SBI Consumption Opportunities Fund
All Cap
Consumption
Equity
India Super Value
Others
Aggressive growth
Investor Profile1–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Sbi Consumption Opportunities Fund Growth focuses on Indian consumer and retail companies for growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-2.2% AnnuallyAlpha
+10.4% vs +10.0% benchmarkSince Inception
+4.4% vs +6.4% benchmark3Y Annualized
+11.5% vs +6.6% benchmark5Y Annualized
SBI Consumption Opportunities Fund
Benchmark Index
Benchmark Performance Comparison
Sbi Consumption Opportunities Fund
NIFTY 50
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%
Exit Load0.1
Regulatory & Tax Information
INF200K01VR6
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)