SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

(Erstwhile SBI FMCG Fund - Regular Plan - Dividend)
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 14-07-1999
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 1.97% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,134.57 Cr As on 31-07-2025(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

183.5908

15.04%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption 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
6 Years 7 Months
12 Years 9 Months
13 Years 4 Months
22 Years 2 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 10.64
Sharpe Ratio 1.51
Alpha 5.75
Beta 0.6
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 Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 14-07-1999 -6.14 13.17 15.81 24.48 15.03
HSBC Consumption Fund - Regular Growth 31-08-2023 6.02 - - - -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 3.11 - - - -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 2.27 18.08 15.98 21.27 15.32
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 1.04 19.65 - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 1.01 18.82 17.94 20.45 -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 0.9 16.99 15.92 19.06 13.63
Aditya Birla Sun Life Consumption Fund-Growth Option 05-08-2005 0.19 15.95 14.71 20.16 14.36
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 -1.38 16.73 16.45 19.74 -
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 -1.42 17.08 17.11 21.46 15.38

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

28.84%

Others

1.78%

Large Cap

44.69%

Mid Cap

24.69%

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