• Mutual Funds
  • SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly SBI Consumption Opportunities Reg DP

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SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A)

EquitySectoral / Thematic - Consumption

108.5458

NAV (Jan 28)

16.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - consumption mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

23 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

881 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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Historical NAV

108.5458

NAV (Jan 28)

Fund Returns

Last 1Y

29.6%

Last 3Y

16.4%

Last 5Y

16.9%

Last 10Y

18.2%

Since Inception

15.2%

6 Month CAGR

13.1%

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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

2.44

Launched (23y ago)

Jul 14, 1999

AUM in Crores

880.423

ISIN

INF200K01404

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Saurabh Pant

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Fund NameScripbox Opinion
Till Date CAGR

21.9%

19.8%

5.6%

7.2%

21.9%

%

4.8%

5.8%

4.8%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
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SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 15.2% over a period of 22 years. The fund was previously known as SBI Consumption Opportunities Reg DP. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Saurabh Pant.

Nav of SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) as of 28/01/2022 is ₹108.55 with the total AUM as of 29/01/2022 is ₹880.423. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) was launched on Jul 14, 1999. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) is rated as a 2 fund in Equity and delivered 29.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Consumption Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A).

Frequently Asked Questions

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