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  • SBI Consumption Opportunities Fund (RIDCW-A)

Formerly SBI Consumption Opportunities Reg DR

SBI Mutual Fund

SBI Consumption Opportunities Fund (RIDCW-A)

EquitySectoral / Thematic - Consumption
Top Ranked

183.4505

NAV (Jun 21)

22.7%
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

Good

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

Outperformance Consistency

Good

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

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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

183.4505

NAV (Jun 21)

Fund Returns

Last 1Y
34.2%
Last 3Y
25.8%
Last 5Y
22.6%
Last 10Y
17.6%
Since Inception
16.1%
6 Month CAGR
17.7%

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
2.06
Launched (25y ago)
Jul 14, 1999
AUM in Crores
2182.944
ISIN
INF200K01412
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.6
Standard Deviation (5yr)
19.3
Beta (3yr)
0.58
Beta (5yr)
1
Sharpe Ratio (3yr)
1.496
Sharpe Ratio (5yr)
0.791
YTM
0
Fund Managers

Mohit Jain

Fund Manager

Pradeep Kesavan

Fund Manager

Saurabh Pant

Fund Manager

Ashit Desai

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Consumption Opportunities Fund (RIDCW-A)70%13,10,205 5,77,59322.7%
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.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

bharti airtel ltd

5.8%
5.8%

ganesha ecosphere ltd

5.4%
5.4%

itc ltd

4.3%
4.3%

jubilant foodworks ltd

4.2%
4.2%

bajaj auto ltd

3.5%
3.5%
See all holdings

Allocation by Sector

consumer cyclical

45.4%
45.4%

consumer defensive

31.6%
31.6%

industrials

13.4%
13.4%

communication services

6.4%
6.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 691,539 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.5%

21.1%

18.2%

25.8%

17%

16.5%

12.5%

27.9%

13.9%

SBI Consumption Opportunities Fund (RIDCW-A) Review

SBI Consumption Opportunities Fund (RIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 16.1% over a period of 24 years. The fund was previously known as SBI Consumption Opportunities Reg DR. 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 (RIDCW-A) as of 6/21/2024 is ₹183.45 with the total AUM as of 6/23/2024 is ₹2182.944. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Consumption Opportunities Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 34.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Consumption Opportunities Fund (RIDCW-A).

Frequently Asked Questions

What is SBI Consumption Opportunities Fund (RIDCW-A)?

SBI Consumption Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?

You can invest in SBI Consumption Opportunities Fund (RIDCW-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 (RIDCW-A)?

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

Is SBI Consumption Opportunities Fund (RIDCW-A) good to invest in?

As per Scripbox experts, SBI Consumption Opportunities Fund (RIDCW-A) is a Top Ranked fund. You can investSBI Consumption Opportunities Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the SBI Consumption Opportunities Fund (RIDCW-A) is 2.06% for regular plan.