Submit

SBI Consumption Opportunities Fund - Regular - Growth

(Erstwhile SBI FMCG Fund - Regular - Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Equity: Thematic-Consumption
Launch Date: 14-07-1999
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 1.97% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,074.63 Cr As on 29-11-2024(Source:AMFI)
Turn over: 35% | Exit Load: Exit load of 0.10% if redeemed within 30 days.
NAV as on 02-01-2025

334.5408

4.88 (1.4576%)

CAGR Since Inception

17.09%

Benchmark: 14.99%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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
13 Years 5 Months
13 Years 5 Months
13 Years 5 Months
17 Years 11 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 12.95
Sharpe Ratio 1.11
Alpha 5.27
Beta 0.75
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 - Growth 14-07-1999 25.96 27.82 22.93 23.38 16.55
HSBC Consumption Fund - Regular Growth 31-08-2023 35.35 - - - -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 28.82 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 28.74 32.49 20.89 22.1 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 25.67 27.3 19.21 20.32 -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 24.82 - - - -
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 23.93 25.74 19.33 17.8 -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 23.68 26.79 20.6 18.83 14.73
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 23.41 23.03 13.89 16.58 11.42
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 22.76 24.48 18.03 20.86 15.86

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

39.1%

Others

2.67%

Large Cap

31.24%

Mid Cap

26.99%

Scheme Documents

There are no scheme documents available

Feedback
Notification