• Mutual Funds
  • SBI Mutual Fund
  • SBI Consumption Opportunities Fund (Growth)

Formerly SBI FMCG Reg Gr

SBI Mutual Fund

SBI Consumption Opportunities Fund (Growth)

EquitySectoral / Thematic - Consumption

Top Ranked

203.4655

NAV (Jan 27)

10.6%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - consumption mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

203.4655

NAV (Jan 27)

Fund Returns

Last 1Y

13.6%

Last 3Y

18.5%

Last 5Y

10.6%

Last 10Y

15.2%

Since Inception

14.9%

6 Month CAGR

6.7%

Scheme Information

Investment Objective

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

2.22

Launched (10y ago)

Jan 02, 2013

AUM in Crores

1173.431

ISIN

INF200K01VR6

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.2

Standard Deviation (5yr)

20.3

Beta (3yr)

1.08

Beta (5yr)

1.01

Sharpe Ratio (3yr)

0.757

Sharpe Ratio (5yr)

0.399

YTM

0

Fund Managers

Saurabh Pant

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Consumption Opportunities Fund (Growth)70%949,893 217,28110.6%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-01-27

Top Stock Holdings

bharti airtel ltd

8.9%
8.9%

itc ltd

8.6%
8.6%

hindustan unilever ltd

7.3%
7.3%

procter & gamble hygiene and health care ltd

4.7%
4.7%

go fashion (india) ltd

4.1%
4.1%
See all holdings

Allocation by Sector

consumer cyclical

35.7%
35.7%

consumer defensive

34.4%
34.4%

communication services

14.4%
14.4%

industrials

7.3%
7.3%

basic materials

1.9%
1.9%
See all sectors

Compare SBI Consumption Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 489,815 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.9%

    18.4%

    6.3%

    6.8%

    3.7%

    6.5%

    17.3%

    17.2%

    14.3%

    11.5%

    SBI Consumption Opportunities Fund (G) Review

    SBI Consumption Opportunities Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 14.9% over a period of 10 years. The fund was previously known as SBI FMCG Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Saurabh Pant.

    Nav of SBI Consumption Opportunities Fund (G) as of 1/27/2023 is ₹203.47 with the total AUM as of 1/28/2023 is ₹1173.431. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Consumption Opportunities Fund (G) was launched on Jan 02, 2013. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Consumption Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    SBI Consumption Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty India Consumption TR INR.

    SBI Consumption Opportunities Fund (G) is rated as a 4 fund in Equity and delivered 13.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Consumption Opportunities Fund (G).

    Frequently Asked Questions

    What is SBI Consumption Opportunities Fund (G)?

    SBI Consumption Opportunities Fund (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in SBI Consumption Opportunities Fund (G)?

    You can invest in SBI Consumption Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of SBI Consumption Opportunities Fund (G)?

    The minimum sip amount for SBI Consumption Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Consumption Opportunities Fund (G) good to invest in?

    As per Scripbox experts, SBI Consumption Opportunities Fund (G) is a Top Ranked fund. You can investSBI Consumption Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Consumption Opportunities Fund (G)?

    The expense ratio of the SBI Consumption Opportunities Fund (G) is 2.22% for regular plan.