- Mutual Funds
- SBI Mutual Fund
- SBI Consumption Opportunities Fund (PIDCW-A)
Formerly SBI Consumption Opportunities Reg DP
SBI Consumption Opportunities Fund (PIDCW-A)
₹ 166.3193
NAV (Apr 16)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 166.3193
NAV (Apr 16)
Fund Returns
Last 1Y | 35.3% |
Last 3Y | 25.6% |
Last 5Y | 18.2% |
Last 10Y | 17.1% |
Since Inception | 15.8% |
6 Month CAGR | 12% |
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 | 2.09 |
Launched (25y ago) | Jul 14, 1999 |
AUM in Crores | 2026.181 |
ISIN | INF200K01404 |
Lock-in | No Lock-in |
Benchmark | Nifty India Consumption TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11 |
Standard Deviation (5yr) | 19.3 |
Beta (3yr) | 0.6 |
Beta (5yr) | 1.01 |
Sharpe Ratio (3yr) | 1.605 |
Sharpe Ratio (5yr) | 0.694 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Consumption Opportunities Fund (PIDCW-A) | 11,58,961 | 4,26,349 | 18.2% | |
| 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
treps
6.3%bharti airtel ltd
5.6%ganesha ecosphere ltd
4.9%itc ltd
4.7%bajaj auto ltd
4.5%Allocation by Sector
consumer cyclical
43.1%consumer defensive
30.7%industrials
14.1%communication services
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22.5% | 17.8% | ||
16.1% | 12.1% | ||
25.7% | 16.3% | ||
28.1% | 13.4% |
SBI Consumption Opportunities Fund (PIDCW-A) Review
SBI Consumption Opportunities Fund (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 15.8% over a period of 24 years. The fund was previously known as SBI Consumption Opportunities Reg DP. The fund is managed by SBI Funds Management Ltd. The fund managers are Ashit Desai, Mohit Jain, Pradeep Kesavan, Saurabh Pant.
Nav of SBI Consumption Opportunities Fund (PIDCW-A) as of 4/16/2024 is ₹166.32 with the total AUM as of 4/17/2024 is ₹2026.181. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Consumption Opportunities Fund (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 (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 (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 Nifty India Consumption TR INR.
SBI Consumption Opportunities Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 35.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Consumption Opportunities Fund (PIDCW-A).
Frequently Asked Questions
What is SBI Consumption Opportunities Fund (PIDCW-A)?
How to invest in SBI Consumption Opportunities Fund (PIDCW-A)?
You can invest in SBI Consumption Opportunities Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for SBI Consumption Opportunities Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Consumption Opportunities Fund (PIDCW-A) good to invest in?
As per Scripbox experts, SBI Consumption Opportunities Fund (PIDCW-A) is a Top Ranked fund. You can investSBI Consumption Opportunities Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the SBI Consumption Opportunities Fund (PIDCW-A) is 2.09% for regular plan.