SBI Consumption Opportunities Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
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
INF200K01412
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)