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SBI Consumption Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)

Category: Equity: Thematic-Consumption Launch Date: 14-07-1999
AUM:

₹ 2,826.89 Cr

Expense Ratio

2.14%

Benchmark

Nifty India Consumption TRI

ISIN

INF200K01404

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 Plan - Income Distribution Cum Capital Withdrawal Option (IDCW) -12.57 3.52 9.69
Nifty India Consumption TRI -8.59 10.31 10.2
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
162.7872
Last change
2.46 (1.5102%)
Fund Size (AUM)
₹ 2,826.89 Cr
Performance
13.86% (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 IDCW 9.69