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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: 0.91% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,903.68 Cr As on 31-03-2025(Source:AMFI)
Turn over: 35% | Exit Load: Exit load of 0.10% if redeemed within 30 days.
NAV as on 06-05-2025

344.8077

-2.26 (-0.6568%)

CAGR Since Inception

16.93%

Benchmark: 14.75%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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Submit
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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

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

Current Asset Allocation (%)

Indicators

Standard Deviation 14.87
Sharpe Ratio 0.68
Alpha 1.33
Beta 0.84
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 8.22 20.99 18.72 30.03 16.96
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 15.1 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 13.68 23.02 20.55 22.95 14.5
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 9.71 20.61 18.04 23.49 15.12
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 9.66 21.68 18.56 22.3 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 9.62 22.91 19.31 23.22 -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 9.11 - - - -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 8.92 23.26 21.31 27.98 15.04
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 8.21 20.77 19.66 25.14 15.11
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 7.11 21.84 19.6 24.09 15.76

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

30.88%

Others

4.66%

Large Cap

37.53%

Mid Cap

26.93%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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