SBI Consumption Opportunities Fund - Regular - Growth
(Erstwhile SBI FMCG Fund - Regular - Growth)
Fund House: SBI Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 14-07-1999 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.01% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 2,707.28 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 35% | Exit Load: Exit load of 0.10% if redeemed within 30 days. |
291.7404
-1.3 (-0.4456%)
15.42%
Benchmark: 14.46%
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
13 Years 5 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 | 14.86 |
| Sharpe Ratio | 0.67 |
| Alpha | 1.87 |
| Beta | 0.83 |
| 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 | 6.99 | 20.83 | 15.71 | 28.54 | 14.97 |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 13.58 | - | - | - | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | 8.72 | - | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | 8.11 | 22.09 | 16.16 | 23.22 | 13.31 |
| BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option | 07-09-2018 | 7.78 | 22.19 | 15.1 | 22.97 | - |
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
30.47%
Others
8.66%
Large Cap
35.81%
Mid Cap
25.06%
