SBI Consumption Opportunities IDCW-P
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
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-0.87
Beta0.99
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
Eternal LtdConsumers5.75%
Asian Paints LtdCapital Goods4.78%
Jubilant Foodworks LtdConsumers4.57%
Mahindra & Mahindra LtdConsumers3.91%
Varun Beverages LtdConsumers3.82%
Berger Paints India LtdCapital Goods3.60%
Page Industries LtdConsumers3.56%
Titan Co LtdConsumers3.47%
United Breweries LtdConsumers3.42%
Britannia Industries LtdConsumers3.36%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.14%
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)