- Mutual Funds
- SBI Mutual Fund
- SBI Consumption Opportunities Fund Direct Growth
SBI Consumption Opportunities Fund Direct Plan Growth
₹ 320.61
NAV (Mar 17)
Historical NAV
₹ 320.6085
NAV (Mar 17)
Fund Returns
Last 1Y | 10.3% |
Last 3Y | 17.8% |
Last 5Y | 23.7% |
Last 10Y | 15.6% |
Since Inception | 16.5% |
6 Month CAGR | -19.4% |
Scheme Information
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.
Expense Ratio | 0.9 % |
Launched | - |
AUM in Crores | 2707.3 |
ISIN | INF200K01RM5 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY India Consumption Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.9 |
Beta | 0.8 |
Sharpe Ratio | 0.8 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Consumption Opportunities Fund Direct (G) | 13,47,357 | 6,14,745 | 23.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Ganesha Ecosphere Ltd.
6.07%Bharti Airtel Ltd.
5.12%Jubilant FoodWorks Ltd.
4.11%ITC Ltd.
3.51%Others
3.32%
Allocation by Sector
Consumer Staples
30.71%Consumer Discretionary
21.28%Services
19.84%Textiles
9.31%Automobile
8.68%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.8% | 16.2% | ||
7.2% | 8.9% | ||
7.8% | 8.6% | ||
7.1% | 9% | ||
22.1% | 16.2% |
Frequently Asked Questions
What is the expense ratio for SBI Consumption Opportunities Fund Direct Plan Growth?
What is the current AUM of SBI Consumption Opportunities Fund Direct Growth?
What is the latest NAV of SBI Consumption Opportunities Fund Direct Growth?
What is the Riskometer rating for SBI Consumption Opportunities Fund Direct Plan Growth?
Which are the top sector holdings in SBI Consumption Opportunities Fund Direct Plan?
Which are the top stock holdings in SBI Consumption Opportunities Fund Direct Plan?
What is the asset allocation of SBI Consumption Opportunities Fund Direct Plan Growth?
What has been the performance of SBI Consumption Opportunities Fund Direct Growth returns?
Does SBI Consumption Opportunities Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in SBI Consumption Opportunities Fund Direct Plan Growth?
How to invest in SBI Consumption Opportunities Fund Direct Growth?
How can I redeem my investment in SBI Consumption Opportunities Fund Direct Plan?