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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: 1.98% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,940.27 Cr As on 31-01-2025(Source:AMFI)
Turn over: 35% | Exit Load: Exit load of 0.10% if redeemed within 30 days.
NAV as on 25-02-2025

286.44

0.69 (0.2405%)

CAGR Since Inception

15.38%

Benchmark: 14.44%

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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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 13.76
Sharpe Ratio 0.84
Alpha 2.37
Beta 0.79
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 5.19 18.92 17.96 18.88 13.77
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 13.82 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 9.67 21.97 17.39 14.99 13.24
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 9.02 23.46 17.16 17.16 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 7.1 21.1 16.11 16.01 -
HSBC Consumption Fund - Regular Growth 31-08-2023 7.08 - - - -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 6.85 21.11 19.03 20.8 12.89
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 6.58 18.74 12.25 13.45 9.65
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 6.24 19.92 15.63 16.9 14.34
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 6.13 18.5 14.21 15.62 13.67

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

35.34%

Others

4.25%

Large Cap

34.26%

Mid Cap

26.15%

Scheme Documents

January 2025

Monthly Portfolio Disclosure - January 2025

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