allotment - 0.10% \r\n\r\n\t \r\n\r\n\t• For exit after 30 days from the date of allotment - Nil \r\n
|
356.3144
0.27 (0.0751%)
17.03%
Benchmark: 14.87%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 14.61 |
| Sharpe Ratio | 0.9 |
| Alpha | 2.19 |
| Beta | 0.82 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
27.31%
Others
6.45%
Large Cap
41.21%
Mid Cap
25.03%
