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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
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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,100.05 Cr As on 31-12-2024(Source:AMFI)
Turn over: 35% | Exit Load: Exit load of 0.10% if redeemed within 30 days.
NAV as on 20-01-2025

187.5831

-0.07 (-0.0363%)

CAGR Since Inception

15.49%

Benchmark: 14.77%

PERFORMANCE

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

The scheme seeks maximum growth opportunities through investments in FMCG stocks.

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 15.65 24.1 18.47 20.92 15.29
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 22.3 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 22.09 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 19.46 29.25 17.72 19.28 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 16.97 21.98 11.36 14.6 10.37
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 16.69 25.14 15.57 18.22 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 15.92 23.25 15.2 19.29 14.87
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 15.83 - - - -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 15.65 24.1 18.47 20.92 15.29
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 15.15 24.45 16.97 16.26 13.54

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

39.71%

Others

1.7%

Large Cap

32.75%

Mid Cap

25.84%

Scheme Documents

There are no scheme documents available

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