SBI Consumption Opportunities Fund - Regular - Growth
Category: Equity: Thematic-Consumption
Launch Date: 14-07-1999
AUM:
₹ 2,826.89 Cr
Expense Ratio
2.14%
Benchmark
Nifty India Consumption TRI
ISIN
INF200K01VR6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Ashit Desai
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Consumption Opportunities Fund - Regular - Growth | -14.61 | 2.53 | 8.42 |
| Nifty India Consumption TRI | -11.15 | 9.16 | 9.16 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
262.7341
Last change
-5.95 (-2.2629%)
Fund Size (AUM)
₹ 2,826.89 Cr
Performance
12.75% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Ashit Desai
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 5.22 |
| ZOMATO LIMITED EQ | 4.93 |
| ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- | 4.93 |
| JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- | 4.63 |
| BERGER PAINTS INDIA LIMITED EQ NEW FV RE. 1/- | 3.67 |
| UNITED BREWERIES LIMITED EQ NEW FV RE.1/- | 3.61 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.61 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 3.41 |
| Varun Beverages Ltd | 3.31 |
| PAGE INDUSTRIES LIMITED EQ NEW FV RS.10/- | 3.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 24.54 |
| Consumer Services | 23.67 |
| Consumer Durables | 23.37 |
| Automobile and Auto Components | 18.02 |
| Textiles | 6.29 |
| Telecommunication | 3.04 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI Consumption Opportunities Reg Gr | 8.42 |