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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: 2.01% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
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.
NAV as on 28-03-2025

293.0812

-1.43 (-0.4893%)

CAGR Since Inception

15.48%

Benchmark: 14.46%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY India Consumption TRI
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Gold
-
PPF
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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 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 8.71 22.25 17.15 28.39 15.34
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 15.23 - - - -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.15 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 9.32 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 9.26 23.48 17.64 23.02 13.73
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 8.4 23.68 16.38 22.52 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 8.17 25.26 17.02 23.14 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 7.82 21.79 15.06 23.55 14.03
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 6.98 23.24 16.8 24.63 14.92
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 6.32 23.34 18.32 27.79 13.65

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

30.47%

Others

8.66%

Large Cap

35.81%

Mid Cap

25.06%

Scheme Documents

February 2025

Monthly Portfolio Disclosure - February 2025

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