SBI Consumption Opportunities Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.1%
Sharpe Ratio-0.14
Beta1.13
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ITC LtdConsumers5.43%
Bharti Airtel LtdServices5.05%
Jubilant Foodworks LtdConsumers4.59%
Ganesha Ecosphere LtdConsumers4.56%
Maruti Suzuki India LtdConsumers4.44%
Britannia Industries LtdConsumers4.41%
Berger Paints India LtdCapital Goods4.38%
Hindustan Unilever LtdConsumers4.04%
United Breweries LtdConsumers3.81%
Colgate-Palmolive (India) LtdConsumers3.42%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.98%
Regulatory & Tax Information
INF200K01404
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)