- Mutual Funds
- SBI Mutual Fund
- SBI Consumption Opportunities Fund (Growth)
Formerly SBI FMCG Reg Gr
SBI Consumption Opportunities Fund (Growth)
₹ 203.4655
NAV (Jan 27)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Consumption Opportunities Fund (Growth) | 949,893 | 217,281 | 10.6% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
bharti airtel ltd
8.9%itc ltd
8.6%hindustan unilever ltd
7.3%procter & gamble hygiene and health care ltd
4.7%go fashion (india) ltd
4.1%Allocation by Sector
consumer cyclical
35.7%consumer defensive
34.4%communication services
14.4%industrials
7.3%basic materials
1.9%Compare SBI Consumption Opportunities Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.